• What are the different types of user roles in Zoho Expense?
• How do I create a custom role?
• Who can approve expense reports?
• Can Multi-stage approval be set up?
• Can a rejected report be approved again?
• Can reports with expired expenses be approved?
• As an approver, can I edit expenses that are submitted to me?
• Can a rejected report be reimbursed?
• Is it possible to reject the report after exporting it to QuickBooks?
• Can approvers approve their own report?
• Can I reject individual expenses in the report?
• Can reports with policy violations be approved?
• Can an admin approve a report submitted to another approver?
• I accidentally deleted the bill/journal/expense in my QuickBooks account. Do I have to re-enter the data manually in QuickBooks?
• Can admins view the expense reports submitted to another approver?
• If the approver is out of office, can someone else be appointed to approve the reports?
• Can I set up notifications when reports are approved/rejected?

Approval workflow

• How do I setup a hierarchical approval flow?
• How many levels of approval can be set in Zoho Expense?
• What happens when I select a user in the ‘Submits to’ section?
• What happens when I add criterion to ‘Submits to’ option?
• What happens when I select a user from ‘Approves and forwards to’ option?
• What happens when I add criterion to ‘Approves and forwards to’ option?
• During the absence of my next level approver, can I forward the expense report to someone else?
• When does a user become the final approver?
• How do I assign a final approver for an approval chain?