Upload a receipt
Learn how to upload a receipt in Zoho Expense.
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Click on the Receipts section on the LHS.
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You can drag receipts and drop them on the screen.
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You can also browse from your computer to upload receipts.
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Your receipts are auto scanned to create expenses.

How to manually add an expense
Here's how you manually capture an expense.
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Click on the + icon right next to Expenses.
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Enter the expense details in the New Expense page.
Date
Category
Amount
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Enter other details like Merchant name and Description.
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Add a receipt if needed.
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Add the expense directly to an expense report.
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Click Save or cancel.

Adding a Credit Card
Learn how to quickly add your credit card and import card transactions in Zoho Expense.
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Click on Cards on the LHS.
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Click on +Add Personal Card.
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Choose your credit card from the options listed or enter it manually.
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Enter your credentials and click on Submit.

Creating a new expense report
Learn how to create an expense report and add expenses to it.
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Click on the + icon right next to Reports.
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Enter details in the New Report page.
Report title
Duration
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Enter other details like Business purpose and Submit to.
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Include expenses that have been already created.
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Create a new expense in the same page.
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Click Save and Submit to save and instantly submit the report to your approver.

Set up your preferences for Expenses
Set up basic preferences and company policies for expenses.
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Click on Settings' on the LHS.
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Select Expenses from under the Preferences section.
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Set up the currencies for recording expenses.
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Add custom fields to the expense creation page.
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Set up Notifications for expenses.

How to approve a report
Learn how to approve/reject and reimburse expense reports.
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Click on My Approvals on the LHS.
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Select an expense report to approve or reject.
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You can either approve or reject the report.
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You can also Forward the report to another approver without approving or rejecting it.
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Post a comment on the expense report if needed.

Connect and collaborate
Connect with your staff and colleagues.
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Click on Users on the LHS.
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Invite User button allows you to add more people to your Zoho Expense account.
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Enter the User's name, email address and select a user role.
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Click on Invite button.

Expense Analytics
Generate reports on expenses to have better visibility into your expenditures.
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Select Analytics from the LHS.
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Select a particular report from the left pane.
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Customize the report to suit your requirement.
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Print or export the report as PDF.
