Zoho Expense
[Zoho Expense] What is Page Layout in Expenses Module? and How to Use it?
Page layout in expenses module allow admin to create custom layout page to specify or dictate types of field or custom field to be visible to user upon creating expense and selecting expense category. *Only admin role would be able to create page ...
[Zoho Expense] How to Delegate Expense Activity to Another User
In Zoho Expense you can delegate another user to create, submit and approve expense record on your behalf. Lets take a look how you can achieved this in Zoho Expense. To begin you are require to add delegate under setting: You may delegate access to ...
[Zoho Expense] How Can I Mark User As Inactive?
When an employee is no longer a user of Zoho Expense, an admin should change the user status as inactive to restrict their access. To change it, go to Settings > Users & Control > Users > go to the specific user > move your cursor to the right side ...
[Zoho Expense] Type of Users Role in Zoho Expense
There are three (3) types of roles that you can assign to your employees after inviting them as a user. Admin This role can access all modules without restriction. You can invite users, manage policies, set up expense categories, view reports, ...
[Zoho Expense] What is Policy Violation?
When an admin has set up the expense policy for the organization and assigned the policy to all users, it will automatically detect if the user has violated the expense policy when they want to submit their expenses. Below are several reasons that ...
[Zoho Expense] How To Set Amount Limit for Specific Expense Category?
To set up an amount limit for a specific expense category, go to Settings > Users and Control > Policies > Category Limits. Navigate to the category that you want to set the amount limit and move your cursor to the right side of the category. The ...
[Zoho Expense]Can Zoho Expense Record Partial Reimbursement?
At the moment, Zoho Expense does not allow to record a partial reimbursement/payment for the approved expense/claim. However, this feature will available in the future. To do the partial reimbursement/payment, there are two ways to do it. First by ...
[Zoho Expense] Integration Between Zoho Expense and Zoho People
If you subscribed to Zoho People and Zoho Expense, these two applications can be integrated. It means the employee's data will be synced once the admin has added them as a user. How to sync? Go to Login Zoho Expense > Settings > Integrations > Zoho ...