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Can I block users from overspending?

Yes, admins can block users from overspending by creating budgets for users in Zoho Expense. Here’s how:

  • Click Admin View on the left sidebar.
  • Go to Budgets on the left sidebar.
  • Click + New Budget in the top right corner.
  • Select User Budget.
  • Select the User from the dropdown.
  • Select the Fiscal Year, Budget Period, Budget Type, and enter the Budget Amount.
  • Slide the toggle next to Block Submission of Reports.
  • Click Save.

With this, users will be blocked from submitting reports with expenses that exceed the budget you’ve configured for them.

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