Expenses
Billable Expenses
- When do I mark an expense as reimbursable?
- Can I create a billable expense without adding a customer?
- Why am I not able to see the project which I created in Zoho Books?
- How do I raise an invoice for a billable expense?
- Why are my employees getting the error, “Plan limit exceeded” while uploading receipts?
Customers
- Who can create customers in Zoho Expense?
- Can the submitters and approvers add customers in Zoho Expense? If yes, how?
- Can I add an organization as my contact?
- What should I do if I stop doing business with a customer?
Categories
- Why do I need expense categories?
- Can I add a new category if required?
- What are inactive categories? How do I mark a category as inactive?
- Why am I unable to view the sub-categories while creating expenses?
- Where can I set general rules for categories?
- Can I set up special rules for some categories?
- How to set up limitation on the number of expenses a user can record under an expense category?
- Can I restrict some users from viewing all the categories?
- How do I view the category which I created in Zoho Books under Zoho Expense?
- How do I customise fields displayed on the expense creation page based on expense category?
Mileage Expenses
- How do I change the default unit for mileage?
- How do I add a new mileage rate?
- How do I edit an added mileage rate?
- How do I remove a mileage rate?
- What is a default rate? How do I add a default rate?
- What is a default mileage category?
- Can I set a different category as my default category for mileage expenses?
Reporting an Expense
Currencies
- I could not find the currency I was looking for in the existing list. Can I add a new currency in Zoho Expense?
- How are exchange rates assigned for expenses incurred in foreign currencies?
- How often are the currency exchange rates updated?
- From where do you fetch exchange rates for foreign currencies?
- How do I enable or disable automated currency conversion in Zoho Expense?
- Who can edit the exchange rates?
Advanced
- Can I add paid through accounts in Zoho Expense?
- As an Admin, I would like to obtain additional information about the expenses from my submitters. How do I do that?
- Can I assign a delegate to perform my tasks?
- What information does the History section provide about an expense entry or an expense report?
- Who are the Attendees in an expense?
- What are the formats in which I can import and export my expenses?
- Can I make all expenses reimbursable by default?
- How do I export approved expenses from Zoho Expense to Zoho Books?
- Why am I not able to view fields like Tax, Project etc, in my expense creation form?
- Does Zoho Expense detect duplicate expenses?
- How to restrict users from overspending?