Reports
General
- Can I set up notifications for report submissions?
- How to use the excess advances on future reports?
- When should I mark a report as reimbursed and how do I do it?
- Why can’t I make changes to a reimbursed report?
- Can I directly deposit the reimbursement amount to the employees' bank account?
- How do I edit an advance in the report?
- How do I remove an advance from the report?
- Can I restrict users from recalling a report after it has been partially approved?
- How do I export reimbursed expense reports?
- How Can I disable automatic generation of report names?
- Can I backup the images of receipts included in expense reports?
Policy and Violations
- What is an expense amount limit?
- What is a receipt required limit?
- How can I make the description mandatory?
- Can submitters and approvers view the expense policies?
- How is a user alerted when there is a policy violation in an expense?
- How many policy violations can a report have?
- What is an expense expiry period? Is it considered as a policy violation?
- What happens when the policy for a user is changed after they submit a report?
- How to display a warning message when a receipt is not attached to an expense?
- Can I add additional processing amount for expenses in foreign currencies?
- How do I make users submit expenses only after choosing a category?
- How can I set different mileage rates for various vehicles?
- Can I assign multiple polices to a user?
Advanced
- How do I allow uncategorized expenses to be a part of my report?
- How do I set up auto numbering of expense reports in Zoho Expense?
- What are custom fields? How do I add custom fields to my report?
- Are there any limitations to the number of custom fields that can be added?
- How do I set deadlines before which users are required to submit their expense reports?
- Can I receive a copy of the approved report upon its approval?
- How do I create custom statuses for reports in Zoho Expense?
- Can I create a custom view to filter the reports based on a specific criteria?
- Can I generate reports automatically? If yes, how?
- Can I archive old reports? Will I be able to access them later?
- How can I download a report as an excel file?
- Can I delete a custom field from a report PDF?
Report Types
- Will I be able to associate an expense type with two different report types?
- Why am I unable to delete a report type?
- How do I mark a report type as inactive?
- Why do my report types need expense types?
Report Automation
- If report automation is enabled, at what time do reports get auto-generated for my users?
- Why was my report not auto-generated?
- Can I set up report automation based on a specific criteria?
- Is it possible to add all the unreported expenses in the generated report?
- What happens when I have a mandatory field in the report? Will the report get auto-generated?