Can I add an expense with a policy violation to a report?

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• What is policy violation? Will I know if I’ve violated a policy while recording an expense?

  A policy violation happens when a user records an expense with details violating the company’s policies. Once Admins have created a policy and assigned users to the policy, it will be automatically applicable to all expenses. Expenses exceeding the ...

• Can I remove an expense from my report?

  Yes, you can remove an expense that has been already associated to a report only if the report is in the Draft, Rejected, or Recalled status. To remove an expense: Go to the Reports module on the left sidebar. Click the report that is in the Draft, ...

• How do I create a mileage expense?

  To create a mileage expense: Click the + icon next to Expenses on the left sidebar. Navigate to the Add Mileage tab. OR Go to Expenses and click the + New Expense dropdown. Navigate to the Add Mileage tab. A form to create a mileage expense will ...

• How can I manually record an expense?

  To record a new expense in Zoho Expense: Go to the Expenses module on the left sidebar. Click + New Expense in the top right corner or click the + icon next to the Expenses module on the left sidebar. Fill in the necessary details such as Date, ...

• What happens if an expense that I record expires?

  An expense is considered expired if it has not been approved before the defined expense expiry period. Users will be able to submit the expired expenses but the expense report will contain policy violations. The approver can then choose to either ...