How can I view the expenses I’ve incurred in a month?
To view all the expenses you’ve incurred in a month, you need to customise the date range in your analytic report. Here’s how:
- Click Analytics on the left sidebar.
- Click the Expense Details under Expenses.
- Click Customise and select the monthly date range as required.
- Click Run Report. You will be able to view all your expenses in a chronological order.
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To view all your expenses in a chronological order: Go to Expenses on the left sidebar. Click the More icon in the top right corner of the page. Select Created Time under Sort By. All your expenses will be displayed in a chronological view. You can ...
How do I view only uncategorized expenses?
To view only your uncategorised expenses: Go to Expenses on the left sidebar. Click the dropdown next to the All Expenses filter on the top and select the Uncategorised filter. All your uncategorised expenses will be listed for you.
How to view only my receipts?
To view your receipts in Zoho Expense: Go to the Expenses module on the left sidebar. Navigate to the Unreported Expenses tab next to the All Expenses tab. You will be able to view all the receipts you’ve uploaded to Zoho Expense.
I need to get reimbursed for an expense I incurred. How can I record that expense?
Yes, you can claim reimbursement for the business expense you’ve incurred. While recording the expense, ensure that the Claim Reimbursement check box is marked, to get it considered for reimbursement. To do this: Go to Expenses. Click + New Expense ...
What kind of details will I be able to view in the Home page?
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