I got a refund on my credit card for a business purchase expense which I incurred earlier. Can I record refunds in Zoho Expense?
Yes, you can record refunds in Zoho Expense. If your card is connected to Zoho Expense, the refunded amount will be posted as a negative transaction in your card. You can convert this transaction to a negative expense (refund) and add it to a report. If you have not connected your card, you may simply record this as a negative expense in your Expenses module by adding a “-” sign in the Amount field.
Related Articles
Zoho CRM Business Card View
The Business Card view in Record Details page gives a quick preview of details like record owner, email address, phone number etc. Sometimes, agents may need to lookup for more information in the business card while they are on a call with a customer ...
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 ...
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, ...
Can I manually record a mileage expense which I’ve made through my company card?
To create a mileage expense from a card transaction manually: Click the + icon next to Expenses on the left sidebar. Navigate to From Cards tab and click Convert to Expense at the right corner of the transaction you want to convert to an expense. ...
How do I find an expense quickly that I had created earlier?
You can search for an expense that you had created using the Search bar at the top of the page. You will be able to find a record quickly based on the description, merchant name, employee number, location, reference number, etc. In addition to the ...