What are the different ways to create expenses?
You can record expenses in multiple ways in Zoho Expense:
- Upload receipts to be autoscanned and expenses will be created automatically
- Bulk add expenses
- Create expenses from card statements
- Create per diem expenses
- Record mileage expenses
- Create expenses manually
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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 ...
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What are the different statuses of Expenses?
Expenses are classified under three statuses in Zoho Expense. STATUS DESCRIPTION UNREPORTED If the expenses are not added to a report, the status will be Unreported. UNSUBMITTED Expenses that are added to a report that is in Draft status, will have ...
What are the various ways to create an invoice?
Invoices can be created from the following modules: Quick Create Button Use the Quick Create option in the top-left corner to go straight to the invoice creation screen. Items To create a new invoice with particular items, you can mark the checkbox ...
How do I record recurring expenses?
Currently, you cannot record recurring expenses, however you can use the ‘Clone’ option in the expense details to create a new expense with the same expense details. To clone an expense: Go to Expenses. Navigate to the All Expenses tab. Click the ...