Policies for Zoho Expense
Implement expense policies to gain more control
Create multiple policies
Zoho Expense allows you to add multiple policies for different departments, cost centers, and branches. You can also assign policies to your expenses, trips, and advance payments.
Add general rules
Create general rules to set maximum expense amount limits, define when receipts or expense descriptions are necessary, manage uncategorized expenses, and more. These rules will be applied to all expense categories.
Apply category-level limits
Select the expense categories that you want to associate with a policy, and ensure that employees that fall under that policy can only create expenses under those selected categories. Cap the maximum amount employees can spend for each expense category as well.
Configure mileage rates
Define and enforce different mileage rates for each of your business departments. Add your organization’s vehicles used and specify mileage rates for them. Monitor and change these rates according to your needs.
Define per diem rates
Create per diem rates based on location and split them based on expense types as well. Zoho Expense also lets you configure per diem rates based on travel hours. Set a per diem rate percentage and apply it to an employee’s travel hours.
Detect duplicates automatically
Zoho Expense’s policy engine detects duplicate expense entries right after they are created. The system then gives you the option to delete the duplicate entry or keep both. Duplicates are detected based on date, amount, and currency.
