Zoho Expense

Zoho Expense

Zoho expense is an online tool LE uses to submit and manage Expense Reports. Monthly expense reports are due no later than the 8th of the month and should include all expenses conducted the previous month. This tool can be accessed via your computer browser or mobile app. Some features need to be enabled by the user. Please see the following two set up instructions. 

https://expense.zoho.com/
username: Your LE Email
temporary password: provided in a previous document or the password you have already assigned to your LE account

Email Forwarding

You can forward receipts recieved to your email account to Zoho Expense. The tool then automatically scans, converts and assigns to the matching expense entry. In order to use this feature, you have to enable your personal Zoho Expense email address. 

1. Sign into Zoho Expense as explained above
2. Click My Settings


3. Select the Peferences tab


4. Click on Enable under Click Enable under Email receipt forwarding
5. Click on Save


6. Copy the email address it assigns


7. Create a contact in your Outlook and save the email address

Any email receipt you receive can be forwarded to your newly created contact.

Setting Field Defaults

You can assign fields in Zoho Expense, such as Department Expense and Category, to a default. When you create a report, all expenses will be populated with these defaults but can be changed as need for specifc expenses. 

While still in settings as described above:

1. Click on the pencil under Default Values


2. Select the field you would like to set to a default. The following example shows how to set  a default department. 
3. Select the default value
4. Click Save


5. You can add additional default fiels by selection Add Field



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