Admin: Can access all the modules of the product, configure the product preferences, assign user roles, and perform any action.Approvers are usually the team leaders and managers. Approver: Can perform all the actions of a submitter, and also has permission to approve submitted reports (including their own reports).Submitters are usually the employees of the organisation. Submitter: Can upload receipts, create expenses, create and submit expense reports for approval.Here are the functions that each user role can perform: However, the admins can create new user roles and configure permissions. Zoho Expense has three default user roles, namely, Submitter, Approver, and Admin. Before taking a deeper look into the modules of Zoho Expense, let’s take a look at some of the common aspects of the product that will make using Zoho Expense easy for you. You can navigate through the various modules in our help documentation to learn how you can manage your expenses efficiently. Once you return from the trip, record the trip-related expenses and submit it to your approvers to claim reimbursement. You can also raise trip requests before going on business trips, and you can submit it to your managers to get approval. On the other hand, if your manager rejects the report, you can make the changes suggested in the comments section of your expense report and re-submit it for approval. If your manager approves the report, you can claim reimbursement for your expenses. Your manager will review the expense report and choose to approve or reject it. Once you’ve recorded the expenses, you can consolidate them into an expense report and submit it to your manager for approval. If you upload an expense receipt, it will be autoscanned and converted into an expense automatically. Whenever you incur a business expense, you can upload the receipt or record it in Zoho Expense. Zoho Expense is an online expense reporting application that you can use to record and report all your business expenses.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |