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In this video, the BluRoot team goes through the details of opening a new Zoho Expense account and navigating the dashboard.
For a complete walkthrough of all things Zoho Expense, check out www.udemy.com/course/zoho-exp...
Within Zoho Expense, there are some important features that every user should be aware of. First of all, users must understand that an "expense" is the base unit within the application. An expense contains the details of the expense including the amount, the vendor and appropriate account.
A receipt can be attached to an expense. The purpose of attaching a receipt is to verify the details of the expense. An receipt can either be manually uploaded, or as a picture through your mobile device.
With completed expenses, a user can make a report, which is simply a collection of expenses. The purpose of a report is so that expenses can be submitted for approval.
Once submitted, the approver can choose to accept or decline on an expense by expense basis. An accepted expense can be reimbursed. A declined expense notifies the submitter prompting them to resubmit.
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