Click to learn more about access privileges for integration with other Zoho Apps.

Benefits:

• Track expenses using Expense reports.
  
• View expense along with the actual cost and compare it with the project budget.
  
• Expenses need to be approved before they can be invoiced giving you more control over costs.
  
• Upload receipts and submit them for approval.
  

Feature availability and Access privileges

Integrate Zoho Expense

1. Click  in the upper-right corner.
   
2. Choose Zoho under Marketplace. Now, select Update in Zoho Expense.
   
3. Click How to Generate ZSC Key? to get the ZSC key.
   
4. If you do not have an account in Zoho Expense, you will be asked to create a new organization.
   
5. You will be directed to Zoho Expense.
   
6. Click the Settings icon in the upper-right corner of Zoho Expense dashboard and then click Integrations.
   
7. Click Zoho Expense ZSC Key and then click Generate Now to get a new ZSC key.
   
8. Copy the Email ID and ZSC key.
   
9. Enter the copied Email ID and ZSC key in Zoho Projects.
   
10. Select the Organization and Finance Permission.
    
11. Select a date from when the time logs are to be invoiced. Time logs prior to this date will be marked as invoiced.
    
12. Under Expense and Expense reports, select Manage Expense to add, edit or delete expenses.
    
13. Click Save.
    

Create Expense Claims

1. Navigate to your project and select Expense tab.
   
2. Select Expense Claims and Click New Expense.
   
3. Enter the Date and the Merchant details.
   
4. Select the Category of the expense from the drop-down and enter the Amount.
   
5. Enter the Description, Customer and Reference# if desired.
   
6. Add to Report by selecting from the existing reports or by creating a new report.
   
7. Attach receipts from your computer or cloud.
   
8. Click Save and Close or Save and New to add a new expense.
   

Edit Expense Claims

1. Navigate to your project and select Expense tab.
   

2. For Unreported Expenses:
   

   1. Click    and select Edit.
      
   2. Make the required changes and click Save and Close.
      

   For All Expenses:
   

   1. Click open the required expense.
      
   2. Click  on the top right corner.
      
   3. Make the required changes and click Save and Close.
      

Merge Expense Claims

1. Navigate to your project and select Expense tab.
   
2. Under Expense Claims select any 2 expenses which you would like to merge.
   
3. Click  and select Merge.
   
4. Select a master expense and click Continue.
   

Delete Expense Claims

1. Navigate to your project and select Expense tab.
   
2. Under Expense Claims select the expense which you would like to delete.
   
3. Click  and select Delete.
   

Create Expense Reports

1. Navigate to your project and select Expense tab.
   
2. Select Expense Reports and Click New Report.
   
3. Enter the Report Name, Business Purpose and the Duration.
   
4. Click Save.
   

Submit Expense Reports

1. Navigate to your project and select Expense tab.
   
2. Select Expense Reports.
   
3. Click open the required report.
   
4. Click Submit at the top-right corner.
   

Edit Expense Reports

1. Navigate to your project and select Expense tab.
   
2. Select Expense Reports.
   
3. Click open the required report.
   
4. Click  on the top right corner.
   
5. Make the required changes and click Save.
   

Delete Expense Reports

1. Navigate to your project and select Expense tab.
   
2. Select Expense Reports.
   
3. Click open the required report.
   
4. Select the expense which you would like to delete.
   
5. Click  and confirm your action.
   

Related Topics

Project Budget