Expense Policies in Zoho Expense define the rules and controls that govern how employees submit expenses within the organization. These policies help ensure that all expense claims comply with internal guidelines, budget limits, and regulatory requirements before they are submitted for approval.

In this guide, it will explain how to configure and enforce Policies in Zoho Expense.

STEP 1: Go to Settings on your home screen

On your home screen, click in the settings icon on the top right corner

STEP 2: Click on Policies

Under the user and control sub settings, click on policies

STEP 3: Click on New Policy

At the top right corner click on “new policy”

STEP 4: Create the name of the Policy you are creating

Then click on the “save and continue” button to move to the next page

STEP 5: Click on the “edit” icon

When the next page pops up, then you click on the edit button, which will be used to set the limit in “figure” for all expense categories in the system.

STEP 6: Type in the expense amount limit you intend to set

Here, it is necessary that you type in “figure” the desired general limit you intend to set for all expense categories.

STEP 7: For individual expense categories, you can “override” and specify a desired expense limit different from the general limit set

For this, you can hover your mouse around the expense category you wish to override, then click on “override”

STEP 8: Check the expense amount limit box to be able to type in the specific desired limit

You will type in the desired amount limit that you want to set for the specific expense category you wish to override, then click on save.

STEP 9: Click on the “finish” button when done.

You can skip the mileage preference as it is not always applicable only in some rare cases where expenses are measured by using mileage.