How Do You Track and Reimburse Employee Expenses in Zoho Books?
Zoho Books offers an expense claims module to manage employee-submitted expenses with approval workflows and reimbursements.
Enable Expense Claims:
Go to Settings → Preferences → Expenses → Enable “Employee Reimbursements.”
Add Employees:
Settings → Users → Add team members with the “Staff” role.
Submit and Approve Claims:
Employees log expenses under Expenses → + New Expense → Tag as “Reimbursable.”
Admin approves and marks as reimbursed once paid.
Track Pending Reimbursements:
Use Expense by Employee or Reimbursement Summary reports.
Why This Workflow Matters:
This feature simplifies internal reimbursements, enforces accountability, and keeps expense records aligned with accounting entries.
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