Can I block users from overspending?
Yes, admins can block users from overspending by creating budgets for users in Zoho Expense. Here’s how:
- Click Admin View on the left sidebar.
- Go to Budgets on the left sidebar.
- Click + New Budget in the top right corner.
- Select User Budget.
- Select the User from the dropdown.
- Select the Fiscal Year, Budget Period, Budget Type, and enter the Budget Amount.
- Slide the toggle next to Block Submission of Reports.
- Click Save.
With this, users will be blocked from submitting reports with expenses that exceed the budget you’ve configured for them.