How to submit your bills through Zoho Expense? Check out this Video:
https://www.loom.com/share/ada4da0889f54e90b2badce4aca393d7
Steps for submitting your expense reimbursement claims via Zoho Expense:
Login in to expense.zoho.in using your Axelerant email ID
Create an Expense report:
Go to Expenses > New Expense > Attach receipts
Enter the Date on which the expense was incurred
Under Merchant, mention the name of the Vendor (eg. Amazon, Udemy, JetBrains, etc)
Select a Categorybased on the Benefit being availed (Refer table below)
Enter amount
Click on Claim Reimbursement checkbox
Add description and Reference for the Expense.
Add to a Report > Create New report(Eg. May 2021 expense report, Home office expenses, etc)
Go to Reports> Select the Report to be submitted and click on “Submit”
While Submitting the Expense report, you will receive an option to mark your Manager in cc. Kindly select your Manager if the Expense needs Manager’s approval. Otherwise, you may skip this step.
Once an expense report is submitted to the Approver (People Operations), you should see the expense report on Home Page > Reports Summary > Awaiting Approval
Guidelines for selecting Category and Reference for types of reimbursement.
Reimbursement type | Category | Reference |
---|---|---|
Health & Wellness | Health and Wellness 75% | Fitness Allowance |
In-Person Team meet up | Team Meetup=1 Team Meetup=2 Team Meetup >2 | In-Person Team Meetup |
Home Office Setup | Home Office Setup 85% | Home office Allowance |
Continuing Education/ Certifications/Books/Courses | Continuing Education and Training (Upto Rs. 4,000) - 90% Continuing Education and Training > Rs.4,000 - 90% | Education Sponsorship |
Events | Events (Upto Rs 4000) Events > RS 4000 | Event Sponsorship |
Co-working Space | Desk Rent/ Co-Working Space | Co-Working Stipend |
Child care Allowance | Child care Allowance | Child care allowance |
Computing Device | Repair and Maintenance 75% | Repair and Maintenance. |
Bills filed for reimbursement must include the company name
Axelerant Technologies Pvt. Ltd.
GST Number can be included (If possible) 07AAHCA1511E1ZB.
While the shipping address can be of the team members, the billing name must include the name of the company.