Submit Expense Claim via Zoho Expense

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:

1. Login in to expense.zoho.in using your Axelerant email ID

2. Create an Expense report:

   1. Go to Expenses > New Expense > Attach receipts

   2. Enter the Date on which the expense was incurred

   3. Under Merchant, mention the name of the Vendor (eg. Amazon, Udemy, JetBrains, etc)

   4. Select a Category based on the Benefit being availed (Refer table below)

   5. Enter amount

   6. Click on Claim Reimbursement checkbox

   7. Add description and Reference for the Expense.

   8. Add to a Report > Create New report (Eg. May 2021 expense report, Home office expenses, etc)

   9. Go to Reports > Select the Report to be submitted and click on “Submit”

   10. 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.

3. 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.

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.