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Read our FAQs to find simple answers for the most commonly asked questions. </p> <div class="overview-video-container"> <a class="product-video video-play-btn" href="https://youtu.be/Iv7CrstJaY0" aria-label="View Video on The all-new Zoho Expense An Overview" data-video-link="Iv7CrstJaY0" > <div class="box-filled"> <div class="caret-right-big"></div> </div> </a> </div> <section class="default-roles"> <h2>What’s your role?</h2> <p class="content mb-4"> Access the FAQs based on the user role that has been assigned to you in Zoho Expense. </p> <article class="d-lg-flex align-items-center justify-content-center"> <section class="role-card ml-0"> <div class="admin-icon"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 512 512"><path d="M104.9 512h302.2c4.2 0 7.1-4.2 5.6-8.1C385.8 433 325.8 383.7 256 383.7S126.2 433 99.3 503.9c-1.5 3.9 1.4 8.1 5.6 8.1zm37.4-451.7c1.9.4 3.7.3 5.4 0 6.5 33.1 13 66.3 19.5 99.4.1.3.1.6.2.9-15.8 19.7-25.3 44.7-25.3 72 0 63.3 51 114.7 113.9 114.7S369.9 296 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<a href="/expense/expense-management-software-for-universities/" target="_blank" rel="noopener noreferrer"> Educational institutions </a> </li> <li> <a href="/expense/expense-reporting-software-for-manufacturing-industry/" target="_blank" rel="noopener noreferrer"> Manufacturing </a> </li> <li> <a href="/expense/marketing-expense-management/" target="_blank" rel="noopener noreferrer"> Marketing </a> </li> <li> <a href="/expense/expense-reporting-for-consulting-firms/" target="_blank" rel="noopener noreferrer"> Consultants </a> </li> <li class="sub-header">By Business Size</li> <li> <a href="/expense/self-employed-expense-tracking/" target="_blank" rel="noopener noreferrer"> Self-employed </a> </li> <li> <a href="/expense/free-expense-reporting-software/" target="_blank" rel="noopener noreferrer"> Small business </a> </li> <li> <a href="/expense/enterprise-expense-management/" target="_blank" rel="noopener noreferrer"> Enterprise </a> </li> </ul> <ul class="links-wrapper"> <li 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Free Expense Report Template </a> </li> <li> <a href="/financeplus/gdpr.html" target="_blank" rel="noopener noreferrer"> GDPR and Zoho Finance </a> </li> </ul> <ul class="links-wrapper"> <li class="link-header">IMPORTANT INTEGRATIONS</li> <li> <a href="/expense/expense-reporting/" target="_blank" rel="noopener noreferrer"> Zoho Books Integration </a> </li> <li> <a href="/expense/crm-integration/" target="_blank" rel="noopener noreferrer"> Zoho CRM Integration </a> </li> <li> <a href="/expense/people-integration/" target="_blank" rel="noopener noreferrer"> Zoho People Integration </a> </li> <li> <a href="/expense/quickbooks-integration/" target="_blank" rel="noopener noreferrer"> QuickBooks Online Integration </a> </li> <li> <a href="/expense/quickbooks-desktop-integration/" target="_blank" rel="noopener noreferrer"> QuickBooks Desktop Integration </a> </li> <li class="link-header mt-4">ALTERNATIVES TO</li> <li> <a href="/expense/expensify-alternative/" target="_blank" rel="noopener noreferrer"> Expensify </a> </li> <li> <a href="/expense/concur-alternative/" target="_blank" rel="noopener noreferrer"> SAP Concur </a> </li> </ul> </div> </div> <hr> <div class="contact-us d-md-flex align-items-start justify-content-start d-xl-block"> <div class="d-flex align-items-center d-xl-block py-2 mb-3"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 512 512"><path d="M389 250.1c-2.3-5.7-7.8-9.5-14-9.5h-51.6v-61.2c0-8.3-6.7-15-15-15s-15 6.7-15 15v61.2h-84.3v-61.2c0-8.3-6.7-15-15-15s-15 6.7-15 15v61.2h-37.4c-6.1 0-11.7 3.7-13.9 9.4L43.4 461.9c-1.8 4.6-1.3 9.9 1.5 14s7.4 6.6 12.4 6.6h401.1c5 0 9.6-2.5 12.4-6.6s3.4-9.3 1.6-13.9L389 250.1zM79.4 452.4l72.1-180.5c.3-.8 1-1.3 1.9-1.3h210.2c.8 0 1.6.5 1.9 1.3l69.9 177.8c.5 1.3-.5 2.7-1.9 2.7H79.4z"/><path d="M511 201l-6.4-94.4c-.4-5.2-3.4-9.8-8-12.2-3.2-1.7-79.8-41.6-178.5-58-58.5-9.7-112.6-8.9-160.8 2.2C96.3 52.7 45 83.5 4.7 130.1c-2.6 3-3.9 6.9-3.6 10.8L6 212.1c.5 7.9 7.1 14 15 14h1l98.2-6.7c4-.3 7.7-2.1 10.3-5.1s3.9-6.9 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id="demo_phone_error" style="display:none">This field is mandatory.</p> </div> </div> <div class="form-group user-count"> <div> <span class="select-drop-down"></span> <select name="CASECF13" class="form-control select-placeholder dropdown" id="demo_no_of_users" onchange="noOfUsersChanged();"> <option value="" selected="">No. of Employees*</option> <option value="Less than 50">Less than 50 Employees</option> <option value="50 - 100">50-100 Employees</option> <option value="100 - 500" class="enterprise-option">100-500 Employees</option> <option value="500 - 1000" class="enterprise-option">500-1000 Employees</option> <option value="1000 - 5000" class="enterprise-option">1000-5000 Employees</option> <option value="More than 5000" class="enterprise-option">More than 5000 Employees</option> </select> <p class="dropdown-arrow"></p> </div> <p class="text-danger" id="demo_no_of_users_error" style="display: none">This field is mandatory.</p> </div> <div class="form-group"> <div> <select name="CASECF7" class="form-control select-placeholder dropdown" id="demo_location" onchange="countryChanged();"> <option value="" selected="">Country*</option> <option value="Afghanistan">Afghanistan</option> <option value="Aland Islands">Aland Islands</option> <option value="Albania">Albania</option> <option value="Algeria">Algeria</option> <option value="American Samoa">American Samoa</option> <option value="Andorra">Andorra</option> <option value="Angola">Angola</option> <option value="Anguilla">Anguilla</option> <option value="Antigua and Barbuda">Antigua and Barbuda</option> <option value="Argentina">Argentina</option> <option value="Armenia">Armenia</option> <option value="Aruba">Aruba</option> <option value="Ascension">Ascension</option> <option value="Australia">Australia</option> <option value="Austria">Austria</option> <option value="Azerbaijan">Azerbaijan</option> <option value="Bahamas">Bahamas</option> <option value="Bahrain">Bahrain</option> <option value="Bangladesh">Bangladesh</option> <option value="Barbados">Barbados</option> <option value="Belarus">Belarus</option> <option value="Belgium">Belgium</option> <option value="Belize">Belize</option> <option value="Benin">Benin</option> <option value="Bermuda">Bermuda</option> <option value="Bhutan">Bhutan</option> <option value="Bolivia">Bolivia</option> <option value="Bosnia and Herzegovina">Bosnia and Herzegovina</option> <option value="Botswana">Botswana</option> <option value="Brazil">Brazil</option> <option value="British Virgin Islands">British Virgin Islands</option> <option value="Brunei Darussalam">Brunei Darussalam</option> <option value="Bulgaria">Bulgaria</option> <option value="Burkina Faso">Burkina Faso</option> <option value="Burundi">Burundi</option> <option value="Cambodia">Cambodia</option> <option value="Cameroon">Cameroon</option> <option value="Canada">Canada</option> <option value="Cape Verde">Cape Verde</option> <option value="Cayman Islands">Cayman Islands</option> <option value="Central African Republic">Central African Republic</option> <option value="Chad">Chad</option> <option value="Chile">Chile</option> <option value="China">China</option> <option value="Colombia">Colombia</option> <option value="Comoros">Comoros</option> <option value="Congo">Congo</option> <option value="Cook Islands">Cook Islands</option> <option value="Costa Rica">Costa Rica</option> <option value="Cote d'Ivoire">Cote d'Ivoire</option> <option value="Croatia">Croatia</option> <option value="Cuba">Cuba</option> <option value="Curacao">Curacao</option> <option value="Cyprus">Cyprus</option> <option value="Czech Republic">Czech Republic</option> <option value="Democratic Republic of the Congo">Democratic Republic of the Congo</option> <option value="Denmark">Denmark</option> <option value="Diego Garcia">Diego Garcia</option> <option value="Djibouti">Djibouti</option> <option value="Dominica">Dominica</option> <option value="Dominican Republic">Dominican Republic</option> <option value="East Timor">East Timor</option> <option value="Ecuador">Ecuador</option> <option value="Egypt">Egypt</option> <option value="El Salvador">El Salvador</option> <option value="Equatorial Guinea">Equatorial Guinea</option> <option value="Eritrea">Eritrea</option> <option value="Estonia">Estonia</option> <option value="Ethiopia">Ethiopia</option> <option value="Falkland Islands">Falkland Islands</option> <option value="Faroe Islands">Faroe Islands</option> <option value="Fiji">Fiji</option> <option value="Finland">Finland</option> <option value="France">France</option> <option value="French Guiana">French Guiana</option> <option value="French Polynesia">French Polynesia</option> <option value="Gabon">Gabon</option> <option value="Gambia">Gambia</option> <option value="Georgia">Georgia</option> <option value="Germany">Germany</option> <option value="Ghana">Ghana</option> <option value="Gibraltar">Gibraltar</option> <option value="Greece">Greece</option> <option value="Greenland">Greenland</option> <option value="Grenada">Grenada</option> <option value="Guadeloupe">Guadeloupe</option> <option value="Guam">Guam</option> <option value="Guatemala">Guatemala</option> <option value="Guinea">Guinea</option> <option value="Guinea-Bissau">Guinea-Bissau</option> <option value="Guyana">Guyana</option> <option value="Haiti">Haiti</option> <option value="Honduras">Honduras</option> <option value="Hong Kong">Hong Kong</option> <option value="Hungary">Hungary</option> <option value="Iceland">Iceland</option> <option value="India">India</option> <option value="Indonesia">Indonesia</option> <option value="Iran">Iran</option> <option value="Iraq">Iraq</option> <option value="Ireland">Ireland</option> <option value="Israel">Israel</option> <option value="Italy">Italy</option> <option value="Jamaica">Jamaica</option> <option value="Japan">Japan</option> <option value="Jordan">Jordan</option> <option value="Kazakhstan">Kazakhstan</option> <option value="Kenya">Kenya</option> <option value="Kiribati">Kiribati</option> <option value="Kosovo">Kosovo</option> <option value="Kuwait">Kuwait</option> <option value="Kyrgyzstan">Kyrgyzstan</option> <option value="Laos">Laos</option> <option value="Latvia">Latvia</option> <option value="Lebanon">Lebanon</option> <option value="Lesotho">Lesotho</option> <option value="Liberia">Liberia</option> <option value="Libya">Libya</option> <option value="Liechtenstein">Liechtenstein</option> <option value="Lithuania">Lithuania</option> <option value="Luxembourg">Luxembourg</option> <option value="Macao">Macao</option> <option value="Macedonia">Macedonia</option> <option value="Madagascar">Madagascar</option> <option value="Malawi">Malawi</option> <option value="Malaysia">Malaysia</option> <option value="Maldives">Maldives</option> <option value="Mali">Mali</option> <option value="Malta">Malta</option> <option value="Marshall Islands">Marshall Islands</option> <option value="Martinique">Martinique</option> <option value="Mauritania">Mauritania</option> <option value="Mauritius">Mauritius</option> <option value="Mexico">Mexico</option> <option value="Micronesia">Micronesia</option> <option value="Moldova">Moldova</option> <option value="Monaco">Monaco</option> <option value="Mongolia">Mongolia</option> <option value="Montenegro">Montenegro</option> <option value="Montserrat">Montserrat</option> <option value="Morocco">Morocco</option> <option value="Mozambique">Mozambique</option> <option value="Myanmar">Myanmar</option> <option value="Namibia">Namibia</option> <option value="Nauru">Nauru</option> <option value="Nepal">Nepal</option> <option value="Netherlands">Netherlands</option> <option value="Netherlands Antilles">Netherlands Antilles</option> <option value="New Caledonia">New Caledonia</option> <option value="New Zealand">New Zealand</option> <option value="Nicaragua">Nicaragua</option> <option value="Niger">Niger</option> <option value="Nigeria">Nigeria</option> <option value="Niue">Niue</option> <option value="North Korea">North Korea</option> <option value="Northern Mariana Islands">Northern Mariana Islands</option> <option value="Norway">Norway</option> <option value="Oman">Oman</option> <option value="Pakistan">Pakistan</option> <option value="Palau">Palau</option> <option value="Palestine">Palestine</option> <option value="Panama">Panama</option> <option value="Papua New Guinea">Papua New Guinea</option> <option value="Paraguay">Paraguay</option> <option value="Peru">Peru</option> <option value="Philippines">Philippines</option> <option value="Poland">Poland</option> <option value="Portugal">Portugal</option> <option value="Puerto Rico">Puerto Rico</option> <option value="Qatar">Qatar</option> <option value="Reunion">Reunion</option> <option value="Romania">Romania</option> <option value="Russia">Russia</option> <option value="Rwanda">Rwanda</option> <option value="Saint Helena">Saint Helena</option> <option value="Saint Kitts and Nevis">Saint Kitts and Nevis</option> <option value="Saint Lucia">Saint Lucia</option> <option value="Saint Pierre and Miquelon">Saint Pierre and Miquelon</option> <option value="Saint Vincent and Grenadines">Saint Vincent and Grenadines</option> <option value="Samoa">Samoa</option> <option value="San Marino">San Marino</option> <option value="Sao Tome and Principe">Sao Tome and Principe</option> <option value="Saudi Arabia">Saudi Arabia</option> <option value="Senegal">Senegal</option> <option value="Serbia">Serbia</option> <option value="Seychelles">Seychelles</option> <option value="Sierra Leone">Sierra Leone</option> <option value="Singapore">Singapore</option> <option value="Slovakia">Slovakia</option> <option value="Slovenia">Slovenia</option> <option value="Solomon Islands">Solomon Islands</option> <option value="Somalia">Somalia</option> <option value="South Africa">South Africa</option> <option value="South Korea">South Korea</option> <option value="South Sudan">South Sudan</option> <option value="Spain">Spain</option> <option value="Sri Lanka">Sri Lanka</option> <option value="Sudan">Sudan</option> <option value="Suriname">Suriname</option> <option value="Swaziland">Swaziland</option> <option value="Sweden">Sweden</option> <option value="Switzerland">Switzerland</option> <option value="Syria">Syria</option> <option value="Taiwan">Taiwan</option> <option value="Tajikistan">Tajikistan</option> <option value="Tanzania">Tanzania</option> <option value="Thailand">Thailand</option> <option value="Togo">Togo</option> <option value="Tokelau">Tokelau</option> <option value="Tonga">Tonga</option> <option value="Trinidad and Tobago">Trinidad and Tobago</option> <option value="Tunisia">Tunisia</option> <option value="Turkey">Turkey</option> <option value="Turkmenistan">Turkmenistan</option> <option value="Turks and Caicos Islands">Turks and Caicos Islands</option> <option value="Tuvalu">Tuvalu</option> <option value="Uganda">Uganda</option> <option value="Ukraine">Ukraine</option> <option value="United Arab Emirates">United Arab Emirates</option> <option value="United Kingdom">United Kingdom</option> <option value="United States">United States</option> <option value="Uruguay">Uruguay</option> <option value="US Virgin Islands">US Virgin Islands</option> <option value="Uzbekistan">Uzbekistan</option> <option value="Vanuatu">Vanuatu</option> <option value="Vatican City">Vatican City</option> <option value="Venezuela">Venezuela</option> <option value="Vietnam">Vietnam</option> <option value="Wallis and Futuna">Wallis and Futuna</option> <option value="Yemen">Yemen</option> <option value="Zambia">Zambia</option> <option value="Zimbabwe">Zimbabwe</option> </select> <p class="dropdown-arrow"></p> </div> <p class="text-danger" id="demo_location_error" style="display: none">This field is mandatory.</p> </div> <div class="form-group hide" id="demo_state_wrapper"> <div> <select name="CASECF8" 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