Policy Settings

Policy settings in Zoho Expense are where you configure the rules within a specific expense policy, such as its currency, admins and travel documentation. This guide covers creating and configuring a policy.

How to create a policy

1. Click Admin View.
2. Click Settings on the left sidebar, or the Gear icon.
3. Go to Policies under Setup & Configurations.
4. Click + New Policy.

Policy settings to configure

• Name and an optional Display Name shown to users.
• Description of what the policy covers.
• Currency for the policy.
• Policy Admins who can manage it.
• Whether uncategorised expenses are included in reports.
• A Travel Policy document you can upload for reference.
• Surcharge settings for expenses incurred in foreign currencies.
• Trip options for booking preferences.

Click Save once the settings are configured.

Tips

• Assign policy admins who understand the team the policy applies to, since they’ll manage any changes.
• Upload your written travel policy as a reference document so employees can check it alongside the system’s rules.

Frequently asked questions

Where do I create a new policy?

Under Admin View, go to Settings, then Policies under Setup & Configurations, and click + New Policy.

Can I set a different currency for a policy?

Yes, each policy has its own currency setting, chosen from a dropdown when you configure it.

Who can manage a policy once it’s created?

The Policy Admins you assign to it when setting it up.

Need help?

Need help configuring expense policies in Zoho Expense? Contact support@thoughtlogik.com or see our Zoho implementation services.