Can I block employees from overspending?

Yes, admins can block employees from overspending by creating budgets for employees in Zoho Spend. Here’s how:

  • 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, employees will be blocked from submitting reports with expenses that exceed the budget you’ve configured for them.