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.