How to restrict employees from overspending?

You will be able to set daily, monthly, yearly, or custom limits on the expenses incurred by your employees by using the Rules feature in the Policies section of Zoho Spend.

If the employees’ expenses exceed the set limit, you can choose to send a warning notification or you can block the employee from submitting that expense. Here’s how:

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Click Policies under Setup & Configuration.
• Click the policy for which you want to set up rules.
• Navigate to Rules.
• Click + Add Rule.
• Provide a Name for the rule and select a Rule Type from the dropdown.
• Select the Limit Type.
• Select the Action Type as Warn or Block.
• Click Save.

The rule will be saved, and the expenses that violate the rule will receive a warning notification or will be blocked from submission based on the action type you’ve selected.