Great news! Instead of having to change every. single. expense. from the default of “Paid Through” as “Petty Cash”… If you enable Zoho Expense 2.0 (currently in Beta as of December 2020), each person’s account can set their own preferred defaults. As an admin with access to everything, the only really useful one is setting “Paid Through” to the business’ primary credit card. For other employees, such as ones that pretty much only expense things related to a specific Project, that could be set as well. Once out of beta or otherwise enabled within your account, it’ll look like this: Note that it will only be used for newly added transactions, not ones already in the system. However, you can now Bulk Edit, too :) So select many of them from the list of Unreported Expenses, then “Bulk Update”, then “Paid Through” … Find out more about Zoho Expense
Zoho Expense 2.0 lets you choose your default “Paid Through” account 🙌
Great news! Instead of having to change every. single. expense. from the default of “Paid Through” as “Petty Cash”…
If you enable Zoho Expense 2.0 (currently in Beta as of December 2020), each person’s account can set their own preferred defaults.
As an admin with access to everything, the only really useful one is setting “Paid Through” to the business’ primary credit card.
For other employees, such as ones that pretty much only expense things related to a specific Project, that could be set as well.
Once out of beta or otherwise enabled within your account, it’ll look like this:
Note that it will only be used for newly added transactions, not ones already in the system.
However, you can now Bulk Edit, too :)
So select many of them from the list of Unreported Expenses, then “Bulk Update”, then “Paid Through” …