Expenses That Are Ready To Be Submitted (Credit Card Icon)

This video below helps you understand which expenses are ready to be submitted and which are not.  Tip: Unless you are receiving a personal reimbursement your expense MUST have a credit card icon.

Expense FAQs:

• Zoho has alerted me of a duplicate expense but both expenses have a credit card icon.  What should I do?
  • Zoho has been designed to flag expenses of the same amount that have dates near one another.  This is rarely if ever helpful.  It is incredibly common to see expenses for the same amounts happen consistently.  The same purchase at a coffee shop, an iTunes purchase for the same amount, a software add-on, a music chart--countless items have the same purchase price.  If both items have the same purchase price AND both items have a credit card icon, please disregard the Zoho alert.  
  • If both items have the same purchase price but only one has a credit card icon, you will need to merge these two transactions.
• I accidentally purchased something personal on my church credit card. What should I do?
  • Follow this process.
• There are fraudulent charges on my credit card.  What should I do?
  • Follow this process.
• I took something back and received a refund. What should I do?
  • As per the videos, anything with the credit card icon must be submitted. Whether a refund or a purchase, all transactions with the icon must be submitted unless the myXP team directs you otherwise. This is just a regular transaction and must be submitted.
  • Please note: if you want the refund to offset the expense on your reporting, you must have submitted BOTH the expense transaction and its refund to the same category. If you do not remember where you categorized the original expense, please search your Zoho account.