1. Uploading Receipts
How do I upload receipts in Zoho Expenses?
Follow the step-by-step instructions provided in our Expenses training section.
- How To Fix An Incomplete Receipt Issue In Zoho Expenses
- Allowable Vs. Unallowable Expenses in the CACFP Program
- Logging In to Zoho Expenses For The First Time
- Submitting Receipts in Zoho Expenses
- Reviewing Expense Information
What is the deadline for uploading receipts each month?
Receipts for each month should be uploaded by the 5th of the following month, unless you are notified otherwise.
What should I do if I have a technical issue with expense software?
Take a screenshot of the error and let us know specifically what steps you took so we can help.
2. Fixing Receipt Issues
Why was one or some of my receipts marked “rejected” in Zoho or my expense report?
Make sure your expense report for the month has been fully processed. While the report is in progress, the status may show as “rejected” by default. This is normal. Once the review is complete, the status will update to approved before your monthly claim is processed.
Additionally, specific receipts may be rejected if they are blurry, missing required details (like the store name), or for non-allowable expenses. Review the rejection note for specifics and resubmit corrected receipts if needed.
What should I do if a receipt is rejected or marked incomplete?
- Make sure expense report has been fully processed for the month.
- Review the feedback provided.
- Make sure the receipt image is clear.
- Ensure all amounts and purchase details are visible.
- Re-upload the receipt using these instructions.
How do I fix a past expense receipt issue or update checked transactions?
Please view these instructions here.
3. General Receipt Questions
Can I get feedback on my CACFP Receipts?
Yes! We review all submitted receipts and provide feedback if any corrections are needed. If you’d like a summary or tips on improving your receipt submissions, just let us know.
I have trouble uploading receipts or using the app—what should I do?
If you’re having trouble with uploading, receipt images, or app navigation:
Check our Zoho Expense Training Documents for step-by-step help.
How To Fix An Incomplete Receipt Issue In Zoho Expenses
Allowable Vs. Unallowable Expenses in the CACFP Program
Logging In to Zoho Expenses For The First Time
Submitting Receipts in Zoho Expenses
Can I send receipts by email if I can’t upload them?
Yes, for receipts from online purchases that are emailed to you, simply forward the email receipt confirmation to your Zoho Expense account email address.
Find your unique Zoho Expense email address by tapping the menu icon in the mobile app, selecting Settings, then copying your expense email address. Paste your unique Zoho email address in the To: field when forwarding your receipt. Make sure the receipt clearly shows the store name, date, total amount, and item details.
4. Other Tips & Reminders
Keep your receipts organized!
Try to upload receipts as soon as you make a purchase to avoid missing or misplaced documents.
What about receipts for specific vendors like Sam’s Club or Walmart?
Treat these just like any other receipt—upload them promptly, and double-check they’re legible and complete.
What happens if receipts are late or missing?
Missing receipts may delay your monthly claim or result in expenses not being counted. Reach out if you need more time or are missing a receipt. Receipts that are over 90 days can still be submitted, but will incur a $50 fee for processing.
What should I do if I’m missing a food or supply receipt?
Try to obtain a copy from the store or vendor. If you can’t, document the missing receipt, explain the situation, and submit any supporting evidence. Reach out for guidance if you’re unsure.