Reports - Overview
Once you incur an expense, upload the receipt or record it in Zoho Expense. Then, compile all these business expenses into a report and submit it to your approvers to claim your reimbursement on time.
Statuses of a Report
| STATUS | DESCRIPTION |
|---|---|
| draft | All the unsubmitted reports will be in Draft status. |
| Awaiting Approval | Reports that are waiting for approval from the approvers will be in Awaiting Approval status. |
| recalled | If you want to edit a report that is awaiting approval, you can recall it. Once you recall, the report will be in Recalled status. |
| approved | Reports that are approved by the approvers will be in Approved status. |
| rejected | If the approver rejects a report, it will be in Rejected status. |
| reimbursed | If your admin has reimbursed you for a report, they will mark the report as reimbursed and the report will be in Reimbursed status. |
Creating Reports
Submitting Reports
- Resolve Policy Violation in Report
- Add Expenses to Report
- Record and Apply Advances to Reports
- Attach Documents to Reports
- Submit Report
- Recall Submitted Report
Managing Reports
- View History of a Report
- Remove Advance from Report
- Remove Expenses from Report
- Update Reports in Bulk
- Edit and Delete Report
- Share, Print, and Archive Report
- Export Reports
