Zoho Expense Report Automation
Save time with automated expense reporting
Automate the process of adding expenses to a report and submitting them for approval so you can focus more on other tasks.
Auto-submit your reports
Once the expense report is automatically generated with the unreported expenses, you can set it to be submitted for approval automatically as well. The report will be submitted to the assigned approver or according to your custom approval flow.
Reports will not be automatically submitted if:
- There are policy violations in the report
- The expense report owner doesn't have an assigned approver
Generate reports automatically
Once you set up expense report automation, Zoho Expense automatically sifts through your expenses and adds any unreported ones within a specified date range to a report. This report will then be ready for submission.
Automate Approvals
Automation isn’t just limited to report generation and submission in Zoho Expense. As an approver or admin, you don’t have to move a muscle to approve reports. Set up custom criteria for expense reports to be auto-approved.
Get deadline alerts
Users in your organization will be notified if they haven’t added any expenses before the report is generated, if an automatic report submission fails, or if they haven’t manually submitted the report after it is generated.
