View All Reports

In the Zoho Spend app, users with access to the Travel and Expense modules can view all the expense reports submitted by employees across the organization.

It helps users know how much amount has to be reimbursed for every expense report and to make reimbursements on time. Users can also view the status of the expense reports and the approvers from whom the approval is due. To know more about the report’s details, click the report, and the report’s details along with the details of the expenses and the advances (and refunds) applied to it will be displayed.

You can use filters to view reports based on their status. You can also create new filters using Custom Views and view reports that match the criteria in the filter created. To create a custom view, click the More icon at the top of the page and click + New Custom View.

The followings are the statuses of an expense report:

• Awaiting Approval: Reports that are yet to be approved by the approver will be listed in the Awaiting Approval filter.
• Rejected: All the reports that are rejected by the approver will be listed in the Rejected filter.
• Overdue: All the reports that have exceeded their approval due date will be listed in the Overdue filter.
• Awaiting Reimbursement: All the approved reports that are yet to be reimbursed will be listed in the Awaiting Reimbursement filter.
• Reimbursed: All the reimbursed reports will be listed in the Reimbursed filter.
• Archived: All the archived reports will be listed in the Archived filter.

If you want to configure or edit the preferences for the Reports module, click the Gear icon in the top right corner of the page and select Preferences. To customize and configure the approval preferences, click Approvals.