Reports - Overview

In Zoho Spend, reports are records of all expenses, advances, and refunds incurred during trips or a specific period.

Once you incur expenses, you can upload their receipts or record them in Zoho Spend. Then, you need to compile all these business expenses into a report and submit it to your approvers to claim your reimbursement on time.

Statuses of a Report

The following are the statuses of an expense report:

• 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.