Manage Batch Payments

In this help document, you’ll learn how to manage batch payments.

Add More Reports to a Batch

You can add more reports to a batch if you missed to add them when creating the batch.

Note: You can add more reports only to batches in the Draft status.

Here’s how you can add more reports to a batch:

Click Batch Payments under Travel & Expense on the left sidebar.
Select the batch in the Draft status to which you want to add more reports.
Click Add Reports. You’ll be redirected to the Add Reports to Batch page, where all your approved reports will be displayed. Select the reports you want to include in the batch.
Click Next.
Verify the total reimbursement amount and click Add Reports.

Note: Once the batch is canceled, the associated reports will be marked as Approved and can be reimbursed manually or added to another batch.

If payment has failed but you’ve marked a batch as Processed, you can cancel the batch in Zoho Spend. Here’s how:

Click Batch Payments under Travel & Expense on the left sidebar.
Open the batch you want to cancel.
Click the More icon in the top right corner and click Cancel Batch.
Specify the reason for canceling the batch and click Cancel Batch in the pop-up.

If you’ve created a batch by mistake or no longer need it, you can delete the batch.

Note: You can only delete a batch that has not been marked as Processed.

Here’s how you can delete a batch: