Report Automation Overview

Admins can enable report automation and save time for submitters by generating expense reports automatically. Employees need not spend time on tasks such as creating and submitting expense reports manually. With report automation, Zoho ERP can automatically generate and submit expense reports on behalf of employees. You can specify when expense reports should be created, set a custom naming template, and configure preferences such as reminders for expense creation and manual report submission, excluding specific roles from report automation, and so on. You can use report automation for your employees’ general Expenses, Corporate Card Expenses, and Trip Expenses.

• All Expenses: An expense report is automatically generated to include all the expenses that were created by an employee /submitter during the specified period.
• Corporate Card Expenses: An expense report is automatically generated for a corporate card, and all the expenses that were incurred using it by an employee during the specified period will be automatically added to the report.
• Trip Expenses: An expense report is automatically generated for a trip, and all the expenses incurred by an employee during the trip’s period will be automatically added to the report.

The following are the various expenses for which you can enable report automation:

• All Expenses
• Corporate Card Expenses
• Trip Expenses