Dashboard

Dashboard will help you get an overview of your pending tasks, view the list of all your recent expense reports, recent trip, and payslips.

Quick Add

You can upload receipts, record expenses, and create reports directly from the Home page. To get started with receipts, upload them from your computer, cloud storage, or forward them via email to your Zoho ERP account. If autoscan is enabled for your organization, receipts will be automatically scanned once forwarded.

Alternatively, click Create Expense to record an expense manually.

You can also quickly generate an expense report by clicking Create Report and add expenses to it.

Pending Tasks

The Zia assistant will suggest and notify you about the tasks you are yet to complete in Zoho ERP. From reminding you to submit your trip requests or expense reports to updating you about failed receipt scans, Zia notifies you about them all.

Reports Summary

The Reports Summary section provides you with an overview of report details such as the status, the total amount, and the amount to be reimbursed for your reports. In this section, you can view the report details of your most recent, unsubmitted reports, and the reports that await approval and reimbursement.

• Most Recent: Lists your recently created or edited reports.
• Unsubmitted Reports: Lists the reports that have not yet been submitted for approval and the ones that have been recalled.
• Awaiting Approval: Lists the reports that are yet to be approved by your approvers.
• Awaiting Reimbursement: Lists the reports that are yet to be reimbursed.

To view all your reports based on any of the above report filters, click View All.

Recent Trip

The Recent Trip section provides you with an overview of your most recent trip. You can view the trip details, such as the trip status, travel duration, destination, and booking status.

Click + New Trip to create a new trip from this section.

Payslips

A payslip is a document given to employees at the end of each month, stating exactly the amount of money they’ve earned. You can view the payslips in the dashboard once it is processed by your payroll admin.

Payroll Quick Links

Payroll Quick Links are provided on the dashboard to give quick access to frequently used payroll actions and information. They help payroll admins and employees navigate directly to important payroll tasks.

Using Payroll Quick Links, you can quickly access the following modules:

• Payslips.
• Salary Structure.
• Investment declaration.