Expense Analytics

In this category, you can run reports to analyze business expenses based on various factors such as duration, categories, expenses incurred by individual employees, expenses incurred for individual customers, projects, merchants, etc. To view the expenses analytics:

Click Admin View.
Go to Analytics on the left sidebar.
Click the analytic report you want to view under Expenses.

Notes:

Only the expenses that are submitted in a report will be included in analytic reports. However, if you want information regarding the unsubmitted expenses, you can run the Unsubmitted Expenses report.
Users in custom roles can perform actions and access modules only based on the permissions enabled for them.

Expense Details

Run this report to get a list of the expenses incurred by all users for a particular period, including other details such as the expense status, category, amount, etc. You can include additional filters to get more information about the expenses and customize the columns displayed in your reports.

The Expense Details report also supports AI-powered features such as forecasting, anomaly detection, and Zia Insights. To use these features, you must first enable them in your organization’s AI Preferences. Here’s how:

Go to Settings.
Under Organization, select AI Preferences.
Enable the toggle next to Zia Forecasting, Zia Anomaly Detection, and Zia Insights, select the preferred AI Provider and Model for the selected features.
Click Save.

Forecasting

You can predict or estimate future expenses over a specific period in your organization. Zoho Expense will forecast expenses based on historical data to help you plan effectively and make informed decisions.

Note: Forecasting is available in early access. You can write to us at support@zohoexpense.com to enable this feature for your organization.

Here’s how you can forecast the expenses:

Go to Analytics on the left sidebar.
Click Expenses under Analytics Category.
Click the Expense Details report.
Navigate to the Chart View above the table.
Click View Forecast at the right corner. Zoho Expense forecasts future expenses using data from the selected date range. You can also create a custom date range. To do this, click the dropdown next to the Date Range and select Custom.
Click Display Date By and select whether you want the data to be displayed based on Month, Year, Quarter, or Day.

Zia Insights

Using Zia Insights, you can analyze the report and gain key insights, including future projections, trends, and other key details.

To view Zia Insights:

Go to Analytics on the left sidebar.
Click Expenses under Analytics Category.
Click the Expense Details report.
Navigate to the Chart View above the table.
Click Zia Insights at the top. Report insights will be displayed on the right pane.

Anomaly Detection

You can detect anomalies in your expenses to identify unusual spends or patterns that deviate from the norm. Zoho Expense analyzes your historical expense data and highlights data points that are significantly different from the expected range, helping you spot errors, policy violations, or irregular spending early.

Note: Anomaly detection is available in early access. You can write to us at support@zohoexpense.com to enable this feature for your organization.

To detect anomalies:

Go to Analytics on the left sidebar.
Click Expenses under Analytics Category.
Click the Expense Details report.
Navigate to the Chart View above the table.
Click View Anomaly at the right corner. Anomalous data points will be highlighted in the chart.

Unsubmitted Expenses

View the list of the expenses that are yet to be submitted for approval by the users in your organization.

Expenses by Category

View how much your employees have incurred for each expense category over a period. You can also view this report in the form of a chart and get insights with just a glance.

Expenses by User

View the number of expenses incurred and the amount spent by each employee during a given period. Also, identify the user who has incurred the most expenses quickly from the chart.

Mileage Expenses by User

To know user-wise records of the mileage expenses incurred in your organization, you can generate this report. The distance traveled and the number of expenses incurred by each user will be listed. You can also view this report in the form of a chart.

Expense Policy Violations by User

This analytic report gives information on the expense policy violations made by the users. The number of expenses violated by each employee and the total of the violated expenses will be displayed in the report.

Expenses by Department

You can run this report to learn the number of expenses incurred under every department. The total amount of expenses incurred by various departments will also be displayed in the form of a chart.

Expenses by Attendee

Attendees are the users or contact persons who have incurred expenses along with a user. The list of attendees along with their expense share will be generated in this report. Also, you can find the number of expenses for which they were attendees.

Expenses by Customer

Get to know about the expenses incurred for individual customers. The number of expenses incurred for each customer and the total amount spent for each customer will be displayed in the chart.

Expenses by Project

This analytic report generates information about the expenses incurred for all the ongoing and completed projects over a specified period in a chart.

Expenses by Merchant

Run this report to know merchant-wise expenses within a specified period. The number of expenses incurred with individual merchants and the total of the expenses incurred will be shown in a chart.

Expenses by Currency

If you’ve incurred expenses in multiple currencies, you can run this report to get currency-wise records in the form of a chart. The total amount spent under each currency and its exchange value (when the expense was recorded) in the base currency of the organization will also be shown in the report.

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