Can I generate expense reports automatically? If yes, how?

Yes, you can generate and submit reports automatically for all the users in the organisation using Report Automation. Admins can enable the report automation feature and configure the preferences.

Note: This feature is available only in the Trial, Premium, and Enterprise plans of Zoho Expense.

To generate expense reports automatically:

  1. Switch to Admin View.
  2. Click the Gear icon on the top right side of the page.
  3. Navigate to Report Automation under Automation.
  4. Click Enable. You can then configure the automation preferences.
  5. Click Save.

Report Automation will be enabled only when you save your automation preferences.

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