How do I create custom statuses for reports in Zoho Expense?

In addition to the default statuses, Zoho Expense allows you to create new custom statuses for your Approved and Reimbursed reports. In your business, when you approve and reimburse reports, you may have intermediate stages such as Reimbursement Initiated, Reimbursement Pending, or more. But Zoho Expense only has Approved and Reimbursed as statuses. Now, if you want the stages in your business to match with the report’s status in Zoho Expense, you can create them as custom statuses using the Custom Status feature.

To create a new custom status:

  1. Switch to Admin View.
  2. Click the Gear icon on the top right side of the page.
  3. Go to Modules under Customization.
  4. Click Reports.
  5. Under the Preferences tab navigate to the Report Custom Status section and click + New.
  6. Fill in the status Name and select Approved or Reimbursed from the Consider As dropdown.
Get a personalized demo from our experts

Attend a demo and receive ₹1000 worth of Zoho Wallet credits that you can use to subscribe to Zoho Expense!

credit-coins-illustration
*
*
*
*
*
*

By clicking Submit, you agree to our Privacy Policy.