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Reimbursements Analytics

Get to know everything about the reimbursements made in your organisation by running an analytic report under this category. To view the reimbursement analytics:

Note: Users in custom roles can perform actions and access modules only based on the permissions enabled for them.

  1. Click Admin View.
  2. Go to Analytics on the left sidebar.
  3. Click the analytic report you want to view under Reimbursements.

Reimbursement Details

Run this report to analyze the reimbursements made in your organisation during a particular period. Details regarding the reimbursers, reimbursed reports, reimbursed dates, paid through accounts, and reimbursed amounts will be clearly tabulated in this report.

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

  • Go to Settings.
  • Under Organisation, 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 reimbursements over a specific period in your organisation. Zoho Expense will forecast reimbursements 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 organisation.

Here’s how you can forecast the reimbursements:

  • Go to Analytics on the left sidebar.
  • Click Reimbursements under Analytics Category.
  • Click the Reimbursement Details report.
  • Navigate to the Chart View above the table.
  • Click View Forecast at the right corner. Zoho Expense forecasts future reimbursements 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 Reimbursements under Analytics Category.
  • Click the Reimbursement 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 reimbursements to identify unusual patterns that deviate from the norm. Zoho Expense analyzes your historical reimbursement data and highlights data points that are significantly different from the expected range, helping you spot errors or irregular reimbursements early.

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

To detect anomalies:

  • Go to Analytics on the left sidebar.
  • Click Reimbursements under Analytics Category.
  • Click the Reimbursement 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.

Reimbursements by User

In this report, you can view the list of the users who were reimbursed in your organisation. The number of times the users were reimbursed and the amount of reimbursements will also be listed.

Awaiting Reimbursements by User

The users who are waiting to receive reimbursements can be viewed in the chart.

Advances by User

The advance amount and the number of advances received by each user over a period will be displayed in the form of a chart in this report.

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