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.

Note: 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.

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.

Expense Details Analytics

Unsubmitted Expenses

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

Unsubmitted Expenses Analytics

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.

Expense by Category

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.

Expenses by User Analytics

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.

Mileage Expenses by User Analytics

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.

Expense Policy Violations by User

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.

Expenses by Department

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.

Expense by Attendee

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 clearly tabulated.

Expense by Customer

Expenses by Project

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

Expense by Project

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 the report.

Expense by Merchant

Expenses by Currency

If you’ve incurred expenses in multiple currencies, you can run this report to get currency-wise records. 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.

Expense by Currency
Get a personalized demo from our experts

Attend a demo and receive $50 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.