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 Submitted, Approved, Rejected, and Reimbursed reports. In your business, while processing the submitted reports, you may have intermediate stages such as Reimbursement Initiated, Reimbursement Pending, or more. But Zoho Expense only has Submitted, Approved, Rejected, 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. Click Admin View.
  2. Click the Gear icon on the top right corner of the page.
    Go to Settings on the left sidebar.
  3. Go to Modules under Customization.
  4. Click Reports.
  5. Under the Preferences tab navigate to the Custom Status section and click + New.
  6. Fill in the status Name and select any status from the Consider As dropdown.
  7. Click Save. Admins and approvers can now apply the configured custom statuses to reports that are on the Approvals module in My View and the Reports module in the Admin View.
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