Marking an Expense Report as Billed and being able to filter reports based on whether they have been billed/unbilled.
This would be extremely helpful for users/companies who bill back expenses to customers. The expense reports would still show the status 'Approved' or 'Reimbursed' but could also show whether the expense report has been billed or not. This feature would only be usable by admin users.
Chris
shared this idea
Hi,
We have an option to create a custom status in Zoho Expense. Kindly go to Admin > Settings > Reports > Navigate to ‘Report Custom status’ section to create a status as ‘Billed’.
The custom status may be created for the default statuses ‘Approved’ and ‘Reimbursed’. If you reimburse the employees after you Bill the expenses to the client, you may create the status as Billed and consider it as Approved. That is, once an Expense Report is Approved, you may change its status to Billed and later Reimburse the employee.
If you Bill the client after the employee reimbursement, you may create the custom status ‘Billed’ and consider it as ‘Reimbursed’.
I hope this feature would cater for this requirement. If you have any questions, kindly reach out to us at support[@]zohoexpense[dot]com.
Regards,
Zoho Expense Team