AI agents for Zoho Expense

List expenses

Lists expenses, optionally only those in a date range, in one category, for one project or customer, or whose report is in one status (like unsubmitted, submitted, approved, reimbursed).

Get an expense

Reads one expense by ID: date, merchant, category lines, amounts and tax, currency, reimbursable and billable flags, receipt, report, project and custom fields.

List expense categories

Lists the organization's active expense categories.

List expense reports

Lists expense reports: the person's own by default, or those waiting for their approval, optionally in one status.

Get an expense report

Reads one expense report by ID: name, number, status, dates, totals (reimbursable and not), its expenses, approver, policy and custom fields.

Record an expense

Records an expense: the date (yyyy-mm-dd), an expense category ID from List expense categories, the amount, and optionally the merchant, a description, the currency.

Create an expense report

Creates a draft expense report with a name and a start and end date (yyyy-mm-dd), optionally a description and existing expenses by ID.

Submit an expense report

Submits a draft or recalled expense report (with at least one expense) for approval, optionally to a chosen approver and copying others by email.

Approve an expense report

Approves a submitted expense report the signed-in person may approve; it becomes approved and the submitter is told.

Reject an expense report

Rejects a submitted expense report the signed-in person may approve, with an optional reason; it goes back to the submitter to fix and resubmit.