Expense report routing

Zoho Expense gathers submitted reports for approval and reimbursement. A Beam agent reads a new report, checks each line against your approved policy for limits, categories, and receipts, and updates the report with flags or an approval recommendation. It routes clean reports to the right approver through your connected channel. Reports with missing receipts, over-limit claims, or unusual patterns are handed to a person, who studies the detail and decides on approval, since an expense that quietly breaks policy can create audit trouble and a reimbursement that never should have gone out.

Receipt line-item reading

Zoho Expense turns captured receipts into expense lines. A Beam agent reads the extracted receipt fields, applies your approved rule to set category, tax, and project codes, and updates the expense line with those values. It records low-confidence fields for checking. Receipts that are unreadable, show mismatched totals, or fall into a restricted category are handed to a person, who corrects the entry before it flows into the report, so coding stays accurate and finance is not left sorting out numbers the agent guessed at from a blurry image.

Travel booking records

Zoho Expense keeps online and offline travel bookings against each trip. A Beam agent reads booking confirmations, applies your approved rule for policy limits and preferred vendors, and updates the trip record with itinerary and cost details. It alerts the traveler or approver when a booking sits outside policy. Bookings above the fare cap, last-minute changes, or trips needing special approval are handed to a person, who signs off before the cost is committed, since travel spend adds up fast and one out-of-policy fare can undo a team's budget.