Who can create customers in Zoho Expense?

The Admin users can add customers in Zoho Expense. To do this:

  • Go to Admin > Settings.
  • Navigate to Customers.
  • Click + New Customer at the top right corner.
  • Enter the details of your customer such as the Customer Display Name, Company Name, Email, etc.
  • Click Save. A new customer will be added.

Note: Submitters and approvers do not have access to add customers in Zoho Expense. However, the admin can create custom roles to provide access to the submitters and approvers to add customers in Zoho Expense

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