Extension Components

Once you have set up an extension as mentioned in the create extensions section, the next step is to start adding components to it. Components are the building blocks of an extension.

The components will be available in the Build section at the top.

The Zoho Expense Developer Portal supports the following components:


You can customize extensions based on your requirements using these components from the Preferences pane:

  1. Field Customization: If the fields in a module do not meet your requirements, you can create additional fields to store the required information using custom fields.
  2. Custom Buttons and Links: Create custom buttons to perform tailor-made actions for your transactions or open external links. You can create them using deluge script and execute actions based on the functions you add.

PDF Templates

Customize the look and feel of reports and trips to suit your brand better in Zoho Expense. You can customize an existing template or create a new one.

Email Templates

Customize the emails sent from your organization.

Workflow Rules

A workflow rule consists of actions such as Email Alerts, In-App Notifications, Field Updates, Webhooks, and Custom Functions that will be triggered when a workflow rule satisfies a criteria. A workflow rule may employ one or more workflow actions to automate the tasks of your organization.

Workflow Actions

Workflow Actions in Zoho Expense allows you to automate tasks and actions based on predefined triggers or conditions. The workflow actions available in Zoho Expense are:

  • Email Alerts
  • In-app Notifications
  • Field Updates
  • Webhooks
  • Custom Functions
  1. Email Alerts: Email Alerts are automated emails that are sent when the criteria in a workflow rule are met. You can create new email alerts and use them in a workflow rule.
  2. In-App Notifications: In-app Notifications help you notify your users of an event or a significant activity that has taken place in your organization by sending a notification in the app.
  3. Field Updates: Field Updates let you update a field of a particular module automatically for which the workflow has been triggered. .
  4. Webhooks: Webhooks facilitate communication with third-party applications by sending instant web notifications every time an event occurs in Zoho Expense. With Webhooks, you can configure HTTP & HTTPS URLs and associate them with workflow rules to automate the notification process.
  5. Custom Functions: Custom functions in Zoho Expense allows you to write small pieces of code to automate your business processes.


Create and run predefined tasks at a specified time or intervals using schedules. You can create your tasks using a deluge script and schedule this task to be executed at a particular time or on a recurring basis.

Web Tabs

Web Tabs are similar to browser tabs, but are accessible from within Zoho Expense. They enable you to access web pages or applications that provide you with an embeddable URL. You can create a maximum of 10 web tabs in Zoho Expense.


Sometimes, you may want to access features from third-party applications in Zoho Expense. Widgets can help you achieve this using embeddable UI components.


You can connect to a third-party service or other Zoho applications using connections in Zoho Expense. You can set up a connection from the Deluge editor page.

Custom Views

Create custom views to filter the records in any module based on the criteria you’ve set.

Custom Modules

There might be times when the predefined modules in Zoho Expense may not be sufficient to manage all your business requirements. In such cases, you can create a custom module to record other data.