Help documentation

Settings - Overview

You can completely configure the organization’s setup using the Settings tab. Starting from setting up your Organization’s profile to configuring the Preferences of the modules, everything can be done in this section. Only the users with the Admin role will have access to this section.

Organization Profile and Branding

Set up your organization profile and regional settings.

Preferences

Learn how to configure your expenses, reports and advance payment preferences.

Categories

Set up your expense categories and sub-categories.

Add your paid through accounts in Zoho Expense.

Customers

Add customers to your organization.

Projects

You can configure the projects of your organization.

Merchants

Configure the merchants of your organization

Tags

Create tags for your expenses and reports in Zoho Expense.

Currencies

Set up the currencies with which you would like to transact in your organization.

Taxes

Add taxes and make your expense reporting tax compliant.

Email Templates

Create templates for your email alerts.

Export Template for Reports

Customize templates for exporting reports.

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