Who can create customers in Zoho Expense?

Only the admins of the organisation will be able to create customers in Zoho Expense.

To create a new customer:

  1. Switch to Admin View.
  2. Click the icon in the top right corner of the page.
  3. Go to Customization and then Modules.
  4. Click Customers.
  5. Click + New Customer at the top right corner of the page.
  6. Enter the contact details and click Save.

Note: Every customer you add in Zoho Expense will reflect in your Zoho Books organisation and vice versa.

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