Getting Started
Zoho Spend offers a guided checklist that helps admins set up their organization with ease. Whether you’re configuring the product for the first time or revisiting initial setup tasks, the Getting Started tab ensures your business is ready to manage spending, approvals, payroll, and more, all from one place.
This tab appears by default when you log in for the first time and remains accessible via the left sidebar until all essential configurations are completed.
Complete Setting Up Your Business Essentials
This is the foundational step to personalize Zoho Spend for your organization. The checklist includes:
- Review and confirm organization details: Add your company name, logo, business location, and other essential details.
- Set up the features your business needs: Enable or disable modules like Procurement, Travel, Payables, etc., based on your business needs.
- Add your employees and assign roles: Add or import employees and define their roles.
- Invite users who manage your business: Provide access to admins, approvers, and employees who will manage or track spend activity.
Manage Employee Spend
Ensure control over spending from day one. Under this section, you’ll be guided to:
- Review and confirm expense categories: Set up the categories your employees will use to classify their expenses.
- Configure expense policies and limits: Define spending limits and rules to keep employee expenses within budget.
- Set up business and employee-level budgets: Track and control spending across departments, categories, and users.
- Connect and manage corporate cards: Link corporate cards to Zoho Spend and assign them to employees for direct expense tracking.
- Configure approval flows for expense reports: Set up who reviews and approves expense reports before reimbursement.
Streamline Procurement, Validate Payables
Lay the groundwork for managing purchases and vendor payments efficiently:
- Add items required for your business: Create and organize the products or services you regularly purchase.
- Onboard and manage vendors you deal with: Register your key suppliers and assign payment terms.
- Configure approval flows for vendor bills: Set up who reviews and approves vendor bills before payment.
Automate Your Pay Runs
If your organization uses the Payroll module within Zoho Spend, this step helps set it up:
- Setup payroll tax details: Add your tax details so Zoho Spend can calculate and file payroll taxes accurately.
- Configure your pay schedule: Set the pay frequency and pay period dates for running your payroll.
- Set up statutory components: Add the statutory deductions and contributions applicable to your organization.
- Enroll employees to payroll: Add your employees’ payroll details so they can be included in pay runs.
- Configure prior payroll: Add payroll data processed before you started using Zoho Spend to ensure accurate year-to-date records.
Customize and Automate Zoho Spend
Once your essentials are in place, explore these additional options to extend and customize Zoho Spend for your business:
- Configure workflows: Set up workflows to automate business tasks.
- Connect other apps: Sync Zoho Spend with your ERP, accounting, HRMS, payment apps, and more.
- Create modules: Build custom modules to store and apply your business data.
By completing the Getting Started checklist, you’ll ensure your Zoho Spend organization is structured, compliant, and ready for real-time business spending. You can return to this tab anytime to track progress or make edits.