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.


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


Set up your expense categories and sub-categories.

Add your paid through accounts in Zoho Expense.


Add customers to your organization.


You can configure the projects of your organization.


Configure the merchants of your organization


Create tags for your expenses and reports in Zoho Expense.


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

Email Templates

Create templates for your email alerts.

Export Template for Reports

Customize templates for exporting reports.

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