How to Add Departments in Zoho Expenses?

Departments in Zoho Expense let you group users and report on spending by team, such as Sales or Finance, rather than only by individual. This guide covers adding a department.

What departments do

Once set up, departments can be assigned to users and used to filter expense reporting, making it easier to see spending by team.

How to add a department

1. Click Admin View.
2. Click Settings on the left sidebar, or the Gear icon.
3. Go to Departments under Organisation Settings.
4. Click + New Department (top right).
5. Enter the Department Name and Department Code, select a department head, then save.

Tips

• Use department codes that match your accounting or payroll system so reports line up across systems.
• Assign a department head who can be a useful point of contact for approvals relating to that team.

Frequently asked questions

What details do I set up for a department?

At minimum a Department Name and Department Code, plus a department head.

Can a department have its own approver or budget owner?

Yes, you assign a department head when you create the department, who can be used in approval routing.

Where do I manage departments in Zoho Expense?

Under Admin View, go to Settings, then Departments under Organisation Settings.

Need help?

Need help setting up departments in Zoho Expense? Contact support@thoughtlogik.com or see our Zoho implementation services.