Setting Up Your Organization

Setting up your organisation in Zoho Expense covers the core details, branding and regional preferences that everything else in the account builds on. Getting these right early avoids rework later.

What this covers

This section of the knowledge base covers organisation profile and branding, branches for multi-location businesses, currencies for international spending, tags for categorising expenses, and managing your subscription.

Topics covered in this section

• Organisation profile and branding
• Branches
• Currencies
• Tags
• Subscription

Frequently asked questions

What’s the first thing to set up when starting with Zoho Expense?

Your organisation profile, since your base currency and fiscal year cannot be changed once transactions have been recorded.

Can I run Zoho Expense in more than one currency?

Yes, you can add and manage multiple currencies alongside your base currency.

Need help?

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