What is Branches in Zoho Expense?

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Zoho Expense branches let a business with multiple offices or GSTIN registrations manage users, expenses and reporting separately for each location. This guide covers enabling branches and managing them day to day.

What branches do

Each branch can have its own admin, GSTIN (where applicable), address and primary contact, while still rolling up into one Zoho Expense organisation. The branch you start with automatically becomes the Head Office.

Before you start

Enabling Branches cannot be undone, so confirm your branch structure first.

How to enable and create branches

Click Admin View.
Click Settings on the left sidebar, or the Gear icon in the top right corner.
Select Branches under Organisation and click Enable.

Click New Branch (top right).
Enter the Branch Name, GSTIN where applicable, a Branch Admin, the address and contact details, and a Primary Contact for the branch.
Click Save. You can create up to 200 branches, and a GSTIN can be shared across branches or set individually.

How to assign users to a branch

Select a user’s branch when creating or editing them, or update it later from their profile. Users can be assigned to more than one branch if they work across locations.

How to edit or manage a branch

Go to Settings > Branches.
Hover over the branch and click the More icon.
Choose Edit to update its details, Mark as Primary to make it the Head Office, Mark as Inactive to pause a closed branch (it can be reactivated later), or Delete to remove it permanently.

Tips

Plan your branch structure before enabling this feature, since it cannot be disabled afterwards.
Use Mark as Inactive rather than Delete for a branch you might reopen, since deleted branches cannot be recovered.

Frequently asked questions

Can I disable Branches once enabled?

No, once the Branches feature is enabled it cannot be turned off, so plan your branch structure before enabling it.

How many branches can I create?

Zoho Expense supports up to 200 branches per organisation.

What happens if I delete a branch?

Deleted branches cannot be recovered, so mark a branch as inactive instead if you might reopen it later.

Need help?

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