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What is Subscription in Zoho Expense?

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Zoho Expense subscription settings let you choose a plan, switch between monthly and yearly billing, and add or remove users as your team changes. This guide covers managing your plan from the Admin View.

What subscription management covers

  • Choosing or upgrading your plan
  • Switching between monthly and yearly billing
  • Downgrading your plan
  • Adding or reducing users

How to choose or upgrade your plan

  1. Click Admin View.
  2. Click Settings on the left sidebar, or the Gear icon.
  3. Under Organisation, select Subscription. You’ll be taken to the Zoho Store page.
  4. Choose a plan and click Upgrade, then choose Monthly or Yearly billing and enter the number of users.
  5. Click Continue, review your order, then enter your billing details and complete payment.

How to switch from monthly to yearly billing

  1. Go to Settings > Subscription.
  2. On the Zoho Store page, click Switch to Yearly.
  3. Review the new total, which accounts for any amount already paid that month on a pro rata basis, then click Proceed to Pay and complete the transaction.

How to downgrade your plan

  1. Go to Settings > Subscription and click Change Plan.
  2. Select the plan you want to downgrade to and confirm, adding a reason if asked.

Existing data is kept, but feature access and user limits adjust to the new plan, and users beyond the new limit are marked inactive.

How to add or reduce users

To add users, go to Subscription, click Upgrade Users / Add-ons, enter the number of users to add, review the pro rata charge, then proceed to pay.

To reduce users, click Downgrade Users / Add-ons, enter the number to remove, and confirm. Only the most recently added users are marked inactive when you unsubscribe seats.

Tips

  • You’re billed for the number of user seats you’ve subscribed to, regardless of how many are active in a given period, so review usage regularly to avoid paying for seats you no longer need.
  • For plan pricing and payment options, check the current Zoho Expense pricing page or speak to your account manager.

Frequently asked questions

Where do I manage my Zoho Expense subscription?

Under Admin View, go to Settings, then Subscription under Organisation. This takes you to the Zoho Store page to upgrade, downgrade or change billing frequency.

What happens to my data if I downgrade my plan?

Your existing data stays in place, but feature access and user limits adjust to match the plan you downgrade to, and users over the new limit are marked inactive.

Can I add users after I’ve already subscribed?

Yes. Go to Subscription, click Upgrade Users / Add-ons, enter the number of extra users, review the pro rata charge, and complete payment.

Need help?

Need help choosing or managing your Zoho Expense subscription? Contact support@thoughtlogik.com or see our Zoho implementation services.

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