Customization for Zoho Expense

Customize every element of your expense management

Set up custom components, customize what employees see when they use Zoho Expense, and personalize your expense management process.

Use lookup fields to map data

Take advantage of lookup fields to import records from modules in other applications. You can then associate them with specific expenses or trips.

Add web tabs for easier access

Add third-party web apps or websites to Zoho Expense and access them without having to switch tabs.

Create custom components for every need

Custom Roles

Create custom roles with different permissions apart from the pre-defined roles.

Custom Views

Set up your frequently used views for easier access.

Custom Modules

Create custom modules that show the exact data you need for your business.

Custom Buttons

Design buttons and set them up to perform specific actions when clicked.

Custom Links

Create links to access third-party URLs and add more context to the data you have in Zoho Expense.

Custom Schedulers

Create cutsom schedulers to perform frequent or recurring tasks automatically.

Customize creation forms

Zoho Expense provides all the fields you’ll need to gather employee expense data, but you can also customize the creation forms by choosing which fields to display or hide based on your needs.

Add additional fields

Have a specific field that you require but don’t see it on the default creation form? Go ahead and add it. You can create additional fields and add them at any time.

Choose what employees see

Control what information employees provide while creating expenses or trip requests. Based on the expense category, type of travel (domestic/international), and associated policies, add or change form components accordingly.