Navigate Zoho Spend

You can navigate through the various modules in our help document to learn how you can manage your business expenses efficiently. Before taking a deeper look into the modules of Zoho Spend, let’s take a look at some aspects of the product that will make using Zoho Spend easy for you.

• Home: Gain insights into the Admin View and access the Getting Started tab.
• Sidebar: Access different modules within the product.
• Search Bar: Find anything you need within Zoho Spend. Use Advanced Search to apply filters to modules and locate specific information.
• Organization: Allows you to switch between multiple Zoho Spend organizations. You can also create a new organization or join an existing organization.
• Quick Create: Create records with a single click.
• Notifications: Alerts notify you of important updates and reminders about transactions and actions created and modified in your organization.
• Settings: Customize your organization preferences in Zoho Spend.
• Profile and Help: Access Account Information, Help Docs, FAQs, Forums, Video Tutorials, and Migration Guides conveniently in one place.
• All Zoho Apps: Click this icon to access all Zoho apps.