Paid Through Accounts

Paid through accounts are the accounts using which the organization pays for their employees’ expenses such as advances, reimbursements, employee salary and vendor payments. The accounts through which the employees record their non-reimbursable expenses and the account through which an organization pays for employee salary and vendor payments can be added as Paid Through accounts in Zoho Spend.

Add a Paid Through Account

Here’s how you can add a paid through account:

Go to Settings on the left sidebar.
(OR)
Click Settings in the top right corner of the page.
Click Paid Through Accounts under Payments.
Click + New Paid Through Account at the top right corner.
Enter the Account Name.
Choose an Account Type.
Select the Currency with which you’ll reimburse, pay employee salary and vendor payments when you use this account.
Click Save.

Edit Paid Through Account

If you would like to change the paid through account’s name or the account code, you can edit it and make changes. Here’s how:

Go to Settings on the left sidebar.
(OR)
Click Settings in the top right corner of the page.
Click Paid Through Accounts under Payments.
Hover over the paid through account you want to edit and click the More icon.
Click Edit.
Make the necessary changes and click Save.

Delete Paid Through Account

Note: You cannot delete the default paid through accounts in Zoho Spend.

If you want to remove a paid through account permanently, you can delete it. Here’s how:

Go to Settings on the left sidebar.
(OR)
Click Settings in the top right corner of the page.
Click Paid Through Accounts under Payments.
Hover over the paid through account you want to delete and click the More icon.
Click Delete.
Confirm your action by clicking Delete again in the pop-up.

Import Paid Through Accounts

If your paid through accounts data is stored elsewhere, you can import it into Zoho Spend as a CSV or TSV file. Here’s how:

Go to Settings on the left sidebar.
(OR)
Click Settings in the top right corner of the page.
Click Paid Through Accounts under Payments.
Click the More icon at the top right corner.
Select Import Paid Through.
Click Choose File and select the file you want to import. Or, drag and drop the file that you want to import.

Pro Tip: To know the format of the import file, including the necessary columns and data, you can download the sample file and ensure that your import file matches it.

Select the Character Encoding and File Delimiter.
Click Next.
Check the mapping of the fields and click Next.
Click Import.

All the imported paid through accounts will be listed under the Paid Through Accounts module.

Export Paid Through Accounts

If you would like to send your paid through accounts details to your accounting software or any other application, you can export them. Here’s how: