Getting Started

The Getting Started tab in Zoho Spend guides you through setting up your employee portal. Complete the listed actions to start recording and managing your business spend.

• Add your bank account to receive online reimbursements.
• Add your travel profile to use your saved details while booking tickets.
• Connect your cards and use them for business spending.
• Configure receipt forwarding to automatically convert emailed receipts into expenses using autoscan.
• Read your organization’s policies to stay compliant with the guidelines.