Who can create customers in Zoho Expense?
Only the admins of the organisation will be able to create customers in Zoho Expense.
To create a new customer:
- Switch to Admin View.
- Click the icon in the top right corner of the page.
- Go to Customization and then Modules.
- Click Customers.
- Click + New Customer at the top right corner of the page.
- Enter the contact details and click Save.
Note: Every customer you add in Zoho Expense will reflect in your Zoho Books organisation and vice versa.
