Automation in Zoho Books | Accounting Automation | Chapter 10 - Zoho Finance Masterclass

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  • Опубликовано: 8 сен 2024

Комментарии • 18

  • @erpaccountingsoftware-pwho1169
    @erpaccountingsoftware-pwho1169 2 месяца назад

    Great

  • @chhotulaljain8971
    @chhotulaljain8971 Год назад

    Is it available in free version of Zoho books?

  • @pushpas4771
    @pushpas4771 2 года назад

    Hi, created one custom function to send welcome message when new user is created, how can I fetch the mobile number from the created user to use in my script to send the sms?

  • @iissolutions2741
    @iissolutions2741 3 года назад

    hi i need to create agent commission while creating sales order and that should be maintain in reports

    • @Zoho_Books
      @Zoho_Books  3 года назад

      Hi,
      When an invoice is paid, we will create the expense in Zoho Books for commission. If this is what you are looking for kindly drop us an email to support@zohobooks.com with your Organization ID and exact use case so that we would be in a better position to assist you.
      Have a great day!

  • @ChamuelDiaz
    @ChamuelDiaz 5 лет назад

    Question... hello if I have multiple overdue invoices, can I generate a flow to generate a new invoice with surcharge for that overdue invoices?

    • @Zoho_Books
      @Zoho_Books  5 лет назад

      Hi Chamuel,
      Yes, it is possible. You can create a custom function to generate a new invoice with a surcharge for the overdue invoices. For more information on custom functions, please click the link below.
      www.zoho.com/books/help/settings/automation.html#custom-functions
      If you have any queries, you can write to support@zohobooks.com.
      Have a nice day!

  • @ferinhussain1857
    @ferinhussain1857 3 года назад +1

    Hi, are there any videos which teach you how to write the custom functions for Zoho Books?

    • @Zoho_Books
      @Zoho_Books  3 года назад

      Hi Ferin,
      Thanks for your query. We will keep you updated once we make a video on Custom Functions in Zoho Books. In the meanwhile, you can check out our help documentation on Custom Functions:
      www.zoho.com/books/help/settings/automation.html#custom-functions

  • @aadityadastane9976
    @aadityadastane9976 4 года назад

    Hi, can you please share link of all the videos? it will be of great help.

    • @Zoho_Books
      @Zoho_Books  4 года назад

      Hi Aaditya,
      Please find the link for the playlist below.
      Zoho Finance Masterclass - ruclips.net/p/PLPvbGA04hnYSxnTMq1ciZGKZlUSAPI7to
      Zoho Books - Learn the features - ruclips.net/p/PLPvbGA04hnYTnj6rOrvKeMQcrEgaO6Hl0
      Hope this helps. If you have any queries regarding Zoho Books, you can write to support.india@zohobooks.com. We are happy to help!
      Have a nice day!

  • @MStar10
    @MStar10 4 года назад

    How is scheduling reports powerful if it doesn't even have reporting tags built into it? That should be a basic field for scheduling reports for different locations/divisions - instead having to go in manually every time to generate reporting unit reports.

    • @Zoho_Books
      @Zoho_Books  3 года назад

      Hi,
      We would like to inform you that our team is working on this. However, we are not in a position to give you an ETA for it. We will keep you updated on the progress.
      If you have any further clarification, feel free to contact us at support@zohobooks.com and we'll be glad to help.
      Have a nice day!

  • @edanbrooke3335
    @edanbrooke3335 3 года назад

    Is it possible to create an invoice via a webhook?

    • @Zoho_Books
      @Zoho_Books  3 года назад

      Hi Edan,
      You can use custom functions to create an invoice based on different categories. We request you to drop in your exact use case to support@zohobooks.com so that we will be in a better position to assist you.
      Have a great day!

  • @dukan24seven36
    @dukan24seven36 3 года назад

    Hi, how to create recurring bills in zoho books?

    • @Zoho_Books
      @Zoho_Books  3 года назад

      Hi Waqas,
      To create recurring bills, go to Purchases > Recurring Bills > + New, select the vendor name and enter the necessary details, and click Save.
      Hope this helps. If you have any queries, please write to us at support@zohobooks.com and we will be glad to help.
      Have a great day!