Implementation Steps 4

Step 4 - Advanced Financial Management

If your estimates/contracts are paid over multiple instalments and you want to forecast your revenue, then you will love our Advanced Invoicing and Forecasting Widget. You will never need to use a spreadsheet again or forward date invoices. The widget will manage everything you need to create invoices and manage the forecasts.

What’s more, using our exclusive widget you can track how much you’ve spent to date, what you’ve claimed to date and calculate your next claim based on costs, fixed amounts, percentages or balances.

Your forecasts can be modified, keeping your cashflow projections accurate and current with no spreadsheets involved.

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FEATURES

Convert a BOQ Estimate into a Native Quote
Group your BOQ Items 5 Different ways.
Create Invoices Using BOQ Item Grouping
Raise Progress Payments on BOQ Items
Manage the Invoice balances for each BOQ Item
Creating Financial Forecasts for Project Balances
Convert Financial Forecasts into Invoices
Invoice and Forecast Reporting and Dashboards

The way to manage Purchase Orders and Suppliers Bills has dramatically changed in recent years. You no longer need to spend hours every day entering invoices.

Systems like Zoho Books, Receipt Bank and HubDoc can read every PDF and Photo, automatically entering your supplier details, account codes and invoice values without any manual intervention.

We have customised Zoho to capture supplier invoice details. You can integrate your invoices from your existing accounting software, or import them using a CSV file.

In Zoho we have created simple widgets to quickly match your Purchase Orders to your Supplier Invoices, to support your customised approval process and reconciliation.

Using our exclusive Purchase Order widget you can create Purchase Orders directly from your BOQ Estimate or from the Supplier Invoice.

Data entry is minimised, reconciliation is automated. This process has maximum efficiency and great potential to substantially reduce your operational overheads.

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FEATURES

Integrate or Import your Supplier Bills
Easily Link Bills to Purchase Orders
Manage your Purchase Order Approval Process
Raise Purchase Orders Directly from BOQ Items
Raise Purchase Orders Directly from Supplier Bills
Create Grouped of Individual PO’s for Suppliers
Create PO’s across multiple Jobs
Automate your Billing and Shipping Details
Track your Supplier Payments Against Purchase Orders
Reconciliation of your Bills and PO’s on BOQ Items

The 2 Way Xero integration is for your Accounts Receivable (Client Invoices) and your Accounts Payable (Supplier Bills). The integration will automatically enter invoices from Xero into Zoho, and Zoho into Xero. Using the product mapping, the line item description in Xero can be read and rules created using single words and exact match to map your Xero line item to the Zoho Product. For Supplier Bills the integration from Xero to Zoho includes the Supplier attachment, such as a PDF or Jpeg. This means your staff can approve supplier bills without having to log into Xero. The integration includes payment and status updates, it handles multi-currency and tax code mapping.

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FEATURES

2 Way Integration with your Xero Invoices (Receivables)
2 Way Integration with your Xero Bills (Payables)
2 Way Contact Integration (no duplicates)
Supplier Invoices (PDF’s and Images) integrated to Zoho
Automatic Status Updates Between Zoho and Xero
Invoice Payment Updates
Product Mapping Logic from Xero to Zoho
Tracking for Journal Entry Adjustments
Multi-Currency and Tax Code Mapping
Daily Sync Report with Error Logging