EXCLUSIVE INSIGHTS

PO Receiving and Matching Bills

This release supports businesses using Zoho CRM to create purchase orders by providing you with 2 exclusive widgets to support the functionality to update the goods and services received and match your purchase orders to your supplier bills.

Our exclusive solutions embrace OCR technology, so invoices and receipts can be automatically entered into your accounting system with no manual data entry.

Using our Books and Xero API supplier bills are integrated with CRM, so operational and accounting teams can easily collaborate on the status of goods and services to support a payment approval process.

FEATURES

  • No manual data entry of supplier invoices and receipts.
  • View supplier bills from CRM including the original document.
  • Match bills to purchase orders.
  • Update the goods and services received from CRM.
  • View supplier payment updates in CRM.
  • Approval process for invoice payments.
  • Track financials at job level for purchase commitments.

TOOLBOX VIDEO

Our Toolbox videos are fun and engaging, they will demonstrate software challenges faced by everyday customers. Watch them and see if your business can relate to the business processes and learn how we deliver solutions to the problems.

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FEATURED IMAGES

When we create a software solution, our team take great care to make the process smooth, simple and smart.
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STEP BY STEP

Every step of software implementation relates to a process. We specialise in understanding each step a business needs and the processes required to deliver a smooth, simple and smart software solution. Today we have over 90 custom solutions designed to support many industries and businesses.

FIND OUT MORE

Reach out to our team if you would like to learn more about this process or other exclusive solutions.

CONTACT US

Every step of software implementation relates to a process. We specialise in understanding each step a business needs and the processes required to deliver a smooth, simple and smart software solution. Today we have over 90 custom solutions designed to support many industries and businesses.