INTEGRATION TO ACCOUNTING APPLICATIONS

Our exclusive integration to accounting systems is the most advanced API in the world.

The integration includes a 2-way sync for receivables, so you can create invoices in either application and any payment updates processed in your accounting application will sync back to CRM.

For accounts payable your supplier invoices will sync to CRM, including the attachment of the supplier invoice or receipt. This means you can leverage powerful applications like Receipt Bank, which automatically scan and enter your bills and receipts into your accounting application without any double data entry, and view the same information in CRM.

CUSTOMER PAYMENT TERMS

Our exclusive solution for customer payment terms will ensure your invoice due dates are automatically updated based on the financial terms you have agreed with accounts.

USING NATIVE INVOICES IN CRM

If you want to create or view invoices from CRM, you will need native CRM invoices.

We will ensure the invoice module is configured with fields and API names to support our exclusive workflows and functions. We will create a HTML template to generate invoice PDFs for customers aligned to your company style and branding.

MANAGING RETAINER INVOICES AND PREPAYMENTS

The Invoice and Forecasting process will manage the sale invoices based on key dates and payment terms.

This process will provide the functions and widgets to automate the invoices and forecast future invoices, which can be automatically converted to invoices on their due dates or deliverables.

This means you can create comprehensive forecast reporting on expected revenue.

ADVANCED INVOICING AND FORECASTING

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.

Using our exclusive widget you can track how much you have spent to date, what you have 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.

MANAGING CREDIT NOTES AND PAYMENTS

Credit notes and payments are integrated to CRM, allowing you to see their allocation to invoices.

USING NATIVE PURCHASE ORDERS IN CRM

If you want to create or view purchase orders from CRM, you will need native CRM Purchase Orders.

We will ensure the P.O. module is configured with fields and API names to support our exclusive workflows and functions. We will create a HTML template to generate Purchase Order PDFs for suppliers aligned to your company style and branding.

ADVANCED PURCHASE ORDER MANAGEMENT

Using our exclusive Purchase Order widget you can create PO's directly from your Estimate or Sales Order. This means you can track estimated costs v's actual costs.

The create purchase order widget has many features not provided by native Zoho to support the buying process, such as supplier options, adjustments, overseas pricing, address options and more.

Using the Purchase Order widget, the Purchase Order record will be automatically created, with no data duplication or human error.

PURCHASE ORDER RECONCILIATION TO BILLS

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.

Receiving PO Goods and Services in CRM

Using our exclusive Zoho Widgets, the process will support receipting of goods and services in CRM. This means you have comprehensive reports on all goods and services sold, receipted, paid.

If you are using Zoho Inventory, this will include integrating the Receipts from the inventory application.

JOURNAL ENTRIES

Our exclusive Journal entry integration can support the management of transferring amounts from your balance sheets to your Profit and Loss accounts.

Journal Entry records can be automatically generated in CRM from operational processes, such as receipting good and services, and completing jobs. These records can be approved and integrated to your accounting system.