[Zoho Books] How To Create Analytic For Each Balance Account
The analytic for each balance can be generated in Zoho Books by using the report 'Time to Get Paid'. This report can be generated in the Reports module under section 'Payment Received'.
[Zoho People] Accepting Invitation as a user in your organization
In Zoho People, you need to be invited by the system admin into your organization before you can proceed to be a user in your particular organization. Once the system admin invites you to the organization, you will receive an email. In the email, it ...
[Zoho Books] How To Create Categories Of Account
To create the categories, it can be achieved by creating a reporting tag for each category. Below is the step to create the reporting tag: 1) Under the setting, click Preferences 2) Select 'Reporting Tags' 3) Click 'New Tags' button 5) Put the tag ...
[Zoho Books] Enable Payex with Zoho Books
The first of its kind in Malaysia, Payex integration with Zoho Books enables you to accept online payments right from your accounting software! Your customers can now make payments through local Malaysian banks via FPX, credit cards and ...
[Zoho Books] Payex Registration
Zoho Books is now integrated with Payex - a Malaysian payment gateway provider with attractive rates. This means that you can now get your customers to make online payments through the invoices issued from Zoho Books and have them marked ...
[Zoho CRM] Creating A Lead
Leads in Zoho CRM can be created in several ways; Direct creation Import Social media connection (Facebook and Twitter) Zoho Mail integration Zoho Cliq (website ) integration To create directly, click on the '+' icon at the top right of the screen. ...