Zoho Books has Audit Trail, which lets you find out how, when and who modified a transaction. You can access this feature in the activity logs. To do this:Go to the Reports module from the left sidebar.Click Activity Logs under the Activity section....
Zoho Books automatically generates professional reports to convey your information in the clearest way. Audit trails and activity log reports let you see the changes that have been made to your transactions and weed out fraud, which is way beyond the capability of a normal spreadsheet. You can ...
For now, you make consider utilizing the estimate feature or check for a third-party application that supports this option as suggested by my peers above. Know that we're constantly considering new features to be added in QBO to cope with your busine...
Zoho Invoice performs a variety of tasks that assist small and midsize enterprises with invoicing and expenditure management. The platform’s templates are configurable, allowing users to add logos and company colors to the design for professional-looking quotes and invoices that can be sent using t...
Also, you may want to check out this article as your reference to guide you in pulling up customer or vendor reports to see all their payments and compare your income and expenses in QBO: Common custom reports in QuickBooks Online. On top of that...
The best one that we’ve worked with, no doubt, isAirtable. We have used it as a CRM to manage the work of multiple sales teams sales with completely different needs. You can check out some of thefree CRM templates that Airtableto get an idea of what the platform can do. ...
Invoice factoring, or accounts receivable financing, is one of the oldest methods of funding. Learn how it works in this guide and how to get fast approval.
Start your business with our step-by-step guide. From writing a business plan to choosing a business structure to branding, marketing, and financing.
How to set up a budget These five simple steps will guide you through the process so you can end up with a budget that you can live on -- one that will help you accomplish big things. 1. Track your spending The very first step...
Sign into your G Suite account. Click on the App view, and select ‘More’. Scroll down and click on ‘More from Apps marketplace’. Search for ‘Zoho Books’. Select the Zoho Books app, and select ‘Add it now’ to access it directly from your G Suite account....