This course is designed to provide an insight into the automation functionality behind the Zoho Finance Suite. Receipt Scanning reduces manual data entry and enables small businesses to be more organized while doing less work. Workflows help to take manual tasks and automate their execution. Send emails based on criteria, notify team members, and update the content of documents by using workflows to create if-then statements. Finally, Documents gives accountants and clients the ability to share sensitive financial documents within their accountant application.
Utilize automation in accounting programs to free up time and increase productivity.
Use the auto-scanning functionality with receipts to reduce manual data entry.
Create workflows to execute repeated tasks.
Share financial documents securely from accountant to client within Zoho Books.
Carolyn, NY
"This webinar was excellent. It presented an effective and clear overview of many of the capabilities that the Zoho program has to offer. I highly recommend it."Lawrence, CA
"It was an informative webinar showing the insights and intricacies of the accounting software in comparison to others out there."Michael, MO
"Nice new innovations in Zoho. Appreciate the occasional humor."BLAIR, TX
"Wow, I don't see this around, going to try it out!"Carolyn, NY
"Excellent program. I highly recommend it."Petar, IN
"Course was well done."Hong Thanh, VA
"Yes, great presenter!"Davie, AR
"This speaker had so much to offer that he needed more time to present everything. His program has lots of component."