ZohoBooks Accounting provides automation features, including email alerts, in-app notifications, field updates, and webhooks, to simplify repetitive tasks and increase productivity. It supports global operations and provides rich report templates to help enterprises manage their finances efficiently.
Email alerts
Zoho Books' email reminder feature provides instant notifications for any action. Zoho Books allows users to create workflows where you can set specific rules in the system that can be executed automatically when conditions are met.
For example, you may want to personally check any high-value orders created by your sales team to ensure that customer service is prioritized and followed up. With Zoho Books, you only need to set up a workflow and the system will help you check all your orders and send the details of an order to your email if it exceeds the set amount.
In-app notifications
Zoho Books has a number of in-app notifications that are triggered instantly. They include reminders for items to be replenished in stock, reminders for customer reviews or payments through the customer portal, and more. In addition to that, you can also automate the generation of in-app notifications for other activities.
For example, you want to set up a notification in your company's system to congratulate your sales team on exceeding their deadlines and notify all your colleagues. You can create an automated process that filters eligible sales orders based on the total amount and triggers a notification to congratulate the team responsible.
The fields are updated
Zoho Books supports automatic update of field data, i.e., when the workflow is triggered, the field data in the specified module is automatically updated, thus ensuring the accuracy and efficiency of the data. You can set up time-based or condition-based updates to trigger field updates with simple logic.
For example, you can extend the expiration time of an offer with a higher total price, or shorten the expiration time of a quote by setting additional filters. The system automatically triggers field updates through the rules you set, eliminating the need to manually select dates.
Webhooks: Seamless integration with real-time information
Webhooks can be seen as a complement to the API, and Zoho Books enables real-time transfer of information to external applications. This feature is especially useful for scenarios that require immediate reactions, such as new user registrations, order status changes, etc.
For example, you can set a trigger in your system so that when an employee creates a quote in Zoho Books, they will receive the prompt in real-time in your sales management software. Similarly, when a sales order completes a transaction, it can be marked as "Order Closed" and routed in real time to a salesperson using an external application.
If you are using Zoho CRM, you can integrate with Zoho Books to synchronize orders and sales data for integrated management of business and finance.
Automate repetitive tasks
Do you have repetitive tasks that you perform on a regular basis? For example, reports are manually generated weekly or monthly and sent to specific contacts individually. Such repetitive work can take up too much time. With the Schedule feature in Zoho Books, you can set up a schedule to send reports to a specified contact. This not only reduces the team's repetitive work, but also ensures accuracy. Zoho Books offers more than 70 business report templates, covering a range of reports on all business operations, from sales, expenses, and purchases to inventory, projects, accounts, and taxes.
In addition, you can set up periodic reports to be sent to specific contacts in the system, replacing repetitive manual work and relieving the pressure on your team.
Zoho Books is a global online financial software with 13 years of experience in financial management, supporting 180 currencies and 22 languages, supporting international companies to expand their global trading business. The system not only supports a high degree of automation to help employees reduce manual operations, but also can customize workflows according to the needs of the enterprise to meet the complex and diversified financial management work. Try Zoho Books and start your bookkeeping journey.