vendor
Add a field to the Expenses area to show the vendor. Currently I have to add it to the Notes field and this isn't indexable or searchable.
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Anonymous
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Hi there,
In Zoho Invoice, since ‘vendor management’ is not available, your requirement cannot be met directly. However, in Zoho Books, you can associate a vendor to the expenses you create.
If you already have a Zoho Invoice organization, you can easily migrate it to Zoho Books using the steps in this link:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html
If you have any further questions, you can reach out so support[at]zohoinvoice[dot]com
Regards,
Reshma