Hi,
Thank you for raising a request for document management. We have the perfect news to kickstart your 2017. Zoho Books and Zoho Invoice has launched the new document management feature through which you can auto scan receipts, store documents within Zoho account, and attach it to different financial transactions.
Additionally, you can create transactions from the documents and match the existing transactions with the saved documents. As of now, the feature is available only in the paid plans. Do give it a try and let us know what you think of this feature.
Hi,
Thank you for raising a request for document management. We have the perfect news to kickstart your 2017. Zoho Books and Zoho Invoice has launched the new document management feature through which you can auto scan receipts, store documents within Zoho account, and attach it to different financial transactions.
Additionally, you can create transactions from the documents and match the existing transactions with the saved documents. As of now, the feature is available only in the paid plans. Do give it a try and let us know what you think of this feature.
Read more about document management here: https://www.zoho.com/books/blog/auto-scan-receipts-document-management.html