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Geraldine Balse

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  1. Please add custom status in purchase order

    1 vote
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    0 comments  ·  Zoho Books  ·  Admin →
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    Geraldine Balse shared this idea  · 

  2. Report

    1 vote
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    0 comments  ·  Zoho Invoice » Reports  ·  Admin →
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    Geraldine Balse shared this idea  · 

  3. Order or Purchase Order

    33 votes
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    0 comments  ·  Zoho Invoice » Expenses  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hello everyone,

    Since Zoho Invoice focuses primarily on the invoicing (sales) cycle of your business, the vendor management part would not be possible in Zoho Invoice.

    However, we have Zoho Books for that. It’s an accounting tool and a superset of Zoho Invoice. If you upgrade your Zoho Invoice organization to Books, all your data will be transferred over to Books. Here are the steps to upgrade -
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    In Zoho Books, you can create bills and purchase orders easily and send it for approval. The approval flow is currently in the early access stage. You can reach out to support[at]zohobooks[dot]com so that we can enable it for you.

    Regards,
    Reshma.

    Geraldine Balse supported this idea  · 

  4. Payment schedule

    27 votes
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    1 comment  ·  Zoho Invoice » Invoices  ·  Admin →
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    Geraldine Balse supported this idea  · 

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