Automation in Zoho Books | Accounting Automation | Chapter 10 - Zoho Finance Masterclass

Automation helps you eliminate time consuming business workflows. Learn how to automate workflow scenarios that help you get things done faster in Zoho Books.
The topics covered in this webinar are:
1. Automating workflow scenarios
2. Setting up custom functions
3. Understanding email alerts and webhooks
More on Zoho Books : www.zoho.com/books/
More on accounting automation in Zoho Books: www.zoho.com/books/accounting...

[@erpaccountingsoftware-pwho1169]

Great

[@pushpas4771]

Hi, created one custom function to send welcome message when new user is created, how can I fetch the mobile number from the created user to use in my script to send the sms?

[@chhotulaljain8971]

Is it available in free version of Zoho books?

[@aadityadastane9976]

Hi, can you please share link of all the videos? it will be of great help.

[@Zoho_Books]

Hi Aaditya,
Please find the link for the playlist below.
Zoho Finance Masterclass - th-cam.com/play/PLPvbGA04hnYSxnTMq1ciZGKZlUSAPI7to.html
Zoho Books - Learn the features - th-cam.com/play/PLPvbGA04hnYTnj6rOrvKeMQcrEgaO6Hl0.html
Hope this helps. If you have any queries regarding Zoho Books, you can write to [e-mail]. We are happy to help!
Have a nice day!

[@ChamuelDiaz]

Question... hello if I have multiple overdue invoices, can I generate a flow to generate a new invoice with surcharge for that overdue invoices?

[@Zoho_Books]

Hi Chamuel,
Yes, it is possible. You can create a custom function to generate a new invoice with a surcharge for the overdue invoices. For more information on custom functions, please click the link below.
www.zoho.com/books/help/settings/automation.html#custom-functions
If you have any queries, you can write to [e-mail].
Have a nice day!

[@iissolutions2741]

hi i need to create agent commission while creating sales order and that should be maintain in reports

[@Zoho_Books]

Hi,
When an invoice is paid, we will create the expense in Zoho Books for commission. If this is what you are looking for kindly drop us an email to [e-mail] with your Organization ID and exact use case so that we would be in a better position to assist you.
Have a great day!

[@ferinhussain1857]

Hi, are there any videos which teach you how to write the custom functions for Zoho Books?

[@Zoho_Books]

Hi Ferin,
Thanks for your query. We will keep you updated once we make a video on Custom Functions in Zoho Books. In the meanwhile, you can check out our help documentation on Custom Functions:
www.zoho.com/books/help/settings/automation.html#custom-functions

[@edanbrooke3335]

Is it possible to create an invoice via a webhook?

[@Zoho_Books]

Hi Edan,
You can use custom functions to create an invoice based on different categories. We request you to drop in your exact use case to [e-mail] so that we will be in a better position to assist you.
Have a great day!

[@dukan24seven36]

Hi, how to create recurring bills in zoho books?

[@Zoho_Books]

Hi Waqas,
To create recurring bills, go to Purchases > Recurring Bills > + New, select the vendor name and enter the necessary details, and click Save.
Hope this helps. If you have any queries, please write to us at [e-mail] and we will be glad to help.
Have a great day!

[@MStar10]

How is scheduling reports powerful if it doesn't even have reporting tags built into it? That should be a basic field for scheduling reports for different locations/divisions - instead having to go in manually every time to generate reporting unit reports.

[@Zoho_Books]

Hi,
We would like to inform you that our team is working on this. However, we are not in a position to give you an ETA for it. We will keep you updated on the progress.
If you have any further clarification, feel free to contact us at [e-mail] and we'll be glad to help.
Have a nice day!