Hi Nicholas, if the customer has an automated tag associated with it then all payments will match the invoices which would automatically pick up the tag from the customer master data. You can test this out by running a balance sheet report, filtering to a tag, and opening up the receivables account. You will find customers with both the invoices and payments posting against them. Hope this helps :)
You make it looks so easy! Good job!! This is so important but unknown at the same time!
Thank you so much!
PS: Best channel ever created for Zoho education.
Thank you MB!
Fantastic video. I am going to start working with him. He is great. This makes accountants obsolete.
Simon is also an accountant :)) but, i agree. The power needs to be at the business owner side.
great video. Can we use multiple tags for one transaction ? for example we hit employee and department also.. we can do that in Tally
Thank you. From what i see you can add one tag.
thank you
Thank you Nawaz
כפרה על החיוך שלך נסיך
Hello how can I associate tag reporting to a customer payment
Hi Nicholas, if the customer has an automated tag associated with it then all payments will match the invoices which would automatically pick up the tag from the customer master data. You can test this out by running a balance sheet report, filtering to a tag, and opening up the receivables account. You will find customers with both the invoices and payments posting against them. Hope this helps :)
חיים שלי הבן שלי גאוה למשפחת אייזיק
Ee ß
Thank you 🙏