In today’s busy online world, manual processes can slow you down and affect your business. Time management with Zoho Books gives you essential automation tools to meet your business needs and create a smooth user experience. With these tools, you can spend more time on tasks that need a human touch, increase productivity, make fewer mistakes, and help your business grow.
Zoho Books Automation Features
Now, let’s check out the Time Management with Zoho Books Automation Features! These tools can save you time and make your accounting tasks much easier. From handling repetitive jobs to keeping everything up-to-date, Zoho Books helps you work more efficiently to focus on what matters for your business.
With these automation features, Zoho Books can do tasks automatically based on the triggers and filters you set. Let’s see how you can handle time management with Zoho Books with simple automation!
Email Alerts
One of the best features for Zoho Books users is the email alert system. It gives you quick notifications for any action. You can set up workflows in Zoho Books, creating rules and deciding what actions should happen when those rules are met.
Approvals
Speed up your manual approval processes by automating multi-level approval workflows. You can set up different approval levels and add specific people from your organization to approve requests. They will get notifications when new form entries are ready for review. You can also send email alerts at each step of the approval process and run any integrations for your form only after the entries are approved. This automation makes the process smoother, reduces delays, and keeps things consistent across your team.
To properly use Zoho Books, joining Zoho Books training is the best option. This provides you with complete knowledge of this software.
PDFs of Form Submissions
Your respondents may want to keep a record of important information they filled out, like purchase orders, complaints, or applications. Giving them a PDF copy of their form submission can be very helpful, and you won’t have to do any extra work to create it. You can set up the PDFs to be made automatically and either share a link on the Thank You page or send them as email attachments. Best of all, these PDFs can be customized!
App Notifications
Time Management with Zoho Books has many built-in notifications that alert you to various activities. These include reminders to restock inventory, alerts for comments, or payments made by customers through the customer portal. You can also set up Zoho Books to send notifications for other activities.
For example, if you want to congratulate your sales team members who close sales above a certain amount, you can create an alert. You can also automate a process to filter sales orders based on the total amount and send a notification to recognize the salesperson responsible.
Field Updates
Field updates in Zoho Books automatically change data when triggered by workflows, keeping your data accurate and saving you time. You can set these updates to happen based on time or certain conditions using simple rules.
For example, instead of manually setting a quote expiry date, you can automate it. You could extend the expiry for higher-priced quotes or shorten it based on the filters you choose. This makes managing quotes easier and faster.
Webhooks
Webhooks let Zoho Books automatically communicate with other apps. While Zoho Books connects with many apps, webhooks allow you to create custom automations for specific needs.
For example, when you create a quote in Zoho Books, you can automatically add that lead to your sales software. Similarly, when a sales order is made, the sale can be marked as closed for the salesperson in the external app. This helps make things easier without needing manual work.
Custom Functions
Custom functions in Zoho Books let you create tasks beyond the usual options like emails, notifications, or field updates. You can write small pieces of code to do specific tasks based on your needs.
For example, if you normally set invoice payments due 30 days after they’re issued but want to give regular customers or those who make partial payments an extra 15 days, you can use a custom function to automate this.
Offline Mobile Form Entries
ZohoBooks allows your teams to use forms even when they’re in areas without internet access. They can create, view, and collect data offline. Once they return online, all the forms and data will sync automatically with your account.
Signals
Signals let you set up alerts in Zoho Books when something happens in other apps. This keeps your team informed about important events so they can respond quickly. For example, if you use a delivery service, you can create signals to get instant alerts in Zoho Books. If a delivery doesn’t go through, you’ll get a message with details like the customer’s name and why it failed. This helps you solve the problem fast and inform the customer, improving their experience. Using signals helps your business stay organized and responsive to changes.
By implementing these time management features with Zoho Books features, you can save time, reduce errors, and improve overall efficiency in your business operations. For more information on Zoho Books and its automation capabilities, check out Zoho Books online training, which allows one to acquire complete knowledge on using Zoho Books software properly.
