We currently use Zoho One. Of the available products, we use Books, Projects, and Desk for tracking our work and expenses and everything.
With our Help Desk work, we track hours for billing, but we also need to track expenses. We will occasionally order parts for a client or reach out to a vendor or subcontractor. And we need all that info and the time tracked to determine what and how to bill the customer.
The tricky part for our accountant is that nothing is categorized in Books the way Projects are handled. So it's easy to see what all is part of a project and bill anything unplanned, but we don't have the same capabilities with Desk.
Any suggestions on how to handle this?
Thanks!