Hope you all are keeping well. We are back with the sixth edition of the Zoho Books Digest. Here's what we are presenting to our community members this month:
This month, we are highlighting the 'Branches' feature in Zoho Books. This feature is now available in the Global, India, UK, UAE, Saudi Arabia, Bahrain, Kuwait, Qatar, and Oman editions.
As your business grows, you may need to expand by opening up new outlets in new locations. And when that happens, checking the performance of individual branches and tracking their transactions separately becomes essential. The Branches feature in Zoho Books allows you to manage all of your branches under one organization.
By enabling the Branches feature, you can:
- Add multiple branches in your Zoho Books organization
- Configure separate transaction series for each branch
- Manage transactions across all branches
- Track the performance of each branch individually
The Branches feature is available in the Premium and higher plans of the above-mentioned editions.
To enable Branches: Go to Settings > Branches > Enable Branches.
What's New in June 2021
The feature update that we're highlighting this month is the Zia Search feature, which has been released in all the Zoho Books editions.
Zoho Books always had powerful search options, and now, with Zia Search, you can expand the scope of your search to include all of your Zoho apps.
For businesses to be successful, they need to have sufficient cash at all times. The article "Here’s How You Can Manage Cash Flow at Different Stages of Business Growth
" talks about the effects of cash in different phases as your business moves through its growth curve. Read the article
to know more.
In case you missed it
Last week, we hosted a webinar titled "Introduction to Zoho Books and Migrating Accounting Systems.
" Just in case you missed the session, check out the recorded webinar
Replacing Authtokens with OAuth by August 30
Please note that we are removing Authtoken support for Zoho Books APIs by August 30, 2021. This change is part of switching to OAuth 2.0, a more secure and robust protocol. Please make sure you replace Authtokens with OAuth as soon as possible.
Other Zoho Finance Announcements
Zoho Expense launched its all-new version
last month and customers have been elated with it! A host of highly anticipated features, enhancements, and integrations make the new Zoho Expense a one-stop shop for business travel and expense management. Read how the product redefined travel and spending
without reinventing the wheel!
In this edition of Digest, we are happy to share the success stories of two businesses:
- Macmerise Celfie Design Pvt Ltd from India
- Bock Middle East FZCO based out of Dubai and Saudi Arabia
Both companies have been using Zoho Books for a long time. In the stories, they share their accounting and bookkeeping challenges and how implementing Zoho Books has solved their pain points. Read the complete stories of Macmerise
We're eager to hear and share more stories about businesses using Zoho Books. If you would like to share your story with us, let us know in the comments and we will get in touch with you!
Until next time!
Customer Relations | Zoho Books