Accounting on the Go Series-1: Effortless Accounting with iOS Home Screen Widgets
Widgets allow you to customise your iOS home screen with shortcuts to the functions you use most. Ever imagined you could access essential accounting tools without even opening the app?
We're excited to discuss a feature that'll simplify the way you handle your finances – Zoho Books widgets for your iOS home screen.
Supported OS: iOS only
Access the following information and tools right at your fingertips:
1. Receivable Summary: View what your customers owe you, categorised into Current and Overdue amounts. This widget allows you to monitor outstanding payments conveniently. Clicking on these values redirects you to Zoho Books' “AR Aging details by Invoice due date” report.
2. Invoice Details: The Invoice Lists Widget displays both Overdue and Recent Invoices of your customers on your home screen. You can customise the view to show either one or both, making it easy to manage your invoices efficiently.
3. Track timer: Imagine you run a consulting business. You're in a client consultation, and you want to accurately track the time spent. With Zoho Books' home screen widgets, effortlessly manage your work time with three options:
➤ Timer Widget: Start, pause, and stop the timer as you work. It runs in the background, eliminating the need to keep your phone unlocked or stay on the same page. You can effortlessly start the timer and attend to other tasks. When you're finished, return to the timer and link it to particular projects and tasks with ease.
➤ Log Time Widget: Log time spent on tasks directly. Enter the time, select the project and task, and save it for accurate time management.
➤ Timer Dashboard: Access all time tracking functions, including tracking billed and unbilled hours for recent projects. This dashboard provides a comprehensive view of your time entries. You can also click on a project name to view its overview in Zoho Books.
No need to navigate through menus – these widgets provide instant access to Zoho Books functionalities, making your accounting experience a breeze.
Home screen Dashboard preview:
How to set up:
➤ Tap and hold on your iOS home screen
➤ Click the "+" sign on the top left
➤ Select "Zoho Books.
➤ Swipe right and choose the widgets you want.
➤ Once added, you can adjust their placement by dragging them in the desired position.
To watch a video guide on these steps, click here.
Voilà – your personalised mobile accounting dashboards are ready. It's like having a financial assistant on standby!
Feel free to share your thoughts below if this feature is useful for your business. If you need any assistance, don't hesitate to reach out to us at support+mobile@zohobooks.com. We're here to help!
For those who haven't downloaded it yet, you can get the Zoho Books mobile app from this link or simply scan the QR code below:
Stay tuned for our next feature, coming your way next Thursday.
Regards,
Tanisha Choudhury
Zoho Books
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Tanisha Choudhury
aranbira
ianharvey110
Sticky Posts
Zoho Books will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Books will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than 100[Webinar] Understanding the New Invoice Management Systems
Join industry expert CA Pritam Mahure as he discusses the importance of the new Invoice Management System (IMS) and its impact on taxpayers. Topics Covered: - Concept of IMS and pre-requisites - Applicability and Restrictions on Invoices/Records for IMSLatest Updates of the 53rd GST Council Meeting & Its Business Implications
Join industry expert CA Venugopal Gella as he discusses the importance of 53rd GST Council Meeting, the latest notifications and changes introduced by the Finance Act 2024. Register Now: https://zoho.to/GST_WebinarBest practices for financial year-end closing with Zoho Books | Free Webinar
Ready to close your year-end finances like a pro? Join our free webinar and learn how Zoho Books helps you maintain clean accounts, carry forward balances, and get geared up for the new financial year. Register now - https://zoho.to/9f1Master the art of budgeting with Zoho Books | Free Webinar | 4th & 5th March 2024
We're thrilled to launch the Zoho Books monthly webinar series! Don't wait to conquer your finances in 2024! Budgeting can be easy with Zoho Books. Join our FREE webinar and learn how to set and track goals, master budgeting, and unlock insights to make
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Problemas de usarmos no Brasil
Somos usuários a exatamente um ano do Zoho Recruit, agora migramos para o Zoho One. Temos enfrentado por diversas vezes problemas da ferramenta não estar realmente preparada para funcionar corretamente na lingua portuguesa. Problema esse não específicoCERTIFICADO DIGITAL - BRASIL
Olá, Temos o ZOHO ONE e no Sign vemos de forma simples a assinatura digital, temos nos BRASIL certificado digital, de no CERTISIGN homologado pelo GOVERNO do BRASIL, há possibilidade de gerar a assinatura diante deste certificado?Zoho Duplicate Reference Numbers
I have 2 accounts through zoho. On one account if I enter a bill with the same number as a previous bill I get a warning message saying that there is already a bill with this number. However on the other account I do not get this message. How do I turnintegration between Zoho Site and Zoho Learn
integration between Zoho Site and Zoho Learn so that when a user registers on the Zoho Site, their account is automatically created in Zoho Learn!! the use case i have pro plan in zoho site and zoho learn and i have puted the zoho learn domain in zohoAutomation #6 - Prevent Re-opening of Closed Tickets
This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Typically when a customer submitsNot able to list or add contacts
I am not able to get a list of contacts via api request. Tickets for example are listed via api even without orgId, so it shoud be similar. What is missing to reach the requirement. My aim ist to add a contact via API and then add a ticket with the contactSee contrat information from an account under the ticket
Hi there, How can I program something to display created and selected contract on the ticket itself so my agents see it and can support correctly according to the contract and SLA ? Thank you :)Weekly time log view
The Weekly Time Log view is pretty nice. My users really like it when I show it to them. They like being able to pin ongoing tasks. Anyway, it's sort of hard to find. It is grouped with the Add Time Log button as a pull down. In my opinion, it shouldAny Impact of Amazon Listings API on E-commerce Integration?
Amazon sent the following message about changes to their APIs. Our only Amazon app / integration is Zoho Inventory's eCommerce for Amazon US, so the message below in bold gives us concerns about if Amazon's warning is referencing Zoho's Amazon US integration.Working with Products that are non-tangible
How does one create a 'service' in products? Is there a way to disable inventory functions for things like Sofware as a service? The services module doesn't look to be much help either. Not sure how to do this in CRMePOD Devices
Has anyone tried and tested and devices that deliver ePOD (electronic proof of delivery)? We would like our drivers to use an ePOD device to get the customer signature The app should then be capable of updating the sales order to show delivery.API Integration
Why are we unable to do API Integration for Job boradsRemind/Recall Document API
When I recall a document through the Sign API, I would like to be able to specify the reason that gets sent in the user notification email. Same with including a unique message when sending a document reminder through the API. Is there a way to includeZoho Books API Creating Invoice and Address API
I'm trying to create an invoice with zoho books api and i get the following error: Error creating invoice in Zoho Books: { message: 'Request failed with status code 400', details: { code: 15, message: 'Please ensure that the "billing_address" has lessConvert Multiple PO in 1 Bill
Does anyone know how to convert multiple POs in 1 Bill? Thank youmerge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory
HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .How to add categories to community
In my Community, I would like to add several Categories but I don't readily see how this is accomplished. Currently, I have one category in my community with several forums. But I would like to add more categories. Thanks.Knowledgeable Image Quality is very poor, any recommendations how to improve this?
Hi All, We are looking at migrating our current knowledge base to Zoho so it can be kept in one location. Our current KB utilises a lot of images to try and make it easier for users and less wordy. Unfortunately, when I upload an image within an article,Assistance Required: Displaying Dynamic HTML Table in Zoho Creator Dashboard Page
I am currently stuck while creating a custom dashboard page in Zoho Creator. I want to display a designed HTML table showing Teacher Registration data with this condition: If Total Allowed Leaves < 10, display those teachers in the table. Page ScriptsVisibility of Custom Questions in the Question Pool
A colleague is adding our own questions in the question pool for our Employee Engagement survey, but I can't see the questions she has entered, even after refreshing the webpage. Are the custom questions in the question pool only visible to the one whocampaigns contact lists not exporting
I'm trying to export a specific lead source from my contract list in 'campaigns'. Every time I have to do this the contacts won't export. I have done a search and selected the specific contacts I want to export. The box appears to choose the file type,Recipient Field on replies doesn't update with Contact change
Some emails that come into our system come from an online form and the sender address is a noreply@whateverthedomainis.org So in order to reply to the original sender, we need to update/change the contact for the tickets. However, after we change theMulticolumns fields for native forms
It would be nice to be able to create forms with multiple columns. Currently, each field occupies a single column, which makes a fairly complex form seem too long.Assign values to hidden fields in native forms
It would be great to be able to assign values (static or dynamic) to hidden fields in a form. Currently, I can only assign a value via the URL. I currently have a form integrated with a webhook, but I don't have a way to send useful form data as parameters,Migrating Email Content to a Shared Mailbox Address
I am moving my email to Zoho Mail (currently hosted through GoDaddy). I have created a user (me) and I have also created a "Shared Mailbox" Group (through the admin panel) with an email address I will be using as an organization address. My personal emailCalendly One-way sync- Beta Access
Hello Community, Many of our Zoho Calendar users have expressed their interests in Zoho Calendar and Calendly integration. We've been tightly working on with Calendly team to provide a two-way sync between Calendly and Zoho Calendar. However, there haveLive webinar: Mastering financial presentations with Zoho Show
Hey there finance professionals! We know many of you are currently knee-deep in report creation mode to wrap up the fiscal year for your organization. Creating a presentation to communicate essential financial data isn’t simple, with all the calculations,Zoho Desk Android app update: Accessing the guided conversation bots in the IM module
Hello everyone! In the latest version(v2.9.8) of the Zoho Desk Android app update, we have brought in support for Guided conversation bots within the IM Module. These bots use predefined conversation flows to automate initial responses, handle routineZoho Analytics Embed - Zoomed Right In?
Hey all, I am using the Zoho Show app on an android TV and cannot figure out why, but the Zoho Analytics embed is zoomed right in. When I preview on my laptop it looks fine, when I go in and edit the code, it looks zoomed? Then when it displays on theAssistance with Image File Upload in Zoho Creator
Hi , I'm building an application for storyboard creation using Zoho Creator, integrating Gemini AI for automated image generation. In the "Generate Frame" form, user inputs are collected to construct image prompts. Current Workflow: On Validation (FormMigrating all email accounts from cpanel shared hosting and email boxes to zoho
I have already read previous articles posted on this forum but none of them suit my needs.So i am currently working for a small company. The company website runs on cPanel shared hosting and the company page is a WordPress website. I recently redesignedDomain Change from apkbark.com to apkbark.io – Do I Need to Setup Zoho Mail Again?
I recently migrated my website from the old domain https://apkbark.com to the new domain https://apkbark.io. The Zoho Mail setup was previously configured and working perfectly on the old domain. Now I would like to know: Will my Zoho Mail setup automaticallyHow to add different type of revenue under sales ?
How to add different type of revenue under sales ?Types of Revenue
i have different types of revenue , I want to see under sales in different categories , while preparing invoice I want to allocated if possibleZoho books account recovery
I had submitted a request to restore zohobooks account, but I am yet to get a feedback till now. The email addresses used to access the zohobooks can not access it again. I don't know what went wrong. I need quick attention to this. More details are providedPayments calendar for receivables and liabilities by due dates
Hello guys! What method can you recommend for tracking and planning future payments against expected income? We operate on the principle - we expect some income this month, then we look at what expenses are due this month and pay accordingly. I've seenEmail Search
Has search stopped working for people? Searched on Zoho email content, I get nothing back. Signed out and back in, still same issuesZoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience
Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that youhow i can update client_secret or refresh_token in case if my was stolen?
i want to know how i can protect my data on this case[Webinar] CoCreator – Generative AI-Assisted Application Development in Zoho Creator
Hello Creators! The Zoho Developer Community is hosting a webinar on CoCreator – Generative AI-Assisted Application Development to showcase our latest AI capabilities. What's this about? It's all about our latest AI capabilities in Zoho Creator. InsteadNext Page