Accounting on the Go Series-13: Snap, Upload, Organize: Simplifying Transactions with Zoho Books Attachments
Hello users,
Welcome back to our 'Accounting On-the-Go' series! Today, we're excited to share a versatile feature in the Zoho Books mobile app – the ability to add attachments to your transactions. This functionality enables you to keep all relevant documents and files seamlessly organized within your transactions.
Welcome back to our 'Accounting On-the-Go' series! Today, we're excited to share a versatile feature in the Zoho Books mobile app – the ability to add attachments to your transactions. This functionality enables you to keep all relevant documents and files seamlessly organized within your transactions.
Benefits of Adding Attachments:
Organized Record-Keeping: Keep all relevant files and documents linked to specific transactions, ensuring a well organised financial record.
Enhanced Visibility: Easily share visual documentation, such as receipts or scanned documents, to provide additional context to your transactions.
Access Anywhere: Access your attachments on the go, ensuring you have all necessary documents at your fingertips.
Enhanced Visibility: Easily share visual documentation, such as receipts or scanned documents, to provide additional context to your transactions.
Access Anywhere: Access your attachments on the go, ensuring you have all necessary documents at your fingertips.
How it works in iOS:
➤ Open the Zoho Books iOS app.
➤ Navigate to “Invoices”
➤ Select the concerned Invoice and click on “More” and select “View attachments”
➤ You will have several options to add attachments
➤ Take Photo/Scan Document: Capture images or scan documents directly from your device's camera, providing a visual record of receipts or relevant paperwork.
➤ Upload File: Select files stored on your device and upload them directly to the transaction.
➤ Photo Library:Access and attach photos from your device's photo library.
➤ Attach fromDocuments: If you've stored documents within the Zoho Books app, you can easily attach them to transactions.
➤ Choose the preferred attachment method, follow the prompts, and complete the process.
➤ You can follow the same for any other transaction type.
➤ Your attachments will be associated with the transaction, making it convenient to retrieve supporting documents whenever needed.
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How it works in Android app:
➤ Open the Zoho Books Android app.
➤ Navigate to the left side panel and go to Sales >> Invoices.
➤ Select the concerned Invoice and click on “More” and select “View attachments”
➤ You will have several options to add attachments:
➤ Take a Photo: Capture images directly from your device's camera, providing a visual record of receipts or relevant paperwork.
➤ Pick file from device: Select files stored on your device and upload them directly to the transaction.
➤ Pick file from Documents: If you've stored documents within the Zoho Books app, you can easily attach them to transactions.
➤ Choose the preferred attachment method, follow the prompts, and complete the process.
➤ You can follow the same for any other transaction type.
➤ Your attachments will be associated with the transaction, making it convenient to retrieve supporting documents whenever needed.
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If you haven't already, download our app from this link or simply scan the QR code below and explore this feature in your Zoho Books mobile app and simplify your record-keeping process.
If you have any further questions or need assistance, please don't hesitate to reach out to us at support+mobile@zohobooks.com. Stay tuned for more such tips in our "Accounting On-the-Go" series.
Best regards,
Tanisha Choudhury
Zoho Books