Hello everyone,

We’re back with another useful feature that makes working with Zoho Books even easier! This time, we’re simplifying the process of creating transactions directly from uploaded documents.

Imagine you’re out meeting clients, and you receive a physical invoice or receipt. Instead of manually entering all the details, simply upload a photo of the document into Zoho Books. Once uploaded, you can instantly create a transaction from the document—whether it’s a bill, expense, or invoice. The document will then be directly associated with the transaction, helping you maintain clear and organized records.

If you’ve enabled auto-scan, the process becomes even more efficient. As the document is processed, the app will automatically extract and pre-fill the necessary information, reducing the risk of manual errors. This means faster, more accurate transactions on the go, so you can focus on what matters most for your business. You can read more about the auto-scan feature here.

Supported OS: iOS, Android.

How it works in Zoho Books iOS app:

➤ Open the Zoho Books iOS app.
➤ Tap on "More" and navigate to "Documents."
➤ Go to "Inbox” and click on the “+” button at the bottom right to upload a file.
➤ If auto-scan is enabled, the document will be processed automatically.
➤ Once processed, click on the document and tap the “three-dot” button at the top-right corner.
➤ You’ll see options to create a new Bill, Expense, Vendor Credit, Quote, or Invoice.
➤ Choose the desired transaction type, and it will take you to the transaction creation page with the document attached automatically.
➤ If auto-scan is enabled, relevant fields will be pre-filled automatically.
➤ Simply fill in the remaining details, and save the transaction.