Project finances and work items are now on the same screen and it transforms the way you run your project.
Managing your project finances is now much easier and in the same screen as your work items. Access quotes, invoices, bills, sales orders, and purchase orders right alongside your tasks, phases, issues, and time logs. Create, send, approve, and convert finance transactions from within your project's finance tab with the enhanced Zoho Finance Suite Integration.
A project manager at a construction firm, managing vendors, subcontractors, and client can run the entire finance side of a commercial renovation site without leaving Zoho Projects.
The Upgraded Finance Tab has:
- More Modules, Less Switching
Purchase Orders, Sales Orders, and Bills are now fully at home inside Zoho Projects so you don't have to bounce between Zoho Books and Projects.
- Quick Approval and Conversion
Approve records and convert invoices to quotes or sales orders and back from the details page and keep the finance flow moving.
- Controlled Finance Access
Manage who sees what right from the integration page. Grant access as per module and based on user profile.
- Automated Sync
Data flows automatically between Zoho Projects and Zoho Books, without the need for a manual push.
- Customized and Predefined View
Ease visibility, accessibility and take quick actions for every transaction with tailored and predefined finance view.
This unified finance integration works smoothly alongside your project, bringing together budget tracking and financial transaction logging into a single, centralized experience.