Zoho Books and Projects invoicing integration and Zoho CRM

***DISCLAIMER*** I will be posting this in Books, Projects and CRM to get the relevant answers from each team. If this is not required please delete whichever post suits.

Hi,

I have been working on the Zoho Books and Projects integration and following some of the guidelines after discussing with a member of the Zoho Books team

https://www.zoho.com/au/books/help/integrations/projects-integration.html

https://www.zoho.com/projects/help/invoices-expenses.html

And I have noticed the following:

1) Customers from Books does not follow across with Projects, at all, even with a sync with CRM

2) Invoices cannot carry across from either Books or Projects.....why?

3) Tasks cannot carry across from Books to Projects after the new project is created in Books

4) Projects created from CRM cannot be applied to Zoho Books

with that in mind, I am trying to find the best way to manage the existing workflow to minimise double handling, please see steps below:

***NB*** This workflow illustrates process only, it does not account for application

1) Customer requests quotation for installation project, quotation provided via Zoho CRM (using Zoho Books plugin) - Person responsible: Sales Rep.

***quote is listed in Zoho Books to be sent to the customer for progress payments by the customer (i.e. deposit)***

2) Customer Accepts estimate, triggers project creation in Zoho Projects/Books

3) Project tasks added (zoho projects), sync with zoho books

4) Timesheet added in zoho projects, sync with zoho books for final billing, invoices generated in Zoho Books

the aim is to sergregate Sales, Install and Accounts personnel to CRM, Projects and Books respectively. Please see attached snapshots for clarity.

Access your files securely from anywhere

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Finchcorp1
Storytelling BeanCounter - www.storytellingbeancounter.com
ncormier
Adam Field
Production Strong

Sticky Posts
Tip: How to print the Gantt View
Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones
Project Management via Emails in Zoho Projects
We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn more
Four types of task dependencies
"Nothing is particularly hard if you divide it into small jobs." - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise
Task and Project numbering
Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs. Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks
Task Inline Editing Enhancement
Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.