Critical Feature Gaps Between Zoho Books and Zoho Finance Module in CRM
We are extensively using Zoho Finance Module in our organization because of The Record Sharing feature provided by CRM something thats not possible in Books, we are able to limit what Sales Orders, Purchase Orders, Estimates an employee can see based on different rules using that feature, we have completely moved our sales team from Books to Zoho Finance Module.
But there are some limitations and Technical Issues in Zoho Finance Module within the CRM that keeps causing issues for us.
I have gathered and listed most important issues for us.
No Ability to access Zoho Finance Module without Zoho Books access
We are using CRM Data Sharing Rules to Limit what estimates, SOs, POs, Invoices can each employee see in the Zoho Finance Module
But if they just login to Books they can see all the data. If we remove their access of Books, they cannot use Zoho Finance Module as well
We need to have the ability for employees to be able to access Zoho Finance Module in CRM without access to Books.
But if they just login to Books they can see all the data. If we remove their access of Books, they cannot use Zoho Finance Module as well
We need to have the ability for employees to be able to access Zoho Finance Module in CRM without access to Books.
Cannot Sync attachments Between Books and Zoho Finance
If there’s an attachment field in Zoho Books it doesn’t
appear in Zoho Finance, we cannot sync files between Zoho Finance and Books
In books we can add field level attachments
But it's not possible from Zoho Finance
Also Record Level attachments are not synced between Books and Zoho Finance
Account/Customer Owner Doesn’t Sync Automatically
If a new Account is created in CRM, it gets synced with
Books, the details get synced except the customer owner.
Why can’t Books automatically assign the account owner as customer owner?
You must go to Books and manually assign the Customer Owner again
This is redundant, frustrating and time consuming.
Company logo is not synced
Company Logo doesn’t get synced between books and Zoho Finance so invoices, sales orders, estimates, purchase orders show image not found error
In Zoho Finance we get an Image not found error
But the logo can be seen in Zoho Books
Statutes not fully synced
Zoho Finance only syncs a subset of statuses
For example, if a Sales Order is Approved – Zoho Finance
just shows it as Draft or Sent, if an Invoice is Overdue, It just shows as Sent,
many important statuses are not supported by Zoho Finance
here I have an invoice thats overdue
But in the List view Status it will just say Sent, and filters for overdue dont work as well
Another Example:
Here I have a Sales Order that's approved
Here I have a Sales Order that's approved
But the status will just be Draft
Cannot approve or reject within Zoho Finance
No ability to approve or reject Sales Orders, Purchase Orders, Invoices or Estimates within Zoho Finance
Cannot delete records within Zoho Finance
No ability to delete Sales Orders, Purchase Orders,
Invoices or Estimates within Zoho Finance
No support for Client Script
No ability to add custom validation logic using client script in Zoho Finance Module
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