This Feature is only available in IN DC.

Prerequisites  

1. Zoho Finance Suite integration must be disabled, if integrated.
   
2. Zoho ERP integration must be enabled
   
3. In Zoho ERP:
   
1. Employees module must be enabled
   
2. Travel & Expense module must be enabled
   
3. Users will be synced as Employees only when the required modules are enabled in Zoho ERP.
   

Supported Modules  

1. Quotes
   
2. Invoices
   
3. Budgets
   
4. Expense Claims
   
5. Expense Reports
   

Enable and Configure Integration  

1. Click > Marketplace > Zoho Apps.
2. Select Zoho ERP and click Enable Integration.
   
3. Navigate to the Configuration tab and select a date under Invoice Time Log From.
   
4. Select profiles under Finance Permission.
   
5. Enable:
   
1. Manage Expense
   
2. Invoice Milestones & Tasks
   
3. Expense Claims & Expense Reports
   
4. Enable Restrict Project Creation (Optional).
   
6. Click Next to go to Sync Preferences tab.
   

Set Sync Preferences  

1. Navigate to the Sync Preferences tab.
   
2. Select Customer Duplication Preference:
   
1. Overwrite or Clone
   
3. Select Contact Duplication Preference and review field mapping.
   
4. Click Save.
   

Manage Finance  

Create a Quote  

1. Navigate to your project.
   
2. Click Finance > Quotes > Create Quote.
   
3. Enter details and recipients.
   
4. Click Save.
   

Create an Invoice  

1. Navigate to your project.
   
2. Click Finance > Invoices > Create Invoice.
   
3. Select the Bill up to date and choose required fields.
   
4. Click Save.
   

Create Invoice from Task or Phase

1. Open the required project and click Tasks or Phases tab.
   
2. Select a record > Create Invoice.
   
3. Select the date range.
   
4. Enter the details and click Save.
   

Create Invoice for Multiple Tasks  

1. Open the required project and click Tasks tab.
   
2. Select multiple tasks in list view and click Create Invoice.
   
3. Select date range.
   
4. Enter the details and click Save.
   

Edit or Delete an Invoice  

1. Navigate to your project and click Finance tab > Invoices.
   
2. Select an invoice and click Edit to update or Delete to remove.
   
3. Confirm your action.
   

Invoice Conditions  

1. Only billable time logs are invoiced
   
2. Only approved logs are invoiced (if approval is enabled)
   
3. Primary customer must be set
   
4. Project must be synced
   
5. “Bill up to” date is mandatory
   
6. Maximum of 100 tasks can be invoiced
   

Record an Expense

1. Navigate to your project.
   
2. Click Finance and select Expenses section.
   
3. Click Create Expense and enter the required details.
   
4. Add notes and attach receipts if required.
   
5. Select Billable if applicable.
   
6. Click Save.
   

Edit Expense  

1. Navigate to your project.
   
2. Click Finance and select Expenses section.
   
3. Click on the required expense and click Edit.
   
4. Update the required details and click Save.
   

Delete Expense  

1. Navigate to your project.
   
2. Click Finance and select Expenses section.
   
3. Click on the required expense and click Delete.
   
4. Confirm your action.
   

Include Expenses in Invoice  

1. Navigate to your project and click Finance tab > Invoices.
   
2. Select the required date range.
   
3. Enable Include all unbilled expenses of the selected customer.
   
4. Click Save.
   

Manage Expenses

1. Support approvals
   
2. Can be grouped into reports
   
3. Are used for reimbursement tracking 
   

Create Expense Claims   

1. Navigate to your project and select Expense tab.
   
2. Select Expense Claims and click New Expense.
   
3. Enter the Date and the Merchant details.
   
4. Select the Category of the expense from the drop-down and enter the Amount.
   
5. Enter the Description, Customer, and Reference if required.
   
6. Add to Report by selecting an existing report or creating a new report.
   
7. Attach receipts from your computer or cloud.
   
8. Click Save and Close or Save and New.
   

Edit Expense Claims   

Approved expenses cannot be edited.

1. Navigate to your project and select Expense tab.
   
2. For Unreported Expenses:
   
1. Click More options and select Edit.
   
2. Make the required changes and click Save and Close.
   
3. For All Expenses:
   
1. Open the required expense.
   
2. Click Edit in the top-right corner.
   
4. Make the required changes and click Save and Close.
   

Merge Expense Claims   

1. Navigate to your project and select Expense tab.
   
2. Under Expense Claims, select any two expenses.
   
3. Click  and select Merge.
   
4. Select a master expense.
   
5. Click Continue.  
   

Delete Expense Claims    

1. Navigate to your project and select the Expense tab.
   
2. Under Expense Claims, select an expense.
   
3. Click  and select Delete.
   
4. Confirm your action.
   

Create Expense Reports   

1. Navigate to your project and select the Expense tab.
   
2. Select Expense Reports and click New Report.
   
3. Enter the Report Name, Business Purpose, and Duration.
   
4. Click Submit.
   

Submit Expense Reports   

1. Navigate to your project and select the Expense tab.
   
2. Select Expense Reports.
   
3. Open the required report.
   
4. Click Submit in the upper-right corner.
   
5. Select the approver and click Submit.
   

Edit Expense Reports   

Approved expense reports cannot be edited.

1. Navigate to your project and select the Expense tab.
   
2. Select Expense Reports.
   
3. Open the required report.
   
4. Click Edit in the upper-right corner.
   
5. Make the required changes and click Save.
   

Delete Expense Reports   

1. Navigate to your project and select the Expense tab.
   
2. Select Expense Reports.
   
3. Open the required report.
   
4. Select the expense/report.
   
5. Click Delete and confirm your action. 

View Project Profitability  

1. Navigate to your project.
   
2. Click Dashboard.
   
3. View the Profitability Summary.
   
4. Switch between Accrual and Cash view.
   

Delete Integration