I have a requirement to integrate Zoho Books with Zoho Projects at both project and task levels.
Currently, when i create transactions in Zoho Books (Expenses, Invoices, Bills), we can only map them at the project level. However, our requirement is to:
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Map records at both project and task levels
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Sync these transactions back to Zoho Projects under the respective project and selected task
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Update task-level actuals for proper Budget vs Actual tracking
Additionally, when i collect an advance amount for a project in Zoho Books, we need that advance information to be visible inside Zoho Projects under the respective project.
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