Accounting on the Go Series-55: Seamlessly Add New Vendors While Creating Transactions from Scanned Documents

Accounting on the Go Series-55: Seamlessly Add New Vendors While Creating Transactions from Scanned Documents

Hi there!

We’ve made handling documents and vendors in Zoho Books even simpler. Now, when you upload a document and scan it, if the app detects a vendor that isn’t already in your organization, you don’t have to leave the page to add them manually.

With just one tap, you can save the vendor details directly from the same page, without having to type out the name or switch between screens. Once the vendor is saved, you can proceed to create and save the transaction effortlessly.

Supported OS: iOS

How it works:

  • Open the Zoho Books iOS app.

  • Navigate to the Documents section and upload a file.

  • Once the document is processed, tap the three-dot button at the top-right.

  • Select the desired transaction type (Expense, Bill, etc.).

  • If a new vendor is identified, a popup will appear: "New vendor [Vendor Name] found."

  • Tap Add New Vendor, and the vendor name will auto-populate.

  • Add any additional details if needed and save the vendor.

  • Fill in the transaction details and save it.


To watch a video guide on these steps, click here.

Imagine not having to juggle between adding vendors and creating transactions manually—it’s all in one smooth process. Whether you’re working remotely or on the move, this feature saves you time and keeps your data up to date effortlessly. Start using this feature today by downloading the Zoho Books mobile app. You can visit this link or scan the QR Code below and share your experiences with us.



Regards,
Tanisha Choudhuy
Zoho Books




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