We have spend 6 months to improve on our finance process before embarking on a cloud base ERP.

Our business are construction and fitout works.

Each project we bring in, are in the form of a quotation (Bill of Quantity, which can be material, supplies and services (manpower)).

Usually, client will have to place a deposit of 30-50% to start work and at each milestone (as agreed with customer), we will issue invoice for the progress. It could be 50% downpayment, 25% progress payment when the fitout reaches 50%, 20% when it is 100% completed and a retention of 5%.

Each project are assigned a running number from the last project we had.

QUESTION 1 - Are we able to do that in Zoho?

1.1 Create Customer Account

1.2 Assign a project to the customer account (sometimes, we have more than 1 project with the same client)

1.3 Issue progressive invoices

1.4 Finalise Work Variation and issue final invoice

QUESTION 2 - As all our costs are either related to Projects and General Administration (such as HR, GA, Staff Benefits, Fixed Asset Purchases),

2.1 Are we able to assign "projects" or cost centers (which could be Projects or GA) when purchasing raise PO?

2.2 For expenses such as Staff Reimbursement, Claims or Cash Advances, are we able to capture that in Zoho Books?

2.3 Also, are we able to see Project Spending to date?

QUESTION 3 - well, i guess the above 2 are the decision making to Zoho Books.

Will like someone who can share/shed some lights.....

If not, can someone share platforms that are able to support the above requirements?

Thank you....