Recording an expense - Price lists and automation
Hi
I have been trying to automate Zoho for a while now, I am trying again to see if I can come up with a way to have price lists while I create an expense, which I do not think does exist. I can create an Item with automatic pricing from the invoice itself, but that item and expense does not sync with the system, so I do not see it listed in the expense list of a particular Project, which is for me useless as I can not open every invoice to see what was debited to a client.
An other think which is bugging me is that the item detail is not available when recording an expense, but it is when I record an expense directly from invoice - when recording expenses a narrative for the expense needs to be typed every time from scratch, copied/pasted or called up at invoice creation by adding extra items manually, copying the text and then deleting those newly created.
Is it something I can change to make the description of an expense appearing automatically in the expense recording phase and then into the invoice. Thanks
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A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________