[Integration Enhancement Update] Supporting Debit Notes data in Zoho Books - Zoho Analytics integration
Dear Customers,
We are glad to share that the debit notes data will be supported in Zoho Books - Zoho Analytics integration from 16-January-2023.
As debit note is an integral part of invoice module, we will be importing the debit notes data in the Invoice table in Zoho Analytics. Two new columns (Reference Invoice Number and Reference Invoice Type) will be added in the Invoice table which will help you analyze the associated transactions details.
To identify the debit notes data in the Invoice table, please use the 'Transaction Type' column in filter, users filters, formula and query tables.
Note: If you are using debit notes in Zoho Books and have created some reports in Zoho Analytics based on Invoice module, there are possibilities of change in report values as debit data will be added from 16-January-2023. So please use the appropriate filters as suggested above to categorize the transaction type.
We hope these enhancements will be helpful. If you need any clarification or assistance, please feel free to reach us through support@zohoanalytics.com.
Thanks
Sailas S
Product Manager | Zoho Analytics
Edit: We have revised the timeline to 16-January-2023. Previously it was 30 November 2022.