Accounting on the Go Series-51: Effortless Transactions: Create and Manage Directly from Uploaded Documents

Accounting on the Go Series-51: Effortless Transactions: Create and Manage Directly from Uploaded Documents

Hello everyone,

We’re back with another useful feature that makes working with Zoho Books even easier! This time, we’re simplifying the process of creating transactions directly from uploaded documents.

Imagine you’re out meeting clients, and you receive a physical invoice or receipt. Instead of manually entering all the details, simply upload a photo of the document into Zoho Books. Once uploaded, you can instantly create a transaction from the document—whether it’s a bill, expense, or invoice. The document will then be directly associated with the transaction, helping you maintain clear and organized records.

If you’ve enabled auto-scan, the process becomes even more efficient. As the document is processed, the app will automatically extract and pre-fill the necessary information, reducing the risk of manual errors. This means faster, more accurate transactions on the go, so you can focus on what matters most for your business. You can read more about the auto-scan feature here.

Supported OS: iOS, Android.

How it works in Zoho Books iOS app:

➤ Open the Zoho Books iOS app.
➤ Tap on "More" and navigate to "Documents."
➤ Go to "Inbox” and click on the “+” button at the bottom right to upload a file.
➤ If auto-scan is enabled, the document will be processed automatically.
➤ Once processed, click on the document and tap the “three-dot” button at the top-right corner.
➤ You’ll see options to create a new Bill, Expense, Vendor Credit, Quote, or Invoice.
➤ Choose the desired transaction type, and it will take you to the transaction creation page with the document attached automatically.
➤ If auto-scan is enabled, relevant fields will be pre-filled automatically.
➤ Simply fill in the remaining details, and save the transaction.







How it works in Zoho Books Android app:

➤ Open the Zoho Books Android app.
➤ Navigate to the left-side menu and select Documents.
➤ Upload your desired file.
➤ If auto-scan is enabled, the document will be processed automatically.
➤ Once processed, click on the document and tap the “three-dot” button at the top-right corner.
➤ You’ll see options to create a new Bill, Expense, Vendor Credit, Quote, or Invoice.
➤ Choose the desired transaction type, and it will take you to the transaction creation page with the document attached automatically.
➤ If auto-scan is enabled, relevant fields will be pre-filled automatically.
➤ Simply fill in the remaining details, and save the transaction.







This feature is all about convenience and efficiency, helping you manage your transactions seamlessly, especially when you’re on the move.

Download the mobile app by visiting think link or simply scan the QR code below. Give this feature a try and let us know how it works for you! As always, feel free to reach out to us for any questions or assistance.


Regards,
Tanisha Choudhury
Zoho Books

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