Finally! A document hub, receipt auto-scanning, and accounts payable automation all in one.

Finally! A document hub, receipt auto-scanning, and accounts payable automation all in one.

Hello Everyone,

 

The wait is over! We are happy to announce the Documents feature in Zoho books. Finally! A document hub, receipt auto-scanning, and accounts payable automation all in one. Simply email or upload your receipts, bills, or purchase orders into Zoho Books and our software extracts key information ready to be converted into transactions. No more data entry, no more filing.


Auto-Scan:  
Auto scan feature automatically scans your receipts, bills and extracts data which helps you avoid data entry. Once a receipt or a bill is uploaded, auto scan reads the data, and all major details like date, amount, merchant name etc. are captured. 

Email attachment: 
This feature comes with a unique email id to which you or your contacts can forward files. These will be processed and the scanned files will be available in the Inbox tab. Once this is done, it can be moved to folders or you could create a transaction by attaching it to invoices, bills and so on. 

Match files with transactions: 
You can easily gather documents, match them to transactions in the bank feed and also attach them to any previously created transactions. 

You could also perform tasks like associating files to contacts and email templates. To know more, take a look at our  blog.  Here is our  help guide  to get you started. If you have any questions or thoughts write to us at support[at]zohobooks[dot]com.

Regards,
Akila
Zoho Books