This course is designed to provide an insight into the automation functionality behind the Zoho Finance Suite. Receipt Scanning reduces manual data entry and enables small businesses to be more organized while doing less work. Workflows help to take manual tasks and automate their execution. Send emails based on criteria, notify team members, and update the content of documents by using workflows to create if-then statements. Finally, Documents gives accountants and clients the ability to share sensitive financial documents within their accountant application.
Utilize automation in accounting programs to free up time and increase productivity.
Use the auto-scanning functionality with receipts to reduce manual data entry.
Create workflows to execute repeated tasks.
Share financial documents securely from accountant to client within Zoho Books.