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Automateyourbookkeeping zoho

AUTOMATE YOUR BOOKKEEPING: RECEIPT SCANNING, DOCUMENTS, AND WORKFLOWS

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 11, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Series: Bookkeeper
Course Description

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.

Learning Objectives

  • 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.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Talha Baqar

Zoho
Program Manager, Zoho Books Advisor Program

Zoho

About Our Presenter

Zoho
The Operating System for Business. Zoho offers a comprehensive suite of 35+ applications that help businesses manage their sales and marketing, productivity and collaboration, finance, human resources, and more. Customers use Zoho apps to run their businesses from front office to back – all in the cloud and on mobile. With more than 20 years in the books and 4500 dedicated employees helping over 23 million Zoho users, we're excited to welcome you to the growing Zoho Family. Explore the Zoho Suite of Apps at www.zoho.com.