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Your accountant's books. Kept in step.
Invoices, credit notes, purchase orders, supplier bills and payments written into the Zoho Books organisation your accountant keeps, with payments read back in.
Your accounting firm keeps the books and files VAT from them. The desk writes every document into those books as it's issued, PDF included, and reads payments back every fifteen minutes, so an invoice on the desk knows when it has been paid.
Built and tested against Zoho's API; switched on per deployment.
Inside TERRA-607 BOOKS
4 capabilities, one number each.
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Documents written in
Customers, items, invoices with their PDFs, credit notes, purchase orders and supplier bills, each written once.
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Payments both ways
Payments from the books land on the invoice and the company card; a payment recorded on the desk is sent to the books, and never twice.
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Accounts and VAT codes mapped
Your chart of accounts and VAT codes mapped once, in Admin.
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History brought across
Documents issued before the link was set up are listed first and written across when you say so.
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