Zoho payroll jobs
We are small startup. We're looking to map out our sales process through, add automation (mainly reminders) and integration with Zoho accounting module. Key Deliverables: - **Customization of Forms**: add custom fields, design the layout, and implement conditional logic for form fields. This will streamline our data collection and make the sales process more efficient. - **Automation of the Sales Process**: automate few steps in our sales process (lead > client proposal > active client > lost client > ongoing engagements. - **Reminder System**: The reminders are crucial in ensuring that our sales team stays on track. The reminders should be sent via both email and push notifications, to cater to varying preferences of our team members. Ideal Skills and Experi...
We provide a range of services essential for startups, covering registration for partnerships, OPCs, and sole proprietorships, alongside handling MSME ...for startups, covering registration for partnerships, OPCs, and sole proprietorships, alongside handling MSME registration and DPIIT certification, facilitating seed funding, and ensuring yearly compliance. Serve yearly essential Companies Act regulations. Our expertise extends to comprehensive financial solutions encompassing accounting, tax planning for direct and indirect taxes, providing , payroll management, and other additional services. Our requirement: We need a legal content writer to create "Cancelation & Refund." Attached is the referral content We require you to create a fresh legal contents for our ...
Currently, my existing system is in need of a professional with expertise in general accounting duties. As I haven't specifically determined the exact services needed, here are a few potential tasks that maybe required: - Bookkeeping - Tax preparation - Financial Statements preparation - Payroll processing - Tax filing - Setting up accounting software Ideal candidates should have comprehensive accounting experience that ranges from bookkeeping, maintaining financial records to perhaps even payroll management. Also, being tech-savvy would be a great plus; having ample knowledge in setting up and managing accounting software could potentially be part of the job. The very nature of this job requires a great deal of professional flexibility, so your ability to provide a w...
I'm seeking a skilled pr...seeking a skilled programmer familiar with Zoho and smart calendar applications. Key deliverables should include: - Developing a smart calendar with strong app integration features - Ensuring compatibility with the Zoho Creator platform - Designing the calendar to display as a timeline with columns - Using one table to show detailed information about apartments - Each row should represent a separate apartment. The main information to be displayed is the availability of the apartments. This calendar must interact seamlessly with Zoho Creator, pulling the necessary data in real time. Well-rounded knowledge of Zoho Creator and smart calendar integration will be essential for this project. every change in the calendar will checked in...
I'm seeking a Zoho expert based in Bucharest, Romania, who can assist with several tasks related to Zoho integration. Key requirements include: - Experience in Zoho Books integration and Zoho Creator app development. - Proven ability to implement Zoho One that supports 10-50 users. Additionally, the ideal candidate must have: - A strong capacity to customize workflows and automations within Zoho's ecosystem. - Hands-on experience integrating Zoho with various third-party applications. - Expertise in designing and providing reporting and analytics capabilities through Zoho. Looking forward to collaboratively creating a robust, efficient, and easy-to-use business platform.
...connection for the Order Status API. This is the Endpoint Connection we want to work on first. Promo Standards - Order Status 2.0.0 Here is the M2 site - nvspromo.com. You cannot place orders on but Yes, the customer orders on nvspromo.com. Orders are accessed when a client logs into their user account - it is connected to our Zoho CRM and they can see their order history. Those Orders however, do not have any sort of Order Status connected to them. We will need to add the Order Status from our CRM onto the Magento Orders. Ideal candidates should have significant experience in creating custom endpoints and a strong background in API documentation and Magento. A clear understanding of different API documentation styles is
I'm currently seeking a highly skilled bookkeeper to provide general ledger maintenance, along with handling accounts payable and accounts receivable for my business in the service industry. I also do provide some small amount of projects which materials are purchased for. Key requirements for the project include: - Understanding and experience in general ledger...idiosyncrasies of the service industry The ideal candidate should have: - Strong proficiency in QuickBooks Desktop - Previous experience with service-based businesses - Superior attention to detail and organizational skills The aim is to ensure my bookkeeping is meticulous, up-to-date and contributes to efficient financial management of my business. Bonus for a partner that can help facilitate payroll in quic...
...categorization and management. - Sales and Order Management: This will need to incorporate vital functions for sales management, customer management, and suppliers management. - Financial Management: Comprehensive financial management capabilities including accounting, payroll management, and application subscriptions management. Additional Features: - Multi-company support: I require a multi-tenant system to accommodate multiple companies. - Staff and User Management: This should include staff management, user management, and payroll management. - System Administration: You'll be required to implement system administration functions. I will provide detailed sub-feature requirements for each of these main features. The right freelancer for this project should be a...
...me revamp my company's Zoho Bigin system. For the project, focus will be on: - Lead management: This is a critical aspect that needs streamline. You should be good in setting up a practical, effective system that is easy to maintain and update. - Sales pipelines: We desire to monitor sales processes better and easily spot opportunities, hence your expertise in setting up sales pipelines is essential. My team is small and I anticipate no more than ten users. That said, the system should allow easy addition and removal of users, with minimal technical assistance needed. Finally on customization, I need basic changes done. These include layout adjustments, additional fields for more details, and workflows to ease operations. You should have extensive experience in Zoho...
I need help with migrating my accounting data from Zoho Books to another software. - The data to be migrated is less than 1 year of transaction records. Ideal Skills and Experience: - Experience with Zoho Books - Proficiency in data migration - Strong understanding of accounting principles - Attention to detail and accuracy in data transfer - Ability to complete the task in a timely and efficient manner. Please provide details on your experience with data migration, especially if it involves Zoho Books.
Hi, I'm looking for CA who can do the audit, file ITR & MCA requirement. Along with good level of understanding of zoho.
...and Security: Secure login/authentication. Role-based access control to restrict access to sensitive information based on user roles (e.g., technician, manager, accountant). 5. Parts Catalog and Pricing: Add new parts and update pricing. Estimation Tools: Generate cost estimates for repairs. Integration with pricing databases. 6. Employee Time Tracking: Track employee hours and integrate with payroll systems with monthly reminder of salary 7. Multi-location Support: Support for multiple locations. 8. Purchase Entry: Include fields for item details, purchase amount, payment method, loan provider, loan amount, cash amount, and purchase date. 9. Sale Entry: Include fields for item details, sale amount, customer details, payment method, and sale date. 10. Feature for Tracking Purchas...
I need a Zoho expert who is proficient in the CRM module to make customizations. Should be able to start immediately. My requirement includes: - Assigning data from one module to another. I have skipped specifying the exact changes to be made however I am looking for someone who can adapt on-the-go as we try different changes to improve our workflow. Completion time is a priority for me as I need this done ASAP. Therefore, experience in working with Zoho CRM and a fast turnaround time are a must. Ideal Skills: - Zoho CRM - Module customisation - Fast turnaround - Ability to adapt and problem solve.
I run an instant grass company in South Africa, where we work on farming, delivering, and installing Kikuyu and LM Grass. Currently, I require a professional to set up the Bigin CRM system (Zoho) for my company. It should cater to 1-5 users. Key functionalities I'm looking for include: - Customer management - Task management - Sales funnel tracking - Importing leads from online platforms In terms of online platforms, the successful freelancer should set up importing leads from Facebook Ads, Google Ads, and our website contact forms. Ideally, you'll be experienced in CRM system setups and the Zoho platform. An understanding of online marketing platforms and lead generation will also be beneficial for this project.
I am seeking an expert to develop and integrate advanced modules into my existing Zoho systems including CRM, Sales, and Inventory. Your role will include: - Developing customized reporting capabilities - Implementing workflow automation functionalities - Integrating with third-party applications Your expertise with Zoho modules, particularly in CRM, sales, and inventory, is critical. Your understanding of systems integration and ability to create custom reports and automate workflows will be instrumental for the success of this project. Precise third-party applications for integration will be discussed during project scoping. Fluency in Zoho, systems integration, and creating custom workflow automation is key for this project.
I'm looking for a Zoho expert who can help me with improving my inventory management, streamlining sales and customer relationship management, and increasing overall efficiency and productivity. Looking to build a template platform that will be recreated across multiple companies. Key Responsibilities: - Assist with data import/export in Zoho Inventory - Customize fields and layouts in both Zoho Inventory and CRM - Integrate Zoho Inventory with my existing CRM system and sales tracking system Ideal Candidate: - Proven experience with Zoho Inventory and CRM - Strong understanding of inventory management principles - Experience in customization and integration of Zoho systems - Excellent communication and problem-solving skills Your assistanc...
I'm looking for a skilled developer to create a comprehensive desktop application to assist with payroll and company management. The ideal candidate for this project should have: - Proficiency in desktop application development, with a specific focus on Windows OS - Expertise in creating systems with robust employee management capabilities - Experience in payroll processing and tax calculations Key Features: 1. Employee Management 2. Payroll Processing 3. Tax Calculation 4. ESI, EPF, LWF Calculation Your main task will be to design and implement a user-friendly interface that makes it easy to manage employee information, process payroll, and calculate taxes efficiently. The application should also be able to handle ESI, EPF, and LWF calculations. Pleas...
I'm in need of an expert in Xero for my recruitment business. What I need: - Complete Setup: I need my Xero account set up from scratch for my business - Essential Features: Prioritize Invoicing and payments, Expense tracking, Payroll management, and Inventory tracking. Ideal Skillset: - Extensive Xero Experience: Proven track record with Xero for businesses, especially in the recruitment industry. - In-depth Knowledge: A clear understanding of Xero's functionalities, especially those relevant to my business needs. - Customization Expertise: Ability to tailor Xero to meet the specific needs of a recruitment business. - Time Efficiency: I'm looking for someone who can complete this setup promptly and accurately. Please provide a summary of your Xero experience in...
...search of a ZOHO expert available for hourly consultancy to assist us in mastering various ZOHO applications. Over the past 2-3 months, we've successfully integrated Zoho Projects, CRM, Invoices, and Calendar into our workflow. Our next step is to streamline and enhance our processes and pipelines by effectively linking these applications. Our goal is to engage in video calls with screen sharing sessions, where you will guide us through the optimal use of all features, focusing on refining and automating our processes. Confidentiality is paramount, as we aim to safeguard our customer information within the ZOHO apps. Therefore, this collaboration model is essential. We are looking to schedule 2-hour sessions, multiple times a week, on an ongoing basis...
I am looking for an experienced accountant who is familiar with Canadian Auditing Standards (CAS) to handle my bookkeeping in Quickbooks online on an annual basis. Your tasks will include: - Managing sales and purchases transactions - Handling payroll transactions A successful freelancer would: - Be proficient with QuickBooks Online - Have a solid understanding of CAS - Have experience in handling sales, purchase, and payroll transactions.
...in need of a Zoho Analytics expert to create a comprehensive dashboard for my business. The dashboard should utilize Charts and Graphs, Drill-down capabilities, and Data filtering features that Zoho Analytics offers. Key aspects of the project include: - Integrating data from Zoho CRM and Zoho Desk - Focusing on tracking Sales revenue Your role will involve: - Designing and developing the dashboard to visualize the data in an intuitive and informative way - Ensuring the dashboard is user-friendly and allows for easy drill-down into specific details - Implementing data filtering options to allow for customization based on user requirements Ideal candidates should: - Have extensive experience with Zoho Analytics, including its various features and int...
I am currently using ZOHO Books and am looking to migrate to Odoo Accounting. I need an Excel expert to help with the migration process. Key Tasks: - Migrate complete set of invoices and bills from ZOHO Books to Odoo Accounting. - Transfer all customer and vendor details accurately to Odoo. - Ensure that financial reports are maintained and migrated correctly. Ideal Candidate: - Proficient in both ZOHO Books and Odoo Accounting software. - Excellent experience in data migration and Excel. - Familiar with maintaining and handling large databases. - Detail oriented, ensuring data integrity throughout the process. This is a large scale project as my current ZOHO Books database exceeds 1000 records. I need someone who can efficiently and effectively handle the ...
I require the expertise of a part-time remote accountant who can commit to less than 20 hours a week. The core tasks involve: - Bookkeeping: Systematically recording and organising my financial transactions. - Payroll: Managing payroll functions to ensure that employees are paid in a timely and accurate manner. - Financial analysis: Monitoring, identifying and interpreting financial trends. The ideal candidate should have a good command of QuickBooks and Excel spreadsheets. Familiarity with these tools is crucial for performing tasks efficiently and accurately.
As I'm looking for a skilled ERP and CRM developer to support the developmen...relationship management - Indian accounting and taxation Your primary responsibilities will include: - Designing, developing and maintaining the ERP and CRM system - Ensuring the system is fully compliant with GST regulations and other Indian accounting standards - Implement features like: - Lead management - Contact management - Sales forecasting - Bookkeeping - Bank reconciliation - Payroll The successful freelancer should have a robust understanding of ERP and CRM systems, particularly in the context of the Indian market. Experience with manufacturing processes would be highly beneficial. A proactive, self-motivated professional who can deliver accurate, reliable and high-quality cod...
I'm in need of a highly experienced API developer to design an API for the integration of Zoho CRM and Zoho FSM. The API should include the following functionalities: - Automatic updates Additional important specifications include: - The level of security should be OAuth 2.0. - Automatic update of ZoHo CRM custom field when scheduled installation date changes in FSM. - Automatic update of ZoHo CRM custom fields when Service Appointment completed in FSM. Ideal skills and experience: - Expert knowledge in API development - Strong understanding of OAuth 2.0 - Prior experience in Zoho platform integrations, specifically FSM - Excellent knowledge in data synchronization. Please bid confidently if you are capable of delivering these requirements.
I'm in need of a meticulous, detail-oriented individual with expertise in bookkeeping for a high-volume operation. The requirements for this position include: - Proficiency in managing accounts payable and receivable - Skilled in financial statements preparation - Capable of handling payroll processing for a large team The ideal candidate will be comfortable dealing with over a 100 transactions per month. Although we currently utilize Busy software for our bookkeeping needs, we're open to individuals well-versed in QuickBooks, Xero, or Sage as well. Prior experience with Busy and familiarity with its interface would be a major advantage. In this role, accuracy, reliability, and confidentiality are key - I'm looking forward to finding the right fit for these crucial ...
We are seeking a professional software application firm experienced in providing cloud-based payroll solutions for international organizations. The aim is to streamline our farming organization's payroll processes, saving time and resources for HR and Finance teams. Functional Requirements: Streamlined payroll processing with features like automated calculations, deduction management, and generation of various reports. Integration with existing software like SuccessFactors - SAP and compatibility with internet banking for seamless transactions. Remote accessibility, robust security features, and compliance with data protection laws. Ability to generate pay slips, tax forms, and support self-service access for employees. Technical Requirements: Cloud-based infra...
I am seeking a proficient Zoho developer to implement workflow automation into my current Zoho CRM. The key tasks for this project: * Designing and implementing a seamless workflow automation within the existing Zoho CRM to streamline business operations. Skills & Experience: * Comprehensive Zoho developer experience is paramount. * Proven record of successful implementation of workflow automation. * Proficiency in CRM Development is beneficial. In your application, please include a detail of your Zoho developer experience to demonstrate your capacity to complete this project. Please do not include past work or detailed project proposals, as I am particularly interested in your prior hands-on experience. Your expertise in Zoho is what w...
I'm in need of an experienced Wordpress developer to create a cus...using sms otp. user account to manage appointments and edit acount information. admin login page design- with url modification ( should not be must me appointment plugin cookies plugin yohost plugin deployment upi plugin ( By KnitPay ) zoom intigration sms intigration for otp/and appointment reminders whatsaap intigration for chat social media handels intigration. zoho mail email intigrations for notification notification = paymnet, order confirmation, account creation, password reset, appointment time alerts, meeting alerts. firewal intigragtion deployment on hosting ( digital ocean droplet ) CLOUDFARE SITE BACKUP ON SEPERATE SERVER LIKE DIGITAL OCEAN SPACES (WPVIVID BACKUP ) deploy ssl
...Service (SaaS) licensing. The main functionalities required are: - **Payment Processing:** The portal needs to process payments from our clients. - **License Management:** The portal should manage our SaaS licenses. Ideal candidates for this project should be well-versed in web development, particularly in creating user-friendly and efficient customer portals. Experience with integrating Square and Zoho Books is a plus. It's crucial that the website and portal are secure and scalable. A good understanding of SaaS models would also be beneficial. Additional Requirements IoT Hybrid Solutions Website with Customer Portal for Product License Management and Payment Requirements Documents Project Overview: The project aims to develop a white label website () leveraging
...in South Africa. This system's primary function is to handle project management, with specific features that include: - Task Assignment & Tracking: Assign and keep a screen of tasks automatically. - Time Tracking & Logging: Capture precise work hours, and automate attendance track. - Project Tracking: Monitor multiple projects' progress simultaneously. - Pay Hourly Basis: Computes payroll based on tracked work hours. - Automated Time Tracker: Logs time spent on each task and project. - Application Tracking: Monitors usage of tools and applications for each project. - Offline Tracking: Log task hours when offline, and sync when back online. - URL Tracking: Track the URLs visited during work hours. - Add Team Members: Easily add new team memb...
...an excellent opportunity for those who are well versed in the discretionary nuances of UK payroll taxation processes. Detailed breakdowns of PAYE and umbrella tax calculations for different income levels and employment situations. Clear explanations of how holiday pay is calculated and any relevant factors affecting it. Insights into national insurance contributions and their impact on overall earnings. Explanation of pension schemes available in the UK, including contribution rates and employer obligations. Also including apprentership levy & salary sacrifice when applicable and milage as well as any other significant deductions or changes This will be used in Software that will be processing UK payroll. Please provide your proposed rate for this project, considerin...
I'm in need of an application that prints labels from an Excel spreadsheet. The scope is to print personalized employee labels with names and respective earnings for cash payments. Key project features: • Read an Excel spreadsheet in a consistent format, with different entries for each worker's name and earnings. • Print labels with the worker's name and corresponding earning. Candidates should have: • Extensive experience in programming • Familiarity with reading data from Excel • Expertise in printing functions Just to clarify, the format of the spreadsheet will always be the same, only the contents (worker names and earnings) will differ. Please ensure the program is capable of handling this accurately. Your proposal should deta...
We need help setting up Zoho Thrive. Please do not bid unless you have used Zoho Thrive and know how to set it up.
I'm currently looking for an expert in Zoho Email Notifications to assist with a specific problem I'm facing. I have an automation in place for new order notifications that should send an email to me immediately when an order is placed, but this is not currently working. Your primary task will be to investigate and identify the root cause of this issue, then implement a solution that will ensure email notifications are sent promptly upon new order placement. Skills needed: - Strong understanding of Zoho Email Notifications - Expertise in email automation - Troubleshooting and problem-solving abilities - Excellent communication skills and professionalism Your successful work on this project could lead to more collaboration in the future. I look forward to your b...
We have one zoho landing page with content and form not aligned properly it need small improvement .
I'm seeking a skilled bookkeeper with experience in Zoho to help manage the financial aspects of my small business. Your responsibilities will include: - Regularly reconciling accounts, ensuring they are accurate and up-to-date - Categorizing transactions correctly for clear financial tracking - Generating financial reports for analysis and decision-making - Offering insights and suggestions for financial improvements This role would suit an individual with: - Strong bookkeeping skills and experience, ideally with small businesses - Proficiency in Zoho, or similar bookkeeping software - Excellent attention to detail, analytical skills, and a problem-solving mindset - The ability to communicate financial information clearly to a non-finance professional
...portfolio to demonstrate expertise in WordPress and responsive design. - Proven expertise with WordPress and familiarity with BeTheme. - Highly proficient in CSS, with a keen eye for detail in visual design. - Experience managing WordPress child themes and working with the Revolution Slider. - Capability to integrate and manage multiple plugins ensuring seamless functionality. - Previous experience with Zoho integrations and contact forms is highly desirable. - Knowledge of SEO best practices is a plus. Expectations: - No on-the-job learning; applicants should be well-versed and experienced in the listed technologies. - Efficient management of time and tasks, with a proactive approach to project handling. - Excellent problem-solving skills and the ability to adapt quickly to ne...
On a mission to streamline my business processes, I need a skilled Zoho CRM developer with a sharp eye for automation who can set up and optimize my sales initiatives. Primary responsibilities will include: - Setting up automation for sales in Zoho CRM, specifically focusing on email campaign operations including the creation of relevant triggers. - Building a blueprint to better manage sales pipeline tracking, lead management, and contact management within the CRM. Desired Skills: - Proficient in Zoho CRM and its specific functionalities. - Expertise in email campaign automation, ideally in Zoho. - Deep understanding of CRM lead scoring and routing. - Experience setting up triggers based on specific actions or events. - Strong knowledge of personalizing e...
1. Develop a function that copies specific fields from Account records into corresponding Ticket fields automatically. 2. Develop a function that auto-fills multiple Ticket fields based on the input from a manually entered field. This function should dynamically pull data from the account database and populate the ticket fields according to...function should dynamically pull data from the account database and populate the ticket fields according to the values entered. It is important that we have a solution that is directly usable with no modifications needed apart from inserting our specific IDs for fields/modules etc. If your work meets our expectations, we may be interested in an ongoing collaboration for future projects across various Zoho applications (Desk, CRM, Campaigns, ...
I'm looking to hire someone who can create a zoho desk addon which can print a small summary of the ticket current ticket information, including a QR code with the ticket number. We will then print the summary on a small label. The fields I need are: Subject Account Name: Contact Name: Date Created: Ticket Number: QR code The ideal freelancer for this project should have proven experience in Zoho Desk, and API integration. They should also have sound understanding of data handling, as sensitive information could be involved. Please provide examples of similar projects you have done in the past.
I'm looking to hire someone who can create an Excel VBA workbook to seamlessly integrate with my Zoho Desk setup. This workbook should be specifically engineered to perform the following: - Retrieve the required information from Zoho Desk tickets upon pressing a button inside Excel. Specifically, I need someone skilled in Excel VBA programming and API integration work to: - Design a user-friendly interface in the workbook where one can press a button to initiate the retrieval of ticket information. You should be able to retrieve the latest ticket, and then have two more buttons to go to next & previous tickets. - Implement secure API connections to Zoho Desk to enable the retrieval of ticket information usuing oauth. The fields I need are: Subject Account ...
I'm looking for a professional who can help me set up an effective Zoho email campaign system. The core goal of the campaign would be to increase product sales, with a specific focus on middle-aged adults (35-54 years). Key Responsibilities: - Utilize the Zoho Campaigns platform to design and set up a series of targeted email campaigns. - Ensure the content and messaging is tailored to resonate with middle-aged adults and drive sales. - Implement a tracking and analysis system to monitor the performance of each campaign and provide insights for future improvements. Skills and Experience: - Proficiency in Zoho Campaigns, with a proven track record of setting up successful email campaigns. - Strong understanding of email marketing best practices, particularly in t...
...freelancer to provide comprehensive training and integration of ZOHO Books into our business operations. Here are our primary needs: - Setting up ZOHO Books account: We are starting from scratch and need assistance in setting up our ZOHO Books account correctly. - Importing and managing data: As a business, we handle a vast amount of data that needs to be imported and managed efficiently. A vital part of this task will involve teaching our team how to do this. - Customizing reports and dashboards: We want to maximize the utility of ZOHO Books' reporting and data visualization features. We need someone who can customize these elements for us. Our team is composed of 1-10 employees, all at an intermediate level of proficiency with ZOHO Books. It...
I'm in need of a Zoho web application that will act as a data management tool, primarily focusing on data entry forms and data import/export. Key Features: - Web-based Zoho app - Focus on data management - Data entry forms - Import/export functionality Ideal Skills: - Proficient in Zoho app development - Experience in web app development - Skilled in data management, particularly data entry and import/export functionality - Strong understanding of UI/UX for form design and data presentation Please note that the specific data management features are still being refined, so flexibility and the ability to adapt as requirements evolve will be highly valued.
...looking to set up a Zoho Portal that allows users to create emails using their custom domain and integrate them with Zoho Sheets. The goal is to replicate the functionality of an existing Google Apps Script that forwards emails to Google Sheets. The freelancer will be responsible for configuring the Zoho Portal, setting up email forwarding, and integrating Zoho Sheets to achieve seamless email-to-sheet automation. **Prerequisites:** - Access to Zoho Mail and Zoho Sheet. - A custom domain configured with Zoho Mail. - Basic knowledge of Zoho Mail, Zoho Sheet, and email forwarding. **Scope of Work:** 1. **Zoho Portal Setup:** - Configure the Zoho Portal to enable email creation using the custom domain. -...
We are seeking an experienced developer to integrate OpenAI GPT into our existing database system (Zoho CRM) to enable natural language queries for investor searches. Users on our website will describe their company and transaction details, and the GPT will summarize and request additional information. Based on this, the GPT will score investors using a customizable algorithm and provide a CSV list of the top 100 matches. Users interested in further details must sign an NDA and fee agreement via an automated system, with their information and preferences automatically transferred to our CRM database. Key Project Details: User Interaction on Company Website: Users will describe their company and transaction details on our website using natural language queries. The GPT will genera...
Phase 1: Integration and Automation of Zoho Books and Zoho Inventory ● Objective: Establish robust integration between Zoho Books and Zoho Inventory for streamlined financial management. ● Tasks: 1- Chart of Accounts Mapping: Link the chart of accounts in Zoho Books to corresponding inventory items in Zoho Inventory for accurate expense and income tracking. 2- Automation of Sales Invoice Processing: Develop workflows (using Zoho Flow) to automatically record sales invoice details: 2.1- Delivery service costs based on chosen service (integrate shipping carrier accounts if applicable) 2.2- Payment processing fees associated with different platforms (integrate payment gateway accounts) 3- Testing and Validation: Conduct thorough testing to en...
