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Agree the intended outcome, users, priorities and how the work will be accepted.
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Zoho Books Implementation & Support
Bring accounting workflows together with Zoho Books. Discuss implementation, configuration and integration requirements with the Cloudypedia team.
Discuss this service ↗Zoho business applications and implementation
Explore the capabilities, methods and practical resources for your project. Scope, licensing, timing and support are agreed with your Cloudypedia team.
Cloudypedia is an authorised Zoho partner since 2013, helping organisations of all sizes transform the way they work and preform with a wide range of powerful suite software to run the entire business
Zoho Books
Zoho books is an online accounting software that allows organisations to manage its finances across all of its departments in one place.
End to end accounting: Zoho books handles the whole accounting process from negotiating deals to invoicing .
Easy collaboration: with role-based access you can add employees and accountants to your organisation to log time, view or handle reports and handle accounts.
Integrated platform: Zoho offers more than 40 apps that you can add that work together to manage and run all your business department.
Manage your finances wherever you are: Zoho books offers a mobile application that allows users to manage and view their accounts from wherever they are.
Zoho Books features
Receivables: Send estimates, Convert estimates to invoices and get paid online.
Payables: By tracking all your bills and expenses Zoho books makes managing payables easier than ever.
Inventory: Zoho books keeps track of your inventory at all times, allows you to set reorder points when stock gets low and organises your inventory by cost, category or stocks.
Banking: You can upload your bank statements to Zoho books to avoid data entry, set up rules to categorize your transactions and reconcile transactions.
Time tracking: Keeps track of time taken on each project, create invoices from projects directly and keep track of unbilled hours and expenses.
Contacts: From the application itself you can create, edit and manage customers and suppliers and also keep your customers payment info secure to automatically charge them for future transactions.
Reports: Zoho books provide you with 50+ business reports to help you run your business better. Zoho books allows you to schedule reports and email them to yourself or your employees and customize reports to filter unwanted data in order to better suite your needs.
Security
Zoho has multiple certifications of security: ISO/IEC 27001, ISO/IEC 27701, ISO/IEC 27017,ISO/IEC 27018, ISO 9001, ISO/IEC 20000, SOC 2, SOC 2 + HIPAA, CSA STAR, Payment card industry (PCI), GDPR, CCPA, TRUSTe Review
Zoho uses password encryption, two factor authentication (TFA), encryption at rest and at transit and other security features to make sure your data is always private and secure.
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Bring the business outcome, current environment and constraints. We can then define a suitable assessment, implementation or ongoing service.
Technical teams
Review architecture, integrations, data access, security and operational ownership.
Procurement teams
Confirm scope, contracting entity, licensing route, commercial terms and support responsibilities in the proposal.
What shapes your proposal?
Workload complexity, dependencies, data location, delivery responsibilities and operating needs determine scope and timing. Licensing, billing currency, taxes, payment terms and support coverage are confirmed for the relevant market and agreement.
