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zoho/zohobooks-antigravity-plugin

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Mostrando 17 de 17 skills recopiladas.

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Overview of a Zoho Books organization — org details, users, opening balance, locations, chart of accounts, receivables/payables, profit and loss style insights, revenue and top expenses. Use when the user asks how the business is doing, P&L, what is overdue,…

Idioma del texto original: inglés

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Configure Zoho Books workflows, webhooks, alerts, custom functions, schedulers, buttons, field updates and blueprints. Use when the user wants to automate a Books action, inspect failed workflows, or manage a webhook.

Idioma del texto original: inglés

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Manage Zoho Books bank and credit-card accounts, feeds, rules and reconciliation — match, categorize, exclude or restore transactions. Use when the user wants to reconcile a bank line, import a statement, or set up a bank rule.

Idioma del texto original: inglés

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Record, approve and review Zoho Books vendor bills and recurring bills. Use when the user wants to enter a vendor bill, convert a purchase order to a bill, apply vendor credits, or set up a repeating bill.

Idioma del texto original: inglés

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Find, create and update Zoho Books customers and vendors, including contact persons, addresses, portal access, statements, 1099 tracking and CRM import. Use when the user asks to look up a contact, add a customer or vendor, email a statement, or sync from CRM.

Idioma del texto original: inglés

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sin clasificar
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Issue, apply, refund and review Zoho Books credit notes. Use when the user wants to credit a customer, apply a credit to invoices, refund a credit, or void a credit note.

Idioma del texto original: inglés

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sin clasificar
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Manage Zoho Books currencies, exchange rates and base-currency adjustments. Use when the user wants to add a currency, set a rate, or post a base-currency adjustment.

Idioma del texto original: inglés

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sin clasificar
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Configure Zoho Books custom fields, custom views, custom modules, related lists, reporting tags and web tabs. Use when the user wants a new field, a filtered view, a custom module record, or a reporting tag.

Idioma del texto original: inglés

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sin clasificar
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Record, categorize and analyze Zoho Books expenses, recurring expenses and employees. Use when the user wants to log an expense, attach a receipt, review spending by category or vendor, or set up a repeating expense.

Idioma del texto original: inglés

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Track Zoho Books fixed assets — acquire, activate for depreciation, forecast, sell or write off. Use when the user wants to add an asset, start depreciation, sell an asset, or review asset history.

Idioma del texto original: inglés

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Create, update, send and review Zoho Books invoices, estimates, recurring invoices, retainer invoices, sales receipts, customer debit notes and customer payments. Use when the user wants to bill a customer, send a quote, collect payment, write off a balance,…

Idioma del texto original: inglés

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sin clasificar
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Manage Zoho Books items, pricebooks, taxes, tax groups, authorities and exemptions. Use when the user wants to add or change a product or service, set a price list, or record a tax the user specifies.

Idioma del texto original: inglés

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Create and review Zoho Books manual journals and chart-of-accounts entries, including publishing a draft journal. Use when the user wants a journal entry, a new ledger account, or to inspect account activity.

Idioma del texto original: inglés

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Manage Zoho Books projects, tasks and time entries, including timers and project users. Use when the user wants to create a project, log time, start or stop a timer, or bill project work.

Idioma del texto original: inglés

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sin clasificar
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Create, approve, email and review Zoho Books purchase orders, including converting a PO to a bill. Use when the user wants to order from a vendor, check open POs, or mark a PO billed.

Idioma del texto original: inglés

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sin clasificar
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Create, approve, fulfill and review Zoho Books sales orders and delivery challans. Use when the user wants to confirm a customer order, ship goods, mark a challan delivered or returned, or convert an order toward an invoice.

Idioma del texto original: inglés

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sin clasificar
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Record vendor payments and vendor credits in Zoho Books — pay bills, apply credits, refund excess, or issue a vendor credit. Use when the user wants to pay a vendor, apply a vendor credit, or refund a vendor overpayment.

Idioma del texto original: inglés

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Mostrando 17 de 17 skills recopiladas.