Enhance Relationships with Vendors
Collaborate with your vendors by offering a self-service vendor portal in Zoho Books. Streamline accounts payable, invoice processing, manage purchase orders, keep your suppliers in the loop, and minimize back-and-forth communication.
Make it easy for your vendors to do business with you
Keep vendors informed on payments
The vendor portal updates the paid status of a vendor bill when you record a payment (full or partial), allowing your supplier to easily see what has been paid and what is still owed.
Quick access to account statement
Reduce administrative burden by providing suppliers with direct access to their latest statements of account—all their transactions with you in one place, updated.
Accept or reject purchase orders
Based on whether your vendor can fulfill a purchase order, they can accept or reject it. The update will be reflected in your Zoho Books.
Simplify vendor onboarding
Allow vendors to check and update personal and payment details. This information is synchronized between Zoho Books and the portal.
Get more from vendor interactions
Convert vendor invoices to bills
As vendors upload invoices directly to the portal, you can create bills comparing documents side-by-side. Make it quicker with the auto-scan feature to extract data automatically.
Enable faster communication through comments
Discuss transactions with your vendors by allowing them to comment directly on the bills and purchase orders.
Stay updated with real-time notifications
Stay on top of critical vendor actions in the portal with instant notification alerts on Zoho Books. Take proactive measures to address changes and nurture healthy vendor relationships.
Broadcast information
Make announcements through dashboard banners
Use the banner to share anything from a greeting or welcome message to crucial updates or event invitations directly on the vendor portal.
Create customized pages via web tabs
Leverage customizable web tabs to provide your vendors with quick access to updated resources like specifications, brand guidelines, shared calendars, or dashboards.
Collaboration
Customer portal
Offer a similar portal for your customers to view your quotes, invoices, sales orders, and account statements.
Collaboration
Work as a team, bring stakeholders onboard with Zoho Books’s collaboration features.
Document Management
Organize and manage documents related to your transactions, including receipts, contracts, and legal paperwork, in a clear and structured manner.
