Finance Plus integration in eWidget

Zoho Finance Plus integration in Zoho Mail

Zoho Books

Zoho Books is the smart accounting software for your business to manage your finance efficiently. You can use the Zoho Books integration in eWidget to view and access the financial transactional information of your customers or vendors as you read the emails from them. This will provide you with an overview of the contact's Billing and Shipping addresses, the currency traded in, invoices, and estimates. You can also create invoices from eWidget which will be synced with your Zoho Books account.

Using Zoho Books extension in eWidget:

  1. Login to your Zoho Mail account
  2. Click on the eWidget icon >> Zoho Books.
  3. Select your Organization.
  4. Pick a contact from the View Contact List to get an overview of the financial transactions of that particular contact.

The Overview displays the Billing and Shipping addresses along with the Currency dealt in and the contact person. The Comments section let you know of the progress of the contact's transactions with your organization. You can add your comments in this section in addition to the automated ones added by Zoho Books. The Estimates section displays the Invoices and Sales estimates of that particular contact with options to add them if they aren't available.

Adding contact:

  1. Select Zoho books from eWidget's app menu
  2. Select your Organization.
  3. Click on Add to Contacts option.
  4. Fill in the necessary details and click Save.

Zoho Inventory

Zoho Inventory is an Inventory, Order, and Warehouse management software for your business. eWidget supports Zoho Inventory integration to help you have a quick view of the inventory details of a particular contact, Customer or vendor, and Comment on the transactions in addition to the automated ones if and when required.

Using Zoho Inventory in eWidget

  1. Login to your Zoho Mail account
  2. Navigate to the eWidget icon >> Zoho Inventory
  3. Select your Organization.
  4. Use Add to contact option or select an existing contact from the View Contacts list option.

The transactions between you and the contact will be listed in eWidget. This includes the shipping and billing addresses, currency, invoices, estimates associated with that particular contact. You can add a new contact using the add icon in the header menu, and add comments in the comments section for reference.

Zoho Invoice

Zoho Invoice is an online invoicing software to create invoices, automatically send payment reminders, and supports online payment option. eWidget supports Zoho Invoice integration to create, edit, comment on the invoices of the contacts.

Using Zoho Invoice in eWidget:

  1. Login to your Zoho Mail account
  2. Go to the eWidget icon >> Zoho Invoice.
  3. Select your Organization.
  4. Click the View contact list option.
  5. Pick a contact to view the transactions conducted with them.

The information of your financial transaction with a particular client is displayed in the eWidget for quick reference. You can create a contact using the add icon in the header menu. The add icon also has the options to create new invoice and estimate, which upon clicking will lead you to your Zoho Invoice account.

Zoho Subscriptions

Zoho Subscriptions is an online subscription billing software using which you can automate billing, oversee customer subscriptions, analyze your business. This integration is supported in eWidget to display the subscription details of a particular contact in your mailbox. 

Using Zoho Subscriptions in eWidget:

  1. Login to your Zoho Mail account
  2. Navigate to eWidget icon >> Zoho Subscriptions
  3. Select your Organization.
  4. Select the View contact list option.
  5. Choose the contact to view or add comments to their subscription details.

The subscription details of the contact will be displayed as an overview with Invoices and Estimates. 

Zoho Expense

Zoho Expense is an expense management software to automate expense reporting, streamline approvals, and make swift reimbursements. Zoho Expense integration in eWidget enables you to track your transactions with a particular contact. Only the admin has the permission to approve the expenses added by the users.

Using Zoho Expense in eWidget:

  1. Login to your Zoho Mail account
  2. Select Zoho Expense from the eWidget app menu.
  3. Select your Organization.
  4. Your Reports will be listed. My Reports will be displayed by default.
  5. Click the More options menu on the top-right corner of the header menu to access the list of reports and approvals.

Creating Expense using eWidget:

You can create expenses from your emails using the Zoho Expense integration in eWidget.

  1. Navigate to eWidget >> Zoho Expense.
  2. Open the email you want to add as an expense.
  3. Click Create Expense to convert the email content to PDF and generate an expense automatically.
  4. Your email will be available as an expense in your Receipt inbox section in Zoho Expense.

 If the email has attachments in it you will have the option to save those attachments as an expense.

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