EXCLUSIVE INSIGHTS

PO Receiving and Matching Bills

This release supports businesses using Zoho CRM to create purchase orders by providing you with 2 exclusive widgets to support the functionality to update the goods and services received and match your purchase orders to your supplier bills.

Our exclusive solutions embrace OCR technology, so invoices and receipts can be automatically entered into your accounting system with no manual data entry.

Using our Books and Xero API supplier bills are integrated with CRM, so operational and accounting teams can easily collaborate on the status of goods and services to support a payment approval process.

Features

  • No manual data entry of supplier invoices and receipts.
  • View supplier bills from CRM including the original document.
  • Match bills to purchase orders.
  • Update the goods and services received from CRM.
  • View supplier payment updates in CRM.
  • Approval process for invoice payments.
  • Track financials at job level for purchase commitments.
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