Zoho Books Integration
Overview of your Cash position! By linking COMMITLY to your Zoho Books account, your open items are automatically transferred to Cash flow planning - for ALL your companies in Zoho Books.
COMMITLY & Zoho Books
Automagic Cash flow planning for your bookkeeping!
Zoho Books is designed specifically for small businesses. Zoho Books is an accounting software for managing your finances, preparing your taxes, automating your workflows and collaborating between different departments.
Thanks to the connection with COMMITLY, you always have an up-to-date overview of Cash position! We stand for simply better liquidity management.
Open item monitoring
Outstanding payments are displayed in a clear list after integration with Zoho Books. Overdue invoices are automatically recognized and marked in red.
The status of the invoices is also displayed in colour and can be handled flexibly.
Automagically to the Cash flow plan
You don't have one yet Cash flow plan? COMMITLY transfers the transactions read by the bank into a best practice template for monitoring!
Customise them to your liking and COMMITLY will do it for you.
The connection? Refreshingly unspectacular!
Thanks to the connection with Zoho Books, all unpaid invoices are imported into COMMITLY at the touch of a button via an interface.
This automatically creates an easily readable open item list. In the list, different statuses can be assigned to the individual items - regardless of whether they are incoming or outgoing invoices. Colour highlighting supports the readability.
Of course, the open items are also taken into account in the liquidity planning! This gives you an immediate overview of your short-term liquidity development - accurate to the day!
- First click on your own user name in the left-hand menu.
- There you will find information about your organization Id.
- Copy the Organsation Id.
- Details can also be found here in the Zoho Books help section.
- Click on EXTENSIONS.
- There click on "Connect Zoho Books".
- Paste the copied Organization Id here and select the region.
- In the "Open items" menu, you can now synchronize your account by clicking on "Load Zoho invoices".
- The sync also takes place automatically with every login.
Cash flow planning made easy - All decisions firmly under control.
COMMITLY is your software tool for better cash flow management - developed by financial experts and entrepreneurs who know what is important when it comes to cash flow and Cash flow planning.
PRODUCT
All functions for your cash flow planning
Up-to-date overview of the status of Cash position - right down to the category
All your companies, banks and bank accounts - at a glance
