Zoho Projects Finance Suite Integration: Manage Invoices, Bills, and POs Inside Your Projects
Project finances and project work are now on the same screen. With the enhanced Zoho Finance Suite Integration, you can manage quotes, invoices, bills, sales orders, and purchase orders right alongside your tasks, phases, issues, and time logs in Zoho Projects. In this video, we walk through the upgraded Finance tab and show how you can create, send, approve, and convert finance transactions without switching to Zoho Books.