Outcome:

The outcome of Recurring Invoices Report is to generate the report and we can customize the reports based on our requirments.

• Use case Implementation Steps

Implementation Stage 1:

1. Log in to Zoho Books with Administrator privilege.

2. Go to Home> Reports > Report Category and Recurring Invoices.

Implementation Stage 2:   

Description: Click on the recurring invoices details.

Implementation Stage 3:

Description:   Set Filters:

• Apply date range filters (e.g., monthly, quarterly, yearly).

• Use advanced filters such as transaction types, date, Report basis, and custom fields.

Implementation Stage 4:   Run the Report:

• Click Run Report to generate the Business Overview.

• Review and analyze the key financial indicators displayed.

• Target Audience:

• Finance Team: Responsible for managing payments, tracking vendor transactions, and generating financial reports using the imported vendor data.

• Zoho Books Administrators: Manages the vendor data import process, ensures data accuracy, and resolves technical issues during integration.

• Payables Executive: Responsible for managing accounts payable processes, including invoice verification, vendor payments, and expense reconciliation. They ensure timely payments, maintain accurate financial records, address vendor queries, and ensure compliance with tax regulations and company policies.

• Users:

• Financial controller: Manages financial operations, including reporting, budgeting, and compliance, ensuring accuracy and efficiency. They oversee accounting teams and develop strategies to optimize financial performance.

• Flow Chart:

• Tool Permission Required:

    Zoho Books

• Link Required:

 Flow Chart