Zoho Books - Tag Reporting (Identify which service is a winner or loser)

Business Automation Solutions Using Zoho One

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My name is Lior Izik and I am a Business Coach and a Premium Zoho Partner located in Toronto, Canada. Our company provides various Zoho and Business solutions. More details on our website www.amazingbus...)
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Опубликовано:

13 сен 2024

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Комментарии : 15

@manuelromero3440 3 года назад

You make it looks so easy! Good job!! This is so important but unknown at the same time! Thank you so much!

@miguelbertonatti 3 года назад

PS: Best channel ever created for Zoho education.

@smallbusinessautomation 3 года назад

Thank you MB!

@miguelbertonatti 3 года назад

Fantastic video. I am going to start working with him. He is great. This makes accountants obsolete.

@smallbusinessautomation 3 года назад

Simon is also an accountant :)) but, i agree. The power needs to be at the business owner side.

@SyedAli-yz4in Год назад

great video. Can we use multiple tags for one transaction ? for example we hit employee and department also.. we can do that in Tally

@smallbusinessautomation Год назад

Thank you. From what i see you can add one tag.

@NawazC Год назад

thank you

@smallbusinessautomation Год назад

Thank you Nawaz

@nicholasombalo9306 3 месяца назад

Hello how can I associate tag reporting to a customer payment

@SFIRConsulting 3 месяца назад

Hi Nicholas, if the customer has an automated tag associated with it then all payments will match the invoices which would automatically pick up the tag from the customer master data. You can test this out by running a balance sheet report, filtering to a tag, and opening up the receivables account. You will find customers with both the invoices and payments posting against them. Hope this helps :)