Notes

As you can imagine by now, Zoho is our one-stop Finance shop at AlGooru.

Before wrapping this onboarding doc up, we’d like to share a few brief closing notes.

General matters:

Zoho should help us scale our finance operations 10x every month.

Books is used on a daily basis and is fully integrated with Analytics and Expense.

Some important things to note from an admin perspective:

User Activation: No user can be invited to any finance application without prior approval from leads.

Release Notes: Keep an eye on release notes on monthly basis, in order to bring out efficiency and automation

Zoho Books:

https://www.zoho.com/us/books/release-notes.html⁠

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Zoho Analytics:

https://www.zoho.com/analytics/onpremise/release-notes.html⁠

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Zoho Expense:

https://www.zoho.com/us/expense/release-notes.html⁠

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Leads & Expense:

Zoho Expense is used by all the team leads at AlGooru to report their own departmental expenses.

To approve any expense, the following criteria should be met:

Paid Through: It should be reported accurately from which account it’s paid.

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Reference Attachment: Each expense approval requires a transactional attachment for the reference.

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