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Zoho Applications

Zoho Books: Finance Connected to the Rest of Your Business

We configure accounting around how you sell, buy and deliver, so finance gets accurate data without chasing other departments.

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Zoho Books
Zoho BooksDelivered by DGPROJX, Zoho Authorized Partner
What you get
A correct accounting structureChart of accounts, taxes, branches and opening balances (standard Zoho Books)
Invoicing from operationsIntegration with CRM, Projects and FSM so completed work triggers invoicing
Controlled billingApproval steps before invoices are released (configured by DGPROJX)
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Business challenges

Sound familiar?

Invoices are issued late because finance doesn't know work is complete.

Sales and finance disagree on customer balances and payments.

Expense approvals happen on paper or by message.

Management reports take days to prepare at month-end.

What we deliver

What we configure and build

Business needWhat DGPROJX configures or builds
A correct accounting structureChart of accounts, taxes, branches and opening balances (standard Zoho Books)
Invoicing from operationsIntegration with CRM, Projects and FSM so completed work triggers invoicing
Controlled billingApproval steps before invoices are released (configured by DGPROJX)
Expense controlExpense, bill and purchase approval workflows
Branded, compliant documentsCustom Arabic/English invoice and quote templates (DGPROJX build)
ReportingStandard financial reports plus management dashboards in Zoho Analytics
Example workflow

How the work flows

Sales orderDelivery or project milestoneInvoice requestFinance approvalInvoice issuedPayment receivedReconciliationFinancial report

Illustrative workflow, configured to your process.

From our project experience

What we've built

Project example

For a service contractor, we connected Zoho Projects and Zoho FSM to Zoho Books. A project manager raises a phase-payment invoice request, and a finance user approves it before the invoice is released.

Project example

For a manufacturer, we built bilingual quotation documents with VAT shown, which flow into invoicing.

Integrations

Connected to the rest of your business

  • Zoho CRM, Inventory, Projects, FSM and Analytics
  • Other systems via API, Zapier or Make
Business benefits

What changes for management

  • Faster invoicing
  • Fewer billing disputes
  • Controlled approvals
  • Earlier, more reliable financial visibility
Related services & industries

Explore further

Visual: Flow from project milestone to approved invoice.

FAQ

Questions we hear often

Can invoices be in Arabic and English?

Yes. We design bilingual templates.

Zoho Books or Odoo Accounting?

Books suits service and trading businesses that want speed and simplicity. Odoo suits complex inventory, manufacturing or multi-company accounting.

Can you migrate our existing data?

Yes. We migrate opening balances, customers, vendors and items.

Let finance see the business as it happens, not at month-end.

A free consultation with a senior consultant. No sales pitch, just a clear view of where to start.

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