Zoho Books Customization Specialist

Замовник: AI | Опубліковано: 17.12.2025

I need a seasoned Zoho Books administrator who can tailor the platform so it fits our day-to-day accounting workflow perfectly. The immediate focus is on three areas: • Invoices and Billing • Expense Tracking • Financial Reporting Within each module I want clean, automated processes—custom fields where they add real value, workflow rules that eliminate repetitive data entry, and custom reports or dashboards that let management see real-time numbers without exporting to spreadsheets. Deluge scripting is often the quickest route, so fluency there will help you move fast. Data accuracy is non-negotiable; every tweak must preserve ledger integrity and keep audit trails intact. I’ll stay close to the build, providing quick feedback and test cases, and I’ll rely on you to document what you create so future maintenance is straightforward. If you know your way around Zoho Analytics and can bolt on advanced reporting once the core customisations are stable, that will be a big plus—insights, trend lines and drill-downs are on our roadmap. Let me know about similar Zoho Books projects you’ve completed, the tools or scripts you leaned on, and how long you expect this round of customisation to take from kickoff to hand-over.