Zoho Projects Finance Suite Integration: Manage Invoices, Bills, and POs Inside Your Projects

Project finances and project work are now on the same screen. With the enhanced Zoho Finance Suite Integration, you can manage quotes, invoices, bills, sales orders, and purchase orders right alongside your tasks, phases, issues, and time logs in Zoho Projects.

In this video, we walk through the upgraded Finance tab and show how you can create, send, approve, and convert finance transactions without switching to Zoho Books.

What’s new in the Finance tab:

Purchase Orders, Sales Orders, and Bills now work fully inside Zoho Projects.
Approve records and convert between quotes, sales orders, and invoices from the details page.
Control finance access by module and user profile from the integration page.
Automatic sync between Zoho Projects and Zoho Books, with no manual push.
Custom and predefined views for quick visibility and action on every transaction.

Whether you’re a construction project manager handling vendors, subcontractors, and clients, or any team that bills against project work, this integration brings budget tracking and financial transaction logging into one place.

Learn more about the integration: https://help.zoho.com/portal/en/kb/projects/integration/zoho-apps/articles/zoho-finance-integration

Try Zoho Projects for free - https://www.zoho.com/projects.html