Integrate with Zoho Books
Key features to use Zoho Books on WhatsdashTM
Automated invoicing and billing
Real-time expense tracking
Bank reconciliation
Inventory management
Client and vendor portal
GST/VAT compliant reports
Multi-currency support
Project time tracking
Seamless integrations (CRM)
Mobile access and cloud sync
Integrating Zoho Books with WhatsdashTM
Integrating Zoho Books with WhatsdashTM allows you to send invoices, payment reminders, and receipts directly. It streamlines communication and ensures faster customer response and payment collection.
The integration keeps your financial interactions transparent and traceable within WhatsdashTM. Automate routine accounting messages and enhance client engagement without leaving your Zoho Books workflow.
All the Metrics and Dimensions you need for Zoho Books
Dimensions
Metrics
WhatsdashTM is your all-in-one marketing analytics solution.
The easiest way to grow your business? Scale what works and ditch what doesn’t. Custom Segments help you identify what’s effective—whether it's emails, lead magnets, webinars, and more—to boost your marketing.
Available Metrics, Segments, & Dimensions
Users typically incorporate specific metrics and dimensions when compiling reports for their Zoho Books analytics.
Shipping Charge
Write Off Amount
BCY Total
Invoice Amount
Invoice Balance
Reminders Sent
Exchange Rate
Total Expenses
Expenses Without Tax
BCY Total Without Tax
Adjustment
Expense ID
Customer Name
Location Name
Expenses Status
Expenses Description
Expenses Account Name
Currency
Date
Invoice ID
Invoice Customer Name
Invoice Status
Invoice Number
Invoice Currency Code
Invoice Created Time
Invoice Due Date
Invoice Date
Invoice Location Name
Day Of Week Name(ISO)
Year Of Week(ISO)
We have more 60+ metrics and dimensions available for your business.
Feel free to connect and create your custom dashboard.
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