End of Month

Each month we have to reconcile all of ours customer accounts. This is done on the first of every month. Follow below steps.

1. Make sure all delivery books are marked off and any outstanding payments have been marked off before you start.

2. Once completed open zoho CRM

3. Go to "reports" at the top of the page.

4. Then scroll down on the side bar and Click on "Zoho Finance Report"

5. Once this has been opened select " End of Month." Make sure you press the filter button and select the date range you are needing (eg. go back 3 month from today's date, if todays date is 30/01/2020, then go back to 30/10/2019) then press apply filter. Print out the page.

6. Print this page off.

7. Once printed out, go down the list and anyone that doesn't have an email address, needs to have $2.20 added to there total amount.

Page updated

Report abuse