How Do You Use Zoho Books on Mobile for Invoicing, Expense Tracking, and Approvals?
The Zoho Books mobile app enables business owners and accountants to manage finances on the go—available on both Android and iOS.
Install and Log In:
Download from the App Store/Play Store and sign in with your Zoho credentials.
Key Features:
Create/send invoices, log expenses with receipts, approve transactions, and view dashboards.
Track Mileage:
Use GPS to log business travel and add it as an expense automatically.
Mobile Notifications:
Get alerts for invoice views, payments, approvals, or low stock levels.
Why This Workflow Matters:
The mobile app supports real-time financial control, improves business agility, and ensures you never miss a critical finance task—no matter where you are.
Related Articles
Can I allow approvals via email or mobile for faster response times?
Yes. Zoho enables approval actions through mobile apps and emails for quicker decision-making: Email Approvals (CRM, Books, People): Users receive an email with "Approve" or "Reject" buttons. Clicking the button triggers the action directly without ...How do approval workflows function in Zoho Books for expense and purchase approvals?
Zoho Books includes built-in approval workflows to streamline financial oversight. Here’s how it works: Purchase Orders / Expenses / Bills Modules: Enable “Transaction Approval” in module preferences. Set Approvers by Role or User: You can define ...Can I use Zoho Flow to route tasks between apps automatically based on approvals?
Yes, Zoho Flow can connect approval outcomes from one app to trigger actions in others. Here’s how: Trigger from Approval Completion: E.g., when an expense is approved in Zoho People, use Flow to: Create a bill in Zoho Books Notify the finance team ...Can Zoho Creator be used on mobile?
The Zoho Creator Mobile App is a native application available for Android and iOS devices that provides users access to their Zoho Creator-built applications on the go. It enables real-time data entry, workflow execution, and report access—all from a ...How Can You Use Zoho CRM Mobile App to Manage Sales on the Go?
The Zoho CRM mobile app gives sales reps access to their leads, tasks, emails, and location-based check-ins—all from their mobile devices. Download and Sign In: Install the Zoho CRM app from the App Store or Google Play. Log in using your Zoho ...