Keep track of your project costs with electronic invoicing. Leverage dynamic discounting. Allow suppliers to manage invoice disputes, convert POs to invoices and the best part - it's free for suppliers.
Reduce invoice processing costs.
Take advantage of discounts and improve supplier relationships.
Improve accuracy and working capital management.
Track invoices on demand: Provide your suppliers with meaningful, clear and transparent information about their invoice status on demand. With ALTO Exchange, reduce time spent on calls, chats and email inquiries.
Convert POs to invoices: With just one click, your suppliers can receive and convert approved purchase orders to invoices.
Invoice compliance: Implement front end validation rules that fit your company's needs. Garbage in, garbage out. Receive only correct and valid information from your suppliers.
Zoho Books allows you to create, manage and edit sales and purchase transactions like invoices, estimates, PO, SO, credit notes, bills and expenses and more. You can connect your bank and credit card account in Zoho Books and categorize transactions instantly. The dashboard and reports section give you the insight to make smart decisions instantly.
Zoho Books streamlines business processes and you can create custom workflows to automate these processes. You can invite your customers to the client portal, so they can make online payments and view all transactions as well.
You can also invite more users and your financial advisor to Zoho Books. Create a custom role and invite these users with restriction to specific modules if you desire.
Batch Permissions & Access
Invoicing: create, manage and send customer invoices and accept online payments.
Bills: manage vendors and keep track of the bills to be paid.
Expenses: upload expense receipts and track business expenses
Banking: connect online bank and credit card feeds.
Workflows: trigger email notification and field updates in Zoho Books with custom workflows
Reports: access more than 40+ reports in Zoho Books including Balance Sheet, P&L
Credit card required: No
ALWAYS FREE TO SUPPLIERS, + 2,500 register suppliers and counting!
Allow your suppliers to submit your invoices with a front-end validation to ensure the invoices been received are in compliance with your company invoice payment process and procedures and avoid duplicated invoice entry. Reducing manual errors and processing costs for you and your suppliers.
Creating seamless integration between suppliers and producers. Allowing suppliers to submit their invoices electronically while providing transparency in the invoice approval status and progress.
Who are the main user groups of this service?
Currently, our main customer is a mid-sized oil and gas business and the suppliers register to transact (submit their invoices through our portal) goes from enterprise business, mid-size, small company and even self-owned business. We allow our clients and supplier the level of integration they fell comfortable with allowing our platform to be suitable for all business sizes, industries, and users.
What platforms does this service support?
Our system is web based currently optimised for mayor latest release browsers.
What are some applications this service is commonly used in tandem with?
Financial systems and accounts payable workflow.
Does this service offer multi-user capability (e.g. teams)?
Does this service offer guides, tutorials and or customer support?
Yes, we provide live online training and have a customer support helpdesk that provides users with self-serve training through our knowledge base including steps and videos. Chat, email and phone support available.
Does this service integrate with any other apps?
Yes, ALTO Exchange is just one of our modules. It integrates with our ALTO Suite of products:
• ALTO Upload: We are not limited by data formats or systems
• ICG: allows organizations to simply choose their preferred level of integration from manual data entry, Excel upload, to XML batch integration
• ALTO Accounts Payable: Invoice approval workflow. Streamline complex invoice handling processes from receipt to payment.
• ALTO eProcure: Request bids, manage contracts, process PO's
• ALTO Xpend: Improve controls with our T&E web-based expense management solution with mobile receipt capture, automated expense report creation, and flexible workflows.
No FAQs associated with this application.
Who uses ALTO Exchange
Who uses Zoho Books
French, Spanish, Portuguese, Italian, Swedish, Dutch, Japanese, Chinese, English
Exclusive edition of Zoho Books is available in US, UK, Canada. We also have a global edition for rest of the world.