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InsurValue
InsurValue
Expertise Driven Value

We have ready to use utility tools developed for Zoho suite of products

With our high level of proficiency in Zoho products, we have tools that will help 

Zoho customers and Zoho Partners to solve the business problems better and faster


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  • Easily implementable with readily available 
  • Very well customizable depending upon business requirement 
  • Flexible for deployment on any edition of markets
  • Modular with time saving
  • Efficient , effective and efforless         

Zoho Books - Utility Tools

 About Utility ToolWhat It does & Features
Prepaid expenses amortization module
 Prepaid expenses amortization module developed that can pass amortization entries automatically every month
  • Capturing of from and to date and account in bills
  • Amortization custom module auto populated, amortization log auto-created for trail and reconciliation.
  • Scheduled run every month automatically to amortize expenses by crediting prepaid expenses account and by debiting relevant expenses account after monthly schedule run
  • Automatic passing of JV with notes on a pro rata basis
  • Any deletion of bill with deletion of with respective amortization schedule
  • Logs
  •  Party Level AR -AP knock off

Auto knock off sales side and purchase side transactions with the same party

  • Automatic set off of AP & AR on a FIFO basis without any manual efforts
  • Applies all open customer credit notes, vendor credit notes to respective invoices & bills
  • Knocks off bills against invoices/ bills against invoices via a control account
  • Statement related list to provide bill level/invoice level details on the knock-offs done
  • Debit note with Inventory adjustment
 Create Customer Debit Note/Vendor Credit note along with Inventory adjustment 
  • Triggered from an entry record in custom module
  • Auto creation of  Debit Note against invoice or credit note
  • Auto creation of inventory adjustments for quantity
  
  

 Zoho Books - Prepaid Expenses Amortization Module

 Zoho Books - Party Level AR -AP Knock off

 Zoho Books - Debit Note Inventory Adjustment