Integrate Getform with Zoho Books

Getform

Getform is a company that develops applications for the field of accounting. Their application is used to create invoices, manage employees, and plan expenses. The fplowing were the features of their application:

• Create invoices
• Manage employees
• Plan expenses
• Track time spent on projects
• Calculate income tax payments
• Export data in different formats
• Invite clients to sign up for invoices.
• Run reports based upon date range, type of report and more
• Work offline and sync later
• Export data in different formats such as excel, pdf and csv format.

First, we will be looking at the feature of creating invoices. This feature allows user to create an invoice by typing in the invoice details such as client name, invoice amounts and others. Other details such as invoice number, invoice date, and other can also be typed in. The user can customize the invoice template according to their preferences and add images to the invoice. Once the invoice is ready the user can either print out the invoice or send it out via email to their clients. Also, the option to download the invoice as a pdf file is available. Invoice templates can be saved for future use. A user can also check for payment history for any given invoice using this feature.

The second feature is the employee management feature. This feature allows the user to keep track of their employees’ time spent on each project and calculate the amount of income tax to be paid for each employee based upon the time spent on each project. Each employee is required to enter in their time spent during each day on a project. The time spent can be entered by either clicking on a drop down menu for each minute category or by entering in the actual minutes spent on a project. Once all the time spent is entered, the application will calculate the total income tax amount payable by each employee and display it on screen. The system also calculates how much tax has been paid by each employee every month and displays it on screen. The user also has the option to generate a summary of how much tax was paid by each employee per month by clicking on a button on screen. This feature also allows users to create an unlimited number of employees and assign them to projects. An employee can be assigned to more than one project, but only one project can be active at any given point in time. The active project is displayed in red, where as inactive projects are displayed in white cpor. A user can also delete an employee from the system as well as edit his/her details. For example, if a new employee joins, she can be added to the system by clicking on the Add Employee button, then her name and other details will be entered into the system by the user and she can be assigned to a project or she can be made inactive if she has left the company or if she is currently not working on any project. An employee can also be renamed at any given point of time without exiting from the application. The information regarding income tax payments made by employees during a certain period is also displayed on screen in an easy to read format with histogram charts and pie charts showing which employees have not paid their income tax yet during that period. A user can also export all the data on screen into excel files or PDF files for further analysis.

The third feature that Getform provides is planning expenses feature. This feature allows users to keep track of their expenses in order to plan better for the future. Expenses can be entered manually or scanned in directly into the system through a scanner or a camera connected to the users computer or just typed in manually through text boxes provided on screen. Users are allowed to enter in their frequent expenses such as utility bills, food bills or travel expenses etc., so that they do not forget about these expenses when buying groceries or when paying their utility bills etc., As mentioned before, users can also enter in their frequent expenses using drop down menus for each expense category for example $25 for gas and $60 for groceries etc., Other than frequent expenses users can also enter in their expenses manually using text boxes provided on screen for each expense category such as gas, groceries etc., If users want to see a list of all their expenses they can view it by clicking on an option named “View full history” without exiting from the application. When they click on this option they get a full history of all their expenses sorted by categories such as food bills, travel bills, utility bills etc., Also, users are allowed to export their expense history into MS Excel format or PDF format so that they can view them later on their computers or mobile devices while they are not connected to internet connection. They can use these types of formats while they are traveling abroad or while they are away from office so that they do not have to worry about keeping track of their expenses while they are away from home or office because they already have it stored in an easily accessible format with them at all times no matter where they are located geographically at that particular moment in time. All expenses entries are automatically calculated based upon date range selected by users for example expenses between January 1st 2013 and February 15th 2013 displayed in a table format where each expense entry shows its name, amount incurred and date of incurring that particular expense entry etc.. Users are allowed to export this data into MS Excel format or PDF format so that they can view them later on their computers or mobile devices while they are not connected to internet connection. They can use these types of formats while they are traveling abroad or while they are away from office so that they do not have to worry about keeping track of their expenses while they are away from home or office because they already have it stored in an easily accessible format with them at all times no matter where they are located geographically at that particular moment in time. It is also very easy to create recurring expenses such as rent, utility bills etc.. Users just have to choose whether they want to make them recurring expenses or once off expenses depending upon what type of expense it is like rent being recurring or utility bills being once off expenses etc., The next step after choosing whether it is a recurring expense or once off expense is deciding how often that expense should repeat for example monthly rent should repeat every month rather than quarterly rent repeating every three months etc.. After setting this frequency option it automatically calculates how much money will be deducted from your bank account every month before making a payment towards your rent or utility bill etc.. To get rid of those unwanted recurring payments users are allowed to cancel those recurring payments before they take place rather than waiting until they take place after which they cannot cancel them anymore unless you pay cancellation fees etc.. The same goes for those once off payments like paying your utility bills before rather than after they get charged otherwise you will not be able to cancel them once you have paid them and you will have lost your money forever because cancelling those once off payments after you have paid them is not possible unless you pay cancellation fees etc.. If people want to see their progress of paying those recurring expenses like rent or utility bills etc.. then all you have to do is click on an option named “View progress” without exiting from the application and you will see all your progress towards paying those recurring payments over a given period say between today’s date and yesterday’s date etc.. Users are allowed to export this data into MS Excel format or PDF format so that they can view them later on their computers or mobile devices while they are not connected to internet connection...

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