Multi-entity accounting: managing several organizations in Zefty
How Zefty handles multi-entity accounting: one Zoho Books connection and one subscription per organization, New organization in the tenant menu, shared users.
Read more →Category
Product
Plain-language guides on EFT 1464 files, CPA 005 compliance and paying vendors from Zoho Books.
3 articles
-
-
Test mode: validating your first payment file safely
Test mode generates a real EFT 1464 file, marked as a test, without posting anything to Zoho Books. A checklist for validating your first file with the bank.
Read more → -
Partial payments and multi-bill batches: getting the most from one EFT run
How Zefty turns a selection of Zoho Books bills, partial amounts included, into one EFT file with a single credit per vendor and a matching Zoho payment.
Read more →
Browse by category
RSS feedReady to pay vendors from Zoho Books?
Zefty turns your unpaid Zoho Books bills into a CPA 005-compliant EFT 1464 file your bank accepts, then records the payment back in Zoho Books.