CLIENTS

How I Plus Telecom Used Zoho Books Customization to Streamline Their Invoicing Process.

OVERVIEW

I Plus Telecom, a prominent telecom company, faced significant challenges in managing sales orders and invoices across multiple currencies. Manual calculations and a lack of automated exchange rate management led to inefficiencies, potential errors, and difficulties in multi-currency tracking. To address these, Febno Technologies implemented a custom solution in Zoho Books, specifically designed to streamline their invoicing process.

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Project Overview:

Challenges

Before implementing the customized solution, I Plus Telecom encountered issues, including:

  • Manual calculations prone to error
  • Time-consuming invoicing processes
  • Difficulty in tracking and managing multiple currencies
  • Difficulty in tracking and managing multiple currencies
  • Risk of financial discrepancies due to exchange rate variability

These challenges disrupted operational productivity and affected the company’s ability to provide timely service.

Our Solution

Febno Technologies customized Zoho Books to streamline I Plus Telecom’s invoicing with the following enhancements:
  • Exchange Rate Automation: Added a user-defined exchange rate field for flexible currency management.
  • Multi-Currency Support: Enabled seamless selection of currencies for individual transactions
  • Customized Fields: Created fields for “Other Currency” and “Other Currency Amount,” automatically calculated based on the exchange rate.
  • Dual Currency Display: Implemented a dual display to show line item totals in both AED and USD.
Through these features, I Plus Telecom now has an efficient, accurate invoicing system tailored to handle complex multi-currency transactions.

Implementation

Febno Technologies completed the integration of these customizations into Zoho Books. The team addressed challenges in system adoption with clear communication, iterative testing, and tailored training sessions to ensure smooth onboarding and user proficiency.

The Result

With this Zoho Books customization, I Plus Telecom achieved:

  • Improved Accuracy: Automation reduced the need for manual calculations, lowering the risk of errors.
  • Streamlined Invoicing: Multi-currency fields and automation accelerated the invoicing process.
  • Enhanced Financial Management: Dual currency display and accurate exchange rate calculations optimized financial tracking and reporting.

Testimonial

“The Febno team did an excellent job customizing Zoho Books for us. Their solution streamlined our invoicing process and made managing multi-currency transactions much easier. We appreciate their professionalism and timely delivery. Highly recommended!”

— Ahmad Shaddad, I Plus Telecom FZCO.