integrations

I have integrated Zoho Books with Zoho Project but I cannot see the “Finance” tab in Zoho Projects. What should I do?

To enable the Finance tab in Zoho Projects:

  • Go to Zoho Projects.
  • Choose the specific project.
  • Click the More button and select Organize Tabs.
  • In the tab Organisation Settings, add the Finance tab to the project layout.

To provide Finance tab access for users:

  • Access Zoho Projects and navigate to Setup by clicking the Settings icon at the top right corner.
  • Navigate to the Marketplace section and select Zoho Apps.
  • Find Zoho Invoice / Books and click on it.
  • Click on the Update option.
  • Under the Finance Profile Owners, grant access to the necessary profiles that require the use of the Finance module.

Once done, all permitted users will be able to access the Finance tab within Zoho Projects.


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