Clients
Choose a client to work on its bills, bank and Zoho Books.
Users and their clients
An owner sees every client and manages this page. Anyone else sees only the clients ticked against their name - and inside those, everything.
| Name | Role | Clients they may open | Active |
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Add a user
Clients
| Client | Legal name | Zoho |
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Claude (reads the bills) - one key for the whole firm
- Open console.anthropic.com and sign in. This is Claude's developer account - separate from a Claude chat subscription, with its own billing.
- Settings → Billing: add a card and buy credit. Settings → API keys → Create key, and copy the key (it starts
sk-ant-). - Paste it below and press Save. It is used for every client; what each client used is in that client's Setup → Activity.
Overview
Vendor bills, sales invoices and bank statements, checked here and posted to Zoho Books.
Documents
Bank
| No. | Name | Vendor | Bill no. · date | Ledger | GST % | TDS code | Total | Status |
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| Vendor name | GSTIN | PAN | State | GST registration | Ledger | GST % | TDS code | TDS % | Zoho | Missing |
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| Date | Narration | Out | In | Entry | Status |
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Upload a single statement that is not in the folder
| # | File | Bank account | From | To | Lines added | Skipped | Uploaded | Note |
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How a bank line is recognised
- Your rules below come first: narration contains this text → treat it this way.
- Employees: a withdrawal naming someone on the payroll is salary, booked to the salary ledger.
- Vendors and customers known in Zoho: if the amount agrees with an outstanding bill or invoice it is matched to it; otherwise the payment is put against that vendor or customer and their outstanding bills or invoices are offered for you to allocate.
Employees - payments to them are salary
With an accrual ledger chosen, a salary paid on or before the 15th is taken as the month before: a journal on that month's last day debits salary and credits the accrual ledger, and the payment clears it. Paid later in the month, it is booked as that month's salary. Either can be changed on the line (Decide).
Add a name here whenever someone joins the payroll. First names are enough: “Ravi” is found in “UPI-RAVI KUMAR-…”, but not inside a longer word such as “RAVINDRA”.
New rule - for receipts and payments
When a narration contains this text, the line is proposed this way. Rules are also learnt when you tick “Remember” on a bank line.
| Narration contains | Money | Treat as | Vendor / customer | Ledger | Note |
|---|
1 · Your company
Used to tell a bill we received from an invoice we issued, and to choose CGST+SGST or IGST.
2 · Zoho Books (India)
- Open api-console.zoho.in, signed in as the Zoho Books admin → Add Client → Self Client → Create. (If Zoho moves you to api-console.zoho.com, carry on there - the console finds which one you are on.)
- On the Client Secret tab copy the Client ID and Client Secret into the boxes below and press Save.
- On the Generate Code tab paste this into Scope, choose 10 minutes, any description, and press Create:
- Choose the Beyond Fintax India organisation if asked, copy the code it shows, paste it below and press Connect within 10 minutes.
3 · Claude (reads the PDFs)
4 · Bring in Zoho's lists
Contacts, chart of accounts, bank accounts, GST rates, and the open bills and invoices. Run again after adding things in Zoho.
Defaults for new entries
A vendor's bills reuse the account of their last posted bill; these are used when there is none yet.
| When | What | Zoho / ref | Detail |
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