Streamline Your Banking Processes with Bank Verification for Zoho Books

Bank Verification for Zoho Books

Contents

  1. Prerequisites
  2. Key Features of "Bank Verification"
  3. How to install the "Bank verification for Zoho Books"
  4. Create OAuth authorization
  5. New fields have been added to the vendor's module
  6. How to validate the bank details in the Vendors module
  7. Support

Prerequisites

  1. You must be Zoho Books super admin.
  2. You need Zoho Books Professional Edition or higher is required.
  3. It validates the details of banks in India.

Key Features of "Bank Verification"

  1. Instantly validate bank account details without the need for manual verification or data entry.
  2. Ability to validate bank account details entered by vendors, ensuring they are accurate and valid.
  3. Ensures a streamlined user experience and eliminates the need for switching between different applications.
  4. It helps in reducing the risk of fraudulent transactions and ensures payment processing.
  5. Allowing quick validation of the bank account details during the updating of the vendor information.
  6. Validate up to 1000 bank verifications per month.

How to install "Bank Verification for Zoho Books"

Steps involved in installing "Bank Verification for Zoho Books"
  1. Open Zoho Books and go to the marketplace.
  2. Search for the "Bank Verification for Zoho Books" keyword and click the install button.
  3. Choose the organization that agrees with the terms and press next.
  4. Authorize your connections before installation.




After the connection is connected successfully, you have to press the "Install Extension" button to install the extension.



Create OAuth Authorization

  1. Press the connect option to authorize the connector.
  2. By creating this Zoho Books connection, you acknowledge that any data is updated in Zoho Books.
  3. By clicking connect, you authorize Zoho Flow to access your app data and press connect.
  4. By clicking the "Accept" button you allow Zoho Flow to access data in your Zoho Account.
  5. Then the connector will connect successfully.









New fields have been added to the vendor's module

Sl NoField TypeField NameComment
1Pick ListBank Verification StatusThis field shows the status of the bank account, whether it is in the active or inactive state.

Bank Verification Status: This field shows the status of the bank account, whether it is in an active or inactive state.



To validate the bank details, you have to press the "Verify Bank" button in the vendor module.


How to validate the bank details in the Vendors Module

To validate the bank account details, open the vendor's module and continue with the existing bank details, or enter the bank details in the respective fields and save the record. You will find the button on the right side top corner called "Verify Bank." If you press the button the verification action will happen and the status will be updated as "Active" or "Inactive." Here you can observe the API usage of the verifications in the pop-up.









Support

Contact Number: +919868329081
Website: www.nexivo.co

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