Agree the scope before configuration begins.
Aurnex maps organisation and tax settings, customer, vendor and item planning and transaction workflows and confirms who is responsible at each stage. The agreed requirements become the basis for configuration, UAT, training and handover.
Put the workflow before the configuration.
Organisation and tax settings
Customer, vendor and item planning
Transaction workflows
Opening data and user training
Zoho Books implementation services: common questions.
Do you work with our accountant?+
Yes. Aurnex agrees the chart of accounts, tax settings, opening balances and cut-over date with your accountant or finance lead before transactions start.
Can Zoho Books be connected to our sales or inventory process?+
Aurnex reviews where invoices, items and payments originate and confirms the supported connection for your applications and edition during discovery.
When is the implementation scope confirmed?+
Aurnex confirms the scope after documenting the workflow, applications, records, integrations, users and delivery responsibilities.
Can existing data be included?+
Yes. Aurnex reviews the source system, record types, data quality, relationships, attachments and validation requirements before confirming the migration work.
Does Aurnex provide training and support?+
Yes. Training can cover end users and administrators. Paid support options are available after handover, with coverage agreed for each engagement.