How Do I Add Credit Card Activity and Payments to Zola Suite?
Several ways to capture Credit Card Activity and Payments in Zola Suite are described below.
2- Recording Billable Activity to your Credit Card Register:
a. From Banks & Registers, click on the plus sign on the green toolbar.
Simply fill in the details of the credit card transaction.
Here you can create multiple line items and billable charges to clients
b. From Expenses, click on the plus sign and select "New Credit Card (Hard Cost)"
This will allow you to add the activity. Repeat this process until all line items have been added.
Download Bank/Credit Card Activity
Download activity from over 3000 financial institutions to quickly clear your accounts and assign any of them as billable expenses with a few clicks.
How Do I Link My Bank and Credit Card Accounts to Zola Suite?
By linking your bank or credit card you will download all account records into Zola Suite and have the ability to pull up-to-date reports and clear/match all your transactions. Go to the Accounting section and select Banks & Registers. Select View ...
Does My Bank or Credit Card Provider Link with Zola Suite?
Zola Suite's Download Account Activity feature in our Banks and Registers can integrate with over 3000 U.S. based banks. Here is a list of the top 25 banks: Chase Bank of America Wells Fargo Citi US Bank Capital One PNC USAA TD Bank SunTrust Regions ...
How do I process a payment using APX in Zola Suite?
Once you have successfully signed up with APX, and your accounts have been verified, you will be able to start processing payments. You can apply payments directly to invoices or create retainers in Zola Suite, in addition to sharing invoices with ...
How Can I Set Up My Credit Card Accounts Within My Zola Suite Account?
Zola Suite has an Accounts page where all Bank and Credit Card Accounts are located. This page can be found by: Going to the Accounting section Click on the "Banks & Registers" tab On the top green action bar click "View Bank Accounts & Credit Card ...
Experiencing degraded performance in CARET Legal?