> ## Documentation Index > Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt > Use this file to discover all available pages before exploring further. # Zoho Books on Vortex IQ > Monitor Zoho Books payment health, authorisation and dispute risk, and catch settlement problems before they hit cash flow. Monitor Zoho Books payment health, authorisation and dispute risk, and catch settlement problems before they hit cash flow. No changes are made without the configured approval policy. Read-only operations do not modify the connected system; schedules, access scopes, API usage and data handling remain governed by Vortex IQ controls. [Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) ยท [How connecting works](/integrations/connector-catalogue) | **13** | **5** | **Build your own** | **Ready to build yours** | **8** | | ------------------- | ---------------- | ------------------ | ------------------------ | -------------- | | performance signals | automated checks | automated fixes | workflows | API operations | ## Monitor performance 13 performance signals. Signals with an alert band can raise Nerve Centre alerts; every signal supports a merchant-configured watcher. | Signal | Outcome | Alert behaviour | What it tracks | | ----------------------------------------------------- | --------------- | ----------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **AR Aging - 60+ Days** | Run operations | Alert band 5 / 15 | Share of outstanding receivable aged 60+ days from invoice due\_date. Reports/AgingSummary if enabled, else derived from invoice balances + due\_date. | | **AR Outstanding (live)** | Run operations | Watch only | Sum of Invoice.balance across unpaid / overdue / partially\_paid invoices. | | **Ecom Orders Missing a Matching Zoho Books Invoice** | Protect revenue | Merchant rule | Storefront orders never posted to Zoho Books = revenue invisible to the books + understated tax base. | | **Overdue AR on Customers with Active Ecom Orders** | Protect revenue | Alert band 1000 / 10000 | Credit risk compounding - overdue AR on customers you are still shipping to. | | **Overdue Invoice Value** | Run operations | Merchant rule | Sum of Invoice.balance where status = overdue (date past due\_date). Collections priority. | | **Zoho Books Health Score** | Run operations | Merchant rule | Composite: order-to-cash-sync-clean x AR-aging-low x bank-recon-fresh x overdue-bills-low. | | **Days Sales Outstanding (DSO)** | Grow revenue | Alert band 30 / 60 | Outstanding receivable / average daily invoiced revenue. Derived from invoices. | | **ERP-vs-Ecom Inventory Variance %** | Run operations | Alert band 1 / 5 | Zoho Books available\_stock vs storefront available qty on stock-tracked SKUs with active orders. Inventory-tracking items only - card hides for service-only orgs. | | **Ecom Customers Absent from Zoho Books Contacts** | Protect revenue | Alert band 0 / 10 | Sync gap - repeat ecom buyers invisible to Zoho Books breaks invoicing, GST/VAT reporting and B2B tax-reg checks. | | **Overdue Bills (AP)** | Protect revenue | Alert band 1000 / 10000 | Sum of Bill.balance where status = overdue. Late-payment / supplier-relationship risk. | | **Period Close Overdue** | Run operations | Alert band 0 / 5 | transaction\_lock\_date vs the oldest calendar month it hasn't yet covered - days the books have gone unclosed past that month's end. Disabled/never-set locking reads as ne | | **Revenue Invoiced** | Grow revenue | Watch only | Sum of Invoice.total by day for sent/paid invoices in the window. | | **Unposted (Draft) Journal Entries** | Run operations | Alert band 0 / 50 | Count of Zoho Books manual journals in draft status - Zoho enforces debit==credit even on a draft save, so these are balanced but not yet finalised to the ledger. | ## Audit risks and opportunities A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable. | Check | Severity | Outcome | Why it matters | Fix status | | ------------------------------------------------------------------ | -------- | --------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------- | | **AR aging on 60+ day buckets above threshold** | high | Run operations | More than 15% of receivables are sitting in the 60+ day bucket. The longer an invoice goes unpaid, the less likely it is ever collected in full, so this is not just a cash-flow timing issue, | Report only | | **ERP-vs-ecom inventory variance > 5% on SKUs with active orders** | high | Protect revenue | Stock levels disagree between the ERP and the storefront by more than 5% on SKUs that currently have active orders. That gap risks selling inventory that is not really there (an oversell) or | Candidate remediation | | **Period close past deadline** | high | Run operations | The accounting period is more than 5 days past its close deadline and still open. Every day it stays open is another day transactions can still be edited or added to a period that reporting, | Report only | | **Unposted journal entries >50 (GL hygiene)** | high | Run operations | More than 50 journal entries are sitting unposted. Every report pulled from the general ledger while this backlog exists, profitability, cash position, tax figures, is working from incomplet | Report only | | **Ecom customers absent from ERP customer master after 7d** | medium | Run operations | Customers who ordered over a week ago still are not in the ERP's customer master. Anything downstream that depends on that record, invoicing, tax reporting, credit terms, customer-level repo | Candidate remediation | ### Build your own automated fixes 5 checks report findings on Zoho Books today. Turn any finding into an automated fix with a Vortex IQ workflow: **13,885 read and write operations across 229 connectors** are available as building blocks, with approval, verification and rollback on every change. ## Automate approved work Vortex IQ is integrated with **8 read** and **0 write** operations across bookbanktransactions, bookbills, bookcontacts, bookinvoices, bookitems, bookjournals on Zoho Books. Combine them with anything from the **13,885 operations across 229 connectors** to automate the work in your own words. Changes follow the merchant's configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution. Read-only operations do not modify the connected system. [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=zoho-books) | Resource | Read operations | Write operations | | -------------------- | --------------- | ---------------- | | bookbanktransactions | 1 | 0 | | bookbills | 1 | 0 | | bookcontacts | 1 | 0 | | bookinvoices | 1 | 0 | | bookitems | 1 | 0 | | bookjournals | 1 | 0 | | bookorganizations | 1 | 0 | | booktransactionlocks | 1 | 0 | Signed-in users see the full catalogue in the workflow builder, filtered to the sources they have connected. ### Ready to build your first Zoho Books workflow Pick a trigger, add the operations above as steps, and every step that changes data pauses for your approval. Monitoring and audits are live now and can start any workflow you build. *** *Generated from the connector capability graph. Counts reflect the servable registry after alias normalisation and de-duplication, and refresh automatically when the registry changes.*