Zoho Books
Zoho Books
32 reviews
WH Score
8.3

Top Zoho Books Features

What are the Best Zoho Books Features?


Accounting Features

  • General Ledgers
  • Invoicing & Billing
  • Receivables & Collections
  • Sales & Purchase Orders
  • Reconciliations

Cash Flow Management

  • Payment Processing
  • Continuous Accounting
  • Billing Model Management
  • Credit Management

Expense Management

  • Expense Allocation
  • Scan & Upload Receipts
  • Approve/Reject Fund Requests
  • Spend Limits
  • Reimbursement Management

Payment Options

  • Direct Deposit
  • Direct Payment
  • Checks
  • Digital Wallet

Inventory Management

  • Item Tracking & Traceability
  • Vendor/Supplier Management
  • Warehouse Management
  • Label Printing

Portal Types

  • Customer/Client Portal
  • Accountant Portal

File Management

  • File Sharing
  • File Transfers
  • File Attachments

Customizable Items

  • Custom Fields
  • Custom Reports
  • Custom Templates

Appointments/Scheduling

  • Report Scheduling
  • Payment Scheduling

Reminders/Alerts

  • Payment Reminders

Drag-and-Drop Builders/Designers

  • Dashboard Builder
  • Report Builder

Workflow Automation

  • Recurring Payments

Reporting & Analytics

  • KPI Tracking
  • Financial Reports
  • Expense Tracking
  • Cost Analysis
  • Dashboard
  • Variance Analysis
  • Budget Reports
  • Tax Reports
  • P&L Statements
  • Payments Reports
  • Billing Reports
  • Order/Delivery Tracking

Report Management

  • Report Filters
  • Report Sharing
  • Report Publishing

Language & Speech

  • Multilingual Interface

Data Migration

  • Data Export

Systems/Administrative

  • Centralized Console
  • Segmentation/Grouping
  • Multiple Currencies

After-Sales Service

  • Phone Support
  • Email Support
  • Chat Support

Zoho Books Top Features Related Review


M
Mary
Reviewed on 28 July 2019

Useful and simple to use software

Pros
  • Most of our clients use this software for business and personal issues after learning how to use it based on our suggestions
  • The ability to upload receipts and an available electric copy for safekeeping and documentation functions is one of this software's highly rated features
  • It also helps and saves time by scanning invoices automatically
  • Reports generated are timely hence helpful, enabling our clients and team maintain updated financial records.
Cons
  • Combination of Zoho books and Zoho expense requires many updates as it is confusing due to the presence of bugs upon use
  • Hopefully, this complication can be resolved by a future update
  • All in all, I recommend this highly remarkable software.

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