Zoho Books
Zoho Books
31 reviews
WH Score
8.2

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
  • Budget 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
Document 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
  • Financial Reports
  • Expense Tracking
  • Cost Analysis
  • Dashboard
  • Variance Analysis
  • KPI Tracking
  • Budget Reports
  • Tax Reports
  • P&L Statements
  • Payments Reports
  • Billing Reports
  • Order/Delivery Tracking
Report Management
  • Report Filters
  • Report Sharing
  • Report Publishing
Data Migration
  • Data Export
Systems/Administrative
  • Segmentation/Grouping
  • Centralized Console
  • 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.

Have you used Zoho Books in the past?

Help other people find the right software by sharing your Zoho Books experience.

The right software for your business

Get your personalized recommendations now.