Zoho Books for Accounting management
Presented by ... AquaOrange Software Co., Ltd.
www.aquaorange.co.th
1/15/23
Zoho CRM Sales team
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January 15, 2023
Unified invoicing & accounting software for business
Zoho Books makes invoicing and managing receivables effortless. Send customized statements to your
clients and receive payment in multiple currencies with our accounting software.
Feature
Invoicing
Send professional invoices
Create polished invoices with the
click of a button. From adding your
company logo to changing fonts,
customize invoice templates to reflect
your brand.
Get paid faster
Zoho Books takes the pain out of payments.
From cash to check to the Web, your
customers will always have an option that fits
their needs.
Automate follow-ups
Set up reminders for your clients so you never
have to chase a customer payment again.
Stay local – Sell global
Grow beyond borders with multi-currency
pricing. Charge customers in their currency and Zoho
Books records it in your currency.
Zoho Books is your one-stop platform for managing your accounting tasks
and organizing your transactions. It's a single secure location to keep up with
your company's bills and invoices, reconcile your bank statements, control your
spending, oversee projects, and eliminate compliance worries.
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Set invoicing on loop
Create recurring invoices for your regular
customers and set up credit cards so they can
pay securely.
Verify transactions before you send them
Eliminate the risk of processing incorrect
transactions by validating and approving them
before invoicing your customers.
Secure your invoices with digital signature
User your digital signature to prevent invoicing
forgery or tempering. Our Zoho Sign integration
ensures the highest level of security, compliant with
ESIGN and eIDAS e-signature laws.
Collect deposits and advance payments
Record retainer invoices for advance payments
and invoice your customers once the transaction
is complete.
Handle returns and refunds
Manage refunds and returns with credit notes and
apply them to your customer’s future sales.
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Estimates
Simplify estimate & Invoice management
You don’t have to spend hours creating estimates and invoices. With Zoho Books, creating estimates is a
matter of a few seconds. Once they’re accepted, convert them to invoices with a click.
Create
Create estimates on the spot and add
contact information, item details, and
prices that you’ve saved in Zoho Books.
Send quotes in seconds as soon as a
deal is won, no matter where you are.
Customize
Choose from the gallery of customizable
templates to create estimates that reflect
your brand. Zoho Books gives you
complete freedom to make your
templates look just the way you want.
Additional security
With Zoho Sign integration,
digitally sign estimates before
sending them to customers for
approval and add an extra level of
security to our documents.
Convert
Turn an estimate into an invoice as
soon as your client accepts it. Our
estimate & invoice software lets
you convert estimates to invoices
in a click, saving you the trouble of
entering the same data twice.
Confirm
Forget lengthy calls and emails to discuss
and finalize deals. Use the Customer
Portal to send estimates, get them
approved, and collaborate with your
clients in real time.
Check
Keep track of discounts, negotiations, and
status for any estimate with the estimate
history section. Zoho Books also notifies
you when your client accepts an estimate
or makes a comment.
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Expenses
Simple expense accounting software for your business
Upload your receipts to stay organized and track where your money is going.
Stay on top of your expenses
No business runs for free expenses
grow as your company does. Zoho
Books gives you a single place to
keep track of your outlay, from the
office supplies you purchase every
month to employee per diems. Track
expenses, categorize them, and bill
them to your customers when
necessary.
Manage recurring expenses
Automate expense generation with Zoho
Books, create recurring profile for
expenses that take place on a regular
basis and sit back and watch Zoho Books
automatically record it for you.
Make things easy for your
accountant.
Nothing works better in accounting than
an actual proof of your transactions.
Attach your bills, receipts and credit notes
to associated transactions. The auto scan
feature will fetch in all important
information from your document, thus
entirely eliminating data entry.
Bills
Best billing management software
for your business
Generate bills to track the payments your
owe to your vendors.
Set bills on recurring mode
No more creating bills one at a time. Create
recurring bills for purchases that happen at
regular intervals, and let Zoho Books send
them for you.
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Track landed costs
Zoho Books lets you add landed costs to
your bills so you can calculate the full cost of
your items and decide on the right selling
price.
Send bills for approval
Enable transaction approval and verify bills
before they reflect in your accounts.
Increase the accuracy of your accounting
and eliminate the risk of processing
incorrect transactions.
Associate customers with billable items
Associate line items from your vendor bills with the
customers for whom they were purchased. When you
create a customer invoice, any billable line items you
associated with the customer will be available to add.
Create bills from purchase orders.
Once a purchase order is finalized, you can
instantly create a bill at the click of a button.
Zoho Books makes billing simple.
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Record vendor credits
Returning items to your vendor? Record vendor credits in
Zoho Books to keep track of them until you can use them
on a bill or receive your refund.
Banking
Simplify bank account reconciliation with Zoho Books.
Fetch your bank transactions, categorize, and reconcile
your accounts with ease.
Connect, import, and reconcile
Securely fetch transactions from your PayPal account as well as your banks and reconcile your accounts in
no time.
Stay on top of your account activities
Get precise cash flow predictions plus balance
mismatches, expected recurring payments, and
past reconciliations-using our banking
dashboard.
Put categorization on autopilot
Use banks rules to filter and categorize transactions
automatically so nothing slips through the cracks.
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Expedite transaction matching
Zoho Books identifies the best
matches and other possible matches
for your transactions, making the
matching process a breeze.
Streamline bank reconciliation
Zoho Books reconciles all your
accounts in a few clicks, so you can
easily keep your business tax-ready.
Process faster in bulk
With thousands of transactions to
manage, bulk actions make it easier
to select, categorize, delete, and
restore multiple items.
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Inventory
All-in-one accounting and inventory tracking software for your growing business
Monitor inventory levels to identify fast-moving items and keep them well stocked.
Capture complete product
details
Organize your inventory with vital
information like SKU, product
image, vendor details, cost, and
stock on hand.
Do business with customized
rates
Create a customized price list with
markups or markdowns and offer it to
your preferred vendors and customers.
Never run out of stock
Track your items from the moment you
create them. Enabling inventory
tracking helps you keep tabs on your
stock levels as all times.
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January 15, 2023
Sales Order
Simplify online sales order management & processing with Zoho Books.
Confirm sales before you ship them, keep your team updated, and avoid delivery errors with sales orders
from Zoho Books.
Customize your sales order
Personalize every communication you
send. Sales orders can be customized
with a brand logo, font type, and color
to match your company’s style.
Go from estimate to invoice in a single
document
Convert an approved estimate into a sales order,
and then into an invoice! Zoho Books makes it
that simple.
Ship the stock you’ve got
What happens when your client orders 50 products
and you have only 20 ready? With Zoho Books, you’ll
be able to instantly create a partial invoice for the
available products and ship them out directly.
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Convert sales orders into
purchase orders
Short on stock? Not enough time to
create more product? Instantly
convert a sales order into a purchase
order to send to your vendor.
Get insights on your sales
Identify your top customers and your
best-selling products with our real-
time reports on your transaction
history.
Collaborate to get things done
Create clones, print out a copy, or simply
share sales orders over email with your
team.
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January 15, 2023
Purchase Orders
Simple purchase order management software for growing business
Create purchase orders effortlessly. Zoho Books maintains a complete sale history, and lets you convert
purchases into bills with a single click.
Log every order details
Avoid potential transaction
discrepancies with Zoho Books.
Our purchase orders track any
items ordered, as well as the
agreed-upon price with the
vendor.
Convert purchase orders into
bills
When you’re dealing with a vendor,
you can instantly convert the
purchase orders into invoices.
Attach files to add context
Attach receipts, bills or other files
associated with purchase orders to
your invoice.
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Get insights into your
purchases
Identify your top vendors and
most frequently purchased
products with real-time
reports on your transaction
history.
Customize your
purchase orders
Create customized
purchase orders with your
company logo. Change the
background color, add a
background image, select
the font, and more.
Share to get things done faster
Print, clone or share purchase orders over
email to collaborate and get things done
faster.
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January 15, 2023
Online Payments
Accept online payments for your growing business
Zoho Books is integrated with popular payment gateways and providers a hassle-free environment for
collecting online payments from your customers.
Ensure seamless online
payments
Zoho Books provides multiple
payment gateway integrations.
Choose one and start collecting
payments instantly.
Manage recurring payments
Zoho Books allows you to auto
charge for recurring transactions.
Collect payments automatically
on a weekly, monthly, or yearly
basis.
Send out automated reminders
Zoho Books lets you send automated
reminders to customers and
eliminate the worry of chasing
payments manually.
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January 15, 2023
Get paid directly from the
customer portal
Simplify payment procedures for
your customers by giving them
access to the customer portal and
enabling direct portal-based
payments.
Track payments with ease
No need to record payments manually. Zoho
Books automatically marks invoices as Paid as
soon as customers pay you.
Pay your vendors directly
Zoho Books allows you to make and record
vendor payments, so you can keep track of he
money you spend on buying business supplies.
Customize payment receipts
Enhance the look and feel of your payment
receipts with customizable templates. Add a
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friendly touch by sending personalized thank-you notes to customers once payment is received.
Gain detailed insights with
reports
Run detailed reports on
payments received and use the
information to understand your
customers’ payment trends and
preferred payment methods.
Projects
The best accounting software for project management
Keep track of every billable minute with timesheets and turn into money.
Track time with ease
With Zoho Books you never have to lose a minute of
your billable hours. You can either log the amount of
time you spent for a project daily or weekly, or use
the timer widget to clock the time you spend.
Keep track of multiple projects
Zoho Books makes it possible for you to control and
manage multiple projects by letting you create new
projects, add tasks for each project and assign
specific tasks to your employees.
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Collaborate and work better together
Role based access in Zoho Books lets you give restricted access to those who you are working with. You
can customize your users’ access by restricting their views, granting them access only to the timesheet
module to use the timer or log time.
Manage expenses for projects
No more wasting time billing expenses one by
one. With Zoho Books, you can associate all
expenses relating to a project at the time of
billing, easily.
Receive advance payments for projects
Retainer invoice in Zoho Books lets you collect
payments for projects. At the time of billing the
customer, Zoho Books automatically adds the
retainer payment to the invoice, making things
simpler for you.
Log time on the go
If your work requires travelling. Take your timesheets with you. The
mobile apps from Zoho Books lets you track your project hours, anytime,
anywhere.
Customer Portal
Accounting Customer Portal – Share. Collaborate. Deliver.
Share recent transactions, accelerate estimate approval process,
capture feedback, and let you clients make bulk payments with the
customer portal.
Gauge customer satisfaction.
Ask for feedback and identify areas that need improvement. Promote
your business by sharing positive feedback on social media platforms.
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January 15, 2023
Expedite estimate approvals.
Share quotes with clients and start a
discussion to speed up estimate
approvals. Say goodbye to lengthy and
time-consuming email threads.
Add additional layer of authenticity
Use our Zoho Sign integration to get
estimates digitally signed by your
customers. Put your client’s mind at ease
with a more secure approval process, and
get tangible proof of your deals with them.
Make the payment process simple
Along with partial and full payment options, the
portal lets your clients make bulk payments with
a single click. Make payments easier for them,
so you can get paid faster.
Add more hours to your day.
Free yourself from requests to send copies
of invoices, estimates and project details,
your clients will have access to all of them in
the portal.
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January 15, 2023
Stay informed with real time alerts
Get notified when a client views, accepts,
declines, comments, or makes
payments. There’s no need to worry
about the status of pending payments.
Let clients self-manage.
The portal lets your clients update their
personal information. It offers a convenient
way for them to print and download past
transactions to forward them to their
contacts.
Vendor Portal
Enhance supplier relationships with the vendor AP & Invoice management portal
Empower your vendors to self-manage their transactions with you through our vendor portal.
Cut unnecessary emails and calls
The biggest advantage of the vendor
portal is that it allows your suppliers to
self-manage everything about your
transactions without having to resort to
long email threads and calls.
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Stay updated with alerts
Get notified when your suppliers view
your transactions and make comments on
your documents.
Add invoices from vendors as bills
Your supplier can upload their invoices
to you directly through the portal, which
you can add as bills to Zoho Books.
Record and track them until they are
paid off.
Keep vendors updated about
payments
Through the portal, your suppliers can
check the status of payments that you
make and stay updated without having
to contact you.
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Allow vendors to view statements
The statement module of the portal
allows vendors to get a consolidated
view of all the transactions they’ve done
with you in one place.
AP – Payment
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Reporting
Accounting software with easy-to-use financial reporting tools
Turn data into information with Zoho Books. View dashboards, reports and charts covering all your
receivables, payables, inventory and more. Use your report data to make inferences and create robust, up-
to-date business plans.
Get insights from the dashboard
See the details of your income and
expenditure. The dashboard shows
you your total receivables, sales, top
expenses and more at a glance.
Make informed business decisions
You don’t have to wait until the end of the
month to generate business reports.
Generate reports like Profit & Loss,
Balance Sheet, and Cash Flow Statement
for your business any time you want
them, and dig into the data to make
business plans for the future.
Share your progress with your team
Zoho Books makes it easy for you to run
business reports and share them securely
with your team. Add your collaborators to
your organization with reports-only access,
export reports in PDF format, or print hard
copies to share in person.
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Schedule and forget
Zoho Books lets you schedule
business reports weekly,
monthly, or quarterly depending
on your preference. Choose the
email address you wish to use
and Zoho Books will
automatically send the reports to
you as they’re generated.
Organize data better with reporting tags
Selling products in different cost centers? You
can generate specific reports for each of these
regions by associating a reporting tag with all
the relevant transactions. You can also
associate tags with your products and contacts
and filter your reports based on the tags.
Customize business reports
From setting date ranges to choosing what
columns to display, Zoho Books lets you
customize your business reports to suit your
needs. View business reports on the go
Whether you’re traveling for business or leisure, be
in the know
about your
business
health. The
Zoho Books mobile
apps let you view
your business
metrics no
matter where
you are.
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January 15, 2023
Make taxes less taxing
Zoho Books lets you generate tax
reports depending on the regulations
of your country. Calculate your tax
liability with Zoho Books and see the
amount you owe in taxes.
Keep detailed audit trails
With the activity log report, be
constantly aware of your
business activities. Prevent
fraudulent practices and track
down errors to stay audit-ready
at all times.
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Add advanced analytics with
Zoho Analytics
In addition to these 70+ built-in
reports, get even more advanced
analytics with our Zoho Analytics
integration. Convert your Zoho
Books data into actionable insights
in no time.
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