A unified platform for all your back office needs.

Transcription

1 Introducing Zoho Finance Plus A unified platform for all your back office needs. From invoicing to order management to accounting, Zoho Finance Plus has all the tools you need to streamline all your back office operations. Order ID PA 1

2 What do you get with Zoho Finance Plus? For 5999 per organization per month, you get access to the entire Zoho Finance suite of applications - Zoho Subscriptions, Zoho Inventory, Zoho Expense, Zoho Books (or Zoho Invoice). Zoho Invoice Zoho Books Zoho Expense Zoho Subscriptions Zoho Inventory Monthly Pricing Features 5999 per org/month Limits Add-ons Users 10 Rs.120 Auto-scans 5 Rs.299 for additional Warehouses 5 Rs.499 for each additional warehouse Online Orders 10,000 Shipping Labels scans per month Rs.200 for additional 50 orders + 50 shipping labels Yearly Pricing Features 59,999 per org/year Limits Add-ons Users 10 Rs.1200 Auto-scans 5 Rs.2990 for additional Warehouses 5 Rs.2499 for each additional warehouse Online Orders 10,000/month Shipping Labels 1000/month 2 50 scans per month Rs.120 Rs.200 for additional 50 orders + 50 shipping labels Rs.299

3 Zoho Invoice Professional Plan Features Availability Transactions Invoices Estimates Recurring Invoices Credit Notes Retainer Invoices Snail Mail Payments Online Payments Offline Payments Expense Bulk Add Expenses Mileage Recurring Expenses Contact Management Customers Client Portal Customer Statement Items Products/Services Price lists Timesheet & Projects Manage Projects Log Time Budget for Projects Manage Tasks 3

4 Manage Users Track Time for Contractors Track Project Expenses Taxes Taxes Tax Groups Compound Tax Reports (US Edition) Sales reports Receivable reports Expense reports Tax reports Timesheet reports Project summary Client Reviews Activity logs Schedule and send reports Download reports in CSV, PDF, XLS formats Settings Multi-lingual Multi-currency Client Approval for Timesheets Import/Export Data Backup Customization Custom fields Invoice templates templates Themes 4

5 User roles and permissions Custom Functions Automation Schedule Invoices Automated Reminders Workflow Rules 10 rules/module Time-based Action Events Alerts Field Updates Webhooks Integration Rest API Zoho Apps Zoho CRM Zoho Projects Zoho Reports Documents Dropbox Box Google Drive Evernote One Drive Other Integrations G Suite Office 365 Slack Postal Methods Temponia 5

6 Clockodo Mobile Apps Android ios Apple watch Windows 6

7 Zoho Books Premium Plan Features Availability Transactions Contact(s) User(s) 7(5 Users + 2 CA) Custom Domain CORE FEATURES Purchase Order Invoices Bills/Expenses Estimates Time Tracking/Projects Expense Tracking Client Portal Basic Inventory Advanced Inventory (Addon) Financial Reports Accountant Direct Bank Integration and Reconciliation Import PDF Statement GST Filing Work Flows Credit Notes Bill of Entry Landed Cost for Importing Vendor Credits Purchase Order Sales Order Delivery Challan 7

8 Sales Approval Purchase Approval Multi-Currency Client Approval for Timesheets Multi-lingual Reporting Tags Price Lists Predefined User Roles Custom User Roles Custom Functions Custom Fields Documents Management Customer Support ,Voice and Chat AUTOMATE Recurring Invoices Recurring Expenses Recurring Bills Payment Reminders GST RETURNS GSTR-1 GSTR-3B GSTR-4 INTEGRATIONS Zoho CRM Zoho Inventory Zoho Expense Zoho Subscriptions Zoho Projects Zoho Reports 8

9 Auto-scans 5 MOBILE APPLICATIONS ios Android 8

10 Zoho Subscriptions Standard Plan Features Availability Customers 2000 Users 5 Workflows/Module 10 API LIMIT & AUTOMATION ( PER DAY ) API limit 10,000 Webhook triggers 10,000 alerts 500 Custom function execution 500 MOBILE APPLICATIONS ios & Android CORE FEATURES Hosted payment pages Multi-currency support Dunning for automatic paymentsv Multi payment gateways Offline payments Subscriptions metrics Multi-lingual Customer portal Customer portal single sign-on Domain branding Custom Buttons Usage Based Metered Billing 10

11 Zoho Expense Premium Plan Features Availability EXPENSE REPORTS Auto-scans Unlimited Receipt storage Unlimited Multicurrency expenses Importing card transactions Mileage expenses Per diem expenses Cash advances Customer / Project tracking GST tracking Cost allocation Delegation Expense tags TRIPS Travel requests Pre-travel approval Cost approval Itinerary management Travel allowance AUTOMATION Approvals Advanced approval Expense report automation Workflow rules: 25 Alerts ( / In-app notification) Webhooks Field updates 11

12 POLICIES Number of policies 25 AUDIT Data and receipt backup Scheduled backup Audit trail report CUSTOMIZATION Basic form customization Additional fields: Expenses Reports Advance payments Users Trips Custom report export Custom roles Integrations Zoho Books QuickBooks Online Xero (Coming soon) Online Reimbursements via ICICI (India only) Zoho Suite: Zoho CRM Zoho Invoice Zoho People Zoho Cliq Zoho Projects 12

13 G Suite Office 365 Slack Uber Direct feeds for corporate cards: Visa Amex MasterCard Cloud solutions: Zoho Docs Evernote Google Drive Dropbox Box OneDrive QuickBooks Online MOBILE AND DESKTOP APPS Android ios SUPPORT (24X5) Call Live chat Dedicated account manager SECURITY SSL encryption Two-factor authentication 13

14 Zoho Inventory Standard Plan Features Availability Users 15 CORE FEATURES Offline orders Online orders Invoicing Unlimited Billing Unlimited Warehouses 5 Package slip Unlimited Shipping labels 1000 Backorders Dropshipment Composite Items Inventory Reports Multi-currency Multi-lingual ADD ON OPTIONS ( ) Additional 50 orders + 50 shipping labels 200 Additional warehouse 499 per month 2,499 per year ITEM TRACKING Serial number Batch number Shipment tracking 1000 INTEGRATIONS EDI Ecommerce All integrations Shipping 14

15 Payment gateways Accounting software CRM software G-Suite AUTOMATION alert 10 rules per module Taxes 10 rules per module Multiple Taxes 10 rules per module Tax Groups 10 rules per module MOBILE APP ios Android 15

16 Contact Us USA Office India Office California Zoho Corporation 4141 Hacienda Drive Pleasanton, CA 94588, USA Phone: Zoho Corporation Private Limited Estancia IT Park, Block 7, Ground floor, Plot No. 140 & 151, GST Road, Vallancherry Village, Chengalpattu Taluk, Kanchipuram District , INDIA Phone : / Fax : Austin Zoho Corporation 805 Las Cimas Pkwy, Suite 380 Austin, TX 78746, USA Japan Office China Office ZOHO Japan Corporation Minato-Mirai-Center building 13F, 3-6-1, Nishi-ku, Yokohama , Japan ZOHO (Beijing) Technology Co., Ltd. B-1304, 13F, Horizon International Tower, No. 6, ZhiChun Road, HaiDian District, Beijing, China, Phone: Zoho Corp. 2017

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