Introducing Zoho Finance Plus

Transcription

1 Introducing Zoho Finance Plus From invoicing to order management to accounting, Zoho Finance Plus Order PAID 1

2 What do you get with Zoho Finance Plus? For $99 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 Books Professional Zoho Invoice Professional Zoho Subscriptions Professional Zoho Expense Zoho Inventory Standard Standard Edition Montly Yearly US USD99 USD990 UK GBP79 GBP790 Canada CAD99 CAD990 Australia AUD99 AUD990 India INR2999 INR19999 Features Limits Add ons Users 10 $2 / user Auto-scan 5 $5 / 50 scans Warehouse 5 $9 / warehouse Online Orders 10,000 Shipping Labels 1000 $5 / 50 orders + 50 shipping labels $5 2

3 Zoho Invoice Professional Plan Features Availability Transactions Invoices Estimates Recurring Invoices Credit Notes Retainer Invoices Snail Mail Payments Online Payments ACH Payments Direct Debit Payments Offline Payments Expense Bulk Add Expenses Mileage Recurring Expenses (US Edition) (UK/Global Edition) Contact Management Customers Client Portal Customer Statement Items Products/Services Price lists Timesheet & Projects Manage Projects Log Time 3

4 Budget for Projects Manage Tasks Manage Users Track Time for Contractors Track Project Expenses Taxes Taxes Tax Groups Compound Tax Reports 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 Import/Export Data Backup Customization Custom fields Invoice templates templates (US Edition) 4

5 Themes User roles and permissions Custom Functions Automation Schedule Invoices Automated Reminders Workflow Rules Time-based Action Events Alerts Field Updates Webhooks Integration Rest API Payment Gateways PayPal 2Checkout PayPal Payflow Pro Stripe Authorize.net Braintree Forte WorldPay GoCardless Zoho Apps Zoho CRM Zoho Projects Zoho Reports Documents 10 rules/module 5

6 Zoho Docs Box Dropbox Google Drive Evernote One Drive Other Integrations G Suite Office 365 Slack Postal Methods Temponia Clockodo Mobile Apps Android ios Apple watch Windows 6

7 Zoho Books Professional Plan Features Availability Transactions Estimates Invoices Sales Order Purchase Order Retainer Invoices Recurring Transactions Credit Notes Vendor Credits Expenses Bills Payments Online Payments ACH Payments Direct Debit Payments Check Payments Offline Payments Documents Auto-Scan Storage Contact Management Customers Vendors Client Portal Items Items (US Edition) (UK/Global Edition) (US Edition) 7

8 Pricelists Inventory Tracking Inventory Adjustments Low-Stock Alerts Banking Bank Feeds Bank Rules Reconcile Statements Import Statements Categorize/Uncategorize Transactions Bulk Actions Accountant Module Chart of Accounts Sub-Accounts Manual Journals Base Currency Adjustments Transaction Locking Timesheet & Projects Manage Projects Log Time Budget for projects Manage Tasks Manage Users Track time for contract employees Reports Business Overview Sales Inventory Receivables 8

9 Payments Received Recurring Invoices Payables Schedule Invoices Purchases and Expenses Projects and Timesheet Accountants Currency Activity Taxes Taxes Group Tax Compound Tax Settings Multi-lingual Multi-currency Import/Export Data Backup Automation Workflow Rules Time Based Action Workflow Alerts Workflow Field Updates Webhooks Custom Functions Customization Custom fields Transaction Templates Templates 10 rules/module (Sales Tax/GST/VAT) 10 rules/module 9

10 Themes User Roles and Permissions Reporting Tag Integration Rest API Payment Gateways PayPal 2Checkout PayPal Payflow Pro Stripe Authorize.net Braintree Forte WorldPay Razorpay (India) GoCardless (UK/Europe) Zoho Apps Zoho CRM Zoho Projects Zoho Reports Zoho Docs Documents Box Dropbox Google Drive Evernote One Drive Other Integrations G Suite 10

11 Entryless Dynamic Systems (Check) Temponia Slack Office 365 Zapier Mobile Apps Android ios Apple Watch Windows Tax Track1099 Tax1099 Avalara POS Square Zoho CRM 10 rules/module 11

12 Zoho Subscriptions Professional Plan Features Availability Products Plans Addons- Unit/Volume/Tier/Package Coupons Contact Management Customers Client Portal Transactions Invoices Payments Credit Notes Refund Consolidate Invoices Subscription Management Subscriptions Associate Payment Option Add Charge Add One Time Addon Cancel Subscription Offline Subscriptions Trial Management Retry/Dunning Management Payments Offline Payments Online Payments ACH Payments 12

13 Direct Debit Payments Reports Subscription Reports Revenue Reports Transaction Reports Sales Reports MRR/ARPU/LTV Settings Import/Export Customization Custom Fields User Roles and Permissions templates Hosted Pages Themes Automation Payment Reminders Webhooks Events Notifications Hosted Pages Integrations Rest API Zapier Payment Gateway WePay Stripe Forte 13

14 Authorize.Net GoCardless PayPal PayPal Payflow Pro PayPal Payments Pro 2Checkout WorldPay Razorpay Zoho Apps Zoho CRM Zoho Creator Other Apps Slack G Suite Office 365 Tax Apps Avalara Mobile Apps ios 14

15 Zoho Expense Standard Plan Features Availability Expense Recording Users Receipt Scanning Uploading Receipts Connect Corporate Card Bulk Upload Receipts Multi-currency Billable Expenses Mileage Expense Fuel Expense by Distance Measuring Fuel Expense from Odometer Reading Create Receipt from MAP Per Diem Expenses Automatic Exchange Rates Expense Categories Associate Expenses with Projects Receipt Attachments Shared Reports Reimbursements Reimbursable Expenses Record Offline Reimbursements Approval Multi-level Approval Customizable Approval Flow Approval Hierarchies Custom Expense Policies (10) 20 receipts for ios 10 policies 15

16 Track Policy Violations Reports Expense Report Expense by User Expense by Department Policy Violation Report Reimbursement Reports Activity Logs Settings Import/Export Integrations Zoho Apps Zoho CRM Zoho People Other Integrations QuickBooks Online Office 365 G Suite Slack Mobile Apps Android ios Windows 16

17 Zoho Inventory Standard Plan Features Availability Products/Services Item Groups Item Variants Composite Items SKU Batch Tracking Serial No. Tracking Product Images Bundling Purchase History Price Lists Inventory Adjustments Low Stock Alerts Contacts Customers Client Portal Customer Statement Vendors Transactions Invoices Sales Orders Bills Purchase Orders Order Management Packages Shipping Labels 17

18 Partial Order Fulfilment Partial Order Receives Backorders Drop-shipment Bar-code Scanning Warehouses Multiple Warehouses Warehouse Transfer Orders Taxes Multiple Taxes Tax Groups Compound Taxes Settings Multi-lingual Multi-currency Import/Export Automatic Exchange Rates Automation Workflow Rules Time-based Actions Alerts Field Updates Webhooks Custom Functions Customization Custom Fields Invoice Templates Sales Order Templates (5) 18

19 Purchase Order Templates Templates Themes User Roles and Permissions Reports Sales Reports Purchase Reports Inventory Valuation Reports FIFO cost lot tracking Warehouse Reports Activity Logs Integrations Rest API Zoho Apps Zoho CRM Payment Gateways PayPal Authorize.net BrainTree Forte WorldPay WePay 2Checkout Stripe Razorpay (India) Marketplace/Shopping Cart WooCommerce Magento Shopify 19

20 Amazon Etsy ebay Zapier Shipping Carriers Easy Post 30+ Shipping Carriers Shipping Tracking AfterShip Tax Integration Avalara Other Integrations Slack Google Drive Mobile Apps ios 20

21 Contact Us USA Office California Zoho Corporation 4141 Hacienda Drive Pleasanton, CA 94588, USA Phone: Austin Zoho Corporation 805 Las Cimas Pkwy, Suite 380 Austin, TX 78746, USA China Office ZOHO (Beijing) Technology Co., Ltd. B-1304, 13F, Horizon International Tower, No. 6, ZhiChun Road, HaiDian District, Beijing, China, Phone: India Office 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 : Japan Office ZOHO Japan Corporation Minato-Mirai-Center building 13F, 3-6-1, Nishi-ku, Yokohama , Japan Zoho Corp. 2017