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2.8 out of 5
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Zoho Books
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Zoho Books Features
What are the features of Zoho Books?
General Ledger
- Journal Entries
- Audit Trail
Accounts Receivable
- Invoice Customization
- AR Automation
- Collections Automation
Accounts Payable
- Payment Processing
- Purchase Orders
Other Functionality
- Reconciliations
Reporting & Analytics
- Financial Statements
- Dashboards
Platform
- Customization
- Workflow Capability
- User, Role, and Access Management
- Performance and Reliability
- Output Document Generation
Zoho Books Categories on G2
Filter for Features
General Ledger
Journal Entries | Based on 131 Zoho Books reviews and verified by the G2 Product R&D team. Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source. | 86% (Based on 131 reviews) | |
Tags / Dimensions | Based on 119 Zoho Books reviews. Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon. | 82% (Based on 119 reviews) | |
Audit Trail | Based on 129 Zoho Books reviews and verified by the G2 Product R&D team. Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record | 85% (Based on 129 reviews) |
Accounts Receivable
Invoice Customization | As reported in 140 Zoho Books reviews. The layout of the invoice template is fully customizable and you can add or remove fields. | 86% (Based on 140 reviews) | |
AR Automation | Based on 129 Zoho Books reviews and verified by the G2 Product R&D team. Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions. | 82% (Based on 129 reviews) | |
Collections Automation | Based on 127 Zoho Books reviews and verified by the G2 Product R&D team. The system automates the dunning process to help drive collections | 80% (Based on 127 reviews) |
Accounts Payable
AP Automation | As reported in 117 Zoho Books reviews. Steamlines data entry by auto populating recurring or predefined vendor values | 83% (Based on 117 reviews) | |
Payment Processing | Based on 132 Zoho Books reviews and verified by the G2 Product R&D team. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. | 86% (Based on 132 reviews) | |
Purchase Orders | Based on 133 Zoho Books reviews and verified by the G2 Product R&D team. Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process | 86% (Based on 133 reviews) |
Other Functionality
Inventory Tracking / Ordering | Based on 118 Zoho Books reviews and verified by the G2 Product R&D team. Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. | 82% (Based on 118 reviews) | |
Inventory Pricing and Costing | Based on 120 Zoho Books reviews and verified by the G2 Product R&D team. Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. | 81% (Based on 120 reviews) | |
Inventory Reporting | See feature definition | Based on 118 Zoho Books reviews and verified by the G2 Product R&D team. Customizable reporting allows insight into usage of inventory and services. | 80% (Based on 118 reviews) |
Multi-Entity / Consolidation | Based on 122 Zoho Books reviews and verified by the G2 Product R&D team. Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations | 83% (Based on 122 reviews) | |
Recognition Rules | Automates recognition of revenue and expenses by defining recognition rules. 118 reviewers of Zoho Books have provided feedback on this feature. | 82% (Based on 118 reviews) | |
Reconciliations | Based on 129 Zoho Books reviews and verified by the G2 Product R&D team. Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations. | 86% (Based on 129 reviews) | |
Payroll | Based on 113 Zoho Books reviews. Payroll module or integration to an external payroll provider which automates the recording of payroll | 80% (Based on 113 reviews) | |
Time and Expense | Based on 122 Zoho Books reviews and verified by the G2 Product R&D team. Automated time and expense capture, tracking, approval, reimbursement and reporting | 85% (Based on 122 reviews) |
Reporting & Analytics
Financial Statements | Based on 136 Zoho Books reviews and verified by the G2 Product R&D team. General reporting offered covers all of the standard financial statements and meets the basic needs of the business | 88% (Based on 136 reviews) | |
Custom Reporting | Based on 125 Zoho Books reviews and verified by the G2 Product R&D team. Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer | 85% (Based on 125 reviews) | |
Budgeting / Forecasting | Based on 121 Zoho Books reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios. | 83% (Based on 121 reviews) | |
Dashboards | Based on 139 Zoho Books reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 87% (Based on 139 reviews) |
Platform
Customization | Based on 130 Zoho Books reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. | 83% (Based on 130 reviews) | |
Workflow Capability | Based on 131 Zoho Books reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 83% (Based on 131 reviews) | |
User, Role, and Access Management | Based on 135 Zoho Books reviews and verified by the G2 Product R&D team. Grants access to select data, features, objects, etc. based on the users, user role, groups, etc. | 89% (Based on 135 reviews) | |
Internationalization | Based on 120 Zoho Books reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies. | 85% (Based on 120 reviews) | |
Performance and Reliability | Based on 134 Zoho Books reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 89% (Based on 134 reviews) | |
Output Document Generation | Based on 131 Zoho Books reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
| 85% (Based on 131 reviews) |
Integration
Data Import and Export Tools | Based on 127 Zoho Books reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 87% (Based on 127 reviews) | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. 124 reviewers of Zoho Books have provided feedback on this feature. | 82% (Based on 124 reviews) | |
Breadth of Partner Applications | Based on 120 Zoho Books reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 83% (Based on 120 reviews) | |
Accounting | Provide integration with accounting and financial management software 104 reviewers of Zoho Books have provided feedback on this feature. | 89% (Based on 104 reviews) | |
Payments | As reported in 101 Zoho Books reviews. Integrates with other payments software | 89% (Based on 101 reviews) | |
ERP | As reported in 91 Zoho Books reviews. Deliver integrations with accounting modules of ERP systems | 86% (Based on 91 reviews) |
Cash Flow
Track Cash Flow | Based on 118 Zoho Books reviews and verified by the G2 Product R&D team. Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds. | 86% (Based on 118 reviews) | |
Income and Expenses | Based on 121 Zoho Books reviews and verified by the G2 Product R&D team. Add one-time or recurring cash flow items and add line items for each payment or deposit. | 90% (Based on 121 reviews) | |
File Exports | Based on 118 Zoho Books reviews and verified by the G2 Product R&D team. Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis. | 88% (Based on 118 reviews) |
Budgeting & Forecasting
Budgeting / Forecasting | Based on 121 Zoho Books reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios. | 83% (Based on 121 reviews) | |
Data Import | Based on 117 Zoho Books reviews and verified by the G2 Product R&D team. Import trial balance, monthly P&L, balance sheets, and other types of financial data | 85% (Based on 117 reviews) | |
Versioning | Based on 106 Zoho Books reviews and verified by the G2 Product R&D team. Keeps track of all versions of a budget and allows users to compare versions | 80% (Based on 106 reviews) | |
Historical Data | Based on 111 Zoho Books reviews and verified by the G2 Product R&D team. Forecasting is based on past transactions and historical financial or operational data | 83% (Based on 111 reviews) |
Revenue
Revenue Types | Based on 113 Zoho Books reviews and verified by the G2 Product R&D team. Supports multiple types of revenues, such as recurring and transaction based | 86% (Based on 113 reviews) | |
Revenue Allocation | Based on 109 Zoho Books reviews and verified by the G2 Product R&D team. Allows users to allocate revenues to various business entities or departments | 86% (Based on 109 reviews) | |
Scheduling | Based on 108 Zoho Books reviews and verified by the G2 Product R&D team. Automatic scheduling to ensure that revenue is recognized at the proper time | 81% (Based on 108 reviews) |
Payroll
Direct Deposit | Based on 96 Zoho Books reviews and verified by the G2 Product R&D team. Automatically deposits paychecks into employees' bank accounts. | 79% (Based on 96 reviews) | |
Check/W-2 Printing | Based on 93 Zoho Books reviews and verified by the G2 Product R&D team. Allows administrators to print valid paychecks and W-2 forms. | 76% (Based on 93 reviews) | |
Tax Calculation | Based on 109 Zoho Books reviews and verified by the G2 Product R&D team. Calculates taxes due and may include resources or tools for federal and state tax compliance. | 82% (Based on 109 reviews) | |
Reporting and Dashboards | Based on 109 Zoho Books reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes. | 88% (Based on 109 reviews) |
Bill Generation
Templates | Based on 99 Zoho Books reviews. Provide standard invoice templates that can be customized by users | 86% (Based on 99 reviews) | |
Digital Billing | Ability to convert invoices to digital formats such as PDF This feature was mentioned in 100 Zoho Books reviews. | 87% (Based on 100 reviews) | |
Recurring Billing | Automatically generates invoices at pre-defined time intervals This feature was mentioned in 96 Zoho Books reviews. | 88% (Based on 96 reviews) |
Bill Processing
Consolidation | As reported in 100 Zoho Books reviews. Allow users to consolidate multiple invoices into one | 86% (Based on 100 reviews) | |
Batch Invoicing | Ability to create multiple types of invoices 95 reviewers of Zoho Books have provided feedback on this feature. | 84% (Based on 95 reviews) | |
Management | Manage invoicing for different types of products or services 104 reviewers of Zoho Books have provided feedback on this feature. | 87% (Based on 104 reviews) |
AI
Data Extraction | As reported in 11 Zoho Books reviews. Uses AI to automatically input data from receipts, invoices, and other documents | 73% (Based on 11 reviews) | |
Invoice Processing | Uses AI to generates, send, and track invoices This feature was mentioned in 12 Zoho Books reviews. | 82% (Based on 12 reviews) | |
Expense Management | Based on 12 Zoho Books reviews. Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns | 83% (Based on 12 reviews) | |
Fraud Detection | Based on 11 Zoho Books reviews. Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time | 71% (Based on 11 reviews) | |
Tax Compliance | Based on 11 Zoho Books reviews. Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns | 80% (Based on 11 reviews) | |
Support Chatbots | Based on 11 Zoho Books reviews. Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports | 79% (Based on 11 reviews) | |
Bank Reconciliations | Uses AI to match transactions recorded in the accounting system with those in bank statements This feature was mentioned in 12 Zoho Books reviews. | 85% (Based on 12 reviews) | |
Report Generation | As reported in 12 Zoho Books reviews. Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business | 86% (Based on 12 reviews) | |
Customizable Alerts | Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances This feature was mentioned in 12 Zoho Books reviews. | 72% (Based on 12 reviews) | |
Predictive Analytics | As reported in 12 Zoho Books reviews. Uses AI to analyze data to identify trends and make predictions | 71% (Based on 12 reviews) |
Mobile Applications - Accounting
Cloud Integration | Enables synchronization of accounting data across devices in real-time | Not enough data | |
Notifications | Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines | Not enough data | |
UI | Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables | Not enough data | |
Offline | Allows users to view and update certain data without an internet connection | Not enough data | |
Expense Tracking | Allows users to capture and upload expense receipts directly from mobile devices | Not enough data | |
Invoice Management | Enables creation, editing, and sending of invoices | Not enough data |
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