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Zoho Finance Plus for Businesses

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0% found this document useful (0 votes)
41 views21 pages

Zoho Finance Plus for Businesses

Uploaded by

Legenithoms
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 21

Introducing Zoho Finance Plus

From invoicing to order management to accounting, Zoho Finance Plus

Order

ID
PA

1
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 Invoice Zoho Books Zoho Subscriptions


Professional Professional 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 -


$5 / 50 orders +
50 shipping labels
Shipping Labels 1000 $5

2
Zoho Invoice Professional Plan

Features Availability

Transactions

Invoices Yes

Estimates Yes

Recurring Invoices Yes

Credit Notes Yes

Retainer Invoices Yes

Snail Mail Yes

Payments Yes

Online Payments Yes

ACH Payments Yes (US Edition)

Direct Debit Payments Yes (UK/Global Edition)

Offline Payments Yes

Expense
Yes

Bulk Add Expenses Yes

Mileage Yes

Recurring Expenses Yes

Contact Management

Customers Yes

Client Portal Yes

Customer Statement Yes

Items Yes

Products/Services Yes

Price lists Yes

Timesheet & Projects Yes

Manage Projects Yes

Log Time Yes

3
Budget for Projects Yes

Manage Tasks Yes

Manage Users Yes

Track Time for Contractors Yes

Track Project Expenses Yes

Taxes

Taxes Yes

Tax Groups Yes

Compound Tax Yes

Reports Yes (US Edition)

Sales reports Yes

Receivable reports Yes

Expense reports Yes

Tax reports Yes

Timesheet reports Yes

Project summary Yes

Client Reviews Yes

Activity logs Yes

Schedule and send reports Yes

Download reports in CSV, PDF, XLS formats Yes

Settings Yes

Multi-lingual Yes

Multi-currency Yes

Import/Export Yes

Data Backup Yes

Customization Yes

Custom fields Yes

Invoice templates Yes

Email templates Yes

4
Themes Yes

User roles and permissions Yes

Custom Functions Yes

Automation

Schedule Invoices Yes

Automated Reminders Yes

Workflow Rules 10 rules/module

Time-based Action Yes

Events Yes

Email Alerts Yes

Field Updates Yes

Webhooks Yes

Integration Yes

Rest API Yes

Payment Gateways Yes

PayPal Yes

2Checkout Yes

PayPal Payflow Pro Yes

Stripe Yes

Authorize.net Yes

Braintree Yes

Forte Yes

WorldPay Yes

GoCardless Yes

Zoho Apps Yes

Zoho CRM Yes

Zoho Projects Yes

Zoho Reports Yes

Documents Yes

5
Zoho Docs Yes

Box Yes

Dropbox Yes

Google Drive Yes

Evernote Yes

One Drive Yes

Other Integrations

G Suite Yes

Office 365 Yes

Slack Yes

Postal Methods Yes

Temponia Yes

Clockodo Yes

Mobile Apps Yes

Android Yes

iOS Yes

Apple watch Yes

Windows Yes

6
Zoho Books Professional Plan

Features Availability

Transactions

Estimates Yes

Invoices Yes

Sales Order Yes

Purchase Order Yes

Retainer Invoices Yes

Recurring Transactions Yes

Credit Notes Yes

Vendor Credits Yes

Expenses Yes

Bills Yes

Payments
Yes

Online Payments Yes

ACH Payments Yes (US Edition)

Direct Debit Payments Yes (UK/Global Edition)

Check Payments Yes (US Edition)

Offline Payments Yes

Documents Yes

Auto-Scan Yes

Storage Yes

Contact Management Yes

Customers Yes

Vendors Yes

Client Portal Yes

Items Yes

Items Yes

7
Pricelists Yes

Inventory Tracking Yes

Inventory Adjustments Yes

Low-Stock Alerts Yes

Banking

Bank Feeds Yes

Bank Rules Yes

Reconcile Statements Yes

Import Statements Yes

Categorize/Uncategorize Transactions Yes

Bulk Actions Yes

Accountant Module Yes

Chart of Accounts Yes

Sub-Accounts Yes

Manual Journals Yes

Base Currency Adjustments Yes

Transaction Locking Yes

Timesheet & Projects Yes

Manage Projects Yes

Log Time Yes

Budget for projects Yes

Manage Tasks Yes

Manage Users Yes

Track time for contract employees Yes

Reports Yes

Business Overview Yes

Sales Yes

Inventory Yes

Receivables Yes

8
Payments Received Yes

Recurring Invoices Yes

Payables Yes

Schedule Invoices Yes

Purchases and Expenses Yes

Projects and Timesheet 10 rules/module

Accountants Yes

Currency Yes

Activity Yes

Taxes Yes

Taxes Yes (Sales Tax/GST/VAT)

Group Tax Yes

Compound Tax Yes

Settings Yes

Multi-lingual Yes

Multi-currency Yes

Import/Export Yes

Data Backup Yes

Automation Yes

Workflow Rules 10 rules/module

Time Based Action Yes

Workflow Alerts Yes

Workflow Field Updates Yes

Webhooks Yes

Custom Functions Yes

Customization Yes

Custom fields Yes

Transaction Templates Yes

Email Templates Yes

9
Themes Yes

User Roles and Permissions Yes

Reporting Tag Yes

Integration Yes

Rest API Yes

Payment Gateways

PayPal Yes

2Checkout Yes

PayPal Payflow Pro Yes

Stripe Yes

Authorize.net Yes

Braintree Yes

Forte Yes

WorldPay Yes

Razorpay (India) Yes

GoCardless (UK/Europe) Yes

Zoho Apps Yes

Zoho CRM Yes

Zoho Projects Yes

Zoho Reports Yes

Zoho Docs Yes

Documents Yes

Box Yes

Dropbox Yes

Google Drive Yes

Evernote Yes

One Drive Yes

Other Integrations Yes

G Suite Yes

10
Entryless Yes

Dynamic Systems (Check) Yes

Temponia Yes

Slack Yes

Office 365 Yes

Zapier Yes

Mobile Apps 10 rules/module

Android Yes

iOS Yes

Apple Watch Yes

Windows Yes

Tax Yes

Track1099 Yes

Tax1099 Yes

Avalara Yes

POS Yes

Square Yes

Zoho CRM Yes

11
Zoho Subscriptions Professional Plan

Features Availability

Products

Plans Yes

Addons- Unit/Volume/Tier/Package Yes

Coupons Yes

Contact Management

Customers Yes

Client Portal Yes

Transactions Yes

Invoices Yes

Payments Yes

Credit Notes Yes

Refund Yes

Consolidate Invoices Yes

Subscription Management Yes

Subscriptions Yes

Associate Payment Option Yes

Add Charge Yes

Add One Time Addon Yes

Cancel Subscription Yes

Offline Subscriptions Yes

Trial Management Yes

Retry/Dunning Management Yes

Payments Yes

Offline Payments Yes

Online Payments Yes

ACH Payments Yes

12
Direct Debit Payments Yes

Reports

Subscription Reports Yes

Revenue Reports Yes

Transaction Reports Yes

Sales Reports Yes

MRR/ARPU/LTV Yes

Settings Yes

Import/Export Yes

Customization Yes

Custom Fields Yes

User Roles and Permissions Yes

Email templates Yes

Hosted Pages Yes

Themes Yes

Automation Yes

Payment Reminders Yes

Webhooks Yes

Events Yes

Notifications Yes

Hosted Pages Yes

Integrations Yes

Rest API Yes

Zapier Yes

Payment Gateway Yes

WePay Yes

Stripe Yes

Forte Yes

13
Authorize.Net Yes

GoCardless Yes

PayPal Yes

PayPal Payflow Pro Yes

PayPal Payments Pro Yes

2Checkout Yes

WorldPay Yes

Razorpay Yes

Zoho Apps Yes

Zoho CRM Yes

Zoho Creator Yes

Other Apps Yes

Slack Yes

G Suite Yes

Office 365 Yes

Tax Apps Yes

Avalara Yes

Mobile Apps

iOS Yes

14
Zoho Expense Standard Plan

Features Availability

Expense Recording

Users Yes (10)

Receipt Scanning Yes

Uploading Receipts Yes

Connect Corporate Card Yes

Bulk Upload Receipts 20 receipts

Multi-currency Yes

Billable Expenses Yes

Mileage Expense Yes

Fuel Expense by Distance Measuring Yes

Fuel Expense from Odometer Reading Yes

Create Receipt from MAP for iOS

Per Diem Expenses Yes

Automatic Exchange Rates Yes

Expense Categories Yes

Associate Expenses with Projects Yes

Receipt Attachments Yes

Shared Reports Yes

Reimbursements Yes

Reimbursable Expenses Yes

Record Offline Reimbursements Yes

Approval Yes

Multi-level Approval Yes

Customizable Approval Flow Yes

Approval Hierarchies Yes

Custom Expense Policies 10 policies

15
Track Policy Violations Yes

Reports

Expense Report Yes

Expense by User Yes

Expense by Department Yes

Policy Violation Report Yes

Reimbursement Reports Yes

Activity Logs Yes

Settings Yes

Import/Export Yes

Integrations Yes

Zoho Apps Yes

Zoho CRM Yes

Zoho People Yes

Other Integrations Yes

QuickBooks Online Yes

Office 365 Yes

G Suite Yes

Slack Yes

Mobile Apps

Android Yes

iOS Yes

Windows Yes

16
Zoho Inventory Standard Plan

Features Availability

Products/Services

Item Groups Yes

Item Variants Yes

Composite Items Yes

SKU Yes

Batch Tracking Yes

Serial No. Tracking Yes

Product Images Yes

Bundling Yes

Purchase History Yes

Price Lists Yes

Inventory Adjustments Yes

Low Stock Alerts Yes

Contacts
Yes

Customers Yes

Client Portal Yes

Customer Statement Yes

Vendors Yes

Transactions Yes

Invoices Yes

Sales Orders Yes

Bills Yes

Purchase Orders Yes

Order Management Yes

Packages Yes

Shipping Labels Yes

17
Partial Order Fulfilment Yes

Partial Order Receives Yes

Backorders Yes

Drop-shipment Yes

Bar-code Scanning Yes

Warehouses Yes

Multiple Warehouses Yes (5)

Warehouse Transfer Orders Yes

Taxes Yes

Multiple Taxes Yes

Tax Groups Yes

Compound Taxes Yes

Settings Yes

Multi-lingual Yes

Multi-currency Yes

Import/Export Yes

Automatic Exchange Rates Yes

Automation Yes

Workflow Rules Yes

Time-based Actions Yes

Email Alerts Yes

Field Updates Yes

Webhooks Yes

Custom Functions Yes

Customization Yes

Custom Fields Yes

Invoice Templates Yes

Sales Order Templates Yes

18
Purchase Order Templates Yes

Email Templates Yes

Themes Yes

User Roles and Permissions Yes

Reports Yes

Sales Reports Yes

Purchase Reports Yes

Inventory Valuation Reports Yes

FIFO cost lot tracking Yes

Warehouse Reports Yes

Activity Logs Yes

Integrations Yes

Rest API Yes

Zoho Apps Yes

Zoho CRM Yes

Payment Gateways Yes

PayPal Yes

Authorize.net Yes

BrainTree Yes

Forte Yes

WorldPay Yes

WePay Yes

2Checkout Yes

Stripe Yes

Razorpay (India) Yes

Marketplace/Shopping Cart

WooCommerce Yes

Magento Yes

Shopify Yes

19
Amazon Yes

Etsy Yes

eBay Yes

Zapier Yes

Shipping Carriers

Easy Post 30+ Shipping Carriers

Shipping Tracking

AfterShip Yes

Tax Integration

Avalara Yes

Other Integrations Yes

Slack Yes

Google Drive Yes

Mobile Apps

iOS Yes

20
Contact Us

support@zohofinanceplus.com
sales@zohofinance.com

USA Office India Office


California Zoho Corporation Private Limited
Zoho Corporation Estancia IT Park, Block 7, Ground floor,
4141 Hacienda Drive Plot No. 140 & 151, GST Road,
Pleasanton, CA 94588, USA Vallancherry Village,
Phone: +1 888 204 3539 Chengalpattu Taluk,
Kanchipuram District 603 202, INDIA
Austin Phone : 044 - 67447070 / 044 - 71817070
Zoho Corporation Fax : 044 67447172
805 Las Cimas Pkwy, Suite 380
Austin, TX 78746, USA
Japan Office
China Office ZOHO Japan Corporation
ZOHO (Beijing) Technology Co., Ltd. Minato-Mirai-Center building 13F,
B-1304, 13F, Horizon International Tower, 3-6-1, Nishi-ku,
No. 6, ZhiChun Road, HaiDian District, Yokohama 221-0012, Japan
Beijing, China, 100088
Phone: +8610 83637816

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www.facebook.com/zoho

Zoho Corp. 2017

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