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What is Zoho Books?

Zoho Books stands out as a premier web-based accounting solution tailored specifically for small enterprises. This platform is meticulously crafted to assist users in managing their finances, ensuring they are prepared for tax season, streamlining business workflows, and facilitating collaboration among various departments. With a plethora of valuable features, users can easily generate detailed financial reports and stay informed about their Sales Tax obligations. As an online accounting tool, Zoho Books simplifies the management of an organization’s financial activities. Its offerings include functionalities for creating invoices, tracking expenses, managing purchase orders, overseeing sales and purchases, maintaining contact information, and monitoring project time. Additionally, businesses can automate routine tasks such as sending billing reminders, processing invoices, initiating auto-charges, and expressing gratitude through thank-you notes. Furthermore, Zoho Books empowers users to maintain real-time inventory tracking, enhancing operational efficiency and decision-making processes. Overall, it provides a comprehensive suite of tools that support effective financial management for small business owners.

What is Microsoft Dynamics 365 Project Operations?

Achieving success in projects while maximizing profitability can be effectively accomplished through robust Project Operations. By ensuring necessary visibility, fostering collaboration, and maintaining flexibility, organizations can significantly enhance their performance from the initial stages of prospects to the final stages of payments and profits. Implementing improved management practices along with precise project estimates, forecasting, and scope definitions can help in securing more contracts. Overseeing projects becomes more efficient with user-friendly features from Microsoft Project, including Kanban boards and Gantt charts, which streamline the entire process. Optimal team allocation is made possible by utilizing insights into resource availability, scheduling, governance, and the alignment of skills. Additionally, the ability to facilitate the submission, approval, processing, and reconciliation of time and expense reports while on the move accelerates both reimbursement processes and client invoicing. Ensuring accuracy in project accounting allows for revenue recognition in line with International Financial Reporting Standards. Moreover, being able to respond quickly to market fluctuations by leveraging actionable insights from a consolidated view of sales and financial metrics is essential. This thorough and comprehensive approach not only safeguards your organization’s competitive edge but also enhances its agility in a constantly changing environment, ultimately leading to sustained growth and success.

Media

Media

Integrations Supported

Lyftrondata
Microsoft 365
Akita
Booke AI
Contractbook
DOKKA
DigitAll
Fiddle
Kylas
Maintenance Care
MindCloud
Pemo
Pipedream
ScoreDetect
Shuup
TaxDome
Uplinq
Zoho Commerce
Zoho Inventory
Zoho Marketing Automation

Integrations Supported

Lyftrondata
Microsoft 365
Akita
Booke AI
Contractbook
DOKKA
DigitAll
Fiddle
Kylas
Maintenance Care
MindCloud
Pemo
Pipedream
ScoreDetect
Shuup
TaxDome
Uplinq
Zoho Commerce
Zoho Inventory
Zoho Marketing Automation

API Availability

Has API

API Availability

Has API

Pricing Information

$10.00/month
Free Trial Offered?
Free Version

Pricing Information

$95 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zoho

Date Founded

1996

Company Location

United States

Company Website

www.zoho.com/us/books

Company Facts

Organization Name

Microsoft

Date Founded

1975

Company Location

United States

Company Website

dynamics.microsoft.com/en-us/project-operations/overview/

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

GST

GST Accounting
GST Billing & Invoicing
GST Compliance
GST Inventory Management
GST Reporting
GST Tax Credits
GST Tax Filing

School Accounting

Accounts Payable
Attendance Management
Billing & Invoicing
Budgeting & Forecasting
Class Loading
Fixed Asset Management
For Private Schools
Fund Accounting
General Ledger
K-12
Payroll Management
Purchasing

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Categories and Features

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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