Zoho Books

Vorteile

Einfach im Aufbau und in der Anwendung - auch mobil. Viele Personalisierungs- und Automatisierungsmöglichkeiten. Im Vergleich zu anderen Finanzsoftwareprodukten ist ZOHO Books sehr preiswert.

Nachteile

Spesenmanagement funktioniert über ZOHO Expense hervorragend und für Lagerverwaltung bietet ZOHO Inventory die ideale Ergänzung.

Vorteile

1. Die Einfachheit der Integration mit anderen ZOHO Apps aber auch mit der Software von Drittanbietern
2. Die Flexibilität für individuelle Anpassungen
3. Die intuitive Oberfläche - nur sehr geringer Schulungsaufwand
4. Die Analysemöglichkeiten, Berichte und das Cockpit, welche eine hervorragende Übersicht gewähren

Nachteile

In der Schweiz muss der Jahresabschluss über einen Treuhänder mit von der Finma zertifizierter Software gemacht werden.

Vorteile

Easy to use, mobile app is also excellent for updating on the move. Clear reporting, easy to take a snapshot of business performance. Tailorable so invoices are fully branded and customer e-mails can be tailored. Love the payment receipt feature so clients are updated once payment processed.

Nachteile

Can be a little tricky to set the profit & loss to cover the right months, need to play around with the dates.

Vorteile

Zoho Books is an excellent option for your company's bookkeeping and accounting. Invoicing and billing is done in the dashboard, reporting on income, expenditure and payables are separated and even financial reconciliations can be actioned automatically. You can create Price Lists easily to share to your customers based on your products/services you are selling.Financial reports are done automatically so you don't have to do a manual recon every month.

Nachteile

There are limitations in terms of online payment gateways depending on your country of origin, but they do offer all major gateways.Invoice templates are basic but it does provide all the relevant information that you need.

Vorteile

It looks modern and intuitive.
It has a sales portal that customers can access online and view their invoices and payments. That is the feature that sold the program to us.

Nachteile

The debit and credit side is the wrong way round as it follows the Indian system. For example, in the UK a sales balance of -£100 means that the customer owes £100 pounds and has to pay. In Zoho however, it means that the customer is in credit by £100 and would potentially need a refund.

Blocks you if you type and click your mouse fast. There are problems with batch invoicing, and it takes a lot of time to review invoices one by one. The system does not extract more than 100 statements at a time. You really should find another system if your sales ledger is large.