Highly Customizable Transaction Forms
Zoho offers a significant degree of customization on numerous types of transaction forms such as invoices and packing slips. These forms can get quite detailed — you can adjust things such as shipping charges, sales taxes, and discounts.
You can genuinely make every form your own while providing all the necessary information to your clients/customers.
Manual, repetitive work is a substantial pain point among many small businesses. If only you could automate it.
Well, Zoho Books provides extensive workflow automation that lets you get specific with your tasks. It takes a while to get the hang of writing automation formulas, but you could save an untold number of hours once you do.
Reporting and Analytics
Zoho Books offers numerous reports. First off, it has your standard bookkeeping reports, such as your trial balance and financial statements.
Additionally, you can create reports for all sorts of other areas, such as receivables/payables, sales, purchases, and projects.
There’s plenty of filtering and sorting available, and you can schedule reports to be generated at a particular time automatically. You can also send reports via email with just a few button clicks.