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Dashboard: Get a quick overview of your business finances with the intuitive dashboard. With graphical charts, dashboard helps you understand the cash flow and other key metrics of your organization. Customers and Vendors: Manage your customers & vendors efficiently by adding them to Zoho Books; track the receivables and payables, and all their transactions in one place. Items: Add all the goods and services you sell or purchase so that you can create transactions in seconds. Invoices: Create invoices that reflect your brand. You can choose templates and send professional invoices to your customers swiftly. Estimates: Create estimates and enable your customers to accept or negotiate the estimate via the Client Portal. Credit Notes: Have money that must be returned to the customer? Create a credit note to record the amount. Apply them to the next invoice or refund them to the customer. Expenses: Record all the expenses you’ve incurred in your business and manage them efficiently. Bills: Track the payments you owe your vendors and use payment reminders to pay them before the due date. Payments Made & Payments Received: Keep track of all the payments you’ve made and the payments you've received, effortlessly. Projects & Timesheet: Do you work on projects that are billed by the hour
Zoho Books has you covered. Create projects, log time and manage it all in Zoho Books. Chart of Accounts: Track your cash flow with ease using the default chart of accounts. Create new accounts based on your business needs and keep your books intact. Cortana: Zoho Books is Cortana ready. Talk to Cortana and account your finances, the easy way. Live Tiles: Pin important customers or projects to the Start menu and stay up-to-date on your business finance. With live tiles, accounting is only a click away. Windows Hello: Secure your financial information with Windows Hello which will let no one past it but you. Notifications: Stay updated on everything related to your organizations’ accounting with the instant notifications. Keyboard Shortcuts: Work faster with keyboard shortcuts (hotkeys) that help you perform quick actions with a key press. Windows Ink: Jot down important notes on a report and save it as an image for future reference.