Zoho Books

利用我們的雲端會計軟件,一站式管理由開立發票、庫存管理到開支追蹤的日常會計工作。
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摘要
Zoho Books 是一套專為中小型及成長型企業設計的綜合雲端會計軟件。它作為財務管理的中樞,能自動化業務流程並促進跨部門協作。該平台處理從建立銷售訂單、開立發票到追蹤開支及庫存管理的端對端會計職務。 透過直接連接銀行賬戶,Zoho Books 簡化了銀行對賬程序,讓您無需人手輸入數據即可準確掌握現金流。對於企業主而言,它簡化了稅務合規流程,並能即時生成可供審計的財務報表。透過功能強大的流動應用程式 (App),決策者可以實時監控財務健康狀況,不受地點限制。它與主流支付網關及其他商業應用程式無縫整合,有效減少行政成本及人為錯誤。

方案優勢

透過自動化發票、定期賬單及開支追蹤功能,簡化日常財務運作,顯著減少人手工作量。
利用內置的稅務處理功能確保符合法規要求,並即時生成準確、隨時可供審計的財務報表。
透過直觀的儀表板及全功能流動應用程式,實時透視現金流及業務績效。



優惠詳情

免費優惠
Free Plan (免費計劃)
個體戶及微型企業 免費開始使用會計軟件,管理發票及記賬。

優惠詳情

• Establish invoice, quotation, expense, and journal entries.

• Managing suppliers and sales receipts

• Mileage tracking and accepting online payments

• Manage credit limits and refunds

• Enable the self-service customer portal.

• Automatic payment reminders

• Bank reconciliation and periodic invoice setup

• Income statement, balance sheet and 50+ other reports

• Manage tax rates, tax groups, and tax summary reports

了解更多
優惠受有關條款及細則約束,詳情請直接連絡供應商查詢

按客戶需求報價

STANDARD (標準版)
有效組織交易、賬戶、報告及賬簿。

優惠詳情

US$10  /institution/month

3 users

Email, voice and chat room support

 

Includes all features of the FREE version, plus:

 

• Progress Invoicing (NEW)

• Connect to bank transaction feeds

• Generate departmental reports using report tags

• Set up regular expenses

• Enable transaction locking

• Early payment discount

• Retention Payments (NEW)

• Add custom fields and journal templates

• API access permissions

了解更多
優惠受有關條款及細則約束,詳情請直接連絡供應商查詢

按客戶需求報價

PROFESSIONAL (專業版)
自信地承接項目、追蹤庫存及處理採購。

優惠詳情

US$20  /institution/month

5 users

Email, voice and chat room support

 

Includes all features of the Standard version, plus:

 

• Track sales and purchase orders

• Record multi-currency transactions

• Timesheets for invoicing

• Project profitability analysis

• Managing Retainers (Prepaid Deposits)

• Inventory tracking

• Create a price list

• Set up sales and procurement approval processes

• Customize business workflows

• User collaboration (chat, voice, video, and screen sharing)

• Create custom user roles

了解更多
優惠受有關條款及細則約束,詳情請直接連絡供應商查詢

按客戶需求報價

PREMIUM (高級版)
增強定制能力及自動化以簡化業務流程。

優惠詳情

US $30 /institution/month

10 users

Email, voice and chat room support

 

Includes all features of the PROFESSIONAL version, plus:

 

• Revenue Recognition - Basic Version

• Fixed Asset Management

• Management Budget

• Cash flow forecast

• Enable the self-service vendor portal.

• Set a custom domain

• Build custom modules for specific business needs

• Added custom button and field validation rules

• Embedded in relevant web pages/applications

• Managing Custom Functions

了解更多
優惠受有關條款及細則約束,詳情請直接連絡供應商查詢

詳情

  • Accounts Receivable and Payable: Manage invoices, quotations, and purchase orders; track payments and automatically send payment reminders.

  • Banking services: Connect your bank account to access automated transaction feeds (Bank Feeds) to simplify the reconciliation process.

  • Inventory Management: Track inventory levels in real time and replenish inventory through automatic replenishment point functionality.

  • Work time tracking: Manage timesheets and seamlessly convert project work hours into customer bills.

  • Customer Portal: Provides a secure platform for customers to view invoices, make payments, and track project progress.

  • Report Analysis: Provides more than 50 detailed reports, including income statement, balance sheet and cash flow statement.


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