Here’s the new addition to the growing Zoho portfolio: Accounting. We are extremely excited to announce the immediate availability of our online book keeping application, Zoho Books.
If you follow Zoho closely, you probably saw this coming. Over the past 5 years, we added one application after the other to build a comprehensive suite of online collaboration, business and productivity applications. The idea was simple. We want to build a suite of applications for small & medium business, so they can run their entire business on Zoho. If you looked at our portfolio of products, there was one significant missing piece, accounting. Today, we can almost call our suite “complete”.
What is Zoho Books?
Zoho Books is an online accounting application that gives you complete visibility of your finances and helps you manage the money moving in and out of your business. Zoho Books can simply be defined as “accounting for rest of us”. You need not be an accountant to manage your business and make informed financial decisions.
Here are some of the highlights of Zoho Books:
Get a clear picture of how much money your business is generating. Manage your customers and invoice them either online or by mail. Automate recurring invoices, payment reminders and payment thank-you notes. Get paid faster with our online payment gateways.
Manage and control your expenses and cash outflow. Record invoices and commitments for purchases, services and even for reimbursable expenses like client travel. Keep track of the outstanding balances with each one of your vendors and pay on time.
Banking and Credit Cards
Record and monitor your bank and credit card transactions like deposits, fund transfers, checks, expenses, credits and refunds. Easily reconcile them with your bank and credit card statements.
Take On the World
Transact globally with our multi-currency capabilities. Record foreign currency invoices and expenses. Plus, Zoho Books goes with you wherever you go, so your business is always one click away from you, regardless where you are.
Share -or delegate- the accounting duties to anyone in your organization, but set different permissions for you and your employees. Get professional help with your accounting by easily sharing your books with your accountant or financial adviser.
Stay on Top of Your Business
Glance through the dashboard to know what’s going well with your business and what’s not. Make smart and quick business decisions with the help of our insightful, available-anywhere reports.
offers lot more. It also integrates with other Zoho Apps. For example, you can import your contacts from Zoho CRM, view data from various modules in Zoho Sheet etc. A comprehensive integration between CRM and other Zoho Apps is coming down the road.
In particular, Zoho Invoice customers will be able to seamlessly migrate from Zoho Invoice to Zoho Books – and go beyond invoicing to full-blown accounting without having to start over.
With Zoho Reports, you can create a variety of reports including charts, pivot tables, dashboards, query/summary tables etc. Till recently, all such reports were created over only one table i.e., the columns you used for a report should belong to the same table. If the columns spanned across tables, you had to create a Query Table first and then create reports over it. Not anymore. With the new
feature, you can now create reports easily using columns from multiple tables, in much the same way as you create reports over a single table.
For the Auto-join feature to work, the tables are to be related using the
feature available in Zoho Reports. When you create a new report selecting any of the tables with a lookup relationship defined, columns from all related tables will be listed under the
panel in the report designer. You can drag and drop columns from across tables, to create your reports.
Consider this scenario. An
table containing the
. And another table
containing the salary info. These two tables will be linked by the
. Let’s say you want a report on employee salaries based on departments or number of years of experience. With the newly introduced Auto-join feature, you can easily create such a report, spanning columns from both the tables.
The below video shows how a report is created using the auto-join feature.
Hope you like this new Auto-join feature. Try this feature in
: As a New Year special, we are running a limited-time, special discount offer for Zoho Reports. We are offering 25% off on annual subscriptions and 15% off on half-yearly subscriptions. Our pricing details
. Subscribe now and take advantage of this special offer.
Over the past few months we’ve been working hard on making our
Zoho Projects interface flexible and easy-to-use, based on the suggestions sent by our customers. We had announced these changes on our homepage and you might have noticed the preview at http://preprojects.zoho.com. Today we’re delighted to announce the redesigned user interface of Zoho Projects along with some exciting features.
We know that you use Zoho Projects for building your business by connecting with your project teams and clients. Now we want to make your work life easier with a more appealing user interface so that you can plan, communicate and collaborate more efficiently than ever before.
Here’s a quick summary of what’s new in this release:
Tasks & Milestones Easy-to-use interface for task management and enhanced task details page with more information – task notes, log hours, dependency, recent updates. In addition, you can have a detailed visual view of your open and closed tasks, task lists and milestones as task reports.
Import your Contacts
Import your contacts and users from your Zoho CRM and Zoho Business
account in few easy steps. From Zoho CRM, you can now import your project as well as client users for your project portal. This way you can quickly add bulk users with ease.
We’ve removed the Reports tab. No Worries! Instead, you can instantly view reports contextually in the respective tabs. Like the Gantt View and Task Reports under Tasks and Milestones. And Bug, Timesheet & File upload statistics in the respective tabs.
Custom Filters for Bugs
Start creating your own custom filters based on users, severity, status, priority and create your views based on these filters in the Bugs module of Zoho Projects.
Project Dashboard & Group Chat
Project Dashboard got spiced up with task progress and bug status reports along with the project overview. When you visit the chat tab, you can find chat rooms to select and start your discussions right away.
We’d already received a couple of encouraging tweets on this new release
Annie Tsaisays:“New Zoho UI update looks much better – great job!”
Play around with the new user interface available at http://www.zoho.com/projects and we’d love to hear your views and ideas on the new Zoho Projects. Please let us know what you think either in the comments section or mail us at firstname.lastname@example.org.
We’ve had, quite a lot of requests from our users for integration between Zoho Recruit and Google Apps. Taking up the feedback and continually improving our service is the key to fulfilling our customer needs
Today, we are pleased to announce the integration of Zoho Recruit with Google Apps. As a Google Apps user, you can now easily connect Zoho Recruit and Google Apps. Accessing all your Google Apps Users and Contacts from within Zoho Recruit, and viewing your scheduled interview events in your Google Calendar is made easier.
Set of Capabilities with Zoho Recruit for Google Apps integration
Single Sign-on with Google Apps
The Single sign-on capability allows you to access Google Apps and Zoho Recruit with your Google Apps credentials. It streamlines the access workflow for
If you are a Zoho Invoice user, we have some good news. Zoho Invoice application is now available on AppStore (iTunes link) for free.
The applications is rich in functionality. It includes 5 modules – Invoices, Estimates, Customers, Expenses & Items. In all these modules, you can create, edit or view your existing data within the iPhone app. Additional contextual actions are also available for each module.
If you are accessing Zoho Invoice from devices other than iPhone, a
mobile optimized version of Zoho Invoice is available @ mobile.zoho.com.
series kicked off last year. We have been portraying Zoho Creator applications which we use for our very unique needs. With the series nearing completion, there are only a few more applications left, and we’d like to know how this series has influenced you. And just in case you have missed out any, here is an archive of the situational applications
showcased till now:
The first app for this year is here because of its significance. It helps us ensure the reliability of all our services by keeping track of possible security threats. Here is Hall of Shame.
You read it right. Hall of Shame. More than anything else, we crave for reliability of our services. We realize that you trust us with your precious data. We also understand that we cannot compromise on the security of any of our services and live to talk our way out of the mess. It is why we chose to be on the front-foot. Every single entry on this application is a disgrace to the team, so the teams do whatever it takes to avoid it. Rightly named, don’t you think? Whenever a team comes out with a major update, every other team gets to test it intensively. They test not to find faults, but to improve the quality and reliability of the service. Should they stumble upon a backdoor that might be damaging, it is immediately brought to the attention of everyone. Don’t panic, because we don’t do all these after you start using the feature. This hunting-down happens on a local set-up. Only after every flag has been brought down, do we let it go live for you to use. Here is how it is streamlined.
Flags is the hot keyword here that attracts all the attention it deserves. All flagged vulnerabilities are tracked by security coordinators who are at the heart of every team. Whenever a set of features or fixes is ready, it is updated on a mirror set-up which is very much similar to the one you use, except that this is for testing privately. Security coordinators of every team are then notified of the update through automated email notifications.
Just like our customers, we too use our services extensively and rely on them. While testing the mirror set-up, if any security coordinator comes across any issue that is seemingly dangerous, he makes a note of it on this application and the team behind the service is notified. A developer of that team is then assigned to rectify the reported issue within a deadline. Once done, testing is iterated.
By ensuring that all service updates pass through this critical phase before going live, we have security in it’s rightful place.
is not the reason why our services are reliable, but it sure can take all the credit for a timely and custom application with which we implement security. Try this application.
With the New Year comes a new feature from Zoho Recruit – Zoho Calendar Integration.
Zoho Recruit – Applicant Tracking System with Zoho Calendar integration makes your personal and organization scheduling a lot more easier. You can now easily access and manage your personal and organization calendar from within Zoho Recruit. Scheduled interview events will be automatically reflected in both the organization calendar and the interviewers’ calendar.
Zoho Recruit’s dashboard gives you a quick calendar view of your personal and scheduled interview events for each day.
With this feature, scheduling interviews and keeping them organized is no more a difficult task. You can also set email reminders to avoid missing interview events.
We hope you like this. Please try this feature and share your suggestions/comments with us.
Stay tuned for more exciting features in the coming weeks.