Category : Zoho Finance

The Decline of Sage 100

What to Do When Looking to Transition Off Sage 100

The Decline of Sage 100

migrate off sage 100

Sage 100 has been on the forefront of accounting software for over three decades. But the unfortunate truth is that Sage Group is coming out of one of its most brutal years to date. For years Sage has worn their perceived “boring” company label as a badge of honor. Until recently they were one of two firms on the London Stock Market that achieved 10 years of uninterrupted earnings per share growth. A slow start in January 2018 coupled with a profit warning mere months later have spelled the beginning of the end for the once dominant Sage 100.

Reasons for the Decline

It took many years for the decline to really manifest, but longtime users of Sage probably could have seen the writing on the wall.  Sage took the plunge into cloud-based software relatively late in 2016 with Sage Live (now called Sage Business Cloud Financials), and, like relative newcomer QuickBooks Online, Sage Live did not have nearly the feature library as did its on-premise brethren.  It was simply a case of too little, too late.  Sage’s bread and butter was and still is this on-premise software, and once the last users migrate away, Sage won’t have much to show for their efforts over the years.

The decline of Sage likely has many long-term Sage users wondering: now what? Fortunately, Zoho Corporation entered the cloud-based software game years before Sage did, all the way back in 2005 (with a rival to the Microsoft Office Suite; Zoho CRM was launched in 2006).  For that reason, Zoho has had much more time to build out their list of features, expand their applications, and offer a piece of software that can hold its own against many other cloud-based – and even on-premise – accounting systems.  Zoho Books, Zoho’s accounting system, offers a host of great features to meet your basic and advanced accounting needs. The following is a road map to help you know your options when looking to transition off Sage 100 and onto something a bit more modern.

The Zoho Advantage

Zoho Books has multiple significant advantages over its Sage 100 competitor (which we discussed in our Zoho Books vs Sage 100 comparison). The Zoho accounting software is easy-to-use, inexpensive, and cloud-based. Though it may not be capable of handling Payroll in all US states just yet, Gusto is a viable option. Moreover, the built-in API makes Gusto an alternative we can integrate with. (Currently Zoho only handles Payroll processing in California, Texas, and Indiana).

What’s more, Zoho offers greater mobility, with a corresponding mobile app for each of its applications, including Zoho Books. Zoho Books can also handle multiple currencies, a feature that Sage 100 lacks, at least without the help of an expensive upgrade. Plus, perhaps the most significant benefit of the Zoho suite of applications is its inexpensive nature, especially in comparison to Sage 100. The bottom line is that with Zoho you get the valuable combination of saving money and gaining functionality. It’s a win-win that is hard to beat!

ZBrains Answers to Common Questions

Seasoned users of Sage 100 know that it can handle Work Orders and Material Resource Planning (MRP), while Zoho cannot. But what they may not know is that we at ZBrains offer Zoho ERP software that can do both of those things. This means you can manage them via Zoho without breaking a sweat.

Some users of Sage may be concerned about Zoho’s lack of fixed asset depreciation functionality. But the fact is that most small and medium sized businesses simply send their fixed asset depreciation information to their CPA. Maybe you utilize your own fixed asset depreciation software, in which case you can continue to use it because of Zoho’s shortcoming in this regard.

Next Steps

Ultimately, Zoho has a full arsenal of applications to help in your transition from Sage 100, whether you choose to do so now or later. (Learn more about what others are saying about Sage 100 here)

migrate off sage 100

Zoho Books, Zoho Inventory, and Zoho Creator all provide the same functionality lost when switching off Sage, at a fraction of the price. 

Still not convinced? Contact our Zoho consulting team to learn more and discover all of the top notch functionality of Zoho, in an effort to land on the answer to the eternal question: What can Zoho do for you?

Zoho Books vs Sage 100

Zoho Books vs Sage 100

Zoho Books vs Sage 100: A Tale of Two Software Programs

Tax season is upon us, which means tracking down all financial statements and ensuring your accounting needs are fully met. Whether you are evaluating your current financial software for deficiencies or simply looking to manage your finances better in 2019, we hope this comparison of Zoho Books vs. Sage 100 is beneficial. Follow along as we evaluate the features of these two pieces of software and provide insight into their similarities and differences. Tax season may be upon us, but hopefully one of these programs can help make your life that much easier.

The End of an Erazoho books vs sage 100

Sage 100 appears to be on its final legs, a quiet exit from center stage on its descent into obscurity. This software used to be the cream of the crop, known as MAS 90 (Master Accounting Series of the 90s). Given the typical shelf life of 10 years for an ERP, this software has been around for 3 lifetimes! Given that extended time on the market and the lack of new features, the writing is on the wall. Sage 100 will soon be put out to pasture.

Where Sage 100 Went Wrong

That decline in popularity raises the question: Where did Sage 100 go wrong? For starters, Sage 100 is overblown for many smaller businesses, which means companies are not often implementing it new. Not only is it an on-premise software, but it is overwrought, and more expensive than Zoho Books. Zoho Books has multiple advantages, being inexpensive, easy-to-use, and cloud-based. On top of all that, Sage continues to increase maintenance prices year over year, making it increasingly and frustratingly more expensive.

The Major Differences for Zoho Books vs. Sage 100

There are multiple significant differences between these two pieces of software:

zoho books vs sage 100Mobility: Everything Zoho does has a corresponding mobile app; unfortunately Sage 100 is noticeably lacking in this arena.

Native Integrations: Zoho Books again has an edge, boasting the ability to integrate with Amazon, eBay, Avalara, and other payment gateways. With Zoho, you can avoid kicking everyone out before installing.

Multi-currency: Quite simply, Zoho Books operates with multiple currencies and Sage 100 does not.

New Features: Zoho is known for their innovation, their push towards a better, more efficient product. They unveil new features on a regular basis, whereas Sage is once again bringing up the rear. Sage is happy to announce a new feature that adds very little value such as adding character limits to a custom field.

Overall Comparison: Zoho Books vs. Sage 100

In the end, it is clear that there are stark differences between these two pieces of software. Sage 100 is in the sunset of its run and Zoho Books consistently churns out new inventive features.  (Of course, if you’re trapped between a rock and a hard place and need to stay on Sage 100 no matter what, we offer a Zoho CRM Sage 100 integration, too.)

Whether you are a seasoned user of Zoho or branching out to find a CRM that works for your business, we at ZBrains are happy to help. Allow one of our Zoho experts to analyze your company and determine the strengths and weaknesses with a comprehensive business process analysis (BPA). With the power of Zoho consulting, we can help you use Zoho Books to your advantage and enjoy all of the functionality and benefits of the Zoho system.

Zoho Books vs QuickBooks Online

Zoho Books vs QuickBooks Online

Zoho Books vs QuickBooks Online: Two Titans of Accounting Software

As we fly headlong into the thick of tax season, managing your finances has never been more important. But how do you tackle such a task? QuickBooks Online is used by more than 2.5 million companies, an impressive number to be sure. However, how many of those business owners are truly satisfied? How many are getting the most out of their accounting software? Zoho Books offers a few very useful features that QuickBooks lacks, especially when under the larger umbrella of Zoho Finance. Zoho Books vs QuickBooks Online is a veritable clash of titans, and both bring particulars to the table that appeal to wide audiences. 

Our goal is to help you make a more informed decision about your accounting software. Whether you are buying for the first time, re-evaluating your current tools, or simply seeing what else is out there, we hope this comparison makes your job easier. Join us as we navigate the waters of financial software:

Comparing the Significant Features of Zoho Books vs QuickBooks Online

A great place to begin when comparing and contrasting these two is their nuts and bolts; in what they do best and offer to the customer. The three things that QuickBooks (QB) offers over its Zoho equivalent are:

Zoho Books vs QuickBooks Online

  1. Payroll Processing
  2. Budget and Forecasting
  3. Online Bill Payments

Conversely, Zoho Books provides its own slate of unique features that do not exist in QB:

  • Workflows: Create different workflows based on your needs
  • Create Users: Add users to your organization for easy collaboration
  • Client Portal: Not only allows for communication with customers in an interactive portal, but you can also send them sales orders once they accept your estimate! Plus, this feature allows you to collaborate with clients by sending messages through the portal.

The Sales Orders issue is incredibly crucial, because QuickBooks Online is severely lacking in this arena, which translates to an inventory tracking system that is not robust. In this sense, the “inventory tracking” feature boasted by QB Online is misleading, because the software simply offers no way to reserve inventory! This inability to create sales orders and therefore an inability to track orders placed by customers is a not-so-subtle blemish on the QuickBooks image/brand.

There are a few other noteworthy Zoho features worth mentioning:

  1. Integrates with multiple shipping options out of the box, including FedEx, UPS, and USPS
  2. Offers a useful multi-currency option for balance sheet accounts (assets, liability, equity)
  3. Zoho Books allows for use with 6-10 payment gateways
  4. Zoho Books includes a Retainer Invoice- affords you the ability to track prepayments

Price Comparison of Zoho Books vs QuickBooks Online

Zoho Books vs QuickBooks OnlineAny comparison is incomplete without evaluating pricing differences and similarities. In this case, if we view the price of Zoho Books on its own, it clearly is more cost-effective. Zoho Books’ standard price is $19 per organization per month, which includes 500 contacts, three users, and 10 automated workflows. Meanwhile, the “Essentials” package for QB Online is $35 per month, their equivalent of the Standard package. Therefore in this specific price comparison, Zoho Books has the edge.

However, if you crave the full accounting power from Zoho (which includes a fleet of applications: Invoice, Books, Inventory, Subscriptions, Expense, Checkout), you will need Zoho Finance. Operating with the integrated capabilities of Zoho Finance does require a more substantial investment, to the tune of $149 per month. This price includes 10 users and a slew of other fantastic features, all of which you can explore here.

*An important note about pricing: QB charges additional fees for data migration, Zoho Books does not.*

Overall Comparison

Ultimately, one of the most difficult hurdles for users of QuickBooks is to even consider a switch to another software. Fans of QuickBooks often believe that a transition to another operating platform will be too much of a hassle (if it ain’t broke, don’t fix it!). But the truth is that Zoho Books has more than its fair share of advantages over QB Online, and the integrations with other Zoho software make it that much more valuable.Zoho Books vs QuickBooks Online

Plus, a nifty bonus of Zoho Books is that the mobile features can be accessed on phones from Apple, Android, and Microsoft, as well as Kindles (QB can only handle Apple + Android).

In the end, Zoho Books offers a reliable way to completely migrate off QuickBooks. Not completely sold? Check out our Zoho QuickBooks Online integration, which allows you to continue to use QuickBooks Online and share that data with the Zoho CRM.

February 2019 New Feature Roundup: Zoho Books, Zoho Expense, and More

February 2019 New Feature Roundup: Zoho Books, Zoho Expense, and More

zoho books zoho expense

At a time when Zoho CRM has been dubbed either a “Leader” or “High Performer” in every business category according to a G2Crowd report, Zoho Corporation has used the momentum from their growing flagship app to push out some great updates to a different suite, the Zoho Finance Platform.  This suite, which includes Zoho Books, Zoho Expense, Zoho Inventory, and Zoho Subscriptions, can be used alongside the CRM to manage a business’s finances, while the CRM handles sales activities and forecasting.

Zoho is innovation at its core

Improving existing apps is the name of the game for Zoho, and this current round of updates should only strengthen Zoho’s brand in the coming months and years.  And given all that, we could not be happier to share these updates with you!

These are just some of the updates Zoho is pushing to their Finance Plus platform.  Keep an eye out for these and many more on the horizon:

zoho books zoho expense

Zoho Books

  1. File 1099s easily with a Yearli integration.  Yearli, which files 1099-MISC forms to the US federal government and applicable state governments during tax season, now integrates directly with Zoho Books.  This means no more double-entry between those two platforms. You can activate this integration from inside of Yearli and import data directly, where it will be ready to submit.
  2. Got new users?  Show them “What’s Next.”  Similar to the Zoho CRM blueprint feature, a new “What’s Next” tab in the Invoices module of Zoho Books tells users of your system the potential actions they can take next, related to an invoice record.  These actions are customizable based on any user’s permissions, and you can turn this new feature on and off as needed.
  3. Branding and Client Portal modules are combined.  Pretty self-explanatory; these modules had been separated, but now you can control the look of your customers’ invoices, actions customers can take, and your custom portal domain all from the same place.
  4. Get quicker answers to your Zoho Books questions.  Page Tips, available near the upper right corner of Zoho Books, now has a search bar that links directly to Zoho Books FAQ.  This will likely cut down on time spent calling your Zoho consultant for help (although we are always happy to hear from you too!).

zoho books zoho expense

Zoho Expense

  1. Different Expense categories = different experiences.  Now, you can personalize the expense creation experience based on the expense category selected by your staff.  Use categories to enable or disable certain fields, pre-fill values in fields, or add tooltips or hints to fields to streamline users’ experience.  This particular update for Zoho Expense is coming soon, so keep your eyes peeled!
  2. Use Web Tabs for a more integrated experience.  When you’re switching between related tabs in Zoho Expense, what could be better than having related websites directly integrated as you enter or approve expenses?  Use new Web Tabs to keep booking sites or other pricing sites you frequent close at hand, integrated with Zoho Expense.
  3. Do you use Xero?  Now you can integrate it with Expense.  This prevents having to enter expense info across two platforms.  The integration syncs Customers, Expense Accounts, and Categories between Xero and Zoho Expense.  Plus, all approved expenses can be synced to Xero automatically. Nice time saver!

zoho books zoho expense

Zoho Inventory

  1. Do you categorize your items?  So does Inventory.  This is a simple but much-needed update to organize inventory based on category.  Zoho Inventory allows you to run reports not just on items themselves, but on categories of items to gauge performance.
  2. Process only what you need, and nothing you don’t.  You can now manually add items to a package to ship, or even scan their barcodes for an even quicker experience.  This ensures you only process items you need to ship, regardless of the items’ quantity on a related Sales Order.
  3. Simpler orders?  Ship quickly and invoice instantly!  For less involved orders, you now have the ability to select a SO and create a manual shipment without needing to create a Package record first.  (You can also mark those shipments as delivered right away, manually.) Last but not least, create invoices directly from SOs without going through the usual invoice edit page.
  4. Never go Less Than Zero.  It’s easy to get bogged down when dealing with multiple orders at once, and it’s possible to exhaust your product stock when managing it on two different screens.  Now, you can restrict creation of a transaction when it would bring an item’s stock below 0 – and, you can turn this feature on and off as needed.

zoho books zoho expense

Zoho Subscriptions

  1. View all your credit notes as a list.  Now, instead of searching in different places for a customer’s credit notes, you can see them all in a list view.  Simple, but absolutely a time-saver!
  2. Extend subscriptions instantly.  Extending subscriptions when they were meant to be limited used to be a pain, what with having to create a new subscription record and crowding up your customers’ records.  Now, you can extend any limited subscription by a specific number of cycles, and you’re good to go.

zoho books zoho expense

Hop on this train before it leaves the station

Given all these updates to the Zoho Finance platform, and coupled with Zoho’s already inexpensive price point (for example, Zoho Books can be just $29/mo per company by itself), it’s never been a better time to get into Zoho.  Zoho CRM picks up market share seemingly daily, and the Zoho Finance apps will likely follow suit as their feature library continues to grow.  

Wouldn’t it be nice to get in on the ground floor…when it’s still on the ground?  If you’ve ever been curious about Zoho Books, Zoho Expense, or any other Zoho app, it’s a great time to contact us so we can show you how your business would run on Zoho. Whether you use a simple spreadsheet or you’re well-versed in all things accounting – there’s something for everyone here.  Contact us and let’s chat!

Zoho Inventory Management

zoho inventory management

Zoho Inventory Management

Have you ever wished there were a way to use Zoho to keep track of all your inventory, so you could not only keep tabs on all your stock, but see how it was being used, and by whom, and use one unifying window to place orders from your vendors and ship them as well?  With Zoho inventory management, now you can.

Zoho has recently released the Zoho Inventory app, which means you can conduct all your Zoho inventory management from inside Zoho – and, import all your data to your Zoho CRM and Zoho Books, so you don’t have any more of the double entry you might be used to.

How the Zoho Inventory Management App Works

zoho inventory management

Using Zoho Inventory is as simple as using any other Zoho app; once you integrate it with Zoho CRM, you’re ready to roll!  Zoho Inventory comes with these great features:

3rd-party store integrations for increased sales

One of Zoho Inventory’s key features is the ability to integrate to platforms like Amazon, Etsy, eBay, and Shopify.  These integrations allow for tracking and data importing directly from these other platforms, which can significantly cut the amount of time you spend entering data at the end of the day or during your day – perhaps to none at all!

Conversely, if a lack of an integration was your only reason for not expanding to those online storefronts, you now have every reason to do so.

One window to rule them all

If you’re used to keeping track of all your inventory, your vendors, and analytics related to your inventory in separate windows or programs, you know what a hassle that process can be.  It doesn’t have to be like that for you, though.  With the Zoho inventory management app, you’ll be able to keep track of everything inventory-related: your key metrics, vendors, shipping statuses, and the orders themselves (both online and offline).

Track products’ journeys from start to finish

zoho inventory management

End-to-end tracking means you’ll know the status of any item you ship from the moment it leaves the stockroom shelf to the minute it arrives at your customer’s door.  Not only will you never lose track of anything again, but, you can also program the system to remind you when your stock of particular items is running low, so you can order more of them.

Plug in your shipping engines

Zoho inventory management is more than just aggregating all your analytics and item statistics; you can even use it to inegrate to shipping modules powered by UPS, DHL, and FedEx, among others.  This ensures you have access to real-time shipping prices and facilitates the tracking of orders.

Integrate with Zoho CRM and Zoho Books (and other programs)

Again, any time you spend manually transferring data from one program to another – or even one Zoho app to another – is time that could be better spent doing anything else!  The Zoho inventory management app takes the extra work off your schedule by mapping and syncing customer data directly to Zoho CRM, and transferring financial data to Zoho Books.  The sync is bi-drectional, which means the system can also pull data from your CRM and your Books app into Zoho Inventory.

To boot, ZBrains customers have access to a host of integrations and custom Zoho ERP apps that can’t be found anywhere else.  These include the Zoho CRM QuickBooks integration, Zoho Executive Dashboards, Zoho Commission Calculator, and many others.

Zoho Inventory Management Pricing

You can view Zoho’s prices for Zoho Inventory below.  If you aren’t quite sure if you want to dive into Zoho Inventory, that’s okay, too; there’s a free trial version available.

zoho inventory management

Closing Thoughts…

Zoho Inventory looks like a great addition to the Zoho family.  Its purpose is simple and intuitive, but, it brings together a really good deal of helpful tools and statistics that would make the life of any storeroom manager (and his staff) quite a bit easier, and for a price that’s more than reasonable.

Still not sure what to do?

We can give you a tour of Zoho Inventory, answer any Zoho CRM consulting question, give you a CRM training session, or show you our Zoho support plans at your convenience; just call us at (888) 207-4111.