sales@zotabooks.co.uk
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0333 012 4013
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About Us
sales@zotabooks.co.uk
Sign Up to ZotaBooks
Login to ZotaBooks
0333 012 4013
Home
Features
Benefits
For Businesses
Businesses & Industries
Small & Medium Businesses
For Service Providers
Accounting Firms
Consulting Firms
Legal Firms
Help
Knowledge Base
News and Updates
Contact Us
About Us
Price Plans
Sign-up before 31st March 2023 and receive 50% discount for the first 6 months, saving between £37.50 and £90.00.
All features included in ALL price plans
Sales, Timesheets and Expenses Claims
Track and manage quotes and sales
Record time worked on client projects
Record time worked on internal projects
Record expenses claims for staff
Manage expenses claims for staff
Record expense payments to staff
Automatically included sales, timesheet and expenses in invoices raised
Invoicing
Invoices issued
Invoiced received
e-invoicing
Real time invoice management
Live customer invoice feedback and updates
auto-invoice generation for invoice lines queries by client
Integration with CIS payments
Automated accounting for invoices issued
Automated accounting for invoices received
Automated accounting for change in invoice status (e.g. write off, partial payment received etc)
VAT
VAT MTD
Automated accounting
Payment status management
View your HMRC upcoming payments
Review payments made to HMRC (live link to HMRC)
Confirmation of submission to HMRC
Comparison of VAT submitted to what HMRC receives
VAT PDF downloads
Payroll
Automated payroll execution on a selected date
Automated visible calculation of tax and NI liabilities by individuals
Forecasted PAYE payments
Salary and bonus
Automated payroll rates updated included
Automated accounting for payroll
Payroll by country
Banking
Multiple bank accounts
Upload bank statements
Drag and drop statement lines, with automatic balance calculation
Bank Reconciliation against accounting ledger by bank account
History of matched bank statement and bank ledger reconciliations kept and visible
Construction Industry Scheme
Automated calculation of CIS liabilities for invoices received
CIS payment management for HMRC
CIS payment due dates and on-screen reminder
CIS contractor and sub-contractor information
Automated accounting for CIS
Corporation Tax
Real time automated corporation tax calculation
Automated accounting for corporation tax
Updates to corporation tax rates included
PAYE
Automated tracking of PAYE from payroll run
Management of PAYE payments to HMRC
Automated accounting
ReceiptBank Integration
Integates with ReceiptBank
Expenses and internal costs receipts uploaded to ZotaBooks
Automated tracking to ReceiptBank transactions
Shareholder & Dividend Management
Add, amend and remove shareholders
Dividend payments takes account of shareholdings at time dividend was raised
Automatic apportionment of dividends according to shareholding
Automated updates to shareholders tax calculations
Automated accounting
Document Management
All documents uploaded to ZotaBooks are visible and searchable using our Document Management capabilities
Reporting
45+ ready to use reports
includes micro-entities accounting format
press and button and view or download as PDF or spreadsheet
Accountants View
Trial Balance view on accounting
Manual accounting entries
Online Sharing with Your Accountant
Accountants can view and support online
You choose what the accountants can see and do
Multi-User and Security
Supports multiple-users
Users have their own expense claim, payroll and other views
Multiple Companies
Includes multiple company support as standard
Select which users can view and input into which company
Dashboard
Live view of profitability
Live view of cash available in bank and cash due to be received and paid
View invoices due to be paid to suppliers
Views invoices due to be paid by suppliers
Price Plan Management
Upgrade or downgrade price plans (you are in control)
View price plan usage
View and download monthly bills
Price Plans Explained
Price Plan - Transactions
Each time an activity is performed in ZotaBooks it uses a transaction (e.g. raising an expense claim, or adding a sale)
Price Plans - Users
Each person added to ZotaBooks is one user
A user can use any feature of ZotaBooks they have been given permission to use (accessing features does not incur a cost)
Price Plans - Files
Each file uploaded to ZotaBooks uses one file allowance
ZotaBooks plans provide
Usage allowance, updated and remaining allowance viewable in real time
No contract, upgrade or downgrade price plan monthly
Need more usage than expected in a month? Either, purchase a bolt-on or incur an excess usage fee
Use allowance as you see fit, we don't tell you what you can and can't do in ZotaBooks