Create Budgets plans and reports for the real and for the plan..
On financial we need to plan the budgets eased on periods ( day, month or years), that help a lot to compare the budget plan for a different periods.
The Budgeting feature is live now. You can plan for the upcoming financial periods by creating budgets and evaluate your business performance.
To know more about this feature, check out our:
If you need any further assistance feel free to reach out to us at firstname.lastname@example.org.
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I thinks can aslo help https://www.invoicecloud.net/industries/consumer-finance
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Thank you very much for implementing the budgets in Books, it really was very necessary. https://www.gulffab.com/products.php
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MANTADHARI TEA PROJECTS commented
Can the budget period be weekly and Fortnightly (14 days) and quarterly too in the drop-down list when creating budgets just like monthly, half yearly, yearly is already in the drop-down list.
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Haurdik Agarwal commented
The bugdet feature doesnt sync up with Zoho Analytics. Any way where we can integrate that ?
Also the budget feature is more like a reporting feature and not there is no budget control feature.
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It would be great to be able to add Notes/Description to each Budget amount so we can remember the assumptions made to come up with that budget figure.
Great! Will this data also become available via Zoho Analytics soon?
Alvaro Corrales commented
Thank you very much for implementing the budgets in Books, it really was very necessary.
However, there is one thing that does not work properly.We can make a budget based on a label, but when we then compare with the actual data, the expenses of that label do not come out, but all the expenses that exist, have any label that they have.
I hope you can correct it shortly.Thank you very much again.
Awesome! Thank you Zoho Team for the release.