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If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

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5 results found

  1. Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format

    Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format.Now a days most of the companies maintain Division/Segment wise accounting (IFRS8) .hence the following are required.
    1.segment wise Budgeting
    2.Segment wise P&L,
    3.Segment wise Balance sheet
    4.Segment wise Cash flow
    5.Segment wise Budget Variance report in P&L Format

    1. Inter segment Sales /Purchases (sales between divisions within an organisation)

    7.More advanced: Budgeting in Multi Currency .Budget Variance due to Exchange rate variance

    72 votes
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    6 comments  ·  Reports  ·  Admin →
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    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hey,

    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:

    Blog:
    zoho.com/financeplus/blog/budgets-in-zoho-b..
    Help Document: zoho.com/books/help/accountant/budgets.html

    The requirements mentioned in the points 1 to 6 can be achieved using Reporting Tags. As of now we aren’t working on budgeting in multi currency.

    If you need any further assistance feel free to reach out to us at support@zohobooks.com.

  2. there is a facility for budgeting and P&L v busget reporting

    as above. recording and reporting budgets with variance from actual

    35 votes
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    0 comments  ·  Reports  ·  Admin →
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  3. Have budgets for financial performance in Zoho to enable us to compare the same the acutals and also have grouping facility in the p&l

    We would like to have budgeting facility in Zoho which enables us to compare the actual financial performance against the budgets which enables us to arrive at the variances and take business actions on it accordingly. Also, we would like to have a grouping facility on the on the Profit and loss account which would enable us to group the expenses into 1.marketting 2.HR 3. IT & R&D 4. G&A etc. Please take action on this asap as these facilities are already available with your competitors like Xero and quickbooks. Its high time yall catch up with them.

    9 votes
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    1 comment  ·  Reports  ·  Admin →
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    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hey,

    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:

    Blog:
    https://www.zoho.com/financeplus/blog/budgets-in-zoho-books.html
    Help Document: https://www.zoho.com/books/help/accountant/budgets.html

    If you need any further assistance feel free to reach out to us at support@zohobooks.com.

  4. Pin Favorite Reports

    I was going through a bunch of reports, each time I go into reports, I have to crawl through different set of reports and find my favourite one. How about we give an option under reports to pin it so that the report show up on the left panel or somewhere on the top as a drop menu or something (You guys are already on clouds of creativity) that is always visible as my favorite reports.

    Best Regards,
    Syed H

    5 votes
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    0 comments  ·  Reports  ·  Admin →
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    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We now have the option to set up favourite reports. This would work similar to pinning a report. By doing so, the reports you have favourited will be listed at the top under the the ‘My Favourites’ section. Please take a look at the screenshot below.

    Hope this helps.

    Regards,
    Ann

  5. A budget comparison tool.

    A budget comparison tool.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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