Joe Preis

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  1. on the "uncategorized transactions" screen. I would like to enter data and hit the save button without having to scroll down

    1 vote
    0 comments  ·  Zoho Books  ·  Admin →
    How important is this to you?
    Joe Preis shared this idea  · 

  2. Create Budgets plans and reports for the real and for the plan..

    949 votes
    91 comments  ·  Zoho Books » Expenses & Bills  ·  Admin →
    How important is this to you?
    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.

    An error occurred while saving the comment
    Joe Preis commented  · 

    I'm testing the trial version of Books and love it, except that there's NO BUDGETING ability. Really? Who runs a business without a budget? And "not for now" and no other roadmap/feature guidance means that I will sadly, have to go to a different service. Seems like a major problem to me.

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