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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

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    0 comments  ·  Zoho Books  ·  Admin →
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    Joe Preis shared this idea  · 

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

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    80 comments  ·  Zoho Books » Expenses & Bills  ·  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.

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    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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