Seth
My feedback
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25 votesSeth supported this idea ·
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6 votes
An error occurred while saving the comment Seth commentedPlease help the reconciliation process -- It is terrible.
Seth supported this idea · -
6 votes
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22 votes
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946 votes
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.htmlIf you need any further assistance feel free to reach out to us at support@zohobooks.com.
An error occurred while saving the comment Seth commentedWhy is this "flagged not for now"?
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91 votesSeth shared this idea ·
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393 votesSeth supported this idea ·
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4 votes
The idea has been moved for review.
Seth supported this idea · -
4 votesSeth supported this idea ·
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12 votesSeth shared this idea ·
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53 votesSeth shared this idea ·
The bank reconciliation process, reporting and screens are terrible. We need totals for deposits and withdrawals, and to sort by type of transaction -- check, cash, wire, etc.
There needs to be reporting on the reconciliation history showing the open items so that one can match the bank balance to the Zoho balance.
These are standard features in all bookkeeping and accounting systems.