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Seth

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  1. 25 votes
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    3 comments  ·  Zoho Books » Banking  ·  Admin →
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    Seth supported this idea  · 
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    Seth commented  · 

    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.

  2. 6 votes
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    1 comment  ·  Zoho Books » Banking  ·  Admin →
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    Seth commented  · 

    Please help the reconciliation process -- It is terrible.

    Seth supported this idea  · 
  3. 6 votes
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    0 comments  ·  Zoho Books » Banking  ·  Admin →
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  4. 22 votes
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    1 comment  ·  Zoho Books » Banking  ·  Admin →
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  5. 946 votes
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    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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    Seth commented  · 

    Why is this "flagged not for now"?

  6. 91 votes
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    Seth shared this idea  · 
  7. 393 votes
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    Seth supported this idea  · 
  8. 4 votes
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  9. 4 votes
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    Seth supported this idea  · 
  10. 12 votes
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    Seth shared this idea  · 
  11. 53 votes
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    Seth shared this idea  · 

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