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Todd RIchards

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  1. Match Transactions

    5 votes
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    0 comments  ·  Zoho Books » Banking  ·  Admin →
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    Todd RIchards shared this idea  · 

  2. Notes in Banking transactions

    2 votes
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    0 comments  ·  Zoho Books  ·  Admin →
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    Todd RIchards supported this idea  · 

  3. Portal access to more than one account

    63 votes
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    11 comments  ·  Zoho Books » Customers  ·  Admin →
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    Todd RIchards commented  · 

    I'm evaluating and was really excited about offering a Client Portal to my clients. However, I just discovered this tonight with two of my customers having the same account manager). I already know this will happen again in the near future.

    What happens if another business like mine already had this person set up in their Zoho Books account? Will I then not be able to offer it at all?

    Todd RIchards supported this idea  · 

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

    945 votes
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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.

    Todd RIchards supported this idea  · 

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