Todd RIchards
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5 votesTodd RIchards shared this idea ·
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2 votesTodd RIchards supported this idea ·
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63 votes
An error occurred while saving the comment Todd RIchards supported this idea · -
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.
Todd RIchards supported this idea ·
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?