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Jeff

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6 results found

  1. Budget vs actual

    9 votes
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    1 comment  ·  Zoho Books » Reports  ·  Admin →
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    Jeff shared this idea  · 

  2. Add budgeting to Zoho Books

    39 votes
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    1 comment  ·  Zoho Books  ·  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.

    Jeff supported this idea  · 

  3. Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format

    72 votes
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    6 comments  ·  Zoho Books » Reports  ·  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:
    zoho.com/financeplus/blog/budgets-in-zoho-b..
    Help Document: zoho.com/books/help/accountant/budgets.html

    The requirements mentioned in the points 1 to 6 can be achieved using Reporting Tags. As of now we aren’t working on budgeting in multi currency.

    If you need any further assistance feel free to reach out to us at support@zohobooks.com.

    Jeff supported this idea  · 

  4. Invoice reminder emails

    2 votes
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    0 comments  ·  Zoho Books » Automation  ·  Admin →
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    Jeff shared this idea  · 

  5. Allow more than 1 custom dropdown field in a form (Sales Order, in my case)

    1 vote
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    1 comment  ·  Zoho Books  ·  Admin →
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    Jeff shared this idea  · 

  6. Be able to convert Purchase Order to "Closed" status without requiring it be converted to a bill

    2 votes
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    1 comment  ·  Zoho Books » Purchase Order  ·  Admin →
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    Jeff shared this idea  · 

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