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Craig

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

    946 votes
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    86 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.

    Craig supported this idea  · 

  2. Installment payments for Invoices and Bills

    315 votes
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    47 comments  ·  Zoho Books » Payments  ·  Admin →
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    Craig supported this idea  · 

  3. the contact can be vendor and customer at same time

    31 votes
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    2 comments  ·  Zoho Books » Customers  ·  Admin →
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    Craig supported this idea  · 

  4. Send customers Sales Orders via the client portal

    43 votes
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    3 comments  ·  Zoho Books » Customers  ·  Admin →
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    Craig supported this idea  · 

  5. Allow expenses to have both "expense date" and "expense payment date", same as bills.

    40 votes
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    2 comments  ·  Zoho Books » Expenses & Bills  ·  Admin →
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    Craig supported this idea  · 

  6. customers be able to apply credit to invoice through portal

    10 votes
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    1 comment  ·  Zoho Books  ·  Admin →
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    Craig shared this idea  · 

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