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Brenda Grey

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  1. Generate business letter

    6 votes
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    1 comment  ·  Zoho Books » General  ·  Admin →
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  2. Create Budgets plans and reports for the real and for the plan..

    946 votes
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    85 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.

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    Brenda Grey commented  · 

    great, thanks for sharing!

  3. offline access to zoho books mobile app and sync when i have wifi

    31 votes
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    6 comments  ·  Zoho Books » Mobile App  ·  Admin →
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    Brenda Grey commented  · 

    Consider partnering with a reliable React native development company like https://a-team.global/expertise/react-native/ to integrate offline access functionality into the Zoho Books mobile app. This feature allows users, such as salesmen, to create invoices and customers without internet connectivity, and automatically syncs the data when they regain a WiFi connection. It enhances the user experience by reducing loading time and enabling seamless mobile invoicing on the go.

  4. Allow the ability to add an extra percentage if paying by credit card

    634 votes
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    53 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Brenda Grey commented  · 

    Enable the option to add a surcharge percentage for credit card payments, allowing the recovery of processing fees imposed by the payment provider. This ensures that the business can offset the costs associated with credit card transactions.

  5. Add automatic late fees on past-due invoices

    720 votes
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    27 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Brenda Grey commented  · 

    Utilize invoicing software with automatic late fee functionality. It enables you to automatically calculate, add, and track late fees on past-due invoices. Additionally, the software can send email notifications and reminders to the customers regarding the late fees.

  6. Separate iOS or Android app or allow existing Invoice App to enter timesheet data when off-line

    6 votes
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    1 comment  ·  Zoho Invoice » Mobile apps  ·  Admin →
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    Brenda Grey commented  · 

    Consider using a mobile time tracking app that allows offline functionality. These apps enable you to record your time spent on site instantly, even without internet access. Once you regain internet connectivity, the app will sync and upload your recorded data to the cloud or your time tracking system. This way, you can conveniently track your time without the need for pen and paper or immediate internet access.

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