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Stephen J. Lalla

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  1. When you create a new Item, you can assign a sales tax on the selling side. On the PO side there should be an option for no sales tax

    1 vote
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    0 comments  ·  Zoho Books  ·  Admin →
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    Stephen J. Lalla shared this idea  · 

  2. Link SO, Invoice & POs with a common value

    180 votes
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    18 comments  ·  Zoho Books » Transactions  ·  Admin →
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    Stephen J. Lalla supported this idea  · 

  3. Deepen the salesperson integration.

    23 votes
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    0 comments  ·  Zoho Books  ·  Admin →
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    Stephen J. Lalla supported this idea  · 

  4. Create PO from Invoice

    264 votes
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    Under review  ·  26 comments  ·  Zoho Books » Purchase Order  ·  Admin →
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    Stephen J. Lalla supported this idea  · 

  5. Allow PO and Quote/SO in CRM to map to Books as PO and Estimate

    8 votes
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    2 comments  ·  Zoho Books  ·  Admin →
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    Stephen J. Lalla shared this idea  · 

  6. 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.

    Stephen J. Lalla supported this idea  · 

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