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  1. 1 vote
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    1 comment  ·  Zoho Books  ·  Admin →
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    Montgomery Business Solutions shared this idea  · 
  2. 22 votes
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    Montgomery Business Solutions commented  · 

    Yes, please add. But maybe in mean time we, Books users, can create an automation?

  3. 15 votes
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    Montgomery Business Solutions supported this idea  · 
  4. 7 votes
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    Montgomery Business Solutions supported this idea  · 
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    Montgomery Business Solutions commented  · 

    This is crucial and amazing that they don't pull through to packing slips. It requires us to create a custom field and then re-enter the serial numbers. Customer service said they're working on this but no timeline.

  5. 9 votes
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    1 comment  ·  Zoho Books  ·  Admin →
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    Montgomery Business Solutions commented  · 

    They turned it on but it only posts comments/actions that customers take in Books' Customer Portal. It would be nice to be able to ask my coworkers questions about specific transactions within Books.

    Montgomery Business Solutions supported this idea  · 
  6. 945 votes
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    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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    Montgomery Business Solutions commented  · 

    I think Zoho wants you to use their CRM, Projects, and Analytics products for budgeting and forecasting. These functions really are planning tools which need to originate from sales and management departments. Books is just the tool to track the ins and outs of your after-the-fact budgeting choices.

  7. 1,194 votes
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    Montgomery Business Solutions supported this idea  · 
  8. 5 votes
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    1 comment  ·  Zoho Books » Invoices  ·  Admin →
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    Montgomery Business Solutions shared this idea  · 
  9. 4 votes
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    Montgomery Business Solutions shared this idea  · 
  10. 1 vote
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    0 comments  ·  Zoho Books » Reports  ·  Admin →
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    Montgomery Business Solutions shared this idea  · 
  11. 16 votes
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    Montgomery Business Solutions supported this idea  · 
  12. 41 votes
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  13. 9 votes
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    Montgomery Business Solutions supported this idea  · 
  14. 5 votes
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    Montgomery Business Solutions supported this idea  · 

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