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Rashed Al-Yemni

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  1. 943 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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    Rashed Al-Yemni commented  · 

    There is a massive difference between budgeting your expenditure and budgeting your sales. Yes we use CRM for budgeting sales. But we need to track our expenses on the same platform where we record them! Not for now seems not the proper answer to a request for a very essential feature to Books app. This is a deal killer for most companies.

  2. 3 votes
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    Rashed Al-Yemni shared this idea  · 
  3. 96 votes
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    Rashed Al-Yemni supported this idea  · 
  4. 119 votes
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    Rashed Al-Yemni supported this idea  · 
  5. 304 votes
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    Rashed Al-Yemni supported this idea  · 
  6. 356 votes
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    Rashed Al-Yemni supported this idea  · 
  7. 402 votes
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    Rashed Al-Yemni commented  · 

    Make it in ZoHo Sign or Docusign

  8. 3,014 votes
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    Rashed Al-Yemni supported this idea  · 
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    Rashed Al-Yemni commented  · 

    Must add the feature soon or many users won't prefer to proceed using Books. Either payroll & compensation feature where wages with their details are linked to the proper cost centers automatically by setting the initial payroll details then run the payroll automatically after entering the month to month updates, or enable it to be manual entry. both cases, payroll and payments to employees shall be added and better if it is done in ZoHo people and linked to accounts.

  9. 634 votes
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    Rashed Al-Yemni commented  · 

    Proforma Invoice is having the similar idea of retainer invoice. it is an invoice for the advance payment!

    Also Estimate and Quotation are the same. There is no difference at all. Maybe in your own company make it different, but at the end, it is a price offer. The terms and conditions makes the difference. Example: you are doing a painting job for massive residential project. Normally what counts is the unit rate (Square Meter/foot). So in the terms and conditions you may mention that the quantities set the maximum quantity whereas the payable quantity is the invoiced quantity. Exceeding the Quoted quantity must have an additional PO or PO must be revised.

    Also for a consultant hourly rate and/or hourly based services, you may do the same above. It is very hard for a developer to match all kinds of internal procedures for their client. Therefore, the ability to rename the Estimate in the templates is a key feature for this software. It makes great deal of variable options.

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