Rashed Al-Yemni
My feedback
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946 votes
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.htmlIf you need any further assistance feel free to reach out to us at support@zohobooks.com.
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commented
Make it in ZoHo Sign or Docusign
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3,051 votesRashed Al-Yemni
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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.
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642 votes
An error occurred while saving the comment 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.
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.