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Jonathan Cann

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  1. 25 votes
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    5 comments  ·  Zoho Books » Reports  ·  Admin →
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    Jonathan Cann commented  · 

    I have same issues of analysing Sales reports by Sales Persons. Ideally the system should allow us to be able to Run a report on Daily, Weekly, Monthly, Quarterly and Yearly basis and also allow us calculate commission to Sales Persons easily. The current reporting under the Sales Report is not sufficient and makes us still use excel to complete the task.
    Can something be done about it?

  2. 946 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.

    Jonathan Cann supported this idea  · 
  3. 3,051 votes
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    Jonathan Cann supported this idea  · 

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