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Luison

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  1. Create Budgets plans and reports for the real and for the plan..

    945 votes
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    80 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.

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    Luison commented  · 

    It would be great to be able to add Notes/Description to each Budget amount so we can remember the assumptions made to come up with that budget figure.

    Luison supported this idea  · 

  2. Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format

    72 votes
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    6 comments  ·  Zoho Books » Reports  ·  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:
    zoho.com/financeplus/blog/budgets-in-zoho-b..
    Help Document: zoho.com/books/help/accountant/budgets.html

    The requirements mentioned in the points 1 to 6 can be achieved using Reporting Tags. As of now we aren’t working on budgeting in multi currency.

    If you need any further assistance feel free to reach out to us at support@zohobooks.com.

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    Luison commented  · 

    We need Budget v Actual report based on different Time Periods, but ONLY showing the periods covered for the report: e.g. if I request a Quarterly report for Jan-Mar 2020, I only want to see the current Quarter, not all Quarters in the Year.

    Luison supported this idea  · 

  3. Budget vs actual

    9 votes
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    1 comment  ·  Zoho Books » Reports  ·  Admin →
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    Luison commented  · 

    We need to be able to generate Budget v Actual reports based on SPECIFIC TIMEFRAMES: e.g. monthly/quarterly/annually - but ONLY displaying the Timeframe specified for the report, not ALL the months/quarters in the Fiscal Year like at present.

    Luison supported this idea  · 

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