I'm new to Zoho Books (2 days old) and new to small business accounting (~1 year); I'm also not an accountant. I searched in the forum, but didn't find any posts about this.
Is there a way to see a "projected balance" in ZOHO for a checking account? Basically, I want to see what upcoming/recurring bills, invoices, and expenses will do to the bank account balance in the next 5, 10, 15, 30 days?
So far, I haven't been able to find a graph that depicts this.
Features, Feedback and Votes
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Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing and getting estimates approved, collecting payments, and fielding customer requests for information related to past transactions are all part of the day in the life of a business owner. Well, Zoho Books can offer some relief to weary business owners.
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