Zoho Books
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68 results found
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Allow time entries from Zoho Desk to be added to Invoice the same way as Zoho Projects
When a draft invoice is created for a Customer that has billable time in Zoho Projects, you are presented with an option to "Include Unbilled Items" Please allow for billable time entered into a Customer Ticket in Zoho Desk to be billed in the same fashion. Currently you can only generate a new invoice in Zoho Desk.
14 votes -
Ability to switch sync settings with Zoho CRM
I am looking to see it fixed with Zoho Books that two way integration is supported on it's own without having to contact support to enable or change my settings of Sync.
3 votes -
1 vote
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can we use your payroll for daily wages employees
daily wages for payroll
1 vote -
Show custom statuses from Books in CRM view
Customer Statuses, such as those on Sales Orders, cannot be viewed in CRM. This confuses users that work in CRM because it appears an action has not been taken, even though it has, and the custom status in Books added by Finance staff indicate this.
1 vote -
1 vote
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Job Costing
Adding the ability to Job Cost from Zoho Books is greatly needed. All of the components are already tied and just need to be fine tuned. CRM registers everything as a deal/potential and books sees them under expense as a potential already. All that has to be done is allow the software to tie that potential to the invoice and allow it to report on it.
Job costing is one of the most basic of bookkeeping and is essential to a business owner that provides services of any kind. Having to recreate projects in the projects module is double work…
3 votes -
2 votes
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Option to add expense from books to a ticket in Zoho Desk, like Project.
Provide an option to associate an expense created in Zoho Books to a Zoho Desk support ticket.
Right now we can associate spending only with projects.1 vote -
Sync Zoho Books Budget to Zoho Analytics
Make budget available in Zoho Analytics for us to expand budget capabilities and cross data from other services against budget.
9 votes -
Ability to Read Emails Sent From Within Zoho Books
We are able to send via email invoices, estimates and also stand-alone emails from within Zoho Books. However, there is no way to read the content of those emails once they have been sent. As far as I know, they also do not appear under individual Accounts in Zoho CRM. Apparently there is integration with GMail and Outlook Live but I use neither of them. This would be very helpful to review the emails sent here: https://cl.ly/76abcd
2 votes -
Allow CRM information to be placed on the books portal through integration
I want my clients to see some status they have in CRM through the books portal.
3 votes -
2 votes
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CRM-Books Sync Error Logs | More information needed
When syncing CRM to Books, the error logs only have two columns invoice and error - which means everytime we look at the error log, we have to click on each error to see if it needs to be corrected. There is no way to remove these errors. I suggest you add the following:
Company/Client
Date of error
All columns need to be sortable so we can see the most recent errors at the top and can sort by error or by the company or by date.
If there could be a checkbox to "Disregard This Error" that would be…
1 vote -
To make automatic wage payment entry optional in Zoho Payroll
We have been maintaining Zoho payroll from the last 11 months. We are facing difficulty in matching bank transactions with automated wage payment entries. Entries are appearing without any description like to which employee we paid. We tried to stop automatic entry but it doesn't allow to run the next payroll without passing that entry.
2 votes -
CRM Expenditures and Orders
When you assign a Zoho Books expense to a customer, the Potential drop-down menu appears. It would be interesting if the order numbers of these customers could also be chosen from a drop-down menu.
3 votes -
products
zohocrm products selected in a Deal should auto populate an Estimate Sales Order or Invoice created using the zoho finance integration. Otherwise i cannot see any purpose for adding items to the Products module in a Deal in CRM.
1 vote -
Overwriting when syncing needs to check which is latest info
Created customer in Books, data got pushed to CRM, customer updated record in Books using their portal, then CRM updated Books essentially deleting what the customer had corrected.
Your syncing needs to check what has the latest data, not just willy nilly shove all info from one system to the other without regard for which has the latest info.
3 votes -
allow option to switch books transaction templates in CRM
when creating a zoho finance sales order in CRM we can't change the transaction template. Some times we require a signature and some times we don't but there isn't a way to switch like we can do with email templates.
1 vote -
Adding Credit Note in Zoho CRM Integration
Hello Everyone
It would be very helpful for our sales team if they can have the list of related Credit Notes created for a client in Zoho CRM Finance Module, and if they could be able to create a credit note directly in Zoho CRM as well.
Only Invoices, Estimates and Sales Orders are synced with Zoho Books.
4 votes
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