Zoho Books
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58 results found
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Workflow based on customer activity
The workflow automation is making life easier – so thank you for that!
It would be nice to have the option of automating emails based on the customer activity. What I mean by this is that if the customer has not bought anything for i.e. 6 moths than the system can send an automated email.
This would make keeping in touch with customers so much easier!
Hope you can help!1 vote -
Email Files into Custom Folders
When uploading documents to Zoho Books via Email. If there could be a feature where you can make custom folders, then associate a custom email address to each folder. So that when forwarding documents to Zoho Books, we can have them go into custom folders without having to manually move the files.
1 vote -
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1 vote -
I would like to automatically transfer a fixed amount of money from one bank account to another on a daily or weekly basis can zoho books
Automatically transferring a fixed some of money from one bank account to another on a daily or weekly basis would make it so much easier than having to remember to do it every time.
1 vote -
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1 vote -
Top Trends in Fleet Management System 2025
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1 vote -
Ability to call Custom Functions from Custom Buttons
We have written several Custom Functions that work in the Automated Workflows, but some of these we also use for Custom Buttons so they can be called on demand.
Right now, even though it's the same code, we have to manually copy and past the complete code into the Custom Button. This can lead to problems if the code is updated and we forget to update all the custom buttons.
Solution: Provide a way to call the Custom Function from buttons, for example if we name the custom function "po_userevent" call it from the button by doing something similar to:
…
1 vote -
GST RCM
Enable an option to creating separate ledgers for RCMGST it will helpful for bifurcation of normal output and RCM output during ledger reconciliations
1 vote -
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1 vote -
Statement import with Categories & Ability to edit transfers between accounts
Hi there! It would be incredibly great for the majority of Zoho Books Users if you update the following:
Import of bank statements in csv- or xls-format with an additional column "Category", so that categories are being set up automatically too. As it is for Payee, Date, Reference, Description fields etc.
Enable to edit categorized and matched transactions which are transfers between different bank accounts. In particular, when these accounts have different currencies:
ability to edit the date (money from one account to another can move for several days, so such transaction usually have different dates of sending/receiving for Payer…
1 vote -
Bank Feeds Schedule & Address Auto Fill
Having moved from another system the one time saver was their auto look up on any address you cut/paste when setting up a new customer. Just paste the entire address and select when a match is found. Then the system auto populates the fields.
Bank feeds seem to need manual intervention to update each day. It'd be great to schedule multiple updates each day. For example once in the morning before work starts so the latest information is waiting and a couple of times during the day to check for any further payments. It would mean we could action paid…
1 vote -
allow excluding individual invoices from automated invoice reminders.
We would like to turn on automated Invoice Reminders, but there are certain invoices that we do not want to be included in the automation. Could there be a feature whereby you can go to an individual invoice and exclude it from the automation? For the vast majority of invoices, the current system is great, but about a quarter of invoices we don't want to reminders to be sent.
1 vote -
Allow for the customisation of Zoho Books Notifications such as when a customer accepts a cost estimate
Currently the notifications sent by ZohoBooks when a customer performs an action (e.g. accept estimate) are not customizable. Please can you enhance these notifications by allowing for the customisation of alert templates?
1 vote -
tax filing reminder
Please allow reminder setup for tax dates. GST tax dates are so frequent that a small self-run business can find it difficult to track and remember.
1 vote -
be able to use oanda as automatic currency converter
enable the use of oanda as currency covnerter instead of open exchange rates
1 vote -
Remuneration to partners
there should be an option to calculate remuneration to partner. For that we have to enter the details in tally and then check.
1 vote -
Automation workflows - add new fields
Please add possibility to add automation based on GL entry, chart of account, time sheet and projects
0 votes -
Allow sending (email) individual invoices at a scheduled time.
Allow sending (email) individual invoices at a scheduled time.
0 votes
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