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If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

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25 results found

  1. restrict roles

    The Staff - Assigned Customers Only states Access to all modules, transactions and data of assigned customers and all vendors except reports, settings and accountant.

    If you assign a customer to the user it is assumed that they can view / create purchase order, expenses, etc only for that customer. However, this user is able to see company wide expenses and Purchase Orders which is quite bizarre. This role should restrict the user's permissions across all modules for the assigned customer. Else it defeats the purpose of having this role.

    4 votes
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    0 comments  ·  Users & Roles  ·  Admin →
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  2. Restrict Sharing option of master and transaction for certain roles

    Restricting Export, Print and PDF is a very essential security option for our company, as the accounts is handled by executives who are in direct touch with our channel partners and competitors. They record all transactions related to our multiple branches. We would like to avoid sharing of our company data to people outside our organisation. As this concerns our security policy, kindly try to make modifications to help us protect our data.

    2 votes
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    0 comments  ·  Users & Roles  ·  Admin →
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  3. Role based transaction approval with additional criteria

    Currently Zoho books is limiting us to setup a specific user to approve transactions and this is restricting us in a horizontally wide organization where there are multiple departments and multiple roles within each. In such cases, I cannot have one person to be approving all the sales or purchase transactions.

    3 votes
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  4. Online Indicator for Users

    As an admin sometimes i need an online indicator for users and login history and idle time, it's something like facebook chat indicator on the right to know who's online and when is the last time they logged in... it's needed.

    6 votes
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    1 comment  ·  Users & Roles  ·  Admin →
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  5. Set language by user

    The language of the interface and customer portal should be possible to set as per each user. I have staff who speak multiple different languages and it will be necessary for them to be able to log in and interact with the data in the language they are comfortable in.

    41 votes
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