Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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207 results found
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Direct enter of 'amount' on estimates
Please create a setting that would allow us to enter the 'amount' on an invoice and not the 'per item' amount. Reverse the math.
Example: I enter the quantity of 200 and the amount of $459, the system calculates the per item cost of $2.295.
If this was a toggle option:
A: enter quantity & per item cost, system calculates the total (current set up)
toggle to
B: enter quantity & total cost, system calculates the per item cost.
Currently we are having to manually calculate the per item cost on a calculator, then entering it so it correctly so…19 votes -
Add notes to Estimates
It would be helpful to be able to enter internal notes to Estimates that only our company can read. Obviously being that these are internal, the client SHOULD NOT be able to read these.
Internal notes are helpful to keep track of activity that may occur during the life of an Estimate.
Please add this feature.
Thanks!
5 votes -
1 vote
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Mark up when creating Estimates
Add a mark up option when creating Estimates for each item. It should be entered by the user as a percentage value. The total cost of the item should be automatically updated based on the mark up value. It should be visible only to internal users and not appear in the final estimate.
18 votes -
Optional article
Hello,
it would be great to say for an article if it's only optional in the offer so that it's inside the quote but not included in the whole price at the end.
Good to implement feature ideas and add on's for the client but not on the whole price. Like exclude factor. Perhaps at the end of the offer an extra amount of optional articles as well.
Can't wait to see this "little" but necessary feature in Zoho Books.
Please vote for it!Thanks, Markus
1 vote -
Individual filter for quotes and invoices as default
It would be great to set an individual filter like ours „Company name“ as default so that’s not necessary to select everytime again and again to save time during the day. A better and faster workflow.
For quotes and invoices.
Screenshot:
https://www.dropbox.com/s/r3gmif6l19xrljw/Screenshot%202018-02-20%2017.56.28.png?dl=0
Hope you like the feature idea to get a lot of votes to see this feature soon in Zoho books!
Best Regards,
Markus3 votes -
Apply Discount in the Estimates after total instead of item basis
Feature which should be added because its very common when creating quotes to show the discount applied after the total as a lump sum
1 vote -
Sub totals
While estimate creations, clients like to get a single quotation for multiple options, so I suggest to add sub total options.
Eg option 1 will have 2 3 items that I can subtotal, option 2 will have 3 4 item then their sub totals5 votes -
Approval Process for Estimate, Sales Order and Invoice
Please add approval process for ZOHO Estimates, Sales Order and Purchase Order.
Please don't add basic features and add approval process like in ZOHO CRM.
Please improve Purchase order approval process like zoho crm
5 votes -
Budgeting and Estimate for the a year
Please create the estimates/budget/projection template and its comparative with actual performance. We want to see what we said at the beginning of the year and what actually we are doing per month.
15 votes -
Make the template creator more like the template creator in Zoho CRM
The template creator in Zoho CRM (Quote, Sales Order, Invoice) is much more flexible than what is presented in Zoho Books. Use the Zoho CRM template creator tool in Zoho Books so there would be more synergy between the two product modules. You guys really have something here with all the modules, but it seems that each team (responsible for their modules) is having to recreate the wheel which seems redundant. I am sure the accounting module is not the easiest module to create especially when you are having to have it compatible with multiple country accounting practices. I applaud…
16 votes -
is there a possibility for the increase in the width of the fields in the header of the template
is there a possibility in future for the increase in the width of the fields in the header of the template
4 votes -
There needs to be a link to create a project from an accepted Estimate. There is no reason to create a project when the estimate may not be
Create a Link in the Estimate area to create a project when an estimate is accepted.
4 votes -
estimate revision date
need the estimate to show a revision date, while keeping the initial create date
2 votes -
Documents Option on Client Portal
As your Client Portal has all main things, it would be awesome if we could upload documents which the clients could see on the portal, this would be great for service industries who need to give clients some fixed deliverables, so such deliverables can be submitted using the portal and client can accept or reject on the portal.
22 votes -
Make it possible to Create Reoccuring Invoice from and Estimate
You are currently able to create an invoice from an estimate, but you are not able to create a reoccurring invoice from an estimate. I need some way to link a reoccurring invoice back to the estimate, and I think it would be easiest to just be able to have the option to create a reoccuring invoice from the estimate.
1 vote -
Estimates status
Would be nice to have the option for custom status on quotes so we can set automate emails based on the status of the quote.
At least have one more option then just Expected or Declined.
What we are looking for is the option for indecision making so we can send customer automated email reminders based on the status of the quote/estimate.
18 votes -
Item Numbering
After several years of use, we feel that it would be helpful to have a label option to add Item Numbers to each item.
Users may have the option to check whether to have Item Numbering in preferences.
3 votes -
Email Reminders for overdue Estimates not available
Option to create Email Reminders for Estimates or Overdue estimates not available. If we are sending estimates in place of Invoices and later switch the Estimates to Invoices, we cant follow up on Estimates or send automated reminders
6 votes -
Estimate Status- Add a closed or completed option. Invoiced is not enough as we can invoice for part of an estimate and it is not completed.
Estimate Status- Add a closed or completed option. Invoiced is not enough as we can invoice for part of an estimate and it is not completed.
17 votes
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