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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1006 results found
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accent
enable the option to seach invoces or contacts without accents, like "corrección" ("correction" in english).
These accents are part of the Spanish spelling :D1 vote -
While making an invoice, if a discount percentage is entered, it should show as an amount on the printed pdf.
At the time of making an invoice, it gives us an option to give discount as a percentage or an amount. I need to give the discount as a percentage but need to show it as an amount on the pdf. So, even though I select percentage and enter a percentage at the time of creating an invoice, it should calculate the discount as an amount and show it on the pdf as an amount and not as a percentage.
1 vote -
Hi, I've just agreed for the basic package. But it seems everything is blocked : I can't implement any invoices for the client, and any inv
Hi,
I've just agreed for the basic package. But it seems everything is blocked : I can't implement any invoices for the client, and any invoices from the supplier. Really we are lost : the program asked me to update again ???? Can you explain ??? It's urgent.
Thank you1 vote -
It would be great to have the slide bar on the right hand side of the program wider, it is so narrow and hard to navigate.
It would be great to have the slide bar on the right hand side of the program wider, it is so narrow and hard to navigate.
1 vote -
associate expenses to invoices
all i want is, to associate every expense that may belong to a particular sale that i made. for example, lets say i sold you a shirt for $100. you paid me $100 and now you received your shirt and you are happy......
now i have to calculate the cost of everything that had to do with that sale, for example... the shirt cost me $50. the shipping of the shirt to you cost me $10. the sewing material that i needed to buy in order to fix the shirt (before i could have sold it to you) cost me…1 vote -
Editing Options For Salesperson Name Under Invoices
It would be nice to if I could edit or change a sales person name for invoices without having to delete them and loose all data.
1 vote -
1 vote
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canada postal code
The postal code and province on Canadian invoices is displayed incorrectly.
It should be city "City, Province Postal Code". It is currently displayed as "City Postal Code Province".
Correct: Victoria, BC V8X 4E2
Incorrect (what Zoho does): Victoria V8X 4E2 BC1 vote -
Apply partial retainers to one invoice at a time
I want to have the ability to take a retainer and apply a portion of it to one invoice. Currently, either you apply entire retainer to one invoice or you have to create multiple invoices at one time and then apply the retainer across them. I want the functionality to be able to say, apply x amount to a particular invoice. AND, to be able to see that in draft form so that I am able to review for accuracy prior to sending to the client.
1 vote -
Recurring invoices - Dates different to start date
Be able to change the date for future recurring invoices if the first invoice was NOT sent on the date that you want them to recur on.
i.e. send first one today (set up today) on 19th Dec
However, want all future ones to be sent on 15th of month.Can't do this without changing the date of the start date after the first invoice has been sent. This is not correct to do as accountancy rules mean you can't change dates of invoices that have been sent.
1 vote -
Amount in Words
In Some countries the total invoice amount / estimate must be printed in the invoice formats. Please consider this to include in Zoho books .
1 vote -
i have some suggesting from my expirience :1. Need more spaces to field "Item number"
from my experience need 1.more spaces for field 'Item number'
2.Shipping cost must be taxable by USA Law
(please serious pay attention about this because this look unprofessional) .1 vote -
statements
Is there going to be any updates to how statements are generated? It would be great if you could separate them by location within a customer. I know dealing with management companies, you have to send a separate statement to each manager at a company. A one size fits all program doesn't work for everyone. Is this something that will be addressed soon?
1 vote -
Comments: Make window larger
Invoices, Sales Orders, Purchase Orders--we would like to see a larger window (vs. only 3 lines available in view) when adding a comment.
1 vote -
Under Invoices/Custom Views add ability to use "contains" in a search
I would like to be able to search for a group of customers with a similar name. For example: pull all "ABC" locations with over due bills.
1 vote -
display order of custom fields
Would like to be able to change the display order on all PDFs with custom fields. This includes Estimates, Sales Orders, Invoices, Payments Received, Credit Notes, Expense, Bills, Payments Made and Purchase Orders. Please work on the Invoice first because that is what my customers see.
1 vote -
Ability to attach files from invoice to payments
Currently we can attach files to invoices, receipts separately. Kindly add a feature that lets you attach files from within invoices to receipts and vice versa.
For Eg: If we add a attachment to invoice. It must be made available even while recording payments.
1 vote -
search by last name
When I enter the last name of a client when searching by customer name on the create an invoice page, no results come up. It would be helpful to be able to search by last name in addition to first name.
1 vote -
add item in the retainer invoice
Select a percentage retainer for an existing item.
1 vote -
Surcharge on VAT
Please add surcharge on VAT IN Invoices option. After that we can plan to buy this software only. Without this option, this is not helpful for us,
1 vote
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