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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1007 results found
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1 vote
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Invoices track with the amount
I am not able to track the invoices on the basis of the amount or the price , I should be able to search from amount also.
1 vote -
VAT IN ZOHO BOOKS
We have retail outlet of Essar oil limited and in petrol & Diesel vat tax is levied as per Indian government rules.So vat tax should be in zoho books
1 vote -
Add project details for expenses on invoices
Although you can associate expenses with a Project. On customer invoices there is no way to display the associated project with an expense line item. Therefore the customer has no way of knowing which expense is associated with a particular project. My customer invoices contain multiple projects and their associated line items.
1 vote -
Different deadlines
In zoho it will be amazing to have the possibility to choos Different payments deadlines for customer and both for supplier. In fact, sometimes it happens that a supplier grants payment in installments, or you agree with your customer, but currently you can only set a single deadline.
1 vote -
1 vote
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Restore an erased Invoice
Sometimes, a user can erase an Invoice for mistake.
It will be helpful a recycling bin to can restore it.
1 vote -
search functionality should be able to search a string from the name of the product while adding in either "estimates" or "Invoices"
I have a large number of products which i generally tend to forget the exact name that i have given into the system but remember part of it, when i am trying to add such item by typing the string that i remember the product/item does not populate in the drop-down. would greatly appreciate if you can fix this issue at the earliest
1 vote -
State Field
When changing addresses in Zoho US the state field has moved. The standard format for addresses should be followed. Also for US addresses there is no comma between state and zip code. We do not have a comma in our format and yet because of Zoho coding a comma appears. It makes us look unprofessional.
Contact Name
Street Address
Street Address optional line
City, State Zip CodeZoho
123 Main St
New York, NY 000001 vote -
Paid Invoices GREEN Indicator
I would like to see the INVOICED Blue circle in the Sales Order module turn GREEN when it is PAID. Right now when you combine Zoho Books and Zoho inventory, you have a VERY handy workflow indicator "invoiced" "packed" "shipped"
When an order goes from shipped to delivered, the blue circle goes from Blue to Green.
BUT when an order goes from Invoiced to Paid the circle is still BLUE.
ALSO then the order goes from Packed to Shipped, the circle is still BLUEI have over 200 sales orders, and I have to click on every one to see…
1 vote -
1 vote
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Well here is a crazy Idea! How about the help team actually providing useful answers!
How about Zoho Hel[ Team actually answering customer request with useful replies? Instead of just sending irrelevant advice or "We are working on it, if we think its needed"
1 vote -
Invoice Exports/Imports need to include contacts
When Exporting & Importing Invoices, the contacts associated with the invoice are not exported.
If we export Draft invoices and import them back in, ALL contacts get ticked. Which is not what we want. We only want the ones that were ticked on the original Draft.
So currently it has to be done manually one by one. This doesn't scale for large businesses where we are sending 200 plus invoices off in one day.
For this reason we will need to switch to a different invoicing system.1 vote -
Inventory item should be found with matching few words only
INVOICING WOULD BE EASY IF INVENTORY ITEMS APPEAR WITH MATCHING FEW WORDS, IN CURRENT SCENARIO ONE HAS TO TYPE EXACT MATCHING ITEM NAME WHICH ARE HARD TO REMEMBER WITH HUNDREDS OF PRODUCTS
1 vote -
Allow for the creation of LEDES invoices required for legal billing
Many of the online invoicing systems managed by the legal departments of our clients require the submission of LEDES invoices in txt format. Can you please enable this option for whenever we create an invoice, we can download it in LEDES txt format rather than only in PDF?
1 vote -
Requestiing to add invoice status as "Writeoff"
In addition to that, we need invoice status as "writeoff". Many of our clients are not making the payment and in zoho it is in pending payments. Every time we need to find/filter which client will make the payment, and which client will not make the payment. To avoid that if we update the status as "Writeoff" then it will be easy for us find the pending payment
1 vote -
Invoices
I would like to see a filed where to show clients their billing period. Kind of like a placeholder for Reference in the invoice.
1 vote -
Make possible to change Amount receive at Retainer Invoices.
Make possible to change Amount receive at Retainer Invoices.
1 vote -
There is a need to change the font type in the section Retainer Invoice -> Bank details
There is a need to change the font type in the section Retainer Invoice -> Bank details
1 vote -
Number range
We need our own number range for the delivery note.
1 vote
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