Zoho Books

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  1. Allow multiple shipping address per client

    Either multiple shipping address slot in contacts or make packing slip modifiable.

    29 votes
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      Work In Progress  ·  3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    • Allow child/parent contacts

      Many large organisations have one financial office that pays the bills with many departments/subsidiaries that place the orders and take delivery. So it would be useful to be able to have a parent contact with multiple children. Quickbooks does this.

      26 votes
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        2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
      • Sub "accounts payable", "accounts receivable"

        My idea is that the system should allow you to create sub-accounts "accounts payable" and "accounts receivable".
        It will be very simple I noticed that the chart of accounts has some accounts as the default one system are "accounts receivable" and "accounts payable" I noticed that these accounts receive values ​​if I the customer to make a sale immediately credit the value credits accounts payable and debits the sale or merchandise.

        if I have several sales to different customers still accumulates every value in accounts receivable, the more certain on the balance sheet have to show the customer's account that…

        23 votes
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          8 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
        • Portal access to more than one account

          We have customers who have more than one site and therefore have multiple accounts set up in order to manage their costs. At present an email address can only have access to the portal for one contact / account it would be useful to be able to have multiple accounts accessed from a single email address.

          23 votes
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            2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
          • Send customers Sales Orders via the client portal

            Currently you can send sales invoices and estimates through the Client Portal. Could you make it possible to send Sales Orders through the Portal and give them an acceptance button as with Estimates?

            Client has developed integration through CRM and the ability to generate Sales Orders in CRM to be transferred to Books and if the client had the ability to see and accept through the portal this could make life very easy.

            Thank you

            22 votes
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              0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
            • I would like to send my customers sms notifications and balances outstanding

              I would like to notify my clients via SMS for the following:
              Balances
              Amounts due
              New Invoices
              General Messages and notifications.

              We could purchase SMS credits or prepay for credits which we will use.

              19 votes
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                0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
              • 16 votes
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                  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                • Bulk email monthly statements to our customers.

                  Able to send monthly statement to customers.

                  13 votes
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                    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                  • Add in the ability to show Custom Fields in Customer Portal

                    In Zoho Books - the customers that log in through Customer Portal should be able to see Custom Fields added in to their contact within Zoho Books.

                    Would make managing customers online a lot easier!!

                    12 votes
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                      1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                    • Add a calendar and tasks

                      It will be amazing if there were a calendar built into books so that tasks can be assigned and and events can be scheduled for contacts. I realize that this is a functionality of your CRM but if this is added, I would no longer need the CRM and can run my entire business from here.

                      12 votes
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                        0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                      • Multiple delivery address options for customers accounts

                        Can we have multiple delivery addresses to hold additional delivery address information for our customers. Our bussiness deals with alot of customers with multiple sites and it is frustrating to continusly change the data befre submiting invoices.

                        10 votes
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                          7 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

                          Hi Everyone,

                          We are happy to announce that, “Now you can add multiple addresses to contacts”

                          With this feature, you can quickly and easily deliver items to multiple addresses.

                          Kindly have a look at our help document in the link mentioned below.

                          https://www.zoho.com/books/help/contacts/contact-actions.html#addresses-contacts

                          Do give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.

                          Regards,
                          Reshma

                        • Add photo to contracts

                          It's nice to add photo features to each contract, so contract can be easily maintain

                          9 votes
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                            0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                          • Include additional fields especially the custom created fields to Zoho Books Views

                            We would like to customize the default views for Zoho Books by including additional fields especially the custom created fields, which would help us to view all useful information in one singe view.

                            This feature is available in CRM but not available in Books. Could you please provide create/edit view options in Books?

                            9 votes
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                              0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                            • sub contact

                              I'm switching to Books from Quickbooks. One of the great features in QB for my business was sub-contacts. This was used for instance to place children "under" their parents as client accounts for a music school. Transactions would be made in the child's account and would be linked to the parent to provide a view of ALL invoices and payments for parents who had more than one child. I'm sure this feature would be useful in other situations which require a sub-client.

                              9 votes
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                                2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                              • 7 votes
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                                  1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                • Sort by transaction date in "Recent Activities"

                                  Details listed in recent activities list for the contact are order by the date the transactions actually happened. It would be useful to be able to sort these by accounting date instead.

                                  7 votes
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                                    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                  • provide syncing of contacts with Google

                                    It would be nice to sync contact information such as address and phone with my google contacts.

                                    7 votes
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                                      0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 6 votes
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                                        0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Salespeople assigned to customers

                                        Allowing salespeople to be assigned to Contacts is a very necessary part of business! Usually, all sales by a specific contact is credited to a specific salesperson. With a salesperson that is linked to a contact, all the invoices for that contact will be credited to the salesperson. Right now, I have to go in manually and assign a salesperson to each Invoice and that is time consuming and unnecessary if the two were linked.

                                        6 votes
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                                          0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                        • rationalise shipping address handling

                                          We often deliver direct to our customers' customers at a different shipping address to the billing address.
                                          The problem is that when we change the delivery address on an SO or Invoice this also changes the contact's default shipping address which means that any subsequently produced paperwork carries the modified shipping address, unless a conscious effort is made to restore the default. On more than one occasion this behaviour has resulted in goods being shipped to the wrong address.
                                          At present the only ways to restore the default shipping address involve the laborious processes of either going into contacts and…

                                          6 votes
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                                            0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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