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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270 results found
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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.
259 votes -
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.
91 votes -
Customer Parent Account or Sub-Customer Account
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they make it from the HQ and its including more than one branch overdue invoices. On top of that, in order for them to clear the outstanding of some branches balances, they use many Credit Notes was issued for different branches to deduct from the total outstanding balance to issue the final payment.
SO, is it possible…
67 votes -
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.
63 votes -
Allow us to address a different company name within the customers shipping address.
We often have customers who are re-sellers or a systems integrator. In these orders, the items are not shipped to the paying client, they are shipped to their end user at a different location. Many of which have different company names.
Please add an additional field when creating shipping addresses that allow us to have a separate company name for shipping address and one for billing address.
61 votes -
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…
47 votes -
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
43 votes -
Customer Statements
Currently you can only send customer statements by going into the customer account and selecting, as we have over 300 customers who we want to send a statement each month is there any development planned to allow customer statements to be sent as a batch, it takes us hours and hours to send them individually.
Can you set up a search range function where you can select a statement period, select debit or credit balances or both and then select or tick the customers who appear so the statements can all be sent.
Thanks
Jason
41 votes -
31 votes
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Statement of Account
The current statement of account does not show only unpaid invoices rather it shows all invoices including the paid and unpaid along with payment details. This makes the customer who are having many invoices difficult to identify the unpaid invoices and complaints. Even to get this list from the reports it is not possible as none of the reports allow to check customer wise details rather it shows all customers and the total. Please consider this feature as the statement of account should remove the invoices which are fully offset and this feature is very common when any statement of…
28 votes -
Default discount for customer
A customer has a default discount% that is filled in when an invoice is created
26 votes -
Reporting Tags in More Reports
Right now I can only run a report using the tags only under the Business Overview - it would be nice to have it under the various Reports, such as Sales by Customer, Sales by Item etc.
26 votes -
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?
22 votes -
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.
22 votes -
Bulk email monthly statements to our customers.
Able to send monthly statement to customers.
22 votes -
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.
21 votes -
21 votes
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Need to have Negative values to enter into the Accounts Receivable and Accounts Payable Balances
This issue occurs when doing the opening values due into the Accounts Receivable. The entering of the Outstanding Opening Balance for the Accounts Receivable does not allow a negative amount to be entered. This can happen when a client pays us up front for his monthly services or even just over pays for a invoice. Please allow negative values ie. the Account Receivable clients has a credit amount - we own the client not what is due to us by the client to us.
19 votes -
Item History for Customer - Prices for Items Invoiced and Estimated
Zoho Books - Customer - Transaction gives an overview for a customer as per Invoice.
I suggest to have an Item History for each customer which will allow us to see existing prices quoted or invoiced to individual customer in the past
17 votes -
show Vendor and Customer statement in one place (if there are linked)
If we working with a company as both Vendor and customer type , it could be useful if we can see statement of vendor and customer in one statement if there are linked
16 votes
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