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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263 results found
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Categorize customers by color tag in contacts section
In order to assign customers to different salesman for calculating commission purposes after invoice has been paid.
3 votes -
Integration of Mobile numbers
Wanted it to work well with Mobile Text like it is integrated to Email. It will make it more beautiful & handy for SME's.
3 votes -
I need to add more custom fields for contacts. why you limit this?
I need to add more custom fields for contacts. why you limit this?
why you limit with 15 or something!
We cant use it more.4 votes -
Customer Portal and control the amount of viewable invoices
Customer Portal is great. I am hoping for a way to control the amount of viewable invoices to the customer. Either my month, quarter, year or even a valued amount.
7 votes -
Make a way for us to see if emails bounce back or are delivered.
If we send emails and someone changes companies, there is no way for us to know the email actually bounced until after is has been a few months and we are trying to catch up with the client. Why not have a report of emails that were not successfully delivered so we can call and update the client records right away?
1 vote -
Option to hide invoice from customer portal
There should be a selection button on each invoice, that you can check the box if you want the invoice to be shown in customer portal. If not checked, it means the invoice will stay hidden until you select to check it.
3 votes -
There Should be a Separate Field in Contacts Showing the Working Field/Sector of a Client.
As per our policy we supply or serve a single client in a field/sector. eg we
do advertisement and branding project for a shoe company, then we never work simultaneously for another shoe company.1 vote -
Default Account for Customers/Suppliers
When I make a sale to particular customer, the default sales account will be the one I select in contacts instead of coming it from the items. Because I could sale one item to several customers and I have different categories of revenues.
1 vote -
group of contacts
Create group of contacts in order to list them by that group. For example i have 7 forwarding companies. and i would like to list them by that group.
5 votes -
re-grouping heads of account
Zoho does not allow editing of 'Account Type' - which is the grouping for reports - right after a GL account has been created. This is very restrictive and should go. I want to have the freedom to re-group the COA at will as this has no effect on transactions in the system.
2 votes -
journal entries day to day
day to day journal entries for services.
for example
transportation charges ac. dr.
to party accont cr.1 vote -
Add additional address column in tempelate
Add additional column in between address and city in upload contacts template for second part of billing address or shipping address. For example, 123 main street, apt .2, Denver, CO instead of just 123 main st. Denver, CO
1 vote -
2 votes
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Vendor Code in Customer contact field with mapping with Retainer Invoice, Estimate, Sales Order & Invoice
Most of customer gives Vendor Code to their suppliers which is Mandatory to be written on all commercial documents related to them.
I would advise to create a field in Contact with Auto mapping with Retainer Invoice, Estimate, Sales Order, Invoice, Delivery Note, Packing Note and Account Statements.
4 votes -
Add User & Roles custom field placeholders for webhooks
Under the current available placeholders for new webhooks, can we add custom fields under "User & roles" category for inclusion too?
Thank you.
2 votes -
1 vote
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Big Flaw Importing Customers via CSV: only one address field
Guys, there's a big flaw when importing Customers via CSV. There's only one address field for customer address. Almost everywhere: PayPal, eBay etc etc. there's two lines for the address: i.e.
Billing address first line
Billing address second linePlease add one more map field so that the address could be imported properly as now we have to use "billing attention" as the first line of the address.
6 votes -
old balance of clients, while switching the software
Enter old balance of the customer while entering new client or switching from another software.
1 vote -
Please can you create a way to separate customers into SUPPLIERS and CLIENTS?
Some we sell to and some we buy from....obviously this should be split in Customers list. Right?
8 votes -
21 votes
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