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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Customer and Vendor account numbers / urn
System field for account number
6 votes -
Consolidated statement for merged accounts (contacts)
Statement for merged contacts can only be run as customer and vendor separately at the moment. However it is confusing and manual calculation is needed. Would be very nice to have a consolidated statement indicating the balance of total transactions.
7 votes -
Custom options in the dropdowns
That allows to load values from a json file, xml or csv among others.
Allow dropdown groups to be made to filter content according to the selected value.
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That allows to add a key associated to the text, type data dictionary.3 votes -
Link One Vendor with Various Customer
For e.g. I have one vendor with whom I purchase 2 different item and that item I sell to 2 different customer. Now Zoho has limitation that 1 vendor can only be linked to one customer , it doesn't allow to link same vendor with other customer of mine.
How can we solve this?6 votes -
Limit access to Sales Person field
Could you include an option to limit the management of "salespersons" to one role?
The role could choose one salesperson or include themselves as one if they are a salesperson but would not be able to view, edit or delete other existing salespersons.
Thank you.
6 votes -
Additional Address custom name
Here is my issue. I own a service company and as such we never "ship" anything to customers so the shipping address is useless to us. We have many commercial customers that are paid by "Parent Companies".
So the billing goes to the parent company, however, the address where the service was performed is completely different. Currently we have a custom field on the invoice for this called "Service Address".
I would like one of the following:
1) Let me change the "Shipping Address" label to "Service Address" or
2) In "Additional Address" let me change the label to "Service…1 vote -
birthday date
Would like to have a filed in contacts where we can add an Birthday date of our clients. and send an automate email or sms.
3 votes -
Enter only First Name for Contact
We need to be able to enter just First name for contacts. Alot of time only get that and last name is not needed.
1 vote -
Custom view to filter all SEZ contacts/ all regular contacts etc
I would like to view the contacts which have been marked as unregistered so that I can update the contacts. Would also be useful when I would like to view a list of SEZ contacts, regular contacts etc.,
1 vote -
I would like
I would to suggest that the customer statement or even vendor statement to show ageing analysis at the end of the statement. Its difficult to collect outstanding amounts if customers cant see the amounts which are 60,90 and 120 plus over due.
Currently the customer show total amount and from that amount you need to determine which is 90 days plus over due.
3 votes -
To Assign Customer more then One User
Dear ZOHO Team I want to Assign Specific Customer more then One User (Operator). for example We have two User One Enter Invoice and One Received Payments from Invoiced Customer so i want to assign that customer to Both User but it is not working mean Specific customer can be assign to one user only...
so Pleas Update the following option . thanks2 votes -
Create Custom View for Portal/Create Summary Template for custom View
I would like to recommend a feature that will enable to Create a Custom for Portal(If portal is not accepted) and also to have a export option that will only export the a template for Custom View that is Selected or Created. This will feature will be used for compiling purposes and will help track the customer.
Hope this feature will be implemented.
Thank you
0 votes -
It would be great to have a feature in Contacts/ Customers to include "Sales Without Invoices" because it is income generated by each Custom
It would be great to have a feature in the Contacts/ Customers to include "Sales Without Invoices" because it is still income generated by each Customer. Currently the only screen to see this is in Reports/ Sales.
1 vote -
Add the number of items within each group (Recurring Invoices 2) next to drop down so you don't have to open each unit to see
Under Sales in Contact Dashboard, each Item has a drop down (Invoice, Recurring Invoice, Payments, Credit Notes, etc) Add the number of said items next to the name so you do not have to open each item to see if there is anything in that item.
1 vote -
recherche
lorsque l'on fait des recherche parfois il y a plusieurs personnes qui ont le même nom alors difficile de savoir lequel est le bon ? sans entrée dans le contact , il devrait alors a ce moment nous montrer autes chose comme l'adresse en plus . merci!
1 vote -
Deleting contacts should remove all data
You should be able to delete a contact and all associated data should be deleted with it, not have to delete individual timesheets, projects, invoices and payments. It is a frustrating waste of time.
1 vote -
credit control - stop future statements/automatic debtor chase emails temporarily
It would be great if there was a feature which, once you've spoken to a client and agreed a future payment date, would stop any future automatic statements or debtor chases.
I would see it as follows:
There's a debt collectors box attached to either 1) the customer's account as a whole, or 2) certain invoices on a customers account.
Either way, if there was a "postpone statements, automatic reminder letters to request payment" up to a certain date this would be AMAZING!
1 vote -
customer entered in zoho books get duplicate
customer entered in zoho books get duplicate want custom buttom that validates the fields entered for new customer any matches with existing customer.
3 votes -
Can we automate sales commission calculation on all sales made for to a particular contact to an agent who introduced the contact to us?
Can we automate sales commission calculation on all sales made for to a particular contact to an agent who introduced the contact to us? It's like an understanding with a agent that all sales made to certain parties forever require payment of commission to the agent. In such cases, can their be an option at time of customer account opening as to them being introduced by the agent and all invoices generated/payments collected from such customer entitles the agent to receive commission and that the expense of commission is automatically recorded?
9 votes -
Can we have the portal access for vendors too so that they can fill in their details
Can we have the portal access for vendors too so that they can fill in their details
4 votes
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