Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
263 results found
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API for Client Portal Access
We need to provide users access to their Client Portal via API. For example, the user is listed as a contact for their organization in books, I want to send an API request to enable Portal Access for that user.
4 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 -
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 -
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 votesHi 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
10 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 -
Default discount for customer
A customer has a default discount% that is filled in when an invoice is created
26 votes -
Add ability to edit the CRM data in Books
Some data is being synced back to CRM but not all. You should be able to edit / update the CRM details for a contact (such as Industry or source).
4 votes -
create an option to view contacts by last name first, or first name first.
Since we don't have parent/child options, this would at least allow us to see the members of one family that have the same last name together.
4 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 -
Create a Global Admin for Client Portal
Create a global admin so you can see the customer's client portal. I want to be able to log in and see what each customer will see when they log into the client portal.
10 votes -
1 vote
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Add a View customer Portal link in each customer contact area.
Add a View customer Portal link in each customer contact area. It is possible to add an email to the customer contact and login to the portal that way so why not just have a view customer portal link in each contact area?
1 vote -
Statement of Account for Customers and Vendors by due dates, 30, 60, 90, 120, and above
Statement of Account for Customers and Vendors by due dates, 30, 60, 90, 120, and above
1 vote -
Please check of bank details (Bank Name, IFSC, Branch, Acc Number etc) of vendor and employee to be added on the system
- It will provide storage of bank data of every vendor so that we don't need another medium to find these data repeatedly.
- Data can be used for banking transfer (If zoho gets integration with banks)
1 vote -
Filter unnecessary contacts out of Zoho Books
Need a way to filter contacts that have no sales, no emails, no statements, etc. I have many contacts in my Zoho Books account that have synced over from Zoho CRM but are not actually clients or vendors so they do not need to be in Zoho Books. I'd like to find a simple way to filter-out those contacts that do not need to be in Zoho Books so I can delete them. Can you help me filter those contacts out? Even a list view or report would be helpful but ideally, I'd love to have the ability to list…
1 vote -
i want to assign a pay term to a client and all invoices should come with that pay term, and the pay term can be edited only by admin
assigning pay term to client
1 vote -
i want to assign a pay term to a client and all invoices should come with that pay term, and the pay term can be edited only by admin
assigning pay term to client
1 vote -
specific customer can be seen by the certain salesperson
Hi
Please add 1 feature in which some specific customer can be seen by the certain salesperson.0 votes -
make it in that way that only opening balances of all parties can be entered. no need to enter all purchase and sales invoices of previous
no need to enter opening balances bill wise
1 vote
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