Zoho Books
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272 results found
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Give abillity for attention to field in Zoho Books Customer Address and must be linked to Kontaktperson of company
On the documents in Zoho Books (Estimate, Sales Order, Invoice, Purchasing, etc). There is currently no way to select a contact person of the selected Company Account as a lookup.
Please make it possible to add a field that relates to selecting a contact person of the company that the document is addressed to.
1 vote -
Address in Zoho Books Document (Need Company Main address)
In many countries in Europe, the address of the customer on the documents have the companies main address, the delivery address and the billing address. Please make it possible to add the additional address the main company address. Thanks.
1 vote -
Please include Sales without Invoices in Customer Report!
Please include Sales without Invoices in Customer Report!
1 vote -
Impossible to change currency for a customer!??
By integrating Books - CRM - Projects, we realized that Customer are imported from the CRM into Books and they have at this stage the expected currency is associated with the customer (say USD). Then when Project is integrated, something strange happens: Projects and timesheets are pushed with their own currency and if different from the original customer one (say EUR), it is changed by the system (then to EUR). When you want to change it back to USD, the system tells you it is impossible because "transactions are existing". After analysis we realised that these "transactions" are not invoices…
7 votes -
ENTRY POSSIBILITY FROM ONE CUSTOMER TO ANOTHER OR ONE PAYABLE TO ANOTHER. ALSO CHOOSING MULTIPLE CUSTOMER ON THE RECIPT OF THE MONEY EITHR
possibility of transfer entry fROM ONE CUSTOMER TO ANOTHER OR ONE SUPPLIER TO ANOTHER
1 vote -
Drop down custom field: Editable, sortable.
I cannot sort the drop down custom field based on my preferences but only sorting by alphabetical order. Also, if I have data recorded in these custom field in transactions, I cannot change the option name.
I have a Customer Ranking that may be changed each year. So I hope I can edit and sort by my preference.
1 vote -
The ability to call customers
I would like to make calls using the browser, like we do in Hubspot.
1 vote -
The ability to call customers
I would like to make calls using the browser, like we do in Hubspot.
1 vote -
Assign Customer to multiple users
A great feature would be to add the ability to Assign more than one user to a Customer or allow a user to share a customer with another user. This would help when we have Sales Persons that we only want to see the Customers assigned to them. We see many situation where multiple sales persons deal with a Customer. The only way to give them access now to Customers not owned by them is to set them up as an admin.
6 votes -
Make a way to email top clients
Do you realize there is NO way to email your best clients?
There is not a connection to any part of Zoho that allows you to target them.You can manually tag them as they are spending but there isn't a process to automatically tag or update or filter and then send a campaign or marketing hub journey to them.
We need this integration.
2 votes -
STATEMENT OF ACCOUNT UNDER RECEIVABLE OR PAYABLE
STATEMENT OF ACCOUNT UNDER RECEIVABLE OR PAYABLE: THE BALANCE OUTSTANDING TO REFLECT ONLY OUTSTANDING against the INVOICE AND NOT BE CUMULATIVE.
1 vote -
Auto-assign customer owner based on CRM account owner
Right now we have to manually select an owner for a new Customer in Books, however this owner is identical to the Account Owner in CRM (all data is synced between CRM and Books). Please allow customer owners to be automatically assigned upon Customer creation based on account owner field in CRM.
3 votes -
"issue date" in Customer Statement
The Customer Statement in ZOHO Books should have function to show the "issue date".
1 vote -
Placing a description, not just an invoice number, in the pmt line
When sending a statement to allow the payment line to show the invoice number and description so that customers don't have to try and track down the invoice to see what it was.
1 vote -
Customer screen list stay while looking through the transactions
It is annoying when you click on a customer in the list on the left and it goes away when the screen changes/list goes away. Keep it there so you dont have to keep going back and forth or even opening another tab to keep track of what you were doing.
1 vote -
GST Feild Automatic Captial letter Conversion
I want GST column feild data to be automatically converted into Capital letters . When clicked on validate the GST server is passing invalid value
1 vote -
can we add the customer's po# field as an option on this screen?
Under the customer, Sales tabs. When you are looking at the date, invoice, reference # and amount. It would be so nice to have an option to add a column for their po#
3 votes -
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 -
Base Currency adjustment at end of Year(Pending invoices or advance payment)
While doing finalization of books of accounts,for exporters it is requirement of currency adjustment which is available in zoho books but its effect is not going on customer balances and it is on 'accounts receivable' only.So please do arrangement of balances of customer while currency adjustment.
1 vote -
1 vote
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