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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add contract to costumers profile
would like to see options after registration a costumer to be able to send contract to him so hi can accept and sign so that can be on file, and aso be able to send qoute to costumer :
PS I will print 10000 boxes with you name, do you agree to take them all and in case you sell business or change the name have pay them.1 vote -
Remove contacts.
I added contacts via an API, now i have to upgrade to a higher pricing plan. But i don need all those contacts... Please let me remove them. Also for privacy reasons.
1 vote -
The ability of tracking payments to employees without making them a vendor is must be added.
LIKE ADDING CUSTOMER AND VENDOR..........FEATURE TO ADD CONTACT AS AN EMPLOYEE SHOULD BE GIVEN ,SO THAT ONE CAN DO PAYROLL MANUALLY.........TREAT EMPLOYEE AS VENDOR IS VERY CONFUSING.
1 vote -
slider type sales overview in contacts
just as you have the feature to view an invoice in the ewaybill page without changing the page itself...we need to have a similar feature in the sales overview page of a contact where we can just rollover a link to see a slider showing the relevant invoice, dc, quotation,etc without leaving the overview page.
1 vote -
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 -
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 -
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 -
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 -
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 -
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 -
1 vote
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Generate a pop up alert when a customer is chosen when creating an invoice or quote
It would be helpful if a pop up alert is generated when a customer is chosen when creating an invoice or quote. For example if customer is no longer able to purchase due to a bad debt or past due account.
1 vote -
Enable multiple currencies for CONTACTS
We are a fashion retail business and our customers can shop different sales channels. We can only attribute 1 currency to 1 customer so when a client wants to pay in different currencies we have to create a new contact for them. Please allow customers to pay in multiple currencies under 1 CONTACT
1 vote -
Allow customers to select the invoices to pay in one transaction on the portal.
Allow customers to select the invoices to pay in one transaction on the portal
1 vote -
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 . thanks1 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 -
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 -
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 -
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
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