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
269 results found
-
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 -
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 -
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 -
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 -
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 -
1 vote
-
Move customer data format (address, custom fields, etc) in the customer section.
Customer data format should be done in the customer section PER customer, not in the global preferences where it applies to ALL customers.
We have different customers in different countries, each with specific customer data.
Zoho assumes all customers are the same, worse it even renders empty custom fields in the invoice (where one assumes if they are empty at least the label will be hidden too).
1 vote -
Disponibilizar a opção de cadastrar e atualizar
Fazer com que possamos cadastrar ou atualizar um contato sendo do tipo CLIENTE e FORNECEDOR ao mesmo tempo.
1 vote -
client portal mail button
Currently, when a customer clicks the "Mail" button at the bottom of the Client Portal, it sends the message to the master user (in our case, the owner of the company). We need to redirect this to our Sales address, so the boss is not overwhelmed with emails from customers.
1 vote -
1 vote
-
REMARKS different colour option
Remarks for internal message is a great idea however as the text colour is only black, it is blent with other contact details. It would be great if we could choose text colour even just with red to begin with.
1 vote -
showing item quantity in a customer statement
i need to show quantity and item detail in a customer statement. currently I can show only invoice amount and date.
1 vote -
1 vote
-
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 -
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 -
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 -
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
- Don't see your idea?