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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sub contacts
PLEASE, PLEASE add sub contacts!!! This is the one thing that really sets you apart from Quickbooks. It is a necessity when your work is in the service industry and you have multiple locations through one company. Even unlimited shipping addresses would help. We work with management companies that can have a hundred locations. This would put your software ahead of Quickbooks!
1 vote -
Add Balance detail in the customer sumary in the Web and Mobile App
It will be very helpful if there is a detail un the Contacts module like this.
Balance: $1000
Current: $500
1-30 days: $100
31-60 days:$100
61-90 days: $100
90+ days: 2001 vote -
Transactions by Cutomer at the Mobile App
I will be very helpful at the mobile app Contacts Module a way to see transactions by category.
Every time i want to check a customer invoices i have to go to Invoices module and try the customer name, some times i got several customer invoices becuase similar name.1 vote -
ajouter icloud pour ajouter des photos plus facilement.
ajouter icloud pour ajouter des photos plus facilement.
aussi dans devis ajouter photos via icloud.1 vote -
Accountant Quick Notes/Tasks
As an Accountant
A note or task that can be set for staff handling a partcular client or a note to the client.
for EG
Staff Note
Please review the Income statement for accruals not accounted for.Client Note
Please process the credit note to ABC as discussed.1 vote -
Vinculador el calendario para citas con los contactos
La idea es que al momento de agendar una cita solo con anotar las primeras letras del paciente, en automático nos de los datos del Paciente, como nombre completo y teléfono
1 vote -
multiple customer addresses appear in PDF
Additional customer addresses don't appear in invoice or quotation previews or PDFs. Regardless of the customer address you choose while editing, only the default address appears. For those customers that have multiple offices, it's important to display the proper "Ship To" address.
1 vote -
Account overview screen needs to show link to recurring invoices/subscriptions
From Contact Overview/Summary screen need to see a) recurring invoices/subscriptions in existence and B) link to list of recurring invoice
1 vote -
old balance of clients, while switching the software
Enter old balance of the customer while entering new client or switching from another software.
1 vote -
1 vote
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Add additional address column in tempelate
Add additional column in between address and city in upload contacts template for second part of billing address or shipping address. For example, 123 main street, apt .2, Denver, CO instead of just 123 main st. Denver, CO
1 vote -
journal entries day to day
day to day journal entries for services.
for example
transportation charges ac. dr.
to party accont cr.1 vote -
Default Account for Customers/Suppliers
When I make a sale to particular customer, the default sales account will be the one I select in contacts instead of coming it from the items. Because I could sale one item to several customers and I have different categories of revenues.
1 vote -
There Should be a Separate Field in Contacts Showing the Working Field/Sector of a Client.
As per our policy we supply or serve a single client in a field/sector. eg we
do advertisement and branding project for a shoe company, then we never work simultaneously for another shoe company.1 vote -
Make a way for us to see if emails bounce back or are delivered.
If we send emails and someone changes companies, there is no way for us to know the email actually bounced until after is has been a few months and we are trying to catch up with the client. Why not have a report of emails that were not successfully delivered so we can call and update the client records right away?
1 vote -
Show items and contacts based on User Profile
I am looking for a feature in Zoho Books and Inventory.
I want to sort items and contacts based on profile. We have two teams which work for separate products. Team A work for X product and Team B work for Y product. I don't want to show X products and contacts to team B and vice versa. We have this feature in Zoho CRM in Roles under Users and Roles. My customer have big team and we really need this feature in Zoho Books as well as in Zoho Inventory.
1 vote -
Requesting to add "Deals Pipe line" in Zoho Books too
if we get a small version of deals pipeline in Zoho books under sales module then its very grateful for us and it will be very easy to follow up our deals . we know deals pipeline is the part of CRM but if its available here too then that will be very very helpful for us
1 vote -
Need a Vendor List View that contains all addresses available for this vendor
Need a Contact List View that contains all addresses available for this vendor on screen so that the appropriate contact can be selected.
1 vote -
Inclusion of User and Contact Module for workflow automation
When we sync contact from CRM to Books it is not associated with the particular user to show to only the contact owner as the contact owner field left blank after sync process; We have tried to do the same with custom function but user and contact module is not available with workflow automaton in Zoho Books. Please add this feature for easiness.
1 vote -
Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .
Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .
Reset1 vote
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