Zoho Books
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263 results found
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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 -
NO IDEA
YUGFY7
2 votes -
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 -
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 -
Allowing a Contact being a vendor and a customer with multiple GSTs for both roles
Same customer with multiple GSTs and the same contact being treated as a Vendor to facilitate purchase returns as invoices ( instead of debit notes )
3 votes -
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 -
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 -
3 votes
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Multiple companies under 1 client
I have an unusual situation where a client has 6 companies which I would like to link under the 1 client as he pays with 1 cheque and the credits are against 1 company so I cannot use them for the other companies. Could you add this as a feature similar to the way you can add vendors to customers? Thank you
2 votes -
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 -
Download customer list
If I could download my contact list, I will be able to send bulk mails regarding our other services easily.
3 votes -
Allow Customers to link to Bills via Import from CSV
Currently, the Bills allows me to import a column for Customers, but that column does not work. Even though I map the Customers to our Bills during an import, I still have to manually go through each Bill to attach the Customers. It would be extremely time-saving to allow me to link these Customers to each Bill automatically.
3 votes -
Sargam
143
2 votes -
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 -
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 -
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 -
Add a flag to identify accounts on stop
I have to communicate any accounts which are put on stop (due to late payment/credit limited exceeded etc) to the sales team via email and add a remark to the contact. I'm relying on the sales team remembering who is on that list/noticing the remark.
A feature that enables you to mark a contact as 'On Stop' which prevents estimates/invoices being raised and has a large red flag would be really useful. (I cannot see that this is currently a feature, apologies if it is please feel free to point me in it's direction!)
9 votes -
Allowing Journal entries to select all ledgers
In manual JV mode the option to select VAT/GST Ledgers are not provided which is needed because of the following reason:
When any invoice is received from a party and that person has used roundoff feature for tax ledgers,
Suppose Bill of 100 (13.5% Tax instead of 13.5, the bill is showing me 14 due to round off)I have to put the same entry party is charging me for, but zoho doesnt allow manual adjustment in tax figures. So in my book it will be 13.5 only.
Now to clear this mismatch so that my tax figures and payments…
3 votes -
3 votes
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PDF from email template
Ability to download an email template as PDF. It would be great to have the option to send the template as an email or download as it as PDF from the CRM and Books, that way it is very ease to create contracts with customized information by clients and be able to download it and send it through Sign.
3 votes
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