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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262 results found
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Average Payment days of a customer
The way we are getting our Average credit days of Customers, if we can see Average Payment days of an individual customer it will be very helpful. In this also if we can get option of average payment days for a particular period it will be very good. Suppose we select year 2020-21 and we get the Average payment days for this year.
4 votes -
Separate Field customisation for Vendor and Customer and Mandating them
We would like to have separate fields for customers and vendors as both are supposed to be different categories. Also there should be option to mandate the fields as users may miss out some vital information
1 vote -
Display AR Aging Summary By Invoice Due Date at the bottom of the customer Statement of Account
It will be helpful to add aging of the invoices at the bottom of statement for customers or vendors Cuz it's highly required by many our customers besides,
Some accounting software's provide that feature already. So it won't be difficult to apply it in ZohoBooks !!kindly find example photo in this link ...
https://help.zoho.com/portal/en/ticket/40089819096393 votes -
3 votes
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Give an option for Credit Customer Balance and Debit Vendor Balance
While creating a new customer, there should be an option to assign credit opening balance there itself. Creating a credit note and assigning opening balance is difficult to explain to audit team.
Similar should be an option for Vendors. Will save a lot of manual labour.
1 vote -
linkedin
On the customers' screen, add LinkedIn as an additional social media link. For business contacts, this is more important than Facebook or Twitter.
3 votes -
EORI
Need the ability to hold EORI against non UK Customers with the number appearing on Pick Lists/Packages and Shipping Documents.
1 vote -
EORI
Need the ability to hold EORI against non UK Customers with the number appearing on Pick Lists/Packages and Shipping Documents.
2 votes -
Add a context field or comment field for additional addresses
Many Customers have multiple locations and invoices are created in context of a specific location. I need some sort of description field for each address that is only there to help identify the location. Even a simple customizable categorization (Home, Work, Business etc) would be helpful. This is provided in every contanct system I am aware of.
2 votes -
invoice subject on statment of accounts
Invoice subject to be mentioned in Customer Statement.
16 votes -
Party to Party balance transfer voucher
Dear Team,
Some times we may need to transfer the balance from one party to another party. that option is not available.
1 vote -
1 vote
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Associating Pricelist with Customer
We can have custom pricelist for each customer so that while invoicing & we already know the pre set prices for any customer.
1 vote -
1 vote
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Default sales tax assigned by customer
Please create a new field in the Customer module that allows a user to assign a sales tax code (created in the Sales Tax module) to each customer (according to their location) that will then auto-populate the sales tax rate when an invoice is created for a specific customer. This is important when a user has to abide by destination-based sales tax requirements. Otherwise the sales tax code and rate has to be applied manually each time an invoice is created.
For those users who don't need to abide by a destination-based sales tax requirement, they can simply leave the…
1 vote -
Filter Companiess from Individuals in Customers
We sell both B2B and D2C; we need the ability to filter to see either only our wholesale (Company) or Retail (Individual) Customers. The system already tags them so it shouldn't be a hard thing to add.
1 vote -
There should be a field for email address with the billing information
When we enter information for a new customer, the billing address is often different that the shipping address. Although Zoho has a separate area to enter billing information, there is no place to put a billing email address. Most organizations prefer that invoices be emailed rather than mailed to them, so it would be great if that feature would be added to the billing information section of the customer set-up.
1 vote -
Associate one contact person to multiple companies
Ability to associate one person to multiple companies and optionally adding relationship type (for example owner, manager, accountant) and/or e-mail (the same person can have many e-mails depending on the company)
Useful in many business cases:
Create reporting at the group level. For example show me revenue generated to this managers companies
Less data entry and less errors in data. Entered/fixed once, correct everywhere.
Better customer management. You know all activites with this contact person
3 votes -
different according to customer for same product
Add different rates for same product according to customers, wholesale, retail and consumer, also show history of rate according to each cus.
1 vote -
Price List Locking
I would like to lock the price lists for my users and only admin accounts or certain profiles to make changes to a customer's price list which will enable my employees not to give out whichever price list they feel.
6 votes
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