Zoho Books
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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 -
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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Statement of Account
To Customize SOA for the customers and vendors is very important as the current standard template does not show the ref# and description.
Right now we adding the descript in the ref# filed so we can get it the statement in the notes filed ( we made across records ) !!!.
Please, we need to customize statement of account to be included ( Date, Ref, Description, Dr, CR, and balance).12 votes -
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 -
Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .
kindly we inform that ,if we have one Company as Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .
If we working with a company as both Vendor and customer type , it could be useful if we can see statement of vendor and customer in one statement if there are linked
4 votes -
Group Contacts
It would be nice to group contacts in categories by type of vendor, customer, project, etc.
4 votes -
ADD CHAT,CALL AND UPLOAD PHOTOS AND DOCUMENTS FEATURE IN ZOHO BOOKS
PLEASE ADD CHAT,CALL AND UPLOAD FEATURES (LIKE ZOHO CLIQ) IN ZOHO BOOKS
5 votes -
Sargam
143
2 votes -
Checkbox to Mark Contact Persons as Primary & Active / Inactive
Add a Checkbox in Contact Persons to Mark Contacts as Primary Contact & also a Checkbox to mark the Contact Persons as Active / Inactive which will stop all communication automatically to the inactive Contact Person.
7 votes -
Bulk email
Please create a bulk greetings mail option. which help us to send an email to multi clients at once to convey a certain message. Like Festival Greetings, Offers, Discounts and many more things.
4 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 -
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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