Zoho Books

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  1. offline access to zoho books mobile app and sync when i have wifi

    Hi,
    It would be a great feature if users can use the app offline and sync it later when they have wifi.

    Salesmen can create new invoices or create new customers on the go without loading time.

    21 votes
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      2 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
    • Retainer Invoices Mobile App

      Add the option to create retainer invoices for the mobile app.

      13 votes
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        2 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
      • Filterable Project View

        Allow for filter options in the Project section of the mobile app to allow for quicker access to project time sheets. The current setup lists all projects active or inactive, billed or not. This makes it difficult to find current projects when invoicing and managing projects through the mobile apps. The ability to set the view to only active projects would make finding relevant projects much easier.

        9 votes
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          0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
        • Online Invoicing accessible from mobile device

          Allow merchants to send out invoices via their cell phones to their customers who can then pay them online.

          6 votes
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            1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
          • 5 votes
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              1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
            • ipad pro app

              Please do a iPad Pro App. i would LOVE to see that!

              3 votes
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                0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
              • Show timer in lock screen

                It would be great if once you run the timer in the app, that it shows the timer while in Lock screen on the iPhone. At the moment, you forget if the timer is on or off. need some sort of way to see this quickly or access it while in lock screen.

                3 votes
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                  2 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                • Reduce the size of mobile uploaded receipts!! It takes over 30secs per receipt over mobile data

                  I make several business purchases a day, uploading each to Zoho through my mobile is very time consuming (20 secs approx over wifi, 30secs over data). Reducing the size of the image uploaded, or background uploading will massively help this - i don't need an 8mega pixel receipt.
                  I've used Expensify before and their system is much better.

                  3 votes
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                    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                  • Zoho Books Android App: Clicking an invoice notification should bring up the invoice

                    Currently, When you click a notification related to an invoice on the Android app it just takes you back to the app home screen. The notification should be a link to the invoice that so that you can can see what client it is associated with and what is on the invoice. Please make it so that when you click a notification related to an invoice it brings up the invoice that the notification is associated with.

                    3 votes
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                      0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                    • Apply Available Retainer Fee to Invoice From Mobile App

                      When you have collected a retainer for an estimate, then convert the estimate to an invoice, you apply the retainer to the converted invoice. You cannot currently do this from the mobile app. Its a core functionality for those using retainer invoices (which is currently automatically created when the customer accepts the estimate).

                      2 votes
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                        1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                      • add inventory to reports on mobile app

                        add inventory to reports on mobile app

                        2 votes
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                          0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                        • I need to update the note field for a timesheet throughout the day but this seems to be a limitation in your app.

                          On the mobile app, I need to update the note field throughout the day but this seems to be a limitation in your app. I cannot leave the Time Sheet without completing the time, even if I have the Timer running. So I have to start the timer, open a notepad to record the jobs I am performing and then stop the timer and copy and paste my notes from notepad into the notes field in timesheet.

                          1 vote
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                            0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                          • Adding Bills and Expenses to Projects in windows mob app

                            Ability to add Bills and Expenses to Projects in Windows mob app. We have many Windows app users and they need to associate bills and expenses to projects through their mobile app.

                            1 vote
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                              0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                            • Quotation Via SMS

                              Sending Quotation of items to vendor mobile number and send other offers to end customers.

                              1 vote
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                                0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                              • Mobile timer: allow me to enter notes and save to close

                                In the timer screen where you can stop and start... the only thing missing that would really make life easier is something to signal the end of the journey, especially the notes field, I understand that we need to select the project and task first (though I wish there was a way you can start a random timer and choose the artifacts at the end of the journey), but to enter notes at the beginning or after you stop and go back to timesheet screen, is a bit of a long trip. If there were at least the notes field…

                                1 vote
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                                  0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                • Allow other messaging services to be used (like WhatsApp) to send messages to a client from inside the mobile app.

                                  When you open a contact card on the mobile app, it is possible to call and message them among other things. It would be great if one can choose your default messaging app, like WhatsApp. Possible?

                                  1 vote
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                                    1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 0 votes
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                                      0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 0 votes
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                                        0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
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