Zoho Books

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  1. Improve the search-bar in the timesheet Weekly Time Log view.

    Only possible to search with the project name prefix. Complicated to find a project among hundreds

    24 votes
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      0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
    • extend count of data type allowed in adding custom fields

      extend count of data type allowed in adding custom fields

      24 votes
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Allow acceptance of estimates without client portal login

        We came to Zoho from Freshbooks. It had the Accept button on estimates so the client gets an email for the quote (which they are expecting), it opens the page, the customer makes sure the price and qty etc is correct and clicks on accept button right there.

        Currently, the customer needs to logon to client portal to accept the quote in Zoho and that's just too long. Most customers are not going to bother with it, infect Zoho team should have the telemtery data on it. How many times do you think a customer logs in to client portal…

        11 votes
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          0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
        • suggestion 4

          Reporting tags in transactions:

          The reporting tag definition at the moment is at a transaction level and there is limitations to provide drop down selection type tag definition.

          Most of the cases , the reporting tag defined is common for most of the transactions. e.g. , if i use a Profit center as a tag, i would like to have this in all transactions, similarly, a cost center tag might be used by most expense transactions. Also , when one defined drop down values in multiple places there could be a likely chance of making mistakes (lower case, upper case,…

          2 votes
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            2 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
          • Approve other documents in portal

            Clients can already approve estimates in the portal, but we would like them to also approve our Terms and conditions.
            Is it possible to configure a document upload tool in the portal were vendors can upload several pdf documents for clients to approve?
            This can be the terms but maybe also drawings or plans?

            6 votes
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              0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
            • 1 vote
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                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
              • i have the following suggestions

                Chart of Accounts maintenance : I am sure many people would like to use their own chart of accounts. Appreciate if you could please provide a better maintenance option, e.g; multiple selection of accounts for deletion. Some time one could make mistakes in uploading set of accounts and deleting them a painful task as we should delete it one by one and it takes time

                4 votes
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                  1 comment  ·  Migration  ·  Flag idea as inappropriate…  ·  Admin →
                • Job Card Systme

                  A Job Card system suitable for exmaple for Auto Workshops.
                  Where you can book a vehicle in and also print the Job Card for the customer, then do you work and analysis on the Job Card. Timesheets does not work for this.

                  4 votes
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                    0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                  • Organization Address Format unique to each template type

                    I'll explain scenario first, so you can understand the request.
                    We are headquartered in Location A (e.g. Wyoming Corp)
                    But we operate primarily from Location B (e.g. California).

                    When generating PDF/Emails of *Sales* type statements (e.g Estimates, Sales Orders Invoices), we want to display Address A.

                    When generating PDF/Emails of *Expense* type statements (e. purchase orders, Bills, checks, etc) we want to display Address B

                    the PROBLEM is that when we setup a "Organization Address Format" for example within Sales Orders, it **forces** this format on all other types of Templates (Invoices, Purchase Orders, etc.). It seems the Zoho Books…

                    18 votes
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                      1 comment  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                    • Clasify whether the items is a reoccuring cost or a one-time cost

                      Make it so I can include in the estimate the difference between a one-time cost and a reoccurring cost. And have this be a check box when adding a new item into Books.

                      Items Check Box: "Is this a reoccurring cost"

                      2 votes
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                        0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                      • Enable Bitcoin payments through Coinbase gateway

                        I would love for my customers to be able to pay me in bitcoin. Coinbase would be ideal as an available gateway. As a tech service company,m\y inability to accept bitcoin hurts me

                        Quickbooks does this already. It's the one feature that i miss from them.

                        3 votes
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                          0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                        • allow sub-accounts to be created for credit cards

                          We have 4 employee credit cards that are all part of one corporate credit card account. We would like to have them listed as sub-accounts of the corporate account so we can simply reconcile the corporate account. When we click on the accounts they don't have that option. All 4 employee cards pull bank feeds automatically. Reconciliation is a nightmare at the end of the month.

                          1 vote
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                            0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                          • 1 vote
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                              0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                            • synchronize user

                              synchronize zoho CRM users with zoho books.

                              Similarly how you can synchronize proudcts and accounts, we should be able to syn users so when an estimate is created in either books or crm the user can be selected from a list, or auto-selected with the current user.

                              then the information such as signature, phone number, email, etc. can be mapped into zoho books and used in templates and emails.

                              1 vote
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                                0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                              • DISPLAY PREVIOUS BALANCES

                                PLEASE ADD THE FEATURE THAT DISPLAYS THE PREVIOUS BALANCE AND PAYMENT ON RECURRING AND REGULAR INVOICES

                                1 vote
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                                  0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                • Convert Invoice to PO when Invoice created from Estimate

                                  The ability correctly exists to send an Estimate to a Customer via the Portal, and when the Customer accepts the Estimate it will auto-create the Invoice based on settings in Preferences.

                                  But when using this capability, it isn't possible to convert the paid Invoice into a Sales Order in order to convert to a Purchase Order. This is a big problem and eliminates 70% of the value of delivering the Estimate via the Portal.

                                  When a Customer pays via Estimate, there is ZERO VALUE in creation of a Sales Order. Payment has already been made. There must be the ability…

                                  12 votes
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                                    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Remove all of the ZOHO marketing and 3rd party marketing. We pay for the product. Seeing ads is inappropriate.

                                    To see the ads for Zoho products in various spots and 3rd party (Fundbox) in the system along with the getting started link and refer a friend link that we can't remove is annoying. I'm fine with it being there if there was an option to remove it. I also do not mind at all the notifications that appear at the top every once in awhile that I can read and then remove/close. But the permanent ads and the two other links should have an option to remove them.

                                    1 vote
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Full DKIM Support

                                      My company requires DMARC Records but due to Books not having full dkim support like your Zoho Mail and Zoho Campaigns do the DMARC will fail any emails coming from zoho books.

                                      1 vote
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                                        0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Automatic invoice entry from Scanned Documents

                                        The newly added feature of auto scan documents gives the ability to automatically create a new bill or new expense from a Vendor which is great!
                                        Can you please add the same feature for adding the scanned document as INVOICE to a Customer? (now it only attaches the scanned invoice to the invoice and the invoice entry is still manual)

                                        1 vote
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                                          0 comments  ·  Invoices  ·  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 →
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