Zoho Books

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  1. 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 →
    • 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 →
      • Attachment in manual journals

        Possibility to place an attachment in the manual journals. This allows if I do not want to make postings of expenses in the module of expenses and to launch only in the newspaper, more accurate to have the option to put document attachment so I put my proofs of the expenses and other postings that the accounting should launch.
        Thank you.

        8 votes
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          0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
        • Time sheet Approval

          Timesheet approval option.. currently not there

          6 votes
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            0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
          • packing slip

            Good day, most of our orders are drop ships. It would be really practical to be able to send a packing list to our supplier with the purchase order so they could send it with the shipment. Now the packing slip is only available at the invoise level. Thanks much and keep up the good work!

            6 votes
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              0 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
            • Split and expense or deposit to different categories.

              It would be nice to be able to split transaction items into different categories after downloading from my check register.

              4 votes
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                0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
              • Automatically populate default tax code for purchase orders

                When creating purchase order lines the tax code should automatically populate from the default tax code if the item is taxable. It is very time consuming to enter a tax code on every line of a purchase order.

                4 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Carry delivery address over from SO to invoice.

                  Multiple delivery addresses are a great improvement but would be even better if the alternate delivery address that is selected on the SO is carried over to the invoice created from the SO.
                  As it stands Zoho is changing the delivery address to the default (billing address) when the invoice is generated which can result in the goods being sent to the wrong address.

                  1 vote
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                    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                  • HBCI Support!

                    With HBCI implementation you could support the most German Bankaccounts.

                    https://de.wikipedia.org/wiki/Homebanking_Computer_Interface

                    3 votes
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                      0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                    • allow payment arrangements

                      We invoice a customer for £300 and allow them to pay this off at £10 a week. I need to be able to set up a payment plan/arrangement

                      1 vote
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Delivery notes and packing slips should be available on plain paper

                        When we sell goods to a trade customer, we might send the goods direct to their customer, and we need to send paperwork on plain paper. There is currently no template to amend the paperwork, only option is to add or not show, but this does not include our address.

                        1 vote
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                          0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                        • Bill entry could be easier.

                          When entering bills you shouldn't have to go into each item to make it billable and link it to a contact. It should be simpler. Maybe add a check box at the end of each item or a check all box. At the top you should give the option to pick the contact to link the bill to. This would streamline the entry.

                          1 vote
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                            0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                          • Update price lists when invoice line item price changes

                            I have associated price lists to each customer but when my prices increase, I would like to see the price list automatically be updated so that the customer will then be charged the most recent price without having to manually update the price lists daily.
                            Some items are not on customers lists, but when they start to order the item, it would be great to have the last price they were charged automatically on their price list.
                            If there is a workflow that anyone knows of that could enable this, I'd greatly appreciate your comments.

                            3 votes
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                              0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                            • Automated Recurring Invoice creation at the item level

                              Automated Recurring Invoice creation at the product level

                              There should be a way to define an item as a recurring revenue item in the item details pane in Zoho Inventory. When the item is sold, a recurring invoice should automatically be created based on the predetermined "repeat every" date.

                              3 votes
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                                0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                              • Synchronisation

                                Need to be able to synchro de QTE of the stock in the CRM

                                2 votes
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                                  0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                                • Timesheet List Filtering

                                  It would be great if you could set a filter by timesheet list so you could filter a user as well. Or if you could edit the entries in the Report mode.
                                  The problem is, that if you see data from more users, you have to search your entries manually in the list.

                                  1 vote
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • I want to design enhancements for Zoho Books using Zoho Creator

                                    Zoho allows developers access to the Books API. So why not make Zoho Creator a tool for developing new features? I would like to create job costing functions and reports for Books.

                                    1 vote
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • post bills against grni

                                      does any one want the bills to post against grni?
                                      good arrive
                                      dr: inventory
                                      cr:grni

                                      invoice arrive
                                      dr:grni
                                      cr:bills

                                      1 vote
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                                        0 comments  ·  Inventory  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Add comments and change history to recurring invoices

                                        Please add comments to recurring invoices, it would help to be able to add notes as to why a recurring invoice was stopped or otherwise modified. It would also help to see who modified the recurring invoice on what date.

                                        6 votes
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                                          0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Add an option to create an estimate (quote) from normal and recurring invoices

                                          Many customers require a quote so that they can generate a purchase order before they are invoiced. Please add an option to create an estimate (quote) from normal and recurring invoices.

                                          4 votes
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                                            0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
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