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 →
    • 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.

      5 votes
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        0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
      • zoho books Integration with shopify

        Currently, zapier integration is the only option to fetch data's from the shopify account to zoho books but indeed we need a seamless integration to pull data's from shopify.

        1 vote
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          1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
        • Please add CC Avenue to ZOHO Books.

          We have been using CC Avenue for our ecommerce portal, but CC Avenue is not available to get integrated with zoho books.Please add CC Avenue to ZOHO Books to make it seamless.

          3 votes
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            1 comment  ·  online payment gateway  ·  Flag idea as inappropriate…  ·  Admin →
          • Change from 6 decimal points to 9 decimal points

            When you change currencies from KHR (Cambodian Riel) to USD, 6 decimal places is not enough to get an accurate transfer. For example if I was to change 100 USD to 405,000 KHR this is impossible unless I have more decimal points for the exchange rate. This would be the same problem for converting any currency from large to small. Example USD or AUD to Cambodian Riel or Vietnamese Dong ect where the dong and riel are 4000 or 20000 to 1 USD or AUD

            3 votes
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              1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
            • make reconciling easier!

              I would love it if the Save and Reconcile Later button and Cleared Amount were in a fixed position on the reconcile page.

              This way, as we're scrolling through the long list of transactions to reconcile, we can always quickly and easily see the Cleared Amount and save the reconcile!

              Vote it up if you're sick of scrolling to the bottom of the page to save :)

              14 votes
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                0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
              • Want a mass upload feature for manual journal entries from excel file

                Want a masss upload feature for manual journal entries from excel file, so a manual entry for multiple manual journal entries can be avoided.

                4 votes
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                  1 comment  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
                • 2 votes
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                    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                  • Integration with Gusto Payroll

                    Gusto Payroll is magnificent. Integration between Gusto and Zoho would be masterful!

                    3 votes
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                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                    • block customers

                      Give an option to block certain customers. For example make sure that sales can't enter an order for a customer that didn't pay his bills. Now you can put a customer on inactive but if you create an inactive customer as a new contact the system allows it (even if you uncheck the box for allowing duplicate contacts) and the order can be entered anyway without sales knowing that the customer is blocked.

                      1 vote
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                        1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                      • Customizing charts in Dashboard

                        Provide the ability to change the Income and Expense chart in the Dashboard to display the numbers for multiple years (e.g. 2016 and 2017) side by side.

                        9 votes
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                          0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                        • Rounding off in Bills!

                          There needs to be a option to round of on all bills. Simple feature that can save a lot of headache!

                          4 votes
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                            0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                          • I don't want my sales staff to see customer outstandings although they should be able to prepare invoices for these contacts/clients.

                            I would want to be able to customize some sales staff access so that they won't be able to see contact/client out-standings, but they should be able to create invoices for these clients.

                            3 votes
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                              0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                            • 2 votes
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                                0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                              • Bulk Add Expenses Add a project and Customer field. Or make it custom so I can add any field I want to.

                                When adding Bulk Expenses, could you add a feature where you can select any field you would like to add or remove from this view. For example I require the entry of Customers and Projects which isn't currently available.

                                3 votes
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                                  0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                                • Quickly apply same % to all discounts at item individual level

                                  I'd like to discount at item level, and still easily adjust every item's discount together (i.e. 20% across the board).

                                  This would make it easy to make changes for key items only (cost of gas, reimbursements, etc.) without needing to make too many customizations in the Totals section or send a second invoice.

                                  3 votes
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                                    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Save and New Option for Bills

                                    It would be more efficient when bulk entering bills to have a "Save & New" option. Instead of having to save each bill and then click on create a new bill you could simply click "save and new" and a new bill screen would automatically load.

                                    1 vote
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                                      0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                                    • reporting tag to an account in my chart of accounts

                                      The ability to add a reporting tag to an account in my chart of accounts.

                                      For example, I have a reporting tag named Tax and have "Deductible" listed under that tag. Having this feature would enable me to run a P&L and show all items in an account as tax deductible without having to go through the laborious task of adding that tag to each and every expense. It saves time and money!

                                      3 votes
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                                        0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Add "search by" or "group by" customer to the Sales by Item report customisation

                                        It seems many people, understandably, would like to see item/inventory sales by customer by date in reporting. Reporting via number of invoices is definitely the long way around and I would say largely pointless. It's not standard in CRM or inventory, but it seems a simple thing as the data is there! The "group by" addition to the account transactions did a similar thing with the data and made us all happy!

                                        3 votes
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                                          0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Set up the nominal account in the Customers/Vendors settings

                                          Default Nominal Account in Vendors/Customer

                                          3 votes
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                                            0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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