Zoho Books

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  1. Log start/end time on tasks when logged through timer in Chrome extension or desktop apps (mac/pc)

    When logging time by using the timer in extensions/apps, the start/end time does not log to time tracking reports. It would be helpful to be able to see what time of day things are worked on without having to enter the start/end time manually in the browser.

    7 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  2. Set warehouses to certain staff only

    We need to set certain warehouses to certain sales staff. If a sales person sales only from warehouse A he should only have access to warehouse A sales. Or he should get a warning if he is set for selling from warehouse A and he is now taking stock out of warehouse. This way we can eliminate selling stock from the wrong warehouses

    13 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Client Portal - Projects - Bills

    I have a client, who buys distressed mortgages & houses, then rents the property back to the house holder, over a long term lease, with an option to buy.
    He would like to be able to record all the maintenance costs on each property over the lenght of the lease (Time Tracking / Projects).
    He would also like to have this information available to the tennant via the portal.
    Currently, bills are not shown on the projects area of the portal.
    I suggest that they should be.

    14 votes
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    0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
  4. use automated payment matching rules

    MYOB and Xero both have smart matching and rules.

    Customers bank account names are consistent so the system learns (or allows you to create a rule) that matches the customer name with the payment reference. It will either match the payment automatically, or only suggest invoices from the right customer.

    Or if one payment doesn't match an invoice amount they look to see if multiple invoices from the same customer may equal the amount of the payment. This is a common situation that customers make more than one purchase over a month.

    13 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. Schedule backup

    Can you put a schedule into backup? I dont want to initiate backup myself. Also why am I waiting 15 days before I initiate the next backup?? Give us the option to backup everyday or every week.

    2 votes
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    1 comment  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  6. Enable SKU only for purchase orders

    Please add the option to only show the SKU on purchase order PDFs. We never show our SKU on our quotations so our admin teams must manually enter our SKU for purchase orders. Adding the SKU manual in the description is slowing down our process and causing errors.

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. Option to Disable Logging of Activities By User

    There should be an option that some users especially admins can have a setting where their activities are not logged. Or even if there is an option to disable activity log completely for an organization - that will be great.

    9 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Adding Zoho Books to the Open Banking List

    We would like to link our business bank account with Zoho, however Natwest have said Zoho is not in the open banking approved list. We don't want to link our account if it has not been approved.
    Is this something you are looking to do?

    2 votes
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  9. Give option of printing Ewaybill directly from Zoho Books

    Integrate GST portal with Zoho books so that the ewaybill can printed directly from zoho books. Currently the ewaybill number should be copied from zoho books and the paste in print ewaybill option on ewaybill portal.

    5 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  10. When a delivery note is printed note it in comments & history

    When a delivery note is printed note it in comments & history

    3 votes
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    1 comment  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  11. i need the help regarding the tax summary, actually we are booking the total bill amount and tds is deduction on base value before gst

    i need the help regarding the tax summary, actually we are booking the total bill amount and tds is deduction on base value before gst please help me

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Meaningful print headings

    Meaningful Report headings for pdf or exls saves.

    Is it possible to have a file name on a report with a meaningful file name.

    At the moment the file are 1448828000000502350.pdf

    The report heading is:
    Reconciliation Details
    Reconciliation Period
    01 Jan 2019 To 31 Jan 2019

    File name could be - Recon_01012019-31012019.pdf

    or csv or xls or ods etc

    Say the first 5 letters of the report name plus the date.
    Then you know what the file is going to be called by looking at the title of the printed report.

    0 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  13. 1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. Bank Reconciliations

    When I am working with the bank reconciliation I want to be able to print out the recon in progress from the reconciliation screen so I can work on it manually if necessary.

    0 votes
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    2 comments  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →
  15. ADD BILLS TO GST FILLING WHICH ARE NOT SUBMITTED IN THE LAST RETURN

    PLEASE GIVE OPTION OR ADD THE PURCHASE BILLS WHICH ARE PENDING TO BE FILED IN GST RETURNS AUTOMATICALLY TO NEXT MONTHS GST FILLING.

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. Allow download and upload of Bank information for Contacts from one Organization to another

    Currently upon integration of Banking with ICICI the bank information is entered in the vendor contacts. The same is not being downloaded or there is no option to export the same into a file.

    3 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. WE NEED MANUFACTURING GROUP

    WE NEED MANUFACTURING GROUP

    1 vote
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    1 comment  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  18. have a bank reconciliation report that can be printed

    I am used to having a bank reconciliation report I can print and sign-off on and keep with the bank statement as evidence the account is reconciled. This is a fairly common internal control requirement. The report would showed the cleared and open transactions so that an auditor can see how the month end balance per the bank agreed to the balance in the general ledger.

    3 votes
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    1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  19. 1 vote
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  20. Search with wildcards

    It should be possible to search with wildcards. We have a database with 12000+ items.

    Example: I want to add 'Stamp ABC 123 17mm' to a quote

    When I search for 'stamp' it gives me 400+ results
    Being able to enter 'stamp*17mm' or 'stamp%17mm' or 'stamp&17mm' and then narrowing the result list down to the matching results would really help!

    So please add a possibility to search for multiple parts in an item name description with one request.

    6 votes
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    0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
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