Zoho Books
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6159 results found
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3 votes
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Bill/expense grouping to single line on invoice
Currently, when a bill or expense that is associated to a project is added to an invoice all the individual items in the bill or expense are on a separate line. I would like to have a single line with a description and the total amount of the expense or bill.
3 votes -
to skip the holidays in the report scheduler like sundays. To have the option to skip the reports on Sundays and Holidays
To provide the options in Report scheduled to skip sundays and holidays
3 votes -
Need the ability to write a refund check to a customer or a company that is NOT a vendor.
Need the ability to write a refund check to a customer or a company that is NOT a vendor. Also, write a check to any company that is not a vendor, like a charity.
13 votes -
File attachment limitations
Hello, please increase the file size attachment limit. 5 MG is not enough for our bank recs and other items. Also it would be helpful to us if you could also increase the number of file attachments per transaction - ofter we have more than 5 attachments. Thank you.
7 votes -
Add custom filters for IOS
Add custom filters for IOS so that Purchase Orders can be filtered.
3 votes -
When invoicing a client and adding an unbilled project I would like to be able to moved the unbilled expenses below the project information
When invoicing a client and adding an unbilled project it always displays this a the bottom of the invoice. I would like to be able to move this above the unbilled expenses for the project. Our clients prefer to see this first followed by the list of expenses. Is there a way of being able to selectively merge the expenses so the invoice is not pages long!
3 votes -
Increase 1 MB limit of file import
1 MB is too small for uploading price list data. Our price lists with 40,000 and 145,000 line items, I have to break up into 5000 line item files to upload multiple times. It is just to tedious.
1 vote -
Export Attachments when exporting the Journals, Invoices.. in PDF
When we make a manual Journal, or invoice, we already have the option to attach files. We want to have an option to download the Journal/Invoice with the attachments we uploaded in one single PDF.
4 votes -
rounding off on sales
round off feature on the sales invoice shall be open for edits. Some of my clients do not accept invoices with rounded off total and they finally pay us based on the un-rounded totals. It is very painful to match the payment in such cases.
Either:-
1. keep the round off values open for edits
OR
2. create a setup option against each customer to select "Rounding Off" or "No rounding off".This will save a lot of our time.
Thanks,
3 votes -
Print EWay Bill
Its wonderful that we can directly generate eway bill from zoho books. However one needs to login to the eway portal to take print out of the eway bill. Once eway bill generated the option to take printout within zoho books shld be incorporated
57 votes -
PARTIAL payment email notification
Currently payment notification emails look identical whether the customer has paid in full or partially which leads to confusion.
Partial payment's should be communicated clearly in the notification and ideally in the subject too e.g. "PARTIAL PAYMENT RECEIVED - INV-5677"
3 votes -
1 vote
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Sync Google calendar with payment received
This is beneficial for those to take bookings on a particular date
1 vote -
Set Credit limits for Vendors
It would be very helpful to know when we are close to our Vendors credit limit. We should be able to set a Vendor credit limit for each vendor, this should also tie in with their trading terms
7 votes -
to set kind of report of all customers who bought some items from our specific sales person
to set kind of report of all customers who bought some items from our specific sales person
1 vote -
Improve search suggest of drop-down lists: i.e. items, customer names, and other lists
Drop-Down lists for items, customer names, etc. would improve entry time and accuracy if the field would use search suggest (type a few letters and match in any part of the results) instead of only searching from the beginning. For example:
I have the following products: Cloud Services, Cloud Applications, Cloud Consulting. It would save time if by typing "cons" I already see "Cloud CONSulting" as the only item, instead of typng "cloud" and pick from three options.
Same for customer names, I often forget the last name of my customers (customers show as LAST, FIRST), so I need to…3 votes -
Please make an option to delete the particular entry after going to the particular ledger
Please make an option to delete the particular entry after going to the particular ledger
3 votes -
Cliq
With Books, we have 10 fee earners recording time, and we want to be able to use Cliq internally. A fee earner can then send to another fee earner to review the invoice, and others can chat on it to ensure it is correct. At present, you can only use the comments section which is static and you cannot alert another fee earner of this comment without sending an email. Salesforce allows this on all items, and Cliq should be integrated like this as well!
3 votes -
Be able to create multiple purchase order item wise / vendor wise from single sales order
Should a sales order have multiple items that may be sourced from multiple vendors, then the system should generate multiple purchase orders based on item and vendor.
24 votes
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