Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6179 results found
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Add a Buttom or Console for Cash Ledger Record Keep
Add a Buttom or Console for Cash Ledger Record Keep.
By This feature . users can easily add cash ledger . without using of Mouse.0 votes -
mention use case for using ZSC
mention use case for using ZSC help docuemnt
1 vote -
Electricity is also bill. but that is not same everytime. where to make entry ?
Electricity is also bill. but that is not same everytime. where to make entry ?
1 vote -
Structured payment reference
Hello,
In Belgium we often pay invoices with a structured payment reference, for example:
+++123/1234/12345+++
It's always the same structure: +++xxx/xxxx/xxxxx+++
This is made for each invoice with a formula.
In CRM we can create custom fields with formula, but in Books I can't find it.
Is it possible to add a formula field in the template field for invoices or somewhere else
so that on each invoice a specific payment reference is created due to this formula?4 votes -
Structured payment reference
Hello,
In Belgium we often pay invoices with a structured payment reference, for example:
+++123/1234/12345+++
It's always the same structure: +++xxx/xxxx/xxxxx+++
This is made for each invoice with a formula.
In CRM we can create custom fields with formula, but in Books I can't find it.
Is it possible to add a formula field in the template field for invoices or somewhere else
so that on each invoice a specific payment reference is created due to this formula?3 votes -
have the ability to close project tasks
It would be really helpful to be able to make project tasks closed so time can no longer be booked to parts of a project that have been completed.
If this was a tick box then if a task was ticked it could be unavailable in the time entry.1 vote -
candian GST .....
we can claim GST back on expences but need the system to net PST off before i.e. we pay 11% tax 5% is reclaimable and need to hit it own account
1 vote -
Add category Sections in Qoutation as an Proposal
Add section to Estimate to separate between the items in the Estimate like Audio/Video Section, Networking Section it should be customization per each new estimate and will be applied to invoice or sales order auto
3 votes -
recherche
lorsque l'on fait des recherche parfois il y a plusieurs personnes qui ont le même nom alors difficile de savoir lequel est le bon ? sans entrée dans le contact , il devrait alors a ce moment nous montrer autes chose comme l'adresse en plus . merci!
1 vote -
Customer to change estimate before accepting in portal
Many times for estimates a customer may want to change a quantity or remove an item before accepting. It would be great if they could do this in the customer portal.
2 votes -
Select multiple line items and move to New or Existing invoice
Often times clients ask me to split a large invoice (with many line items) into separate ones.
It would be amazing to be able to select multiple line items and from a pull down menu choose from 2 options:
Option 1: Create new invoice from selected items
Option 2: Add to existing invoice4 votes -
allow the default date to be either today's date, OR the last date used
When entering historic data, it can be quite annoying to have to change the date, with multiple clicks. for every transaction. Most desktop accounting packages have this option. It would be a welcome change here.
1 vote -
Need document upload feature while attaching or selecting document to invoice/expense/bill
When attaching document to bill/expenses, there is no option to upload document in popup. So we need to go back to documents and need to upload document and than again come back to bill/expense/invoice to attach document. so it is better to have upload document function in popup while attaching document.
3 votes -
Role based restrictions for client portal
The ability to apply a role to an indvidual or a group of individuals so that restrictions can be placed in the client portal. Accounts only sees Invoices. Estimates can only be viewed by sales etc.
1 vote -
Multiple bills from single PO
Converting of a PO into bill , we are able to convert one PO into only one bill. Can this be converted into multiple bills?
1 vote -
Categorise similar banking transactions in one flow
Today if I get income from a single source and there are multiple incoming payments to my bank, I have to register each banking transaction individually.
Even though all of these similar transactions are categorised in the exact same manner.
It would be better if you could allow us to select multiple transactions, and categorise them all in one flow, one time.
Will reduce effort by an estimated half for categorising
3 votes -
Remove ugly generic graphic icon & add numbering to line items
There is no need for those ugly generic graphic icons that appear to the left of each line item. Please remove. No need to use precious screen real estate with these.
Can you please have invoices automatically add numbers to each line item? This is useful when you are cross checking with other documents or useful just in general. For example: you are on the phone with a client and you can say "Line item number 3 ..."
Thanks!
1 vote -
please add the ability to change the default rate for all invoices (e.g. in the case of an hourly rate that is the same each time)
pls add the ability to change the default "rate" for all invoices from 0 to a specific rate
1 vote -
Cash based Journal
In Journals, if we not check the cash based journal, then it should not reflect the same in Cash based report since it may not be cash exp. and it may be month end JV.
Some time, we will review the cash report with account wise, in that situations the manual journal will be captured. That is not correct.
1 vote -
We categorize Items in Masters with sales account.We should able to see the monthly sale by sales account with tax and without tax.
Quantity must be shown as in Sales Invoices.
1 vote
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