Zoho Books
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6195 results found
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sales person assign customer
why do we have to select the sales person every time when we create the invoices. it should take default sales person. and also customers balance due in sales person report is not total balance.
can you guys update this feature as early possible.
thank you
4 votes -
Customisable Tax Reporting
As it will surely take a long time to offer region-specific Zoho books, especially in terms of tax/VAT compliance... Can you at least offer more comprehensive tax reporting, where we can specify what tax and transaction types we would like to see in ONE report that can then be exported easily and transferred to our relevant tax documentation?
10 votes -
Bills Payment - Customization
Should have option to customize the bill payment voucher so that it can printed & stored as per organization requirements
1 vote -
1 vote
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1 vote
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Paypal Invoice payment transaction fees to be covered by the Customer?
If a customer chooses to pay their invoice via paypal/credit card then the the transaction fee is paid by the customer and then auto added to the zoho invoice retrospectively?
Currently if a customer chooses to pay via the paypal button on the invoice, we are charged the transaction fee
14 votes -
desktop notification
There should be desktop notification system for payment recorded with post dated cheque. There should be a desktop notification system to remind the date of cheque deposition in bank.
3 votes -
Allow automations from and to projects modules
I would like to create workflows and automations from the projects module, either in books or using flow, but I cannot select the projects module anywhere. Something is already in place as you can create a project from an estimate, but I cannot link the different fields either.
2 votes -
Filter Feature
Having a filter option in Account Transaction report that will be able to view and update the Transaction per contacts.
4 votes -
If multiple reporting tags are used to customise a report, the report should present separate columns for each reporting tag.
If you want to see separate data extracts or separate report data for multiple reporting tags you have to extract one at a time.
A user called Hester raised this issue in January 2017 but from the response I see, the query was not closed appropriately.
8 votes -
PreSelect Reminder Date and Local Time for Reminder or Auto-Invoice/Estimate sending
The actual reminder system may generate reminder at inappropriate dates, e.g. over weekends or public holidays like Christmas, client birthdays etc.. That is according my understanding, bad timing.
1 vote -
Sales person linking default while creating contact
A sales person is linked to a specific contact and whenever an invoice is made that particular salesperson is automatically selected rather than selecting it again and again.
7 votes -
COST Plus Price Levels / Calculation Options
When creating Price Levels, users should have the option to choose if the data source to be marked up or marked down is the item Cost or the item Sell price. It should trivial to add one more variable to the Price Level setup page with a drop down box that allows the user to select Cost or Sales price as their basis in the calculation instead of the way it is now where a user can only use the Sale price in the calculation for customer price levels and Cost in the calculation for vendor price levels... This is…
7 votes -
Change Zoho Books portal invitation status.
When a portal invitation is sent from Books, the contact invitation status is set to "Portal invitation not accepted". This is misleading as it suggests that the contact rejected the invitation. I recommend changing it to "Portal invitation pending". Depending on how the contact acts upon the invitation, then have it change to the appropriate status as "Portal invitation not accepted", "Portal invitation accepted"
1 vote -
Zoho Books
Estimates,sales orders,invoices.
The option of the Filter or sorting can be added in headers so that multiple option search will be easier.
In Invoice details Report:
It will be good if we club together the month wise details.
Like on viewing the annual invoice details we can able to get the month wise total invoice detail,which directly shows our performance in that year.1 vote -
Can we have different design for followup page on invoices and estimates
I would like to be able to change the design of the folluwup pages or other pages in an invoice or estimate. Now when the page is to long it gets the same header as the first page. This breaks the design as the header in the second page doesnt contain the logo and other data
3 votes -
Logo placement in templates
Though is set the category to email templates. This is actually for PDF templates and templates in general.
WHe i was styling the template i noticed that when you add a logo without any white margin all the text below get cramped to the bottom of the logo.
Im a graphic designer so i know some tricks to solve this. I also adjusted the email templates so it loads a logo cross domain.
BUt the gross of the users of ZOho probably dont know how to adjust there own logo so it looks nice on the template. Though we can…
4 votes -
Allow customers to select the invoices to pay in one transaction on the portal.
Allow customers to select the invoices to pay in one transaction on the portal
1 vote -
first fix the issues in zoho books, lot of bugs
Lot of bugs in zoho books i shared and few of them fixed, but i can find bugs the more i use. seems to me worst application
1 vote -
schedule report by salesperson
Hi,
1. Automatic scheduling of report should be available at individual level, this will allow us to send payment collection details at fixed time to salesperson.
2. also invoice of customers who have already paid and balance is zero should not reflect inside report generation.Kindly add these features.
6 votes
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