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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6729 results found
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filter for sales by item report
Can you make a filter icon to filter the items in the sales by item report
thanks11 votes -
Allow Multiple Attachments for Expenses
I attach images of the receipts to expenses. Some expenses have different components for the receipts. A simple example is different pages on one receipt where I am storing pictures without the ability to scan. Another would be multiple documents all together. I would like the ability to attach multiple documents to any given expense.
5 votes -
21 votes
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Create/Edit Account Type under Chart of Accounts.
We need an option create new account type and modify the existing account type as per our requirements under the Chart of Accounts.
34 votes -
HTML template customiser - allow Google Fonts
We had the HTML template customiser activated so we could integrate Google Fonts. It turns out that is not possible and the customiser removes all <link> tags that imports the Google Fonts.
Allowing for this would let us truly customise the templates to fit with our corporate branding.
6 votes -
Profit Analysis by PO#/Job#
Create a report that will show "all" customer invoices and "all" vendor bills .. with a column for "purchase order#." This simple report will allow users to calculate profit by po#/job#. I've been using QuickBooks for 20 years and this report is one major reason so many companies use QuickBooks.
4 votes -
bank wire in client portal
Currently we have client portal with credit card and paypal payment options. I want also bank wire payment option for client in client portal so that client can choose bank wire option along with credit card and pay pal.It can make online payment more faster.
8 votes -
add shipping for ups / fedex / usps
1) sales orders from zoho crm flow to zoho books.
2) order details flow (address and item info) from zoho crm or zoho books to web based shipping software like shipping easy or ship station
3) freight and tracking #'s come back from shipping software to sales order in crm or books.
All major accounting systems (quickbooks, zero, myob) provide this functionality out of the box. We love using zoho crm (20 users), but cannot use zoho books until this basic functionality is available.
38 votes -
multiple invoices in one email
You need to provide an option to email customer multiple invoices in one email attachment. It is inconvenient for the customer to open email by email to retrieve multiple invoices. It also looks unprofessional on our end not to simplify our billing. Please consider this as soon as possible. I also suggest this option as we see invoices from competitors who have all of their invoices in one attachment. It's not impossible!
7 votes -
Ability to create a custom link or a web tab in the client portal. Can be used to link a form or add a custom web page.
Our clients spend a lot of time in our client portal. This feature will allow some customization and functionality giving clients a better experience.
9 votesHi all,
We have the Web Tab option within Zoho Books but not yet for the client portal. Send us an email at support@zohobooks.com with the use case of this requirement.
Regards,
Zoho Books Team -
Ability to save unit cost per user, per project.
For projects, allow for system to store unit cost per user, per project. This is very helpful for sub-contractor jobs.
2 votes -
Ability to Add Product Visual/Image to Estimate and Invoice
I want there to be the ability to add a small thumbnail of about 185x185 next to my items in my Invoice and Estimate to be able to provide a visual reference to my Clients. On clicking the product visual, they can either be taken to the product page on my website(Custom Link) or to a larger version of the image(Image Source).
48 votes -
shipping company
hello,
pleas, allow users to have a shipping company different of the billing adress.
6 votes -
Batch payment of bills
Please include an option to record batch payments of bills, wherein the user can select multiple bills using a check box next to them, and give ‘Record Payment’. Also, an option to generate one single remittance notification email for all the bills payed at one time.
39 votesHi there,
We now have the option to record payment for multiple bills.
This option is currently available in the Open, Overdue, Unpaid and Partially Paid filters.
Bulk select the bills(which are of the same currency) and click on the More option. You will find the Record Bulk payment option there.
Hope this helps,
Regards,
Zoho Books Team -
Auto-pay vendors
Add a check-mark box to vendors to indicate if you have selected auto payment. It would be helpful to add the last 4 digits of the credit card on file for the auto pay and the frequency and the amount of the automatic payment. It would also be helpful if you could run a report of the auto-pay vendors so that you could have a list if and when you need to update credit card details or check payment dates.
7 votes -
Customizable packing slips - attention field, special instruction field
Invoice & Packing Slip - more customizable
(1) Attention Field - essential for billing and shipping products attention to the person who placed the order
(2) Item & Description - not all items on an invoice can be shipped, ie design service, packing charge, etc, so best to make it modifiable on packing slip
(3) Shipping Address - client might have multiple shipping location, it would be great if this field is modifiable or if we are allow to save multiple address under the same contact44 votes -
MAKE IT POSSIBLE TO ATTACH MULTIPLE FILES TO AN INVOICE
Especially because we cannot make items in a bill "billable to a customer" right now, and because we need to attach those bills to an invoice so that the customer can see what they're billed for, it's very inconvenient not to be able to keep attaching files as we add more lines in an invoice showing the expenses incurred due to bills from our vendors. This will not be that crucial once you make it possible to make items withing a bill "billable to a customer" as in an expense entry.
5 votes -
Unit of measurement
after Quantity there should be UOM (Unit Of Measurement) Column to mention the quantity is nos or meter or Square meter or Lot. Presently nothing is there
33 votes -
When running reports, display on report if cash or accrual.
When running reports, display on report if cash or accrual so distinction can be seen at a glance.
4 votes -
Reduce the size of mobile uploaded receipts!! It takes over 30secs per receipt over mobile data
I make several business purchases a day, uploading each to Zoho through my mobile is very time consuming (20 secs approx over wifi, 30secs over data). Reducing the size of the image uploaded, or background uploading will massively help this - i don't need an 8mega pixel receipt.
I've used Expensify before and their system is much better.5 votes
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