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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sales
Allow inventory allocation on creation of a Sales Order. This avoids selling equipment that has already been committed to. Also, allow the creation of a committed items report based on Sales Order.
1 vote -
Option to Remove Invoices & Payment History via Client Portal
We're at a constraint via our parent organization. We use Zoho to create estimates and convert to paid invoices. This invoice Data is exported and converted into Microsoft GP. We as a smaller organization in the umbrella can't dictate our own invoicing system.
So here is what leads up to this function....
- We would like to use the 'Accept this Estimate' without use of a client portal.
- We understand this isn't possible without the Client portal. We're good with that...Ultimate its a great feature the Client could have a portal to see past estimates as well as see open projects.
- …
3 votes -
VAT listing in Payment Receipts
Please add the option to list VAT on payment receipts. This is a legal requirement for me...and I need to stop using Zoho (after 5 years of use) because of the lack of this feature.
Many thanks
1 vote -
Set a minimum price for Items.
show a warning sign if after the discount, the selling price is below the minimum price that was set.
0 votes -
Apply Credit Card Payments Through Bills
I would like to have the ability to enter a credit card in bills and have it apply the payment directly to the Account. As of right now, if i enter the credit card as a bill, it does not allow me to apply the payment to the Credit card account. I would like to see it either do one of 2 things:
Allow me enter the bill with payment and apply it to the Credit card
or
after reconciling give me the option to add a bill, so i can pay it and have a record of it as…3 votes -
Add to Group, last used Group as First Entry, Seperator (Books / Article + Inventory / Article)
Add to Group, last used Group as First Entry, Seperator (Books / Article + Inventory / Article)
3 votes -
Well here is a crazy Idea! How about the help team actually providing useful answers!
How about Zoho Hel[ Team actually answering customer request with useful replies? Instead of just sending irrelevant advice or "We are working on it, if we think its needed"
1 vote -
Make adding custom fields to contact views actually work
The controls are there but whether you create a custom view or modify an existing one, every time you add a custom field it just disappears when you save and does nothing.
3 votes -
In Blueprints & Workflows make recurring an option for a task or action
Tasks can be "turned" to recurring once they have been created and are in the different modules. There is no place to make tasks or actions that are added to workflows and blueprints recurring. This hinders automation.
6 votes -
I would like to see more or custom industry settings
When choosing a industry in Zoho book we are limited to pre-defined settings. I would like to be able to add a custom industry since our industtry isnt in the list. We cant add custom.
3 votes -
Add a View customer Portal link in each customer contact area.
Add a View customer Portal link in each customer contact area. It is possible to add an email to the customer contact and login to the portal that way so why not just have a view customer portal link in each contact area?
1 vote -
bill report
I would like to see the possibility in Bills and Expenses reports that the taxes (in Canada/Quebec in my case) be reported for each line of these reports, not only at the end of the report. When one is entering the numbers in the corresponding forms, it would be nice to see what is the total value of each line (total means the basic amount plus all taxes). And when one runs a report, then a column is added so the total tax amount is displayed for each line in the report.
1 vote -
Invoices
I would like to see a filed where to show clients their billing period. Kind of like a placeholder for Reference in the invoice.
1 vote -
1 vote
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Requestiing to add invoice status as "Writeoff"
In addition to that, we need invoice status as "writeoff". Many of our clients are not making the payment and in zoho it is in pending payments. Every time we need to find/filter which client will make the payment, and which client will not make the payment. To avoid that if we update the status as "Writeoff" then it will be easy for us find the pending payment
1 vote -
1 vote
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Allow for the creation of LEDES invoices required for legal billing
Many of the online invoicing systems managed by the legal departments of our clients require the submission of LEDES invoices in txt format. Can you please enable this option for whenever we create an invoice, we can download it in LEDES txt format rather than only in PDF?
1 vote -
I would to see Job ticket rising option for service centers like electronics gadgets
I would to see Job ticket rising option for service centers like electronics gadgets
1 vote -
show all access and transaction before and after to diana raymundo account and recent payment deposit
in my account do the transaction payment and deposit
payment unto my recent
account show all transaction payment deposit.before and after and recently1 vote -
Please give option to correct the bank account
Please provide option to correct bank details
1 vote
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