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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6170 results found
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Allow a choice of both Accounts and Contacts to sync as the primary for example. One account in CRM has many different departments and each
Allow a choice of both Accounts and Contacts to sync as the primary
or allow departments in both Books and CRM.for example. One account has many different departments and each department has a contact.
It would be great if each contact could have its own client portal only able to see their invoices
When it syncs to the CRM only the invoices attached to that contact shows up under that contact, but all invoices show up under accounts .
1 vote -
Include option to consolidate all files into one file
Feature that would allow the Invoice with attachments to be sent as one PDF file instead of separate files in the invoice. Maybe it could be a checkbox option so that those that work with customers who want a single file can send Invoice with paperwork directly through Zoho Books.
6 votes -
I would like a sales orders reports by salesman
I would like a sales orders reports by salesman
1 vote -
i need a sales orders report by salesman.
i need a sales reports by salesman.
1 vote -
Apply bank transactions as partial payment for invoices.
I have invoices for which i receive partial payments. I need to be able to apply those payments without being forced to do an adjustment from the banking page.
5 votes -
All the tasks defined for project should be available during INVOICE preparation
My business involves only fixed cost projects therefore there will not be any LOG Entry. In this case I will appreciate if you provide fields for all tasks defined for the project while creating Invoice, which will definitely help.
3 votes -
search by last name
When I enter the last name of a client when searching by customer name on the create an invoice page, no results come up. It would be helpful to be able to search by last name in addition to first name.
1 vote -
Ability to attach files from invoice to payments
Currently we can attach files to invoices, receipts separately. Kindly add a feature that lets you attach files from within invoices to receipts and vice versa.
For Eg: If we add a attachment to invoice. It must be made available even while recording payments.
1 vote -
to allow me to send my customer, their outstanding statement with net customer balance payable to all my customer in one shot
hello
currently i am not able see any option to send outstanding overdue invoices statement with customer balance receivable to us to my particular customer, manually. ( if i can send the same to each multiple customer in one shot then it would be awesome ).
if it happens then i would be relax and i can send notification of all my outstanding receivables to each of my client in one shot and it can happened in just 2 minutes. my whole day work finished in just 2 minutes.
awaiting for the feedback.
jatin
to allow me to send my…
1 vote -
Agregar Nit de la empresa a la factura
in colombia the NIT number need to be showed in invoice.
1 vote -
display order of custom fields
Would like to be able to change the display order on all PDFs with custom fields. This includes Estimates, Sales Orders, Invoices, Payments Received, Credit Notes, Expense, Bills, Payments Made and Purchase Orders. Please work on the Invoice first because that is what my customers see.
1 vote -
Under Invoices/Custom Views add ability to use "contains" in a search
I would like to be able to search for a group of customers with a similar name. For example: pull all "ABC" locations with over due bills.
1 vote -
1 vote
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portal orders
Thank you guys all in all great system, i manage zoho books for several companies and 2 asked me if customers can place an order and pay through their portal
i think this would be an amazing feature9 votes -
be able to catagorize inventory items
Be able to catagorize inventory items. Like example all bolts under "Hardware" All hose clamps under "Clamps" ect.
1 vote -
3 votes
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Allow a custom report where we can track the number of pcs a sales man has given sales order and number of pcs a sales man has sold.
Allow a custom report where we can track the number of pcs a sales man has given by sales order and number of pcs a sales man has sold for a particular period by Invoice.
3 votes -
Unique ID for Clients and Vendors
How about we add a new feature so that we can differentiate between different customers and vendors using there unique ID. We are able to do this somehow using the custom fields but is really not helpful for existing customers.
So if we add an additional feature that would help us find the customers/vendors using unique ID that would show up in customer portal as well as the contacts to identify that particular user or vendor with different prefixes i.e. a different prefix for a vendor and a different prefix for a customer should add a great value.
Best Regards,…
4 votes -
Make it possible to have a "master" account that cannot be edited by other team members
Currently, if you grant access to any other user to modify the user roles in your account, they can delete your account or change your role—even if you are the owner of the account.
We need a "master" admin that cannot be deleted.
1 vote -
Target Actual Vs Variance
I suggest to add the feature Sales Target, Sales Target Actual Vs Target Report.Sales Target by Qty,Sales Target by Amount.+ Multi currency. Tag /Division wise target
2 votes
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