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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6198 results found
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search for an item in the inventory report
I would like to be able to search for an item in the inventory report. This would save having to scroll down multiple pages before finding the items u are looking for
1 vote -
Auto Create Bit.lyf Link for Invoice Online Payment
By This feature customer easily payment to company.
0 votes -
Better column filtering
It would be very helpful to have actual column filtering instead of creating new views.
For example, if you could click on "customer name' and then a dialogue box pops up and you can then click on which customer you would like to filter on. It would make it much quicker to find the estimate/ sales order/ invoice that we are looking for.
Thanks!
4 votes -
A Comment from one of our customers
Just a suggestion!
When one makes an online payment one is taken to the paypal login and then after the payment is executed there is no "return" to the portal (unless you back out through the back arrow).
So it just sort of leaves you hanging on the paypal confirmation!
I suggest opening a new browser tab to take one to the paypal link and keeping the portal in the original tab.
2 votes -
1 vote
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A customer called Marketplace
We sells our products through multiple online Marketplaces like Amazon, Flipkart etc. These market places send us Orders from individual customers. We INVOICE with the name of the Individual customers. However the Payments come in from the Market place less their charges like Commission, Shipment other. Can you create an entity called Market place, where we can add these Individual customers, the charges from the Marketplace and the Payments so that we can track the payments from these marketplaces.
7 votes -
To add unit
To add unit manually while creating Invoice or estimate.
3 votes -
Apply partial retainers to one invoice at a time
I want to have the ability to take a retainer and apply a portion of it to one invoice. Currently, either you apply entire retainer to one invoice or you have to create multiple invoices at one time and then apply the retainer across them. I want the functionality to be able to say, apply x amount to a particular invoice. AND, to be able to see that in draft form so that I am able to review for accuracy prior to sending to the client.
1 vote -
Reminders with the same set of configuration
Possibility to have reminders with the same set of configurations so it would be possible to set reminders in different languages.
3 votes -
The ability to mark multiple projects inactive/completed at one time, rather than individually.
This would be a huge time saver if the project list had a checkbox next to project where you can mark it "complete" or "inactive," instead of manually opening each project to deactivate. I work on hundreds of projects a year, so that would be very helpful feature to have.
2 votes -
0 votes
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Expected date of recovery
There should be a report based on expected date of recovery and connected sales person to it. Its helpful to know when debt shall be recovered across the organization to that cash flow can be ensured.
3 votes -
put a sort option in chart of accounts
Once Chart of accounts is open, accounts are listed in no specific order. It would be nice if there was an option to sort accounts so they follow the order of the financial statements.
2 votes -
The option to export an Item list that include all item details plus the inventory should be added.
The option to export an Item list that include all item details plus the inventory should be added. The current export tool only includes the opening inventory and this information needs to be supplemented with up to date info on the current status of inventory per item.
3 votes -
To associate Bills, Expense and PO to Project & Customer
see the heading
13 votes -
Bulk Categorization of Banking Statements based on Keyword search.
Would like to search the Banking Transactions or Manually Imported transactions with certain keywords. The list of search list to be "Bulk" added to desired Expenses or Income category. This will help us to categorize the transactions in a easier way.
1 vote -
time series based item pricing
Is their any way to specify the time series based pricing, i.e vendor providing different prices for same item on different period in time. how can we record these prices and how this impact the inventory valuation.
1 vote -
Workflow based on customer activity
The workflow automation is making life easier – so thank you for that!
It would be nice to have the option of automating emails based on the customer activity. What I mean by this is that if the customer has not bought anything for i.e. 6 moths than the system can send an automated email.
This would make keeping in touch with customers so much easier!
Hope you can help!1 vote -
Add a weekly calendar to Timesheet, All Timesheet
The monthly calendar is fine, but a weekly calendar would provide a more granular view of the week, and many organizations want timesheets posted by the end of each week.
4 votes -
Be able to enter purchase price in currency
Would be GREAT if i could enter purchase prices in currency. The price in € is my fixed cost, the floating £ price is my landed cost, which changes on a daily basis. Entering only sterling means every PO needs correcting.
4 votes
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