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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Add Total count to custom search results.
As a user I want to be able quickly count results when I performed Advanced search.
Standard list has total count – https://www.dropbox.com/s/15sur7tpep7c41e/Screen%20Shot%202017-09-01%20at%202.56.21%20PM.png?dl=0
Advanced search doesn't – https://www.dropbox.com/s/b2hpo7lomq05tcf/Screen%20Shot%202017-09-01%20at%202.56.15%20PM.png?dl=02 votes -
Balance Amt Column
Add a column for balance so that I can see what my balance is with every listed transaction. This would be much easier for scheduling and re-arranging bill payments and projecting account balances without having to run a report every time I reschedule or change a bill payment date.
1 vote -
9134056206
Adhar link
1 vote -
Insert a "Late" column when listing all customer's payment
When displaing the "Invoices payment" section it would be very useful to display a column "late" that can tell us how many days late/before the invoice wad paid against the due date.
3 votes -
1 vote
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1 vote
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drag and drop designer for estimates and invoices besides the pre made templates, just like the one used in CRM
In CRM you have to option to either create your Invoice / Estimate tempalte from scratch, using HTML or use the Drag & Drop tool. Althoug for many use cases the pre-made tamplates are good enough and easy to configure, there are cases in wich you need more freedom in this process. One specific case that I currently have is that after creating the templates for Estimates and Invocies in Zoho CRM that have been approved by my client, after convincing him to use Zoho Books I am finding dificult to justify that the tamplates will not be the same.
1 vote -
1 vote
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Please insert Performa Invoice in Sales
Please insert Performa Invoice in Sales
9 votes -
Estimate > Approve Estimate > Create Invoice AND Purchase Order
Customer approves estimate > We need an order list for our employees to order from.
3 votes -
Timesheet by Third Party Pro Tools into Zoho Books (and/or Projects/CRM)
Please add third party pro tool(s) into your product(s) Zoho Books (Projects/CRM):
- toggl.com
- timelyapp.com
timecamp.com
etc.
Thank you!
6 votes -
Delivery Challan
Please have an option of removing the tax section from the total section. Also add an discount option in the total section like in invoice. We give a percentage to the vendor to sell our goods.
1 vote -
Fixed Price Project Snapshot Current Billing Period Summary
The project summary Snapshot shows a graph with a toggle to switch between this week, this month, last month, last week.
Below the snapshot graph is a section with Logged hours. This shows all previous hours logged and billed in a simple column.
Please add a column (next to the column that shows total logged hours for the project) that shows the logged hours the project that corresponds to the toggle in the project snapshot.
the above be added as it significantly improves the administration of a fixed price contract for us the user.
I want to provide consulting services…
3 votes -
in the "all transactions tab" Permit add a "field" to view...ie..payee?
In the all transactions tab. Is there a way to add a field to view...ie..payee? The current view only shows transaction date / reference (if exists)/ category / amount. Can't see who the transaction was made with. It would be good to be able to customize view
1 vote -
Include a column on the invoice that shows the price of the item + VAT%
A lot of costumers are interested in knowing the landing price for the product they buy, as such they need to know the price of each item including VAT on it.
1 vote -
Tasks within Project priced by different methods.
Allow tasks within a project to be billed by different methods. Example, one task is billed by a fixed price and one task is billed hourly.
9 votes -
importing of bank statement is very tedious check Quickbooks option for importing which is automatic and does not require formatting
In quickbooks the import is automatic without having to format the statement - which is a tedious job especially when the transactions exceed 100
4 votes -
Draft Creation timeline
Have the ability to set the creation timeline of a Draft Invoice to a certain amount of time before the date so that you can schedule the sending and modifications if necessary.
1 vote -
Fix the design of the unpaid invoice list template
You have to increase the width of date, status, amount and balance column of the unpaid invoice list template to make it presentable.
3 votes -
allow to print expenses.
In India, we need to maintain expenses and attach physical receipts to expenses that we make.
Digital formats are widely not accepted and this is one major problem for me since the feature isn't available. I cannot switch to Zoho from my existing system for the same reason.
3 votes
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