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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6407 results found
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Share Particular Expenses Account to User
IN this Feature.
Suppose that You have 5 Salesperson . Some Sales Person Expense something byself. but if admin of books allow to create Expense. Then Salesperson see all expense of company.1 vote -
organization templates
i am a zoho books partner. i need to setup 10+ clients at a time. but it takes forever b/c i have to add all my users (same users) + config the settings/email templates/sales tax codes & groups/etc for each one!
pls setup company/organization template feature so we can add all our clients quickly. doing all the users & config/settings manually for ea one takes hrs & is inhibiting our setups which is reducing your sales/revenue too.
let us make a organization template which we can then copy to make new orgs/clients/companies. SOOOO much faster! its how xero & qbo…
4 votes -
Project with itemised fixed budget
I want to be able to create a project that has itemized fixed budget. For example lie this:
- development : 5000.-
- design : 3000.-
- hosting: 1000.-When I issue an invoice for the project, I can show the items.
Right now I can only have one total fixed budget, which I need to edit every time something is added and when I issue an invoice, only one line for the total budget is indicated.
6 votes -
Receiving partly payment besides the net payment
Due receipt only shows net15,net30 or net60. There should be also function for receiving partly payment from customers like after every 15 days or 7 days , etc.
7 votes -
Setting to enable time to be entered in date/time format (e.g. 01:25 instead of 01:15) and carry this forward to report output.
Setting to enable time to be entered in date/time format (e.g. 01:25 instead of 01:15) and carry this forward to report output.
1 vote -
Print a Contact
We are a gun club and like to verify members each month. You should have a way to a simply do a quick print of the customer (name, address, phone, etc) that can print during check in of the client, so they can quickly verify all their information is correct, like may dr's offices do. I would really like to see this feature soon. Thanks!!
1 vote -
1 vote
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expenses
In the dropdown list to filter expenses, we have Reimbursed expenses. It would be great to also see Not reimbursed expenses which is often requested to identify what is left.
3 votes -
Auto sales person's name on the invoice created should be by default of the user's name.
In order not to abuse the user who created the invoice, there should not be a list of user to choose from, but instead a default of the user's name.
4 votes -
Estimates with photos
I think you should have a Item Photo, for each part number.
For example, when I chose item#123-4 ... the parts, description, and a (small, medium, or large) photo appears next to the description. The photo should need to be uploaded in a .jpg image with max res of 400x400 and must be named the same as item# (ie ... 123-4.jpg )
I have a picture of an example if you would like to see it. Its much more professional.
2 votes -
Know Trial Period left and change profile pic
There is no Way to know how many days of trial is left for me.
Plus I can't figure out how to setup my picture in the user profile.please check screenshot at this link for a better ideas.
Imgur1 vote -
1 vote
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Create Services In Items
The ability to add services in items.
2 votes -
Bring back the ability to indicate tax deductions in invoice payments
This functionality was available in the US edition until a couple of months ago, but it disappeared without notice or a workaround. On April 29 I was promised it would be reinstated but it hasn't been yet.
3 votes -
Hi, I've just agreed for the basic package. But it seems everything is blocked : I can't implement any invoices for the client, and any inv
Hi,
I've just agreed for the basic package. But it seems everything is blocked : I can't implement any invoices for the client, and any invoices from the supplier. Really we are lost : the program asked me to update again ???? Can you explain ??? It's urgent.
Thank you1 vote -
While making an invoice, if a discount percentage is entered, it should show as an amount on the printed pdf.
At the time of making an invoice, it gives us an option to give discount as a percentage or an amount. I need to give the discount as a percentage but need to show it as an amount on the pdf. So, even though I select percentage and enter a percentage at the time of creating an invoice, it should calculate the discount as an amount and show it on the pdf as an amount and not as a percentage.
1 vote -
that we be flexible on adding rows and columns on the invoices and purchasing so we can tailor to our needs.
adding rows and collums and etc in the templates
5 votes -
Interest Income - Tax
Income is taxable therefore interest income is taxable. Can you please add the tax field to Interest Income.
5 votes -
Batch print "checks to be printed"
From the "Payments Made" screen with the "Checks to be printed" filter, give us a checkbox next to each check and allow us to select some or all items and send them to the printer in a batch operation.
8 votes -
Add ordering feature.
Allow a customer to log on and choose what item they want to order. This would start a work order automatically.
6 votes
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