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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Downloading/Prining all attachments of Invoices, Expenses, etc in a single PDF
Option to Download All the attachments in an invoice or expenses, so that we can have a physical archive printed.
4 votes -
Not able to add multiple email id's to an exisiting invoice
Only primary email id's are associated for the payment reminders and we not able to add multiple email id's to an exisiting invoice also.
4 votes -
Taxable task
It would be smart to be able to set individual tasks as not taxable. As it is, I have to manually edit each non-taxable task every time I generate an invoice. It's repetitive, time-consuming, and invites error.
12 votes -
appointment booking program that works with Zoho Books
Appointment booking program that works with Zoho books
2 votes -
when I enable the portal for a contact, the possibility to restrict the view to one or more specific projects and not for all items
As subcontractor, it would be great to allow one or more contacts to see specific project and not all stuffs in the portal. For example we often have projects which involve 2 differents companies and several departments and it would be important to authorise more contacts to have access to specific projects and not to all items.
5 votes -
Purchase Order Creation
I want the purchase order generation process to be much more intuitive and fast.
- Reorder list to PO by selection
- Wishlist addition
- Vendor Portal so vendor can login to check the PO
- Auto reordering rule on certain items
- Purchase Intent (Request for Estimate or prices)
3 votes -
1. Include better reconciliation feature between card settlement and invoices.
Integrate with card processors so that the fund transfer from Invoice, to charge to merchant to bank can be fully automatically captured in books. At this time, it is painful to reconcille between bank and invoice.
3 votes -
4 votes
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add Terms and Conditions field to Delivery note and packing slip
Hello,
It will be great if you could add a customizable terms and conditions box to the Delivery note and Packing slip similar to what we have on the Invoice. There are several terms specific to the delivery of an item that we need to be very clear about and obtain a customer signature for. Thanks4 votes -
Modification of Dutch translation for Open Bills
Can you please change the wording now used for an open bill from 'Openen' to 'Openstaand' which is the appropriate translation as the Dutch 'openen' is opening in english which has no relation whatsoever with outstanding bills.
1 vote -
bank charges tax
Taxes on Online Payments Gateway (Paypal). Right now when an invoice payment from paypal is registered. Is possible to add the associated fee as a bank charge, however, there is no way to consider a tax on the fee. It would be great to have a way to include or add a tax to the gateway fee.
3 votes -
Add Sync.com cloud storage for attaching receipts to expenses
Add Sync.com to the list of cloud storage providers. They provide secure cloud storage - a much safer place than Dropbox for keeping receipts. By adding this provider to the list, we can then attach receipts for expenses.
3 votes -
it would be great if there is a stamp on remark for Paid or Void invoices.
This would be great especially if I have a VOID invoice. We normally have to write on a red marker to indicate the monies are not coming in.
4 votes -
increase the number of contacts
Limit of 50 contacts is really low. Quickbooks has unlimited even for the simplest version. Why can't you make it the same?
14 votes -
add vacation tracking so that an employee knows how many hours he/she has left
Right now, we have to go to HR who has to log in and get a report to see how much time a person has left for vacation hours. This is time consuming, and not always immediately available. Would be nice to see for an employee to be able to get a report of how many vacation hours they gave left.
1 vote -
accent
enable the option to seach invoces or contacts without accents, like "corrección" ("correction" in english).
These accents are part of the Spanish spelling :D1 vote -
Karnataka Bank corporate account reconciliation
Request to enable Karnataka Bank corporate account reconciliation option.
2 votes -
make items searchable by transaction.
I need to be able to find invoices, estimates and bills by item number or description. being unable to edit items that have existing transactions, I would like to be able to search for the existing transactions that the items has been used for.
3 votes -
Possibility to enter the hours with a pause time.
When the employee completes the timesheet, it should put the hours in the morning and afternoon separately. for example 07:30 - 11:45 13:00 - 17:00
2 votes -
What has happened to Contact Pages? Its terrible!
It’s very difficult to navigate around the contact profile pages since the changes have come in to place last week. The contact details are not clear and you have to scroll far down the page to see all the information. The notes are elongated and very difficult to read. This could be resolved by removing the contact feeds from the page or adjusting so they appear at the bottom of the screen this could also be a tab at the top of the screen with the other tabs.
We have no use for this function and to be honest this…4 votes
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