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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Report required that ages by "expected due date"
This report should bucket for each invoice, grouped by customer all invoices in buckets of month and week based on the expected date of payment. Where the expected date of payment is blank, it should default to the due date of the invoice. This will be a very useful tool for collection agents to follow up with customers for payments.
1 vote -
Please add a document storage facility in order to scan and store all invoices, receipts etc
We scan and store every receipt, invoice etc and require a system whereby we can retain all documents for tax purposes.
1 vote -
I want to have a private notes section on each invoice so for example I can put my profit on each invoice
Private notes on estimate and invoice keep track of the profit on each
3 votes -
Make an automatically adjusting description placeholder for recurring invoice year
When you bill clients in advance and you include the year in the description, the year becomes innaccurate when you get to December.
For instance:
the placeholder: %m+, y% will make this:
April, 2015but when you bill in December 2015 for the next month (January), you'll get:
January, 2015
Is there a way to make the placeholder adjust automatically so that you don't have to manually go in adjust all your recurring invoices?
3 votes -
add ability to Mass update contacts
I would like to mass update my custom fields on contacts
3 votes -
Appointments
Ability to connect with an online appointment or scheduling app like Bookeo or Acuity
11 votes -
Need a report which has details of the projects with the users assigned and the hourly rate per user.
Need a report which has details of the projects with the users assigned and the hourly rate per user.
4 votes -
Allow an email address other than the primary email address to be the sending address of a payment receipt (on invoices & retainer invoices)
Right now only the primary email address can serve as the sending address for any payment receipts. This is inconvenient and should be easy to change considering invoices and retainer invoices allow for a choice of the sending email address
1 vote -
invoice template half of A4 FOR FEW ITEMS PAGE IS WASTE FOR FEW ITEMS
invoice template half of A4 Size FOR 5 OR 6 ITEMS IN THE BILL
1 vote -
6 votes
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payment made with option to email
It would really be useful to have the option to email the pdf for Payment Made - this way we get to notify our suppliers that payment had been made. The whole functionality is there just adding the email button next to print so it can be emailed instantly.
11 votes -
add a option to pay advances to suppliers
its so much complicated and double work while creating bills and receiving goods.
it should be simple like this:
create a PO with/without items
pay advance by clicking button on same PO(which shows status as partially paid)
there should be a button "received goods" (enter the amount of goods received, if received partially status will be partially received or some thing like that...)
if i want to refund some of those goods we need to see options at that PO or purchase invoice.
same goes for sales module
but now
why is it so much complicated to create advance payments…
12 votes -
3 votes
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Add dynamic fields in recurring invoices
Adding dynamic fields to recurring invoices. Example : this invoice covers November - December, just like cell phone invoices.
6 votes -
Invoice - Charge without sending mail
My purpose is to maintain only accounts. So, i dont want to send invoice email. Currently there no option without sending mail and it adds up one additional step in invoicing process. kindly add up this feature.
7 votes -
Integration with Cushion app
Integration with Cushion (http://cushionapp.com/). I would like the ability to send project setup + invoice data from Zoho Books into Cushion.
1 vote -
Fix the Zoho Books Timer icon for the Chrome addon
I love the Zoho Books Timer addon (on Chrome), however the design of the icon is so complicated for 16 pixels that it's not clear at all (not to mention far from the identity symbol I associate with Zoho). Rethinking/updating this icon would be a tiny move that would have huge impact on the user experience if the timer. Thanks!
1 vote -
1 vote
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Managing Procurement of same product from different vendors
Please suggest if there's an existing feature which helps us to add different purchase price for same product by different vendors
analyse procurement of same product from different vendors..
6 votes -
diary on ZOHO Books Dashboar
It wold be nice to have a diary on ZoHo Books Dashboard.
1 vote
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