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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When matching uncategorized deposits from bank, ability to match remainder to account
Currently when I have a deposit at my bank, the deposit usually is made up of several "payments" or other monies that have come in over a time period. Most of the time I already have the bills/payments entered, so I can easily match the items to the list on the right (in banking). Occasionally, there might be a payback, or personal check for work done, or something that I haven't make an invoice, payments, or bill for.
It would be nice to be able to take any remainder from the match process, and apply it to a new transaction,…
3 votes -
Sync Data with Shopify Store/Bank Account
QuickBooks online offers an app that Sync my shopify data and my bank data so I don't have to do any imputing.
Their system is horrible though. I love zoho and wish zoho could do this so I never have to use quickbooks again.
20 votes -
Sales IQ potential sale made via chat
When you make a sale via SalesIQ and convert directly into a potential...that information doesn't get automatically generated into ZOHO BOOKS. Since it is no longer a lead, there is no way to easily get the potential's name into ZOHO BOOKS and you have to manually add all of the info. IF a sale is made online via SalesIQ, THEN you should be able to create an invoice directly from the information that was gathered.
1 vote -
Get live feeds of exchange rates from xe.com or some other source to automate conversion between currencies
Can you add a feature that allows live feeds of exchange rates from xe.com or some other source to automate conversion between currencies. Exchange rates are too fluid.
8 votes -
Customize views to filter by customer
It would be ideal to have additional filters for projects, so that you can view all projects for a particular customer. This is particularly useful for those of us with multiple projects per customer and multiple customers.
7 votes -
To add a field (zoho books contacts_id) to the sync going from Zoho Books to Zoho crm
Add the contacts_id number (Example: 72334000000024229) to fields that can be synced from Zoho Books to Zoho CRM
We need this for our API calls which all run from CRM.
4 votes -
Reminder for upcoming due bills
Send an email notification X days before a bill payment is due
4 votes -
more than one tax on an expense item
In my country CC companies and governement tax the international orders different than any other things, i need to enter taxes like in the provided dropbox file:
https://www.dropbox.com/s/7kuumz367rzr0cd/Screenshot%202015-09-28%2012.26.44.png?dl=0
3% over the purchased item + 22% over the 3%
I can´t make this workaround(thankfully provided via zoho support :)) on Expenses, it wil be great if we can add more taxes, or items to be taxed to make a workaround like this one in Expenses
3 votes -
Some feature missing
- ADD SUB total to invoices
- Able to add a new items any where in invoice not at the end and move
- Search in name and description when adding item in invoice (actually just in name )
- add serial number ,family to items for classification -able for profile ( vendor) to see the items price but not the purchase rate
6 votes -
2 votes
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Create lead times for recurring invoices
Zoho Invoice > Preferences > Recurring Invoices
This functionality sends a renewal invoice on the day that it is due. No company can pay an invoice on the day they receive it. They have to go through approvals, etc. This means that their account WILL expire, which creates headaches for the customer and for us. We would like to send the renewal invoice AT LEAST 30 days BEFORE the contract due date so that the customer can pay it before their account expires, and there is no break in service.
7 votes -
INTEGRATE WITH SHOEBOXED
to import expenses and receipts into zohobooks
10 votes -
Add date filters to the expense list view
Go to the Purchases menu and click "Expenses", you will see all your expenses listed. However, what if I want to see all the expenses of June? Or from August 15th to August 31st?
There's no way to do that as far as I know. It would be nice to add a date picker for filtering the list by date. Shouldn't be a difficult improvement and adds a lot of value.
Thanks
6 votes -
mass upload tool
a mass upload tool which accepts csv or excel where we can enter old transaction details like old completed invoice, old purchase orders happened in past dates and upload into applications and finally they should reflect in the dash board and reports
1 vote -
a column showing prices with tax for each item separately
My costumers want a price with tax without calculating them
1 vote -
3 votes
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Remove a pop up window after editing an invoice
it's annoying that every time I edit an invoice I need to make some sort of a note instead of just saving it in one click
1 vote -
Create a report that shows money not yet settled
Coming from a different processor/program, this was one of our most useful functions. Simply the ability to see how much money is authorized or posted but not yet settled to our account. Would be nice to be able to post this somewhere on our dashboard, but at the very least to be able to view a report each day.
1 vote -
We want to integrate the estimate form
We want to integrate the estimate form into our website so that our customers can select their products and buy them online.
They do not have accounts in zoho books and the payment must be done in our platform, not in zoho.
Is their a way to embedd the estimate form in an iframe and access it anonymously (not logged into zoho books).3 votes -
1 vote
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