Zoho Books
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6475 results found
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Detect and import more layouts for .cvs format bank statements
When importing bank statements in csv format, you require the format/layout of the file to fit a specific model in order for its contents to be properly imported.
This requires manipulation of excel sheets so that they may fit Zohos specifically required format. This makes the whole process a little pointless. If we wanted to manipulate excel sheets, we would just use excel.11 votes -
option to edit multiple Invoices
customer has requested to have option to edit multiple invoices/recurring invoices- say editing the invoice date for multiple invoices
6 votes -
ability to add screenshots to support requests
when sending in a support request it would help to explain, and probably help you to more easily understand, if as with many support services, we could add a screenshot
2 votes -
will be nice that put a small line of text under: "Proceed to Payment".
once customers get my invoice with the paypal link, if customers click that link, it will open the invoice, then once customers click the "Pay" button, it will only show one option: "Paypal" under the "CHOOSE YOUR MODE OF PAYMENT" section.
some of my customers stop there because they want to pay by credit card. and they don't know once they click the: "PROCEED TO PAYMENT", it will have an option to pay by credit card (without Paypal account).
Suggestion: will be nice that you can put a small line of text under 'PROCEED TO PAYMENT" green button, say: "you…
1 vote -
allow me when reconciling a payment to a customer to fill out the invoice number rather than the customer name as an option.
We receive many payments from customers into our bank account who use the invoice number as the reference. Currently I have to keep a window open separately to check invoice numbers to obtain a name. An extra field in the customer payment option to categorize will save hours.
2 votes -
Auto-Charge Retainer Invoices with customer's credit card on file.
Interested in having the retainer invoices that are created to be AUTOMATICALLY paid with the customers credit card on file.
There is NO sense in having to charge a customers credit card manually NOR to ask a customer to go back into the portal and pay it if they have already given permission AND added a credit card on file for their expenses. (Aside from auto-generating recurring invoices)1 vote -
1 vote
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Allow users to customize Estimate Statuses
The statuses now available for statuses are: Sent, Invoice, Accepted, Declined.... It would be greatly beneficial if we could customize these ourselves to the language we want. Ex: Under Review, Declined Lost to Competition, etc....
4 votes -
1 vote
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Extend the amount of characters displayed in the "Details" section when importing a bank statement
Whenever importing a statement in .qif Format, the "Details" section will be cut off if it exceeds a certain amount of characters (I believe it is 100 characters). As most of the transactions have a very long "Details" section, this is quite unfortunate as the payment reference is usually at the end and very often cut off therefore which makes it difficult to match it with the relevant invoice. An extension to 200 characters would prevent this from happening.
4 votes -
Expose the Pricebook in API
When I pass it price book is attached to the invoice but the item price is not adjusted.
4 votes -
print associated documents
of particular importance/relevance in spain where all expenses submitted in tax returns have to be supported by the original invoice issued by the supplier.
this could be as simple as print all uploaded documents between abc and xyz date, or ideally when running the relevant expenses report you have the option to select to attach documents uploaded for the items included in the report.1 vote -
17 votes
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1 vote
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Ability to change the Invoice, Payment Receipts Paper size...
It would be helpful if we can change the printing paper size as per our wish...
9 votes -
Estoque
Boa tarde,
Não consigo localizar o estoque das compras feitas e lançadas no sistema.
Meu ramo é venda de cinemas e para isso, nós damos entradas no pedido de compra, após fechar com fornecedor, fazemos o contas a pagar, para que no final quando formos vender o produto CINEMA, incluir todas as peças ou objetos que demos entrada no sistema, isso que dizer, o estoque precisa ser baixado.
Obrigado.
3 votes -
More details of activity on an invoice (similar to Freshbooks)
Every activity on an invoice (credit card charged, credit rejected, invoice sent, etc) should be listed in a history area for each invoice. This is similar to what you see in Freshbooks here: http://screencast.com/t/cAFr0gIG
As part of this I also suggest the following general codes to be shown (and color coded for easier viewing): http://screencast.com/t/VSRURH6xHD
23 votes -
Delivery Note : Sales Order Ref also to be printed as that is actual Customer LPO
Delivery Note : Sales Order Ref also to be printed as that is actual Customer LPO
You should add sales order ref field as well, as the store where it is delivered understands the customer LPO which is internal to its company.
thanks
mani jain
4 votes -
Invoice to Bill Integration
Freshbooks allows users to set up team members that can send invoices which can then be "received" in the system as invoices. These invoices can automatically be turned into expenses. This would save users like me a lot of time. Please consider!
4 votes -
Customizing Estimate # when quoting through CRM
If we send an estimate through Zoho CRM, the estimate # has our own #, but also includes a system generated 14 digit number. We want only our own number to appear here and not the system generated one.
1 vote
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