Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
6167 results found
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Zoho Books > Documents > Email forwarding to Documents using a simpler email like accounts@mydomain
One of the biggest issues is using the zoho documents email because you can't give it to 3rd party suppliers without them messing it up.
It would be far easier to create an email in zoho mail like: accounts@mydomain, then using the filters to forward this to the email in zoho mail to the address supplied by zohobooks for the document scanning.
This would create a easier workflow and less admin for the team!
3 votes -
Allow templates to be linked with client language
I think it would be nice the templates would be linked somehow to the. clients language. I mean, if I have a client that only speaks french (and it is configured that way), I want to send him all the templates in french and not have to select every template manually
1 vote -
Allow multiple lines for Clients name
Allow multiple lines for Client name (some client are operating as c/o or in "care of" another company that needs to be displayed properly in the invoice.
1 vote -
Ability to hide system accounts such as petty cash where not used
At the moment, accounts such as petty cash and undeposited funds show up on the bank page, however they're annoying and cluttering when you don't use them. Please at least give the user the ability to remove these accounts or at least their visibility.
7 votes -
I have more than 300 customer, all have different prices for different items , how can i manage them ,
While invoicing when i put manually price for an spcific item for a specific customer it should be automatically update that price in back hand for that customers ,
0 votes -
Rental Business
Rental Business - is a standard business where in some items are given on rent by taking a advance and deposit . Party is charged monthly rent and Gst . And all this are used for tracking inventory at each client sites and total Qty received from each party and balance in our Godown .
This is applicable for Decoration Party / Computer Printer / Projector leasing Firm / Table sharing Etc
1 vote -
Need expenses approval. I need to manage all expenses with my knowledge.
Need expenses approval. I need to manage all expenses with my knowledge.
1 vote -
Adding reporting tags in the settings in bulk (comma separated format)
Other Zoho apps have this option. Adding reporting tags in the settings one by one does not make sense. I have a list of more than a hundred tags that I would like to add at one in a comma separated format
4 votes -
Opening Balances Bill wise
While entering the opening balances of customers, zoho should allow us to enter invoice wise details i.e. invoice no , invoice date and due date. This makes it east for tracking payments and also for any other adjustments
12 votes -
Stop removing spaces from file names
Please provide an option to not delete the spaces from pdf copies of invoices sent to clients. All modern OSs support spaces in file names, and it makes it harder do find files when the file name is one long string.
3 votes -
Add search field for files in Zoho Books Documents module
Add the possibility to search for a file names in the documents section Zoho Books
3 votes -
Zoho Books Calendar
notify/remind accounts receivable
notify/remind accounts payable
integrate with budget
integrate with email calendar1 vote -
create the ability to share landed cost items from one bill to multiple bills
make the amount field in the allocate landed cost "changeable/editable". This will allow for sharing of landed cost elements from one bill to multiple bills
3 votes -
There should be some integration for payment which accepts international payment who has business account. Paypal is not accepting it.
I tried mapping razropay and paypal account one,but both not accepting payment in USD for business accounts i would suggest to bring some integration platform who accepts it.
1 vote -
Limit access to user to different banks accounts
I'd like to reduce the access to certain accounts users have. It will provide more confidenciality to important information.
1 vote -
Multiple terms of payment
30% payment for the invoice, the balance due will reduce accordingly and only the 70% balance will be displayed.
Show the balance due of the date of the first terms.
1 vote -
set up a flag or alert on invoice and or customer level
Please provide a functionality to set up a flag or alert on invoice lever and or customer level that can be used to document special handling of an invoice and or customer as appropriate.
For example: Customer A is will make a payment within 3 months for invoices in June and July, no follow up needed for the aged invoices.Or look out for new accounting POC email address as a result of merger.
Such flag can be made active, changed to inactive, be deleted or updated.
Also this flag should display on any action attempted on the customer and…
1 vote -
Impossible to change currency for a customer!??
By integrating Books - CRM - Projects, we realized that Customer are imported from the CRM into Books and they have at this stage the expected currency is associated with the customer (say USD). Then when Project is integrated, something strange happens: Projects and timesheets are pushed with their own currency and if different from the original customer one (say EUR), it is changed by the system (then to EUR). When you want to change it back to USD, the system tells you it is impossible because "transactions are existing". After analysis we realised that these "transactions" are not invoices…
7 votes -
no need for logo in purchase bills
logo needs to be on only invoices and not needed on bills and purchases
1 vote -
Remove Avalara restrictions on Discounts!!!!
There is absolutely no reason that Avalara should be tied into, and therefore restricting, discounts!!!!! Taxes are only applied to item totals and order totals, so why do you have it involved whatsoever??
1 vote
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