Zoho Books
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6164 results found
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Feedback Report
Generate a report to show the comments made by users in the organization In the "Activity Report/Activity log" grouped by related activity. It would be very useful to follow up with customers and suppliers
1 vote -
3 votes
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Please include Sales without Invoices in Customer Report!
Please include Sales without Invoices in Customer Report!
1 vote -
Custom Templates In Estimates need to be previewable
Now that templates are customizable, I need to be able to preview my new estimate in Books. Without this ability, I have to create the entire quote, save it, download it as a PDF, then view it. Please make customized templates previewable.
2 votes -
please add fix asset register or asset list include purchase date- purchase value- %monthly depreciation- Asset book value after depreciatio
please add fix asset register or asset list include purchase date- purchase value- %monthly depreciation- Asset book value after depreciation as of date.
6 votes -
Minimum payment or deposit required field on invoice
Hello
I would love to see the next update by adding "minimum payment or deposit required" field directly on the invoice so the clients have the option to make minimum instead of changing the amount themselves on payment. A lot of vendors like me require deposit from clients in order to reserve our service for their wedding date.
Please note that I've tried for days working with Invoice Retainer but it's not the same as to request clients to make deposit.
3 votes -
Bulk print "Payments Made" like invoices
In the event that a check stub is not available (payment by CC or 3rd party like Bill.com) a Payments Made "statement" can be printed and attached to a paper bill. These currently have to be printed off one-by-one and it would be great to print in bulk.
3 votes -
Please add the invoice number option into filter section
Please add the invoice number option into filter section, that will be really convenient to do the matching for a big transaction includes several invoices. It will be save time
1 vote -
Recurring Statements and Invoices
Recurring Invoices, along with Statement
It would add great value if you could provide an option to include the latest statement when emailing the recurring invoice every month.This would mean the customer would receive the invoice, along with the statement.
This will save hours, in having to send each customer a statement each month. It will also reduce requests. I am so tired of being requested to email the statement.
It would really help to have both recurring invoices, along with statement. It kills 2 birds with one stone
24 votes -
Screen division options - minimum vertical view options; black menu screen, list of customers/invoices versus when a document is viewed
View settings to view a document (Purchase order, invoice, bill) in entirety versus three part screen where currently view is far left menu, then list of documents middle screen then document far right. We don't want to see the list of documents all the time (at least have the option to minimum vertically that middle part of screen (list of documents).
1 vote -
Is there an option to bifurcate the assets into current and non current assets ? this will help making balance sheet as per Schedule III
Is there an option to bifurcate the assets into current and non current assets ? this will help making balance sheet as per Schedule III
1 vote -
Job Costing
Adding the ability to Job Cost from Zoho Books is greatly needed. All of the components are already tied and just need to be fine tuned. CRM registers everything as a deal/potential and books sees them under expense as a potential already. All that has to be done is allow the software to tie that potential to the invoice and allow it to report on it.
Job costing is one of the most basic of bookkeeping and is essential to a business owner that provides services of any kind. Having to recreate projects in the projects module is double work…
3 votes -
2 factor authentication on email
Hi,
Why do we not have the option of getting 2 Factor authentication number on our registered email address.
This will be very helpful for people who wants to live a basic life without mobile phones.
1 vote -
Assign Customer to multiple users
A great feature would be to add the ability to Assign more than one user to a Customer or allow a user to share a customer with another user. This would help when we have Sales Persons that we only want to see the Customers assigned to them. We see many situation where multiple sales persons deal with a Customer. The only way to give them access now to Customers not owned by them is to set them up as an admin.
6 votes -
Ability to make notes about transactions BEFORE categorizing
I would like to be able to make myself quick notes about uncategorized transactions. For instance, I have questions on how to categorize something and would like the accountant or another team member to look at it or have my question answered before I categorize.
1 vote -
Creating Delivery Challan from Invoice
Is there any option to create Delivery chalan from the invoice directly ? It will reduce time for creating new Delivery Challan.
3 votes -
1 vote
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unlimited reporting tag
500 limited for reporting tag in one tag is not enough
1 vote -
Bank Charge default with bank account currencuy
when i am working on foreign bill payment by using local Currency, the bank charge need to do the calculation the foreign bank charge.
Would like to default the bank account currency , let us no need do the calculation again...1 vote -
Project Summary Report - Ability to remove/hide Cost amount
The Project Summary report shows budget and actual hours AND budget and actual cost.
We want to share this report with our staff so they can see the time consumed - but do not want to share the budget and actual cost.We need the ability to remove or hide the budget and actual cost amounts from this report - or have a separate report.
1 vote
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