Zoho Books

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  1. Carry delivery address over from SO to invoice.

    Multiple delivery addresses are a great improvement but would be even better if the alternate delivery address that is selected on the SO is carried over to the invoice created from the SO.
    As it stands Zoho is changing the delivery address to the default (billing address) when the invoice is generated which can result in the goods being sent to the wrong address.

    1 vote
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      0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
    • HBCI Support!

      With HBCI implementation you could support the most German Bankaccounts.

      https://de.wikipedia.org/wiki/Homebanking_Computer_Interface

      3 votes
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        0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
      • allow payment arrangements

        We invoice a customer for £300 and allow them to pay this off at £10 a week. I need to be able to set up a payment plan/arrangement

        1 vote
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Delivery notes and packing slips should be available on plain paper

          When we sell goods to a trade customer, we might send the goods direct to their customer, and we need to send paperwork on plain paper. There is currently no template to amend the paperwork, only option is to add or not show, but this does not include our address.

          1 vote
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            0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
          • Bill entry could be easier.

            When entering bills you shouldn't have to go into each item to make it billable and link it to a contact. It should be simpler. Maybe add a check box at the end of each item or a check all box. At the top you should give the option to pick the contact to link the bill to. This would streamline the entry.

            1 vote
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              0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
            • Update price lists when invoice line item price changes

              I have associated price lists to each customer but when my prices increase, I would like to see the price list automatically be updated so that the customer will then be charged the most recent price without having to manually update the price lists daily.
              Some items are not on customers lists, but when they start to order the item, it would be great to have the last price they were charged automatically on their price list.
              If there is a workflow that anyone knows of that could enable this, I'd greatly appreciate your comments.

              3 votes
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                0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
              • Automated Recurring Invoice creation at the item level

                Automated Recurring Invoice creation at the product level

                There should be a way to define an item as a recurring revenue item in the item details pane in Zoho Inventory. When the item is sold, a recurring invoice should automatically be created based on the predetermined "repeat every" date.

                3 votes
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                  0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                • Synchronisation

                  Need to be able to synchro de QTE of the stock in the CRM

                  2 votes
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                    0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                  • Timesheet List Filtering

                    It would be great if you could set a filter by timesheet list so you could filter a user as well. Or if you could edit the entries in the Report mode.
                    The problem is, that if you see data from more users, you have to search your entries manually in the list.

                    1 vote
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • I want to design enhancements for Zoho Books using Zoho Creator

                      Zoho allows developers access to the Books API. So why not make Zoho Creator a tool for developing new features? I would like to create job costing functions and reports for Books.

                      1 vote
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • post bills against grni

                        does any one want the bills to post against grni?
                        good arrive
                        dr: inventory
                        cr:grni

                        invoice arrive
                        dr:grni
                        cr:bills

                        1 vote
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                          0 comments  ·  Inventory  ·  Flag idea as inappropriate…  ·  Admin →
                        • to allow customizing the Dashboard by letting users add boxes such as Sales Orders and Purchase Orders.

                          User should have the ability to add boxes below your standard dashboard (or also be able to reorder them). In my case i would like to add sales orders and purchase orders at the end of the standard dashboard boxes.

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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Integrate Payment Gateway along with Estimate

                            Payment Gateway integration with Invoice is great. It'll make sense to have the same with Estimates, Proforma Invoices etc. Most B2BC businesses require sending out quotes; if the customer likes, they pay & the invoice will be sent after that.

                            3 votes
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                              0 comments  ·  online payment gateway  ·  Flag idea as inappropriate…  ·  Admin →
                            • Search creates so much work for me, due to it does not understand the need for allowing duplicate org names. Add other searchable fields!!!

                              Used SalesForce for 10 years. We have hundreds of Religious Organizations with the same name. When I'm creating invoices or recurring invoices I literally must open at least 3 screens to make sure I have the correct client. 1 screen consisting of the report im running from zoho CRM (which i dump into excel), another screen in zoho BOOKS (which also opens a long list of hundreds of the same name clients that i have requested. And another zoho CRM screen where i do searches on my unique account number. Something that should take seconds turns into a 15 minute…

                              3 votes
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                                0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                              • Allow posting to several accounts when writing checks.

                                When writing checks that do not go through AP, it would be helpful to allow several accounts to be posted. Example, payroll wires need to be separated between Salary, payroll tax and payroll liability accounts. All other accounting software has this feature. Thanks

                                1 vote
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                                  0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                                • filter transactions by payment type when matching transactions

                                  When matching deposits to transactions, it would be great if we could filter by payment type as our credit card machine sends batched deposits separately by "credit card" and "debit card" every night. Also, we deposit "checks" and "cash" at the end of every week. These payments types are already entered for each transaction. This would allow us to quickly identify the numerous transactions that make up every deposit. Our current workaround is to deposit all transactions into an "undeposited funds" account we made for ourselves, from which we transfer the amounts for each category into the checking account at…

                                  1 vote
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                                    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                  • make the payment options button better

                                    The button for payment options on a retainer invoice or invoice is not very well designed. I suggest you redesign it to make it more obvious and clearer to a customer that they should click there to pay online. A better CTA.

                                    1 vote
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                                      0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Calculation of due taxes (VAT and service TAX)

                                      Currently we are not able to get the reports which to know about due tax to be paid. E.g. in case of service tax, the report should calculate due tax by reducing the service tax which we have paid from the one which we have received.

                                      1 vote
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Change Estimates Label to Quotation in the Client Portal

                                        We would like to be able to change the word Estimates to quotations in the client portal. We are currently able to do this on the estimate template but not on the navigation labels in the client portal.

                                        Our products have fixed prices and therefore the term estimates is misleading.

                                        It would be great if we had control of this to adjust accordingly.

                                        Thanks
                                        Ryan

                                        1 vote
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                                          0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Would like to see Expenses and Bills posting

                                          Would like to see Expenses and Bills posted/attached to a specific invoice and not the Client in general.Then view a report with the Income Statement for that specific invoice.

                                          3 votes
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                                            0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
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