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  1. Allow contacts to access client portal for multiple customers

    Often times one person is responsible for managing and making payments for more than one of our clients. We need a person, single email address, to be able to log into the client portal for multiple clients.

    1 vote
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • 1 vote
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Quickbooks Online Migration

        Please provide Quickbooks Online migration tool to Zoho Books

        3 votes
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          0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
        • Add text formatting (bold, underline, italics) to Add Attention Content", "Organization Address Format", "Customer Address Format"

          Add text formatting (bold, underline, italics) to templates where custom code is available like these sections "Add Attention Content", "Organization Address Format", "Customer Address Format". I have done this in programs where you have to add double asterisks before and after the text that you want to be bold, or // before and after you want to underline

          3 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • bank permission

            Access permission to a specific bank
            I see it's an important feature, specially if you are using "staff - assigned customers only", because in this case, these users have limited access to customers but they can see all bank details and transactions (for all customers).
            You have only one option to remove access to all "Banking" module and that's not logic because it's important sometimes to give them access to banking module for currency exchange or transfer between accounts.

            3 votes
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              0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
            • Delivery Note Date and Custom Field Generation

              1. Delivery Note can generate delivery date or other custom field from invoice.
              2. Delivery Note can add/ modify packing information. ex: unit is piece however it can be shown box/ pallet as well in the paper.

              3 votes
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                0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
              • Add the ability to make cash on account payments. Which do not require an invoice first.

                These payments would negate the requirement that a retainer invoice be used.

                1 vote
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                  0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                • - Search Bank Transactions Description / Filter possible duplicate transactions in Bank Feed

                  This option will fix quite few issues related to banking feeds sync

                  1- sometimes bank doesn't display full description until transaction is fully approved, upon resync it appears as new transaction

                  2- if we Sync bank transactions when travelling in different country timezone, it display same transaction twice with 2 different dates

                  3- we should have an option to use search / filters using dates, description to find a transaction if we need to

                  4 votes
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                    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                  • Show Open Vendor Credits in new Payment Made Screen

                    We regularly order garments from distributors. We create Purchase Orders for the garments and Bill each PO individually. When we receive the goods, sometimes tshirts are damaged and we ask the Vendors for credits and we enter Vendor Credits and apply them to the bill. We have 30 day terms with the Vendors and pay multiple bills at once, when the garments have been received and accounted for.

                    When we want to pay the Vendors, we go to Payments Made + and search for that Vendor to see and pay all the Bills at once. The problem is when the…

                    6 votes
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                      1 comment  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Any tally integration software or developer to export daily, monthly, quarterly and yearly data transfer to tally ERP.9 silver edition.

                      any tally integration software or developer to export daily, monthly, quarterly and yearly data transfer to tally ERP.9 silver edition. already using ROPS7 of Gofrugal technologies with tally integration adapter want to switch on zoho books.

                      3 votes
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                        0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                      • Be able to change currency on invoice without having to re-do an invoice

                        I'd like to be able to change a currency for an invoice without having to re-do it.

                        We'll invoice a client in GBP but then they'll ask for an invoice in EURO. It's silly that we can't simply convert the current invoice instead i have to delete it, change client info and then re-invoice.

                        1 vote
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                          0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                        • Filing ITC 04

                          I would like to request for the feature of Filing of ITC 04

                          1 vote
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Enable batch numbers in Zapier integrations

                            We cannot currently use Zapier to bring in sales invoices from our online store (Bigcommerce), because Zoho Books does not provide a line to enter a batch number, but rejects the incoming invoice because it lacks a batch number!

                            1 vote
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                              0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                            • Finish the translation to Brazilian Portuguese

                              Please finish the translation to Brazilian Portuguese

                              3 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • can you please tell me why i am unable to make any withdrawals from any zoho accounts

                                please inform me what is stopping my withdrawals from zoho or crm

                                1 vote
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Align Invoice Template with Bill Template.

                                  I see that when creating Invoices, it's easy to add Shipping costs. However, with creating a Bill, it's not the same. I'd expect feature parity there. If we could add the ability to enter Shipping charges in the same location as Invoices, rather than having to enable Landed Charges, and enter is as a line item, it would be great. Let me know if that doesn't make sense.

                                  1 vote
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                                    0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                                  • The Projects that you have in Zoho Books to be pushed to Zoho people

                                    The Projects that you have in Zoho Books to be pushed to Zoho people

                                    1 vote
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                                      0 comments  ·  Migration  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Design with the export invoice

                                      It will be best we the export invoice or record in zoho books will have design to so it will be appealing to me as a user.

                                      1 vote
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                                        0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                      • You'd be able to search for an item when adding it to a price list

                                        When adding an item to a price list, you must scroll through the full list of items until you find what you are looking for. the process is both time consuming and frustrating.

                                        1 vote
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Dhivyanshuparmhans

                                          Dhivyanshuparmhans/all (opation)

                                          3 votes
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                                            0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
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