Zoho Books

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  1. Clasify whether the items is a reoccuring cost or a one-time cost

    Make it so I can include in the estimate the difference between a one-time cost and a reoccurring cost. And have this be a check box when adding a new item into Books.

    Items Check Box: "Is this a reoccurring cost"

    2 votes
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      0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
    • Enable Bitcoin payments through Coinbase gateway

      I would love for my customers to be able to pay me in bitcoin. Coinbase would be ideal as an available gateway. As a tech service company,m\y inability to accept bitcoin hurts me

      Quickbooks does this already. It's the one feature that i miss from them.

      3 votes
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        0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
      • allow sub-accounts to be created for credit cards

        We have 4 employee credit cards that are all part of one corporate credit card account. We would like to have them listed as sub-accounts of the corporate account so we can simply reconcile the corporate account. When we click on the accounts they don't have that option. All 4 employee cards pull bank feeds automatically. Reconciliation is a nightmare at the end of the month.

        1 vote
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          0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
        • 1 vote
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            0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
          • synchronize user

            synchronize zoho CRM users with zoho books.

            Similarly how you can synchronize proudcts and accounts, we should be able to syn users so when an estimate is created in either books or crm the user can be selected from a list, or auto-selected with the current user.

            then the information such as signature, phone number, email, etc. can be mapped into zoho books and used in templates and emails.

            1 vote
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              0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
            • Approve other documents in portal

              Clients can already approve estimates in the portal, but we would like them to also approve our Terms and conditions.
              Is it possible to configure a document upload tool in the portal were vendors can upload several pdf documents for clients to approve?
              This can be the terms but maybe also drawings or plans?

              6 votes
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                0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
              • DISPLAY PREVIOUS BALANCES

                PLEASE ADD THE FEATURE THAT DISPLAYS THE PREVIOUS BALANCE AND PAYMENT ON RECURRING AND REGULAR INVOICES

                1 vote
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                  0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                • Remove all of the ZOHO marketing and 3rd party marketing. We pay for the product. Seeing ads is inappropriate.

                  To see the ads for Zoho products in various spots and 3rd party (Fundbox) in the system along with the getting started link and refer a friend link that we can't remove is annoying. I'm fine with it being there if there was an option to remove it. I also do not mind at all the notifications that appear at the top every once in awhile that I can read and then remove/close. But the permanent ads and the two other links should have an option to remove them.

                  1 vote
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Automatic invoice entry from Scanned Documents

                    The newly added feature of auto scan documents gives the ability to automatically create a new bill or new expense from a Vendor which is great!
                    Can you please add the same feature for adding the scanned document as INVOICE to a Customer? (now it only attaches the scanned invoice to the invoice and the invoice entry is still manual)

                    1 vote
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                      0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                    • Full DKIM Support

                      My company requires DMARC Records but due to Books not having full dkim support like your Zoho Mail and Zoho Campaigns do the DMARC will fail any emails coming from zoho books.

                      1 vote
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                        0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                      • Adding Bills and Expenses to Projects in windows mob app

                        Ability to add Bills and Expenses to Projects in Windows mob app. We have many Windows app users and they need to associate bills and expenses to projects through their mobile app.

                        1 vote
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                          0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                        • 1 vote
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • add self generating barcode and or qr reader?

                            HI I run a tool repair bussiness, my guys are spending too much time iding jobs and writing up emails when sending tools back to customers, I would like to stream line this process by taging each tool (use in the footer profile of either estimate or invoice) includeing data that is already in the data base - example - a code that refers to job/reference number and shipping address, then using a mobile phone or bar-code reader have the information come up in text format each time we "zap" the code, I believe this would help other companies in…

                            3 votes
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                              0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                            • html

                              Hello, I need to edit my invoices and budgets, since in my company we use different images thanks

                              1 vote
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                                0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                              • When viewing Sales/Invoices list, would be useful to add column/s. Specifically title description of the opportunity/job.

                                When viewing Sales/Invoices list, would be useful to add column/s. Specifically title description of the opportunity/job.

                                This would be very useful when have more than one opportunity/job with same company so can easily distinguish, without having to click in and out

                                1 vote
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                                  0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                • Please allow for more addresses to be entered in contacts. 20-25 would be much better!!!

                                  I would in the service industry. If you want to expand more to this field, then you will definitely need to allow a lot more addresses. We deal with management companies with tons of locations and constantly deleting and reentering addresses is tedious.

                                  0 votes
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                                    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                  • I need to be able to add multiple sales people at different percentages to an invoice for commission purposes.

                                    We have invoices where I have to put multiple sales people. They each get a different percentage of of the sale. Right now we can only put down one sales person.

                                    1 vote
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • To add discount percentage and round off tab in Purchase Bill. And product search by author

                                      To add discount percentage and round off tab in Purchase Bill. And product search by author

                                      1 vote
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                                        0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Sales Order Status Update

                                        How about making 'Don't show this again' button on the 'Sales Order Status Update' popup actually do what it says, and cease bothering me every time I open the SO page?

                                        1 vote
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Allow optional automatic generation of reference numbers for expense, banking and related entries that have columns for reference number

                                          Instead of having to create and enter refernece numbers manually, let there be an option for user to chose either for automatic generation of reference numbers in a particular format according to teh need of the user, or for the user to enter the refernce number manually if it is created from elsewhere. Let there be the two options.

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