Zoho Books

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  1. I don't want my sales staff to see customer outstandings although they should be able to prepare invoices for these contacts/clients.

    I would want to be able to customize some sales staff access so that they won't be able to see contact/client out-standings, but they should be able to create invoices for these clients.

    3 votes
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      0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    • Bulk Add Expenses Add a project and Customer field. Or make it custom so I can add any field I want to.

      When adding Bulk Expenses, could you add a feature where you can select any field you would like to add or remove from this view. For example I require the entry of Customers and Projects which isn't currently available.

      3 votes
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        0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
      • Quickly apply same % to all discounts at item individual level

        I'd like to discount at item level, and still easily adjust every item's discount together (i.e. 20% across the board).

        This would make it easy to make changes for key items only (cost of gas, reimbursements, etc.) without needing to make too many customizations in the Totals section or send a second invoice.

        3 votes
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          0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
        • Save and New Option for Bills

          It would be more efficient when bulk entering bills to have a "Save & New" option. Instead of having to save each bill and then click on create a new bill you could simply click "save and new" and a new bill screen would automatically load.

          1 vote
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            0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
          • reporting tag to an account in my chart of accounts

            The ability to add a reporting tag to an account in my chart of accounts.

            For example, I have a reporting tag named Tax and have "Deductible" listed under that tag. Having this feature would enable me to run a P&L and show all items in an account as tax deductible without having to go through the laborious task of adding that tag to each and every expense. It saves time and money!

            3 votes
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              0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
            • Add "search by" or "group by" customer to the Sales by Item report customisation

              It seems many people, understandably, would like to see item/inventory sales by customer by date in reporting. Reporting via number of invoices is definitely the long way around and I would say largely pointless. It's not standard in CRM or inventory, but it seems a simple thing as the data is there! The "group by" addition to the account transactions did a similar thing with the data and made us all happy!

              3 votes
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                0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
              • Set up the nominal account in the Customers/Vendors settings

                Default Nominal Account in Vendors/Customer

                3 votes
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                  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                • 1 vote
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                    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                  • Copy Custom Field Information for Items from Estimates/Sales Orders to Purchase Orders

                    I have set up a number of custom fields for my items. As I would like to reduce human error I have made these fields mandatory.

                    When creating an estimate if I want to select a different option from the drop-down box I can do this and it will copy across to the sales order and invoice but not to the purchase order. This is very problematic when you are selling made-to-order products with customised variations.

                    Ideally the purchase order should take the manufacturer's item description and pricing but copy across any information from the custom fields in the estimate/sales…

                    3 votes
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                      0 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                    • 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  ·  Flag idea as inappropriate…  ·  Admin →
                      • Organization Address Format unique to each template type

                        I'll explain scenario first, so you can understand the request.
                        We are headquartered in Location A (e.g. Wyoming Corp)
                        But we operate primarily from Location B (e.g. California).

                        When generating PDF/Emails of *Sales* type statements (e.g Estimates, Sales Orders Invoices), we want to display Address A.

                        When generating PDF/Emails of *Expense* type statements (e. purchase orders, Bills, checks, etc) we want to display Address B

                        the PROBLEM is that when we setup a "Organization Address Format" for example within Sales Orders, it **forces** this format on all other types of Templates (Invoices, Purchase Orders, etc.). It seems the Zoho Books…

                        18 votes
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                          1 comment  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                        • import of spanish ing.ingdirect.es business account.

                          Please include automatic import of spanish ing.ingdirect.es business account.
                          Thanks in advance.

                          3 votes
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                            0 comments  ·  online payment gateway  ·  Flag idea as inappropriate…  ·  Admin →
                          • no tax summary on delivery notes - option

                            it would be great to have the possibility to NOT print the tax summary on the delivery notes.

                            Thanks in advance

                            3 votes
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                              0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                            • WE NEED A PICK LIST FOR SALES ORDERS

                              WE NEED A PICK LIST FOR SALES ORDERS INDICATING QUANTITY ORDERD AND QUANTITY IN STOCK

                              1 vote
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Allow other messaging services to be used (like WhatsApp) to send messages to a client from inside the mobile app.

                                When you open a contact card on the mobile app, it is possible to call and message them among other things. It would be great if one can choose your default messaging app, like WhatsApp. Possible?

                                1 vote
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                                  0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                • zoho books Integration with shopify

                                  Currently, zapier integration is the only option to fetch data's from the shopify account to zoho books but indeed we need a seamless integration to pull data's from shopify.

                                  1 vote
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                                    1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Please add CC Avenue to ZOHO Books.

                                    We have been using CC Avenue for our ecommerce portal, but CC Avenue is not available to get integrated with zoho books.Please add CC Avenue to ZOHO Books to make it seamless.

                                    3 votes
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                                      1 comment  ·  online payment gateway  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Manual Entry Upload documents to support the entry as a refferance

                                      It would help to reduce printing to have a supporting document along with the entry.

                                      If u can upload documents to my entry i will no longer need to print that entry.

                                      3 votes
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                                        0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Add third party payment collection agency option

                                        in INDIA there is one category who collect payment from your customer and gives you weekly or monthly payout

                                        please add "payment collection agency" in Banking Tab

                                        1 vote
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                                          0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Add Closing Stock Option, So that in year end accounting profit and loss calculated according to that

                                          if we can add "closing stock value" at the year end that it will be more beneficial to Indian Accounting

                                          we can see our actual profit with this feature

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