Zoho Books

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  1. Provides us as customer with backup and restore option, even with an extra fees to pay when needed.

    Provides us as customers with the backup and restore functions, even with an extra fees to pay when needed.

    1 vote
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • to add DDT on

      how i can add DDT to my module?

      3 votes
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        0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
      • Bank of Baroda - Corporate banking link

        Can be please add Corporate banking link for my bankers Bank of Baroda. At present i could find link for Retail Banking link only. Being the company we can open corporate account only. I have provided the link as below. Pls revert at the earliest

        https://www.bobibanking.com/BankAwayCorporate/(S(i10daz55r54b45eqc05zvfus))/web/L001/retail/jsp/arcot/pages/CorporateLogin.aspx?

        Thanks in Advance

        Regards
        C Sreenivasan

        1 vote
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • 4 votes
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            0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
          • Connect Invoice<>Bill w/o Tags for Reports

            Would be great to be able to have a "Project based P&L" where we can easily find out +/- on a project based on Invoice/Bill w/o using tags. Tags are great but it takes way too much time.

            3 votes
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              0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
            • Connect Invoice<>Bill w/o Tags for Reports

              Would be great to be able to have a "Project based P&L" where we can easily find out +/- on a project based on Invoice/Bill w/o using tags. Tags are great but it takes way too much time.

              0 votes
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                0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
              • items sales history

                Ability to view Item history for SALES as well as PURCHASES when viewing any individual item. It's great to see the purchases history but SERIOUSLY lacking that you can't see a SALES history of various items.

                0 votes
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                  0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                • have a stand alone mileage recording

                  Mileage Recording. I am from Australia and using set rate method and claiming GST based on that. Calculation is not straightforward towards deductions and GST and there is limit per kilometres ran per year. It will be great if you are able to create something like that for Australian business or at least have a stand alone mileage recording.

                  3 votes
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Option to hide invoice from customer portal

                    There should be a selection button on each invoice, that you can check the box if you want the invoice to be shown in customer portal. If not checked, it means the invoice will stay hidden until you select to check it.

                    3 votes
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                      0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                    • I would like to get file attachment container for customer credit notes also becuase we have to attached airlines credit note to the note

                      Since our business has requirement where we need to share actual credit notes with our client thus we want a feature were we can attach actual airlines credit note to the client credit note. Thus please provide us a container in the client credit notes where we can attach the file. This will also be helpful for auditing purpose. We know that we can email separately any files, but we want to keep it in our ERP software also for auditing purpose.

                      3 votes
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                        0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                      • sales tax to Sales Invoice template on Zapier

                        Your integration with Zapier allows creation of most fields for a Sales Invoice, but not the sales tax. Can you add this?

                        1 vote
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                          0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                        • tax summary

                          In the Tax Summary report, when we drill down to the list of all the transactions in the tax type, can you add 2 extra columns being,
                          1- the account that each transaction went to (eg fuel, postage, materials etc)
                          2- the vendor

                          If there also was an option to the see bank feed detail also that would be great but not as vital and the first 2 options listed.

                          3 votes
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                            0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                          • Sales Staff assigning in users and rolls

                            There should be an option that sales stuff can access as a user to generate invoice, sales order, payment entry extra. So we can track sales persons contribution to the firm as well as sale and the collection.

                            3 votes
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                              0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                            • "Tax Inclusive" by default

                              In the settings there is an option, which we can choose (1) tax exclusive or (2) inclusive or exclusive. Now the GST has implemented and we are all supposed to raise tax inclusive invoices. So along with these two options, there should be an option which is always tax inclusive.

                              3 votes
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                                0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                              • 1 vote
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                                  0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                                • customer statement

                                  in Customer statement. Ageing to mentioned below to show the invoices amount that in current, 15-30 day, 30-60, 60-90 90-120 and over due

                                  1 vote
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Email Reminders for overdue Estimates not available

                                    Option to create Email Reminders for Estimates or Overdue estimates not available. If we are sending estimates in place of Invoices and later switch the Estimates to Invoices, we cant follow up on Estimates or send automated reminders

                                    1 vote
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                                      0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Single billing address but multiple shipping location

                                      Many companies, especially the larger ones, have a single billing address but require shipping to multiple locations. Would be great to have this

                                      1 vote
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                                        0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                      • PLEASE ADD DISCOUNT COLUMN IN PURCHASE BILL

                                        PLEASE ADD DISCOUNT COLUMN IN PURCHASE BILL

                                        1 vote
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                                          0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Customer Wise Summary Report with detailed information as on invoice

                                          Their should be an option to customize SALES BY CUSTOMER REPORT for an individual customer and also customization available to select fileds to show in summary report

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