Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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24 results found
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1 vote -
Mention the associated Role/Permission for every section
In Help Docs, please mention the associated Role/Permission required to perform corresponding action.
Eg. I have seen Transaction categorisation. Now I want to allow one of my user to do be enabled with the option. It is better if the information is provided in the same section about what role is required for this action.
1 vote -
Multiple Zoho Books accounts without creating new organisations
As a Bookkeeper I need to be able to add existing Zoho Books accounts to either my account or my email address. I can easily add new organisations for clients wishing to start a new account. But I don't seem to be able to add existing ones or to add my email to their account.
Makes it very difficult to create a professional approach having to use lots of different temporary email addresses, to then have them forwarded to my zoho email.
There must be a way to access multiple existing organisations who would like to become our clients.... How…
3 votes -
Restrict a user to use only one branch for his entries.
Restrict a user to use only one or many branches for his voucher entries.
3 votes -
Want opening screen of task for users instead of dashboard.
Want opening screen of task for users instead of dashboard.
3 votes -
reset a "user's password"
Give Admins the ability to force a password reset of any and all timesheet users, vendors, or other users.
1 vote -
Restrict Bank / Cash Accounts
There should be an option di allow/restrict individual bank/cash accounts as I don't want a user to see all of the business's accounts. For example, I only want user X to maintain a petty cash account without being able to see all of the other accounts.
4 votes -
Transaction confidentiality per Branch
We want to have a login option per branch and confidentiality of branch transactions. The list of customers, invoices, and other transactions per branch is only visible to the admin and branch user. Other branches should not be able to see other branches' customer lists and transactions.
Also, we want to have a feature that you can create a customized report including the sales, invoices, payments received, expenses, etc. on a single report, to avoid the number of papers used per report.
Hope this will be considered.
Thank you.
3 votes -
Create Branch-Based standalone workspaces
It would be very interesting to make possible to create a kind an branch-based "ecosystem", like a "sub-organization" :
- set permissions to user roles based on branches (restrict a user to a specific branch)
- setup document templates for a specific branch and assign automatically the right document template depending on selected branchSo some users would be able to manage an entire Branch without having access to other branches.
6 votes -
Firm access like QuickBooks
I would like to have the same options as a firm in Quickbooks and not have to buy licenses for consultants to access clients under my firm.
1 vote -
Assign user to a branch
Currently a user can access all branches. It would be great if a user can be assigned one particular branch instead of the default branch.
20 votes -
multiple users can access multiple selected customers
Important for client servicing account managers and executives
1 vote -
Need to separate access for Invoices and Recurring Invoices
I would users to be able to create Invoices for a customer but, not see or edit any recurring invoices.
2 votes -
invoice, estimate, Sales order editing permission should apply by user wise (i.e., The user should edit invoice, estimates which he created)
Dear Sir,
With reference to the subject above,The user should have edit rights to only which he is created (invoices, po;s estimates, sales orders etc.)
But he can edit & view all customers/items which is created by other users.
Only we need User wise EDIT/DELETE access to INVOICES, PO'S, ESTIMATES, SALES ORDERS etc.
1 vote -
Permanent test organization
Please allow subscribed users (at least with Professional subscription) to have a permanent 2nd small company with full features, in order to do sandbox testing.
As is, I'd have to double my Professional subscription cost to have a full-featured sandbox. Or else, create a new trial company every few weeks, which is quite inconvenient.2 votes -
Must be a setting that e-mails sent from the system is sent from the users e-mail addy and not the primary e-mail address of the system.
Customers are responding to the wrong e-mail address and we cannot set to automatically send emails out of books from the users e-mail. Only the Primary e-mail addy.
4 votes -
6 votes
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Data based access management
In my org, I would not want certain users to not see certain transactions. For eg, expenditures made of certain chart of accounts should not be visible to certain departments. Currently we can set module based permissions only and data within module based permission.
12 votes -
Role based transaction approval with additional criteria
Currently Zoho books is limiting us to setup a specific user to approve transactions and this is restricting us in a horizontally wide organization where there are multiple departments and multiple roles within each. In such cases, I cannot have one person to be approving all the sales or purchase transactions.
3 votes -
restrict roles
The Staff - Assigned Customers Only states Access to all modules, transactions and data of assigned customers and all vendors except reports, settings and accountant.
If you assign a customer to the user it is assumed that they can view / create purchase order, expenses, etc only for that customer. However, this user is able to see company wide expenses and Purchase Orders which is quite bizarre. This role should restrict the user's permissions across all modules for the assigned customer. Else it defeats the purpose of having this role.
4 votes
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