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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6638 results found
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Print Preferences
Similar to selecting Organisation name, Accural/Cash Basis, Report by, Report Generated Date and Reported Time.
If you could implement Organisation GST Number, Organisation Address in Print Preferences it will be useful.
3 votes -
Print Preferences
If you can add a Remarks or Notes Column in Print Preferences. So, that while printing if some one has something to write while printing it will be useful.
1 vote -
Remarks or Notes Coulmn in Print Preferences
If you can add a Remarks or Notes Column in Print Preferences. So, that while printing if some one has something to write while printing it will be useful.
1 vote -
have a feature to view invoices associated with a certain price list category or a sort option to view all invoices under that price list.
My business is using 4 PRICE LIST categories: SRP, special price, dealer price, and distributor price. I need to view the recent invoices associated to the SPECIAL PRICE category because I had a feeling that only a few customers is currently availing that price list. We're looking at making it inactive. I want to see for myself and not just base it on a hunch. But there is no option to check that. Kindly have that feature please.
27 votes -
Transparent data encryption in Backend storage of customer data
All backend storage of customer data is need to encrypted, if your using database to store the transaction, then entire Db should be encrypted
so that the product can assure the customer their data's encrypted even zoho team can't view any direct data of each cusomter, since the product is mainly related to CRM this can be must go feature for all.
3 votes -
Move Address on Customer Statements
Having the ability to adjust positioning of customer address on statements so it align with window on envelope
4 votes -
View customer portal on behalf of specific customer
Would be good to be able to display customer portal for a specifc customer, in order to check what they can see.
This would allow better support (tutorials with screenshots, etc.) and monitoring projects to be invoiced that they can see3 votes -
client portal needs it's own tab
Customer Portal Needs it's own tab in the customer view. So you can easily see comments, documents, invoices, credit limit, all that is shared other than estimates/sales orders/invoices.
1 vote -
Writing off old bills due to vendors
Like how we can write off an invoice to customer as bad debts, same way we need to have entr/system where we can write off old bills of the vendors.Now we dont have this facility I suppose.
1 vote -
CUSTOMER GROUP
Please create Group for Customers (example: Local, Overseas, Currencies etc) in order to generate Aging based on the above.
0 votes -
CUSTOMER GROUP
Please create Group for Customers (example: Local, Overseas, Currencies etc) in order to generate Aging based on the above.
3 votes -
digital signatures for Macbook
Currently digital signatures are supported on windows machine it would be very useful if we can get it on Macbook too
4 votes -
2 votes
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Allow staff to view and create expenses in specific categories instead of all or nothing
Currently if I want to provide my employees with the ability to record expenses I have to grant them permission to view ALL expenses for the entire company. It is against privacy policies to simply allow staff to view each other's salaries and the financial situation of the company simply so that they can track their own expenses. I propose the ability to assign specific Expense Categories to specific staff members so that they can track expenses appropriately.
3 votes -
see available stocks within a price list
view and export an available stocks list that includes a specific price list? So basically, i want to view all items that are on hand with the current selling price and ALSO the wholesale price on one spreadsheet. Wholesale price is in Price Lists.
1 vote -
provide an option to give the associate tags for TDS column
provide an option to give the associate tags for TDS column
1 vote -
provide the branches option without gst number
provide the branches option without gst number
1 vote -
Track link of orders and deals
Currently we need to go order by order to see whether they are linked to a deal or not.
In order to make this much easier please can we include this information in the export file of sales orders?
The same would apply to Estimates and Invoices.
Thanks
3 votes -
applying discount while recording customer payment
I want to apply a discount while recording the customer payment, you already have a discount at invoice level, but that is not enough, for me, many times, customers request a discount when recording their payment.
7 votes -
I would like to be able to post negative time against a project in Zoho Project. So I can see what has been CR to the cust. in Projects.
I have billed time in Zoho Timesheet and issued the customer an Invoice in Books. Customer disputes it, I issue a CR Note in Books, but I also want to be able to log a negative timesheet in Zoho Timesheet so that anyone can see what has been credited back. This would show a wash out from the orginal Zoho Timesheets so it's a balance entry. Entry in and then a entry out.
1 vote
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