Zoho Books
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6188 results found
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Bank Feeds - reduce the number of clicks and default to todays date
It takes 5 clicks to update a bank feed:
1. Select the account
2. Select Refresh Feeds or Sync now
3. Select Date
4. Pick the date
5. Click RefreshThis is very time consuming when you have multiple accounts (I have over 10).
It would be better if:
a) There was a quick refresh option on the Banking Overview screen defaulting to todays date - ideally for all bank accounts at once, or next to each accountb) the date pop-up automatically defaulted to todays date - one can always move it back if required
0 votes -
Export Attachments when exporting the Journals, Invoices.. in PDF
When we make a manual Journal, or invoice, we already have the option to attach files. We want to have an option to download the Journal/Invoice with the attachments we uploaded in one single PDF.
4 votes -
WE WANT ONE TEMPLATE SIMILAR TO TALLY
CURRENT INVOICE TEMPLATE ARE LENGHTY AND ALWAYS TAKES TWO PAGES.
ITS WIDE WASTAGE OF PAPER JUST DUE TO BAD DESIGN OF INVOICES1 vote -
The adjustments field on estimates should include multiplication
I want to use Zoho for my rentals company but cannot find a way to enter in a number of billable weeks. The adjustment field would be perfect if it allowed multiplication.
1 vote -
Balance Sheet for Project
Create a balance sheet for a project.
3 votes -
checks, allow more data be put on check stub.
Printing checks, I need to put more information on the checks stub for checks written.
3 votes -
We'd like to be able to refund customers on purchases if they paid via credit card (a more complete integration with payment vendors)
We'd like to be able to refund customers on purchases if they paid via credit card. This would essentially be a more complete integration with payment vendors. If a customer requests a refund over the phone you can navigate to the paid invoice and issue a refund to the original point of purchase.
1 vote -
Require Reference# on sales orders to be a unique number to prevent duplication of order entry.
I would like to be notified whenever I enter a new purchase order from a customer for which the Reference# is already found in the system.
3 votes -
Cliq
With Books, we have 10 fee earners recording time, and we want to be able to use Cliq internally. A fee earner can then send to another fee earner to review the invoice, and others can chat on it to ensure it is correct. At present, you can only use the comments section which is static and you cannot alert another fee earner of this comment without sending an email. Salesforce allows this on all items, and Cliq should be integrated like this as well!
3 votes -
Clone mean has to be a pure Clone, software can not have it's own input in Cloning.
Clone has to be Clone, Software can not over ride the Clone settings figures and taxes.
i also suggest that, 1 x 0 = 0 and 0 x 1 = 0 means some time in an estimate we need to keep items zero but need to show if you are buying the prices will be x, you should permit the same.
At the same time some time we are giving some items as free of cost and we need to just adjust our qty in our stock so in Estimate we might write item 1 qty 1 and prices =…
1 vote -
we should be able to attached documents like PDF and JPG files with all sales and purchase bills or invoice, which we should be able to mail
Per Entry we should be able to add related PDF / documents and Jpg files with each sales invoice and while mailing clients our invoice we should be able to attach them. i.e. when doing some projects, sending an invoice only is not a requirements, but they are also asking for challan signed copy, AWB copy or when it was delivered etc etc, getting those details from the physical files becomes hectic and time consuming job. This will help to send all the data to client via mail on a single click.
1 vote -
Change BAS frequency without having to delete and refile all previous BAS
Ability to change BAS Frequence without deleting all previous BAS filed.
3 votes -
automatically populate customer information when creating a bill from a purchase order.
When creating a purchase order I can enter the customer information, but when I create a bill from the purchase order that information doesn't populate and has to be entered again, by individual line. There should be a way for the customer tag from the PO to transfer to the bill.
1 vote -
Allow other Balance Sheet account reconciliations like Customer Deposits and Vendor Deposits
Allow other Balance Sheet account reconciliations like Customer Deposits and Vendor Deposits
1 vote -
3 votes
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Remove, the "use in future" checkbox under terms
remove the use in future option under Terms, we have the CRM integration and Sales users edit the terms and select "Use in future" by accident which changes the standard terms for the whole org, its crazy that a user with locked down access can still do this.
1 vote -
Transactions approval at Zoho Books
To be able to enable approval for each type of transaction and able to establish approval criteria, in such a way that each case had different approvers and that even certain transactions will be approved automatically.
20 votes -
PDF table update; add item SKUs to table as new column
There is more than enough room to add another column to show the SKUs for each item. Instead of the SKU being listed below the item name. This will take up less space in each row and allow many invoices to remain a single page. Also the SKU will be more visible for the customers and sales people to place future orders.
3 votes -
Include more currencies.
We happen to work also with Mexican Peso accounts, for which there is no currency addition.
1 vote -
Multiple contacts for each customer/company as a dropdown menu
We have multiple contact people for each company we do business for. They look after separate activities and we would like to keep invoices separate for each contact but still under the same company umbrella. There is currently no option to select from a set list of contacts for the same company. You can add contact persons to each customer/company but when making an invoice it's impossible to select just one person to send a specific invoice to. It's a bit ridiculous really because Zoho gives us the option to select our own salespeople from a dropdown list but not…
3 votes
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