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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6971 results found
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Quotation request to vendors
We want to send a quotation request to the vendor before send the purchase order, then, accept this vendor quotation and convert it to PO.
2 votes -
Enable larger images to be displayed - Thumbnail is too small
The image displayed in Estimates is too small for the type of products we sell. Sometimes it's small visible details that differentiate us from our competition. The images should be enabled to be as large vertically, as the description.
5 votes -
Minimum payment or deposit required field on invoice
Hello
I would love to see the next update by adding "minimum payment or deposit required" field directly on the invoice so the clients have the option to make minimum instead of changing the amount themselves on payment. A lot of vendors like me require deposit from clients in order to reserve our service for their wedding date.
Please note that I've tried for days working with Invoice Retainer but it's not the same as to request clients to make deposit.
3 votes -
Balance sheet reports require incoming/outgoing colums
A balance sheet must have an incoming and outgoing balance on each account. Maybe as an option or as an detailed report.
3 votes -
TEMPLATE CHANGE ON APP
Allow to change the template of quotations, invoices, etc on iPad app. I can’t do it now.
4 votes -
Zoho Books > Documents uses Zoho Workdrive
Zoho Books > Documents uses Zoho Workdrive so that documents can be attached to invoices, bills all the other items.
Zoho Workdrive should be used to integrate between all the zoho apps to make workflow and documents easily accessible
10 votes -
1 vote
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GST on Stripe's merchant fees
At the moment the merchant fees from Stripe are just going straight to the fees expense account including the GST, it's not separating out the GST component of the fee. I'm having to manually journalise the GST portion of the transactions each quarter so that I can claim it.
4 votes -
Documents Alignment - RTL
Hi,
We are trying to use this great app here in israel and i like the general the idea of a prebuilt templates.
Still, It is crucial to have an option to set the whole document to the RTL direction instead of LTR.
Is it something that is in the plan for the near-feature?
3 votes -
1 vote
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Stopping Overspend
I'll explain with a typical scenario.
We had issued a post-dated cheque to one of our vendor before corona lockdown. The amount was more than a lakh. And we recorded the payment against the bill. But due to corona lockdown, the vendor did not present the cheque for clearing. So what happened here was in Zoho Books the payment was entered but the amount was not debited from the bank.
Now when you look at our bank statement and Zoho books, they do not match as well.
As a startup services company we have more expenses to be met. Since…
1 vote -
Assign Customer to multiple users
A great feature would be to add the ability to Assign more than one user to a Customer or allow a user to share a customer with another user. This would help when we have Sales Persons that we only want to see the Customers assigned to them. We see many situation where multiple sales persons deal with a Customer. The only way to give them access now to Customers not owned by them is to set them up as an admin.
6 votes -
Restrict Sharing option of master and transaction for certain roles
Restricting Export, Print and PDF is a very essential security option for our company, as the accounts is handled by executives who are in direct touch with our channel partners and competitors. They record all transactions related to our multiple branches. We would like to avoid sharing of our company data to people outside our organisation. As this concerns our security policy, kindly try to make modifications to help us protect our data.
2 votes -
Sales and Purchase Approvals
Estimate, SO, Invoice is approved at various hierarchical levels based on two factors.
1) Discount offered against a product
2) Advance PaymentFor a person at lower level in the hierarchy could approve transactions with lesser discount and advance payment. This freedom to approve changes when it goes to the higher level in the hierarchy. All customers wouldnt have to wait till all approvals are made by the head of department. Please create a more condition based purchase and sales approvals.
1 vote -
Exception Approval for SO, Invoice or delivery without advance or full payment
We have retail customer, our order to delivery would generally take from 1 week to 3 months or more, depending on the products our customers select. We deliver the products in different batches. Our policy is to have a minimum 50% advance payment to confirm the order. We collect payment in advance, please have an option to restrict creating or approving an SO for which the certain defined amount(50% in my case) is not available as advance. Upon invoice or delivery the remaining amount against the product delivered value would be collected. Top level exception approval has to be taken…
1 vote -
P&L by class
Need to be able to run reports (especially P&L) by class, with each column a class
3 votes -
printing rights by user
i propose we have printing rights by users in zoho books whereby the system admin can restrict the number of time a user can print sale order or invoice in certain times
1 vote -
add attachement estimates from api
Hello,
How it is possible to add an attchament to an estimate from the api zoho book.
It s possible from ZohoBook, but no from the api.cdt
1 vote -
Several Companies in one client portal
Several clients under 1 client portal. For example, One director has 4 Limited companies. I need the director to log in to the portal and be able to see outstanding invoices for all of his companies.
19 votes -
GL account cannot default
When you created a new customer and vendor's , you cannot assign a defaulted GL account number. Hence, each time you enter the invoice and/ or post a vendor's invoice, you need to pick up the corresponding GL account number. NOT SO GOOD.
1 vote
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