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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ey both provided you all my feedback
Hi, I have addressed a lot of issues to Sara and Sai. Unfortunately, I do not know if they provided you ALL my feedback.
Please email the proof that you are doing something.
Your system does not fits according to your customer's need.1 vote -
Error find in to assign contact owner in zoho book, owner can show customer balance summary with all customers balance data, it's not right
user can not show data of all customers after assign contact owner already function on.
1 vote -
Error find in to assign contact owner in zoho book, owner can show customer balance summary with all customers balance data, it's not right
user can not show data of all customers after assign contact owner already function on.
1 vote -
Please create a deleting button for invoices in Zoho CRM
Please create a deleting button for invoices in Zoho CRM. I only can delete invoice in zoho books.
4 votes -
Show proper decimal places with currency amounts
As a user, anywhere in Zoho Books where I am looking at a bill amount, currency amount, or other monetary amount, the amount should display with the correct number of decimal places.
Zoho Books currently trims tailing zeroes from an amount. For instance, $420.30 becomes 420.3. This is extremely awkward to read since .3 is supposed to be 30 cents.
The number of decimal places should be maintained so that $420.30 always reads as 420.30.
1 vote -
Make a way to email top clients
Do you realize there is NO way to email your best clients?
There is not a connection to any part of Zoho that allows you to target them.You can manually tag them as they are spending but there isn't a process to automatically tag or update or filter and then send a campaign or marketing hub journey to them.
We need this integration.
2 votes -
UI
Black-Green
1 vote -
I have a printing company. We print on different papers and it could be single side or doubleside. There rates for single side and dou
We are a printing company. We print on paper, it can be single side or double side. The item is the same paper but price varies from single side or doubleside. Currently we can't track stock, as we have to give 2different items but actually its the same item. We can't also use priceless as in one bill there could be 2 single side and 4 double side items. If we give price list all of it gets changed. We want a solution where we can club multiple items into a single inventory source.
1 vote -
Option to add expense from books to a ticket in Zoho Desk, like Project.
Provide an option to associate an expense created in Zoho Books to a Zoho Desk support ticket.
Right now we can associate spending only with projects.1 vote -
Forecast when and Item will reach the re-order level
Based on historical sales data, It will be good to know how much time remaining for an item to reach the re-order level. This will help a lot in putting plans for ordering new material.
1 vote -
Client portal
I would like the "Staff name" field to be included in the Client portal under project timesheets
3 votes -
Create bill on behalf of vendor and email to them
Hi,
I would like to have the feature where you are creating the bill on behalf of the vendor and can send them a copy of it, just like how an invoice is mailed to the customer.
The reason is, we at Homely (https://homelynow.com) are into services of providing curated Home made meals through our website. Now the customer selects and places the order. We deliver by picking up from that home chef and delivering to that customer directly.
Now since this is real-time and since Homely does not store the meal anywhere during this process, technically I'm…
1 vote -
Sending bills created to vendor by mail
Hi,
I would like to have the feature where you are creating the bill on behalf of the vendor and can send them a copy of it, just like how an invoice is mailed to the customer.
The reason is, we at Homely (https://homelynow.com) are into services of providing curated Homemade meals through our website. Now the customer selects and places the order. We deliver by picking up from that home chef and delivering it to that customer directly.
Now since this is real-time and since Homely does not store the meal anywhere during this process, technically I'm…
0 votes -
1 vote
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Distinction between raw material and finished goods and track raw material consumption based on finished goods produced.
We receive goods in kg and we convert them into smaller packs of numbers. It is difficult to track inventory in this manner. also, we buy packaging material which is primary to our product. whenever we sell these smaller no's pack, we sell them in this primary packaging that we bought (cardboard boxes). But when we make the sale, we only select the main item in invoice and not the cardboard boxes and thus we cannot track its inventory. How can this be solved?
3 votes -
Reoccurring invoices - variable (month name) parameter
Variables that would change based on the reoccurring invoice's creation date. So a new invoice might read "Services for the month of January" and on February's invoice would change to "Services for the month of February". Currently all our invoices just read "monthly services". This can be confusing to our customers as all the invoices look alike.
1 vote -
Primary warehouse by item
Select a primary warehouse for each item.
2 votes -
Inventory adjustment, accounting / physical
Adjustment of the accounting stock and physical stock independent.
9 votes -
To have different approve workflows for POs and for Bills
Currently, purchase approval is same for both PO and Bills. I recommend having a separate one in place, so that PO approval is done by one person, and bill when received is approved by another approver. Different workflow.
1 vote -
Modify the expense by category report to include supplier credit notes
The Expense by Category report does not show supplier credit notes, hence expense totals are not real....
3 votes
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