Zoho Books
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6599 results found
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2 votes
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ICICI BANK TRASFER ME JO OTP AATI THI USME PAHLE VENDOR KE NAME AMOUNT HOTA THA YE BAHUT IMPORTANT THA KOI THIRD PARTY TFR KARWA SAKTE THE
PLESE BANKING MASSAGE CUSTOM PLESE
SEND BANK AMOPUNT TRASFER OTP WITH NAME AND AMOUNT THANKYOU MY TEAM ZOHO BOOKSSILK ZON1 vote -
Financial Reporting Company General Ledger Accounts Payable Accounts Receivable Accounts Reconciliation Cash Management Order Entry Purchasi
Financial Reporting
Company
General Ledger
Accounts Payable
Accounts Receivable
Accounts Reconciliation
Cash Management
Order Entry
Purchasing
Time & Expenses
Platform Services
Budget Planning0 votes -
Add pop-up reminders when a certain item is ordered the requires attention elsewhere. (when “xyz” is ordered - remember to fill out rebate)
Add pop-up reminders - when a certain item is ordered that requires attention elsewhere. (when “xyz” is ordered - remember to fill out rebate)
3 votes -
Supplier Portal
Supplier Portal
1 voteHi there,
We now have the Vendor portal ready for early access in Zoho Books. Please write to support@zohobooks.com to enable this option and for additional information.
Hope this helps.
Regards,
Zoho Books Team -
Generate copy invoices
When we have sent an invoice already and the customer has lost it or not received it. Then when sending the invoice for a second time a copy invoice should be generated (the invoice with the words copy invoice watermaketed on the PDF)
3 votes -
I have multiple Companies in Single Zoho Account. I want to give password to each Company (in Single Login)
I have Zoho Partner account and I use same user for all my work. But now my client base is increasing, I want to give different password to each of my client Company (ie. in the Single login)
1 vote -
allow description of line items on the budget
On the budget you can put in a dollar amount but it doesnt let you write in what the dollar amount is for. For example, if i have a budget of $300 for Dues and Subscriptions per Month, i would love to have a note or separate line items for what that entails (say $50 for Zoho, $150 for canva, $50 for shakr, etc) so you could see what the budget includes.
5 votes -
1 vote
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users customization
Small organisations/professionals do not like giving access to all the accounts to their data entry bookkeepers
For example I have 6 bank accounts, 2 of which are personal. I only want my office staff to have access to 4 accounts for data entry through manual journals or banking categorisation.
However, once i give access to banking or manual journals, they can view all my other accounts and transactions as well.
Lack of this feature prohibit me from maintaining my books of accounts in office though zoho books and still depend fully on my CA for full bookkeeping.
The simplest solutions…
15 votes -
add Multiply currency under one customer name that is very important option
add Multiply currency under one customer name that is very important option can't open few account for one customer if need to work with different currencis same time then in Create Bill or Create Invoice if Choose customer name by one Currency like USD can't add any Bill by other currency pls solve this matter
4 votes -
1 vote
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Add the check number back to the A/P payments made report. The check number is necessary.
Add the check # to the A/P payments made report. The report is useless without the check #.
1 vote -
Invoice number is considered as text, if we save invoice number as integer number it would not be possible as of now to sort
Invoice number is considered as text, if we save invoice number as integer number it would not be possible as of now to sort .Suppose we save invoice number in order 1 ,2,3,-----100--100---1000 etc,it is not possible to sort the invoice number in order 1,2,3 etc , it sort in 1,10,100 etc order
4 votes -
Daily backup
Daily backup automatically for paid users are kind of must to do feature. I see many people requested it but somehow its not being done?
1 vote -
We need OCBC velocity (Business)banking interface to import the transactions from bank.
There is only OCBC Singapore interface which connects to personal banking, But OCBC velocity is the business banking portal. Most of the businesses have accounts with OCBC Business banking, not the personal banks. So please provide interface with OCBC Velocity business banking.
Thank you4 votes -
1 vote
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provide flexibility to add new contacts like "donors" or "patrons" for the conveience of charitable Trusts
Please provide flexibility to add new contacts like "donors" or "patrons" for the convenience of charitable Trusts
2 votes -
Editable & Customizable Terms & Conditions and Customer Notes for each Template Designs
I have one suggestion related to Template Designs in general....Terms & Conditions and Customer Notes should be editable and added to each templates separately, because as per the current situation, we are forced to edit these two information in every different product we bill/quote, as some Terms and Notes will be different in some products, instead we can design and save template for each product/ service category so that, it will be easier to create invoices/estimates in seconds. This feature is missing from the present Template Design. Please contact me incase you need more clarification.
2 votes -
Editable & Customizable Terms & Conditions and Customer Notes for each Template Designs
I have one suggestion related to Template Designs in general....Terms & Conditions and Customer Notes should be editable and added to each templates separately, because as per the current situation, we are forced to edit these two information in every different product we bill/quote, as some Terms and Notes will be different in some products, instead we can design and save template for each product/ service category so that, it will be easier to create invoices/estimates in seconds. This feature is missing from the present Template Design. Please contact me incase you need more clarification.
0 votes
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