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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6591 results found
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Copy & paste Ship to field
We sell to the same customers repeatedly but due to the nature of our business, we rarely ship to the same location. In Quick Books we could copy and paste the address. In Zoho, we have to Set up a one time address and that takes up valuable time. We had to add a Ship to item to make this work for us. I suggest you provide both options.
1 vote -
Memorize Customized Reports
Need ability to memorize customized reports and save as a separate report name. We waste a lot of time constantly recreating the same reports.
27 votes -
Invoice viewed
With out the client creating a portal you should send notifications when the invoice is opened after being sent.
1 vote -
Ability to add multiple Stripe accounts for payments
We have 2 lines of business, each with its own Stripe account, so the ability to add multiple Stripe accounts in payment options would be helpful.
16 votes -
timesheet module, calendar view
In the timesheet module, calendar view; can we get capability to only see entries from a single user in this view?
4 votes -
Ablity to track the discounts given customer wise and date wise
Under discounts, we are currently unable to track how much discount we have given to each customer in a time period like month, year etc. It is important that we can track how much discount was given to each customer in a month or year as we generally have an upper cap for this customer wise.
1 vote -
UNITS FOR ITEMS
how to add units for items
1 vote -
Enable a file to be generated of due payments that can be uploaded to online banking, particularly needed for 20th month payments.
We need to be able to generate a file out of Zoho of payments for our online banking. This is an activity that is needed on a regular basis. It is surprising that shch functionality has not been provided as standard as every business needs to make payments.
1 vote -
ID empresa en Información general del negocio
Información general del negocio
- Beneficio y pérdida
- Estado de flujos de efectivo
- Balance general
Me gustaría que (ID de la empresa) puede verse reflejada en documento PDF Información general del negocio, ya que para colombia es un requisito que el (Beneficio y pérdida, Estado de flujos de efectivo, Balance general) tenga debajo del nombre de empresa su ID EMPRESA.
1 vote -
bulk categorize
while in the banking module, please allow for items in uncategorized to be bulk categorized without the use of rules. For example, if I have 4 different transaction from 4 different restaurants, I would like to be able to select those 4 transactions, and click on button called 'bulk categorize' so that each one of them goes in Meal and Entertainment. I don't want to have to create rules first because that is 4 rules that I have to create, making my workload even greater. I realize I can then bulk categorize them, but that is defeating the purpose because…
13 votes -
Customer statement in french
Is it possible to have a customer statement in french? I have my template in english but trying to add a french template but was not able to do so.
6 votes -
Transfer Order
Custom Fields on Transfer Orders.
1 vote -
Add Zapier triggers for updating contacts
I'm thrilled that Zoho has Zapier integration, but I'd love to have the option to search for a client by email, and only then add a new contact. On the flip side, I'd like a trigger that if a contact is UPDATED, then do XYZ.
1 vote -
Can you please add more granular access to reporting?
It would be really helpful to be able to grant access to specific reports inside of a role.
3 votes -
Bnp Paribas Entreprise
Impossible d'utiliser le rapprochement bancaire avec la BNP entreprise
https://secure1.entreprises.bnpparibas.net/sommaire/jsp/identification.jsp
En france
4 votes -
Import to Zoho Books option in Zoho invoice weblink/email
In the invoices weblink included in the mail sent to customer, add an option to import in to Zoho Books as bills. So if the customer is also using Zoho books, they can easily import that invoice as Bills in to their Zoho book. With increasing user base for Zoho books, this becomes a basis necessity.
3 votes -
Integration of more banks in the banking of ZOHO
Please integrate HDFC as it is the largest bank in the India
1 vote -
There should be core integration of whatsapp in ZOHO. In the most of the businesses right now we use Whastapp than email and sms
At the time of generating Invoice or Sale order i would like to send a copy of PDF or Text on the whatsapp of concerned person as this is more feasible in the todays time that sending an email.
1 vote -
Option to take digital signature on Delivery Challan using mobile phone using Zoho books Android App.
It will save alot of paper. Thanks to Zoho Book we now send most of the invoices thorugh email, its quick and easy and Eco Friendly. However, some clients place multple order and require challan along with the invoice, for which we need to handle it manually using conventional methods (hand made delivey challan). If we can take their signature direclty on the delivery challan in mobile, it will make the work very eco friendly and again time saving.
7 votes -
47 votes
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