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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6159 results found
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Allow a user to delegate the right to send email from his address
I would like that a user allows another user to send an email from his address, so that an assistant can send a quote in the name of a sales manager.
3 votes -
Electronic Delivery Note
Create a electronic delivery note that a customer can sign (on my phone) when they receive their items. and once they sign it, it sends them a copy via email
9 votes -
override for GST values in bills
GST value in some bills by vendors are rounded off instead of rounding off whole bill value. So there should be a way to manually enter the GST values in the bills [Over riding calculation]
9 votes -
6 votes
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Apply credit note to retainer invoice
In the scenario an invoice is disputed on a retainer invoice, and a credit note is applied to the invoice in question, it would also be good to reduce the amount drawn on the retainer with the credited amount (a second option should appear after the credit note is applied to an invoice that is linked to a retainer invoice - "The invoice you credited is applied to a retainer invoice - do you wish to reduce the amount drawn of the retainer with this amount (increasing the balance on the retainer invoice to be drawn later) or do you…
4 votes -
Remove ugly generic graphic icon & add numbering to line items
There is no need for those ugly generic graphic icons that appear to the left of each line item. Please remove. No need to use precious screen real estate with these.
Can you please have invoices automatically add numbers to each line item? This is useful when you are cross checking with other documents or useful just in general. For example: you are on the phone with a client and you can say "Line item number 3 ..."
Thanks!
1 vote -
1 vote
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Viewing only by person who posts them
Please allow only the consultant who posts the expenses to be able to see the expenses.. it is no one else's business and honestly every consultant that I have complains about it. I am sure that you are losing clients that might have signed on but this is a huge flaw in the program.
1 vote -
Integrate AutoEntry (OCR) to Zoho Books
An integration between Zoho Books and AutoEntry would make bookkeeping much easier and faster. AutoEntry uses optical character recognition, so you can either take a snap, upload from desktop or send directly by email, a purchase/sale invoice. AutoEntry will read the main field of the document (invoice date and due date, supplier or customer, net amount, tax amount and total amount, it picks the correct currency as well, it reads invoices with more than one item). Once you analise a purchase invoice to a nominal (repairs and maintenance, i.e), next time you upload an invoice, system will suggest you analise…
7 votes -
Timesheet Calendar View Filters
I need to enter my hours in with my client in their reporting system, and I would love to have the option to filter inside the timesheet calendar view. It's a lot of switch back and forth right now.
7 votes -
1 vote
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1 vote
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Allow user-defined "year to date" ending date
As it is now on 12/06/2018, if the user runs the Profit and Loss report and selects the Year To Date field, the system uses the date range of the first day of the fiscal year to the current date. That fixed date range has a very limited application in that it must be timed with the end of a period before any transactions are posted into the new period. Otherwise the numbers in the Total column are according to the user-defined report data range, but the numbers in the Year To Date column are distorted by bringing in data…
1 vote -
provide ability to send automated (scheduled) customer statements
Most online accounting systems allow you to send automated customer statements that can be scheduled with different messages based upon how old their invoices are aged. This is critical for managing cash flow.
2 votes -
it would be nice to show previous balances on accounts when you're reconciling to make sure there were no changes to the prior month balance
It would be nice to show previous balances on accounts when you're reconciling to make sure there were no changes to the prior month balance
1 vote -
header and footer
header shoul continue on all pages, we should have an option to choose in all pages os estimates, invoices, LPO etc
3 votes -
Add RBL Bank Corporate banking, Currently you have added RBL Consumer
Add RBL Bank Corporate banking, Currently you have added RBL Consumer
1 vote -
BOQ
Hi, Is there an option if i can make BOQs
Regards
Noeline
1 vote -
Improve Square integration to sync inventory
The current Square integration is limited only to payments and invoices. It would really be nice if there was a bi-directional inventory sync as well. When a customer makes a purchase in Square, the inventory in Zoho Books should be reduced. Similarly, when the inventory in Zoho Books is reduced by some other mechanism, the new inventory count should be pushed to Square. This allows businesses to not oversell product that may be sold in other sales channels.
6 votes -
A way to deduct rebate % from the payments
Most of the hypermarkets have rebate system. Is there any way to deduct the rebate automatically when the payment is received.
1 vote
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