Zoho Books
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6584 results found
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To enable notifications for comments section
If a user update any Comment in "Comments section", a notification to be sent to an user of Zoho Books.
Like if CEO reviewed any invoice and adds a comment in that invoice, this to be notified to the Account Person so he can review it easily.3 votes -
I would like to use my company font on my email templates. The fonts available make the system look really outdated
Add fonts that are modern and match my company font
3 votes -
Withholding Tax summary in reports
Want to Generate a Withholding Tax report per customer and summary for all customers.
1 vote -
allow for the ability to pay multiple vendor bills at once
It would be more efficient to be able to see all your outstanding vendor invoices on one screen and be able to select which ones you would like to pay. This way you will be able to pay more than one vendor at a time. We run checks weekly, so it can be as many as 30 checks a week, having to go into 30 separate vendors each week is tedious.
2 votes -
4 votes
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Mark bills as planned for payment
When I receive bills, I upload them into the Bills Module. Once a week, I enter these bills in the relevant bank. For the bills I enter, I add a comment saying that they have been entered in the bank and will be paid once the due date hits. Because I enter the bills in the Bills Module during the week and in the bank once a week, and because the payment terms differ between different suppliers, I have to go through all the bills again to see if I entered them in the bank already. Is it possible to…
1 vote -
Mismatch in titles
Preference > Payments Received
The title of the tab is "Field customization" !1 vote -
client portal
I have the same primary contact person for 4 customers. The Client portal should allow the same primary contact to login and look at the details relating to all the 4 customers.
There should be an option for login on the basis of client group. There could be multiple clients belonging to the same group.
15 votes -
Make Order Number Mandatory Field
Make Order Number Mandatory Field (option to set it as mandatory or optional)
1 vote -
WRITE OFF BULK BILLS
THEIR SHOULD BE AN OPTION TO WRITE OFF BULK BILLS. MANY TIMES CUSTOMERS DEDUCT SOME 1-2% AS CASH DISCOUNT, WE NEED TO WRITE OFF THIS AMOUNT FOR ONE BY ONE BILL. THEIR SHOULD BE AN OPTION TO WRITE OFF BULK BILLS.
1 vote -
WRITE OFF BULK BILLS
THEIR SHOULD BE AN OPTION TO WRITE OFF BULK BILLS. MANY TIMES CUSTOMERS DEDUCT SOME 1-2% AS CASH DISCOUNT, WE NEED TO WRITE OFF THIS AMOUNT FOR ONE BY ONE BILL. THEIR SHOULD BE AN OPTION TO WRITE OFF BULK BILLS.
5 votes -
Allow for negative Quantities in the invoice module.
We want to create an invoice with a negative inventory line item so customer can swap out parts/products. For example if the customer wants to buy a product and swap out a part of it, say a standard battery for high capacity battery, we want to simply enter -2 QTY for the standard battery and then +2 for the high capacity. This way the inventory is kept accurate and we don't need to create a credit note or do an inventory adjustment. There's no need to create a credit note because the customer is not "returning" anything and adjusting inventory…
1 vote -
can you short close a purchase order in zoho books?
Suppose I bought 100mt of goods and my supplier only loaded 98MT. The purchase order shows partially billed. Although, my supplier won't we loading any more material. So how can I short close the purchase order?
4 votes -
E waybill printout
This time e way bill directly generated in zoho books its very easy.
I want Generated Eway bill print out in ZOHO Books.2 votes -
Assign sales sub account to all time sheet entries
Would like to be able to assign all time sheet entries to a Sales > Sub Account rather than having to do it manually one by one using the Add Additional Info button on invoices.
7 votes -
Customize statement table
I need to show custom information in the customer's statement table, It's information that i customized in the invoice area but want to display there.
4 votes -
Avoid duplicate customer by using mobile number
When ever I entered mobile number of customer I should get details. And should not get mobile number duplicate in other names.
11 votes -
1 vote
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Mass or Batch update records in Zoho Books
For example: change the value of 100 custom fields in 1 action.
5 votes -
report font size
Please provide a way to change the font for the reports that are sent to print. We want to have the reports print with a larger font, so they're easier to read.
1 vote
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