Zoho Books
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6584 results found
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Add a function to record sales items (i.e. photocopies)
I need to invoice photocopies and the like at a fixed cost but the number varies. I need to allocate these to my projects and ideally the date (in much the same way as mileage is recorded). Presently there is no way to do this
1 vote -
Enable restrictions on printing Invoices/Delivery Notes/Packing Slips.
I have given access to several users on creating Invoices.
However, I would like to restrict users from printing Invoices/Delivery Notes/Packing Slips in both Zoho Books and Zoho Inventory so I can control the printouts.
Can anyone help with this? Customer support has informed me that this is currently not possible.
Thanks!
4 votes -
It will be helpful if when generating a purchase order, the system asks me to update the item cost if it is different from the data base
It will be helpful if when generating a purchase order, the system asks me to update the item cost if it is different from the on in the data base
1 vote -
1 vote
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It will be helpful if when generating a purchase order, the system asks me to update the item cost if it is different from the data base
It will be helpful if when generating a purchase order, the system asks me to update the item cost if it is different from the on in the data base
1 vote -
Provide an option such that non-admin users/roles can receive scheduled reports.
Provide an option such that non-admin users/roles can receive scheduled reports. We want the option to send reports to the 'C' level without enabling all of the admin capabilities.
4 votes -
Send quotes by sms like invoice
I think it's not a big job for you, to integrate quotes send by sms ....
1 vote -
Automate Invoice for Customers on a specific date
In real estate the Demand Letters and Invoices are raising on a specific date and Interest on Delayed payment is charged in thier invoices
So if we can link the Project Completion and the Invoice of All customers should be raised as per work completion then it will be the best option for Real Estate Business accounting1 vote -
Allow for discount on estimates which are prior approved with additional approval work flow requirement
Our sales often come back with requirement of discount on their submitted estimate. We want the option to revise an estimate by providing line wise discount / total bill discount and also function to add or remove quoted items in the estimate. Any changes on an existing approved estimate should initiate second round of approval process for the changes.
2 votes -
Add a customizable label field for Vendor Statements, that will correspond to a column/label field in the BIlls.
Zoho Books - RE: BILLS & VENDOR STATEMENTS.
In BILLS, I can enter Item # and Description under a label, in a column. I would like to also show this info, in the Vendor Statement.
Alternatively, I would like a custom column field available to add to the Vendor Statement, that will pull text data from another column located on the BILL.
Please help.
It seems all the other modules we can add a custom label / column, but not possible for the vendor statement.
1 vote -
Enter only First Name for Contact
We need to be able to enter just First name for contacts. Alot of time only get that and last name is not needed.
1 vote -
Daily Backup of Accounting Programs from your end.
Daily Backup of Accounting Programs from your end.
1 vote -
Template for bulk adjustment of Vendor credit against the Bill
Template for bulk adjustment of Vendor credit against the Bill
2 votes -
Personalized name on estimates
Hi, I have a question. I want to know if in zoho books I could name the quote downloads in pdf with a custom name
1 vote -
4 votes
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Custom view to filter all SEZ contacts/ all regular contacts etc
I would like to view the contacts which have been marked as unregistered so that I can update the contacts. Would also be useful when I would like to view a list of SEZ contacts, regular contacts etc.,
1 vote -
Allow rich text formatting for line items
For example, I want to call the client's attention about a discount I applied to a line item. Being able to bold a line of text would be great.
1 vote -
Add a [Save and Continue] button
I know Zoho Books has an auto save feature but it is never clear when it actually saves. Sometimes I work on long invoices that can take me several hours so having a [Save and Continue] button gives me peace of mind that what I just did is saved.
Note: I can always save but to continue working I have to open the invoice again.
2 votes -
Allow customization of the Bank Reconciliation Details report.
Both of my businesses have multiple bank accounts. It would be helpful for my CPA to identify the business and its corresponding bank account in the main title section of the Reconciliation Details report. Without this customization it becomes a tedious task to manually write or stamp on each page which business and account this particular report belongs to.
4 votes -
The total amount should always be visible even if you scroll up a long invoice.
When working with long invoices it would be very helpful to be able to see the invoice total amount at all times —even if you scroll back up the page.
I often go back and make adjustments to line items. I would like to be able to see the change to the total amount as it happens. This would give me an idea of the difference a change makes to the total.
1 vote
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