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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6153 results found
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1 vote
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Invoice Exports/Imports need to include contacts
When Exporting & Importing Invoices, the contacts associated with the invoice are not exported.
If we export Draft invoices and import them back in, ALL contacts get ticked. Which is not what we want. We only want the ones that were ticked on the original Draft.
So currently it has to be done manually one by one. This doesn't scale for large businesses where we are sending 200 plus invoices off in one day.
For this reason we will need to switch to a different invoicing system.1 vote -
Purchase Bill entry
I've an issue with Purchase Bill entry.
While adding an Item under the Purchase Bill, Item details tab shows no item (I've already entered the items and created Sales Invoices with them). And then I clicked "Add New Item" and entered the details, while saving that Item details its showing "Item already exist". I cant add item details to the Purchase Bill.
Stuck with this issue. Please help me to fix this.
6 votes -
Grouping Line Items in consolidated Invoice from multiple Sales Order
lets say we have monthly billing for the daily service rendered to a client. we provide similiar services every day to the client by creating Sales Order. At the end of the month, we create consolidated invoice (single Invoice for a month) aganst daily sales order created. Currently all the lines from sales order are append to the Invoice Lines. It would be fantastic if we can group the sales order line items at the Invoice lines so that we can reduce service line repetition.
4 votes -
ICIC BANK Vendor payment remark
payment made through ICICI BANK, have no remark in bank statement
Transaction detail in bank statement
INF/020681776531/uwZ4NAGZCVKmEYAbA06please add custom remark option or auto remark same as vendor name
5 votes -
Automated Payment to Vendors via ACH based on due date for both regular and recurring bills
Hello, I have several vendors that I pay via ACH/Forte integration. I would like the ability to have Zoho trigger the ACH payment automatically on the due date - saving me the step of having to push through the ACH payment manually each time. This option should work for recurring bills as well - once the bill is generated it should automatically send payment to the vendor via ACH.
3 votes -
apply credit
Please allow credits to be applied to next recurring invoice automatically.
With auto pay there is not a time slot to apply credits to next invoice.6 votes -
2 warehouse in zoho book
Need to add 2 warehouse in zoho book. its very easy to control
2 warehouse inventory from single zoho book.
At the time of create estimate/ invoice ask option for select warehouse name .1 vote -
Well here is a crazy Idea! How about the help team actually providing useful answers!
How about Zoho Hel[ Team actually answering customer request with useful replies? Instead of just sending irrelevant advice or "We are working on it, if we think its needed"
1 vote -
Auto filter possible matches
Automatically filter possible matches that occur before the transaction date you are currently viewing. For instance, if I am trying to match a transaction from 9/28/2018 all transactions prior to that date should be filtered out and not visible.
There is already a filter that limits based on transaction amount. Seems like an easy addition.
3 votes -
allow actions to occur from a task being closed or completed
A task being completed or closed can be the trigger for a new action in workflows.
3 votes -
In Blueprints & Workflows make recurring an option for a task or action
Tasks can be "turned" to recurring once they have been created and are in the different modules. There is no place to make tasks or actions that are added to workflows and blueprints recurring. This hinders automation.
6 votes -
1 vote
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have item description in inventory summary along with item name(number)
have item description in inventory summary along with item name(number)
1 vote -
Paid Invoices GREEN Indicator
I would like to see the INVOICED Blue circle in the Sales Order module turn GREEN when it is PAID. Right now when you combine Zoho Books and Zoho inventory, you have a VERY handy workflow indicator "invoiced" "packed" "shipped"
When an order goes from shipped to delivered, the blue circle goes from Blue to Green.
BUT when an order goes from Invoiced to Paid the circle is still BLUE.
ALSO then the order goes from Packed to Shipped, the circle is still BLUEI have over 200 sales orders, and I have to click on every one to see…
1 vote -
State Field
When changing addresses in Zoho US the state field has moved. The standard format for addresses should be followed. Also for US addresses there is no comma between state and zip code. We do not have a comma in our format and yet because of Zoho coding a comma appears. It makes us look unprofessional.
Contact Name
Street Address
Street Address optional line
City, State Zip CodeZoho
123 Main St
New York, NY 000001 vote -
Client Portal CRM & Books Integration
Please create a unified Portal for both CRM & Books, CRM is taking care of the part where we solve client problem and Books is where we bill them, We can not just give out multiple portal to customer to view the progress and the bills. If the portal could be unified it will look more professional in terms and also better management for the businesses.
If either Books or CRM can show data to the other platform that would be very awesome.
- Currently we really lack a way to show a task progress to customer on Books and show…
17 votes -
Payzapp option
We wanted a Payzapp option in the Payments tab along with the additional charges (of the Bank).
1 vote -
search functionality should be able to search a string from the name of the product while adding in either "estimates" or "Invoices"
I have a large number of products which i generally tend to forget the exact name that i have given into the system but remember part of it, when i am trying to add such item by typing the string that i remember the product/item does not populate in the drop-down. would greatly appreciate if you can fix this issue at the earliest
1 vote -
Ability to initiate bill payments from Zoho to my bank for online bill payment
Currently paying bills with "online bill pay" through my bank website so I don't have to manually print and mails checks to vendors. Quickbooks allows you to initiate these payments through Quickbooks and then sends it to the bank for online payment. So instead of waiting for the payment to go through and then recording it, the advantage of initiating the payment through Zoho allows the future payment to get pre-recorded and can be used for cash flow projections.
2 votes
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