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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6165 results found
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Integrate Zoho Book & Zoho Creator customers portal
Integrate the client portal of Zoho Books & the Customer portal of Zoho Creator. It'd give to the customer ONLY ONE platform to manage everything.
4 votes -
Ability to enter start date and end date by task
We want custom field for each task . It is not possible to define total cost per task. Per task bill is based on time spent. Provision is required for lump sum per task
1 vote -
Work Order
I would like to be able to create a Work Order from the Sales Order without taking items away from the Sales Order.
A Work Order is what I issue to the employees who will perform the work in the field. I need items and quantities to come from the Sales Order and not show the monetary value.
3 votes -
be abble to attach a document to an invoice inside of CRM integration without going into books to attach
books allows you to attach a doc to the invoice to be seen by the customer in there portal...which we like. but with CRM integration you can create the invoice etc...but then have to go into books to attach the doc...can you make it so you can attach inside the crm integration and flow through books and into the portal?
5 votes -
allow payments to be made through crm integration without giving books access
with the CRM integration you can create an estimate, invoice etc...so i have a customer in front of me...I can create there invoice, print it etc...but no way to record a payment to give the customer a paid invoice...would need to go into books to record it...should be a way to also record payment right away
3 votes -
We are into construction business and we give estimate we are unable to mention the unit of measurements.
We are into construction business and we give estimate we are unable to mention the unit of measurements.
6 votes -
The ability to add time activity to a client and not have to add a project profile.
When logging in time I am forced to create a project, I think it would be easier to just add a client and make it billable to a project.
1 vote -
2 votes
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billable expenses to be listed also with product during invoice creation
When you choose to add the expenses to the invoice you can select and add only the expenses you want to associate with that invoice, but only defined by details, they could be of a number of mixed projects for that client, so impossible to say if you are adding the right ones. There is a project link too, but for me it only works if ALL the expenses within a the project are unbilled. If some expenses are left over from a project, they are listed together. Some more detail would be so useful to have so the selection…
1 vote -
Enable multi zoho account in one mobile app
I have multi zoho account for different business, and would like to ask if zoho book can have multi zoho account bundle (like in zoho mail) so I no need keep switch on and off for different account
1 vote -
Would like to be able to select MULTIPLE expenses from the expense section and invoice them at the same time
Once you filter the expenses that are outstanding to be billed for a customer or project you can invoice them one at the time (which is no good). There is no option from this few to add outstanding ones. It would be great if one could select them and add them all in an invoice.
1 vote -
Customer Statement
Can payment received list under the corresponding invoice (transaction) , like debit & credit so we don't have to scroll up and down to match payment received with invoice or partial credit applied?
2 votes -
Restore an erased Invoice
Sometimes, a user can erase an Invoice for mistake.
It will be helpful a recycling bin to can restore it.
1 vote -
convert retainer invoices to invoices
Often times my bookkeeping customers perform services for customers even though their customers haven't yet paid their open retainer invoices. It would be nice to convert those retainer invoices to invoices instead of voiding retainer invoices and then creating an invoice.
4 votes -
Need to link customer and vendor contact transactions
I have a few contacts that we need as both a customer and a vendor and I need to access transactions both to reconcile a transaction in checking account. But because its a debit in checking it will only let me access vendor info, not the info in customer payment as well.
1 vote -
Allow 5 or 6 zero after the decimal point in exchange rate
The exchange rates allows 4 zeros after the decimal point. But I need 5 zeros after the decimal point,
Currently Zoho Books support 0.00005 but not 0.0000050 votes -
1 vote
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vat report
In zoho books vat tax is not cover as VAT Tax applicable in Petrol/Diesel
1 vote -
'Payment Received by Sales Person'
We calculate sales commission based on sales invoice that have been paid. Would really appreciate if you can create 'Payment Received by Sales Person' report -- similar to 'Sales by Sales Person' report.
10 votes -
Filter unnecessary contacts out of Zoho Books
Need a way to filter contacts that have no sales, no emails, no statements, etc. I have many contacts in my Zoho Books account that have synced over from Zoho CRM but are not actually clients or vendors so they do not need to be in Zoho Books. I'd like to find a simple way to filter-out those contacts that do not need to be in Zoho Books so I can delete them. Can you help me filter those contacts out? Even a list view or report would be helpful but ideally, I'd love to have the ability to list…
1 vote
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