Zoho Books
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6584 results found
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Allow flexibility of customizing multiple business check styles. I, for one, need a 3-per page, wallet-style format.
Allow flexibility of customizing multiple business check styles. I, for one, need a 3-per page, wallet-style format.
It would be helpful for us all to have greater flexibility to customize our banking and billing forms according to the norms in our respective locations. Part of the address block on my invoices and estimates renders incorrectly in the display and in print after entering the information in the template but, it cannot be corrected to display and print properly.
Additionally, the check template is too limited. All your business account holders should be allowed to customize the check format according to…
10 votes -
Alphabetical
My Query was not satisfactory answered.
1 vote -
kindly implement barcode system in zoho books
kindly provide barcode system for items in ZOHO books to make easy business process for small retailer.
9 votes -
Rename Sales Order to Repair Order
Would like to Rename heading of Sales order to Repair Order
1 vote -
Duplicate Transactions
Once click duplicate transaction.
This is useful for entering repeated transactions, such as fixed bank charges, or variable bank charges, subscriptions..etc..
2 votes -
Status (seen) of the invoices.
View the status (Seen) of the invoices without the customer having to register in the customer portal. Like QB. Almost 80% our of the customer don't do the register on customer portal.
4 votes -
Print from mobile device
Mobile printer
2 votes -
Create Integromat module for Zoho Books
Integromat is quickly gaining market share on the integration platforms market and is now second largest after Zapier. However they claim Zoho Books isn't adhering to oAuth standards which is why they can't create a module for your platform.
I want to ask the Zoho Books team to give all the support Integromat needs to create the module, so we can integrate Books with our other systems through their platform
6 votes -
ability to send test emails
After updating an email template I'd like to send it to myself to see if all parameters are showing correctly.
1 vote -
Legend on Banking page
It would be really nice to have a legend that quickly shows what each series in the graph on the Banking tabs...
1 vote -
Align the item's unit in the same row as the item and not under the Qty
In a sales invoice template, you should allow users to easily add the column Unit separate from the Qty column. This is to align the item's unit in the same row and not under the Qty of an item.
Ideally Qty and Unit are in two separate columns and the corresponding value for the item's Qty and Unit should be in the same row. The Unit should not be added as a custom field since this is just a workaround. Unit value should automatically be displayed in the Unit column based from the Item's master data. refer to Chat transcript#…1 vote -
GST tax rate change for multiple skus
How to make changes in tax GST rates for a skus when the items are active
1 vote -
Adding reporting tags to projects
I know you can associate reporting tags to contact and items, but when you use projects, you may have multiple projects for a client, it would be helpfull to be able to add tags in the project so all transactions related to the project can be posted to the selected tags
18 votes -
1 vote
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To Assign Customer more then One User
Dear ZOHO Team I want to Assign Specific Customer more then One User (Operator). for example We have two User One Enter Invoice and One Received Payments from Invoiced Customer so i want to assign that customer to Both User but it is not working mean Specific customer can be assign to one user only...
so Pleas Update the following option . thanks1 vote -
To Assign Customer more then One User
Dear ZOHO Team I want to Assign Specific Customer more then One User (Operator). for example We have two User One Enter Invoice and One Received Payments from Invoiced Customer so i want to assign that customer to Both User but it is not working mean Specific customer can be assign to one user only...
so Pleas Update the following option . thanks2 votes -
discount on expense
Please add the ability to show a discount on an itemized expense. This discount would subtract from the expense total. This would be for expenses not bills.
For example, if we order 4 items at $5 each, the total would be $20. However if we receive a $7 discount, we would still like to show four items at $5 each and then have a line that shows "Discount: $7" for a final total of $13.
Currently if we receive a discount on an order, we cannot itemize the expense as we normally would because there is no way to show…
12 votes -
Retainer vs. retention
Retainer invoices are like deposits. Retention money held by a builder is where they hold back a proportion of the payment and these are typically for 12 months. These can be a) difficult to track, and b) impact on cash flow if there is a large number of them. There is an online system in Australia called Retention One, that assists in tracking and collecting such payments. If there was something similar within Zoho .....!
1 vote -
How about providing examples suitable for the UK rather than for a US/Californian entity?
I'm not convinced how well you support UK businesses given your examples are for a US entity paying Californian taxes.
1 vote -
Create a ZenDesk App specifically for logging time against projects
I would really like a ZenDesk app that would have two functions.
It would lookup the customer by matching the ZenDesk "organization" name to the customer company name.
It would then filter to show projects associated with that customer. From there someone could easily select the correct project and task and then if it filled in the ticket ID and subject from the ZenDesk ticket into the notes field for the time entry on the project that would make logging time through ZenDesk super easy.
6 votes
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