Zoho Books
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6584 results found
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Customer to change estimate before accepting in portal
Many times for estimates a customer may want to change a quantity or remove an item before accepting. It would be great if they could do this in the customer portal.
2 votes -
Preferred Vendor for all items.
Currently, there is only an option to add a preferred vendor to an inventory item which makes no sense.
An item regardless if it is stocked or not has a preferred vendor. This should be a field for all items.
Many Zoho users are dropshipping items, meaning no stock is tracked but there is a preferred vendor still.
12 votes -
On printed checks add trailing "*******" to written amount and leading "**$" to numerical amount for fraud protection like QuickBooks does.
On printed checks add trailing "******" to written amount and leading "*$" to numerical amount for fraud protection like QuickBooks does.
3 votes -
Select multiple line items and move to New or Existing invoice
Often times clients ask me to split a large invoice (with many line items) into separate ones.
It would be amazing to be able to select multiple line items and from a pull down menu choose from 2 options:
Option 1: Create new invoice from selected items
Option 2: Add to existing invoice4 votes -
Posting date,
Please provide the option for "Posting Date" while booking purchase bills and expenses because,existing mandatory field was Bill no and bill date, posting date should hit to current month expenses not for bill date, exch: after GSTR3B return file if we received any bills from vendor we are not able to change the posting date bcz we have to account it in back dated, once finalised MIS how we can account it in back dated, please provide additional option for posting date.
13 votes -
Allow a user to delegate the right to send email from his address
I would like that a user allows another user to send an email from his address, so that an assistant can send a quote in the name of a sales manager.
6 votes -
Electronic Delivery Note
Create a electronic delivery note that a customer can sign (on my phone) when they receive their items. and once they sign it, it sends them a copy via email
9 votes -
override for GST values in bills
GST value in some bills by vendors are rounded off instead of rounding off whole bill value. So there should be a way to manually enter the GST values in the bills [Over riding calculation]
9 votes -
6 votes
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Apply credit note to retainer invoice
In the scenario an invoice is disputed on a retainer invoice, and a credit note is applied to the invoice in question, it would also be good to reduce the amount drawn on the retainer with the credited amount (a second option should appear after the credit note is applied to an invoice that is linked to a retainer invoice - "The invoice you credited is applied to a retainer invoice - do you wish to reduce the amount drawn of the retainer with this amount (increasing the balance on the retainer invoice to be drawn later) or do you…
4 votes -
Remove ugly generic graphic icon & add numbering to line items
There is no need for those ugly generic graphic icons that appear to the left of each line item. Please remove. No need to use precious screen real estate with these.
Can you please have invoices automatically add numbers to each line item? This is useful when you are cross checking with other documents or useful just in general. For example: you are on the phone with a client and you can say "Line item number 3 ..."
Thanks!
1 vote -
1 vote
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Viewing only by person who posts them
Please allow only the consultant who posts the expenses to be able to see the expenses.. it is no one else's business and honestly every consultant that I have complains about it. I am sure that you are losing clients that might have signed on but this is a huge flaw in the program.
1 vote -
Integrate AutoEntry (OCR) to Zoho Books
An integration between Zoho Books and AutoEntry would make bookkeeping much easier and faster. AutoEntry uses optical character recognition, so you can either take a snap, upload from desktop or send directly by email, a purchase/sale invoice. AutoEntry will read the main field of the document (invoice date and due date, supplier or customer, net amount, tax amount and total amount, it picks the correct currency as well, it reads invoices with more than one item). Once you analise a purchase invoice to a nominal (repairs and maintenance, i.e), next time you upload an invoice, system will suggest you analise…
7 votes -
Timesheet Calendar View Filters
I need to enter my hours in with my client in their reporting system, and I would love to have the option to filter inside the timesheet calendar view. It's a lot of switch back and forth right now.
7 votes -
1 vote
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1 vote
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Allow user-defined "year to date" ending date
As it is now on 12/06/2018, if the user runs the Profit and Loss report and selects the Year To Date field, the system uses the date range of the first day of the fiscal year to the current date. That fixed date range has a very limited application in that it must be timed with the end of a period before any transactions are posted into the new period. Otherwise the numbers in the Total column are according to the user-defined report data range, but the numbers in the Year To Date column are distorted by bringing in data…
1 vote -
provide ability to send automated (scheduled) customer statements
Most online accounting systems allow you to send automated customer statements that can be scheduled with different messages based upon how old their invoices are aged. This is critical for managing cash flow.
2 votes -
it would be nice to show previous balances on accounts when you're reconciling to make sure there were no changes to the prior month balance
It would be nice to show previous balances on accounts when you're reconciling to make sure there were no changes to the prior month balance
1 vote
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