Zoho Books
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6579 results found
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Deletion of Items associated with Zoho Checkout Payment Pages
Please, solve the problem that the payment pages created in Zoho Checkout cannot be deleted just like Items in Zoho Books associated with them.
At the moment one can only mark the payment pages as inactive in Zoho Checkout, and after that also mark the items as inactive in Zoho Books.1 vote -
Please create Mileage calculator using a map for mileage reimbursement.
Tracking mileage to be reimbursed when not using a company car.
1 vote -
Addition of units measurements for payments in projects and keeping a track
In the project section, can payment terms not be in units of Kgs of job done, as some contracts might be paid in kgs of items prepared for the client. it could spill over to estimates too.
1 vote -
Allow multiple estimates to be converted into a single invoice.
When I have a number of estimates it is annoying for the client to send several different invoices and annoying for me to have to copy and paste the info into one invoice. Can you make it so the estimates become items in a single invoice?
1 vote -
Authorize.Net Emulator or API Configuration
Several Merchant Service Companies in the US have their own Credit Card API's or use an Authorize.net Emulator. Having the ability to change the Post URL would be amazing!!
1 vote -
Purchase bill number validation initially first hand before entering items.
Purchase bill number validation tab should be given next to Purchase Bill number so as to avoid labour or entering hundreds of items in bill and at last encountering duplicate bill number already entered.
2 votes -
Integrate with AutoEntry
An integration with AutoEntry would be very welcomed as we would be able to scan purchases and sales invoices in, as well as expenses reports, suppliers and bank statements.
AutoEntry uses OCR (optical character recognition) to pick information from PDF or pictures such as invoice date, net, gross and tax amount, supplier or customer, it is a fantastic system which learns and populates fields on invoices, making bookkeeping and data entry much simple and quick. AutoEntry already integrates with a large number of accounting packages (Sage, Quickbooks i.e.)
3 votes -
link purchase orders to projects
With the recent update to integration between zoho projects and books.
Is there now a way to link a purchase order and open/closed bills to certain tasks in projects16 votes -
create a column for "attachment" which we can see in our invoice, sales order, or contact views. Will save a lot of time when doing tasks li
Create a column for "attachment" which we can see in our invoice, sales order, or contact views. Will save a lot of time when doing tasks like entering bills or expenses, or looking things up. Just so we can see in the view if there is an attachment so we don't have to open each transaction to see.
0 votes -
The ability to change the label Name of GST. Some companies use ISD instead of GST.
Ability to change the name of the GST label.
1 vote -
multiple contacts in portal and automated emails to the right contact
Currently Books supports multiple contacts to be assigned to the portal access. Estimates, Invoices etc can be made available by manually selecting the right subset of contacts. However, by default, the name (which is full name, not just first name - please fix this) is always of the main contact in the email body.
Second, the automated reminders should go directly to the person associated in the portal with the invoice, not the main contact. In particular dealing with larger organisations, it is imperative the invoice lands at the desk of the right person, or payment is delayed.0 votes -
2 votes
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Allow sorting of all columns in all views throughout the product. As per CRM you are allowed to click on top of any column to sort.
Allow sorting of all columns in all views throughout the product. As per CRM you are allowed to click on top of any column to sort.
8 votes -
Payment Bill or Invoice with different cash or bank currency
For example you create invoice or bill with your base currency (USD) but vendors or customers pay in EUR or other currency in your bank acc or cash, and you choose payment and exchange rate currency for payment those bills or invoices
1 vote -
sorting options for catagorizing charges
I think it would help to have sorting options besides date for sorting bank and CC card charges, especially helpful for setting up the account
1 vote -
Item search when adding to Estimate/Invoice
It would be nice to have search extended to other fields too (Description, maybe other fields too) when adding items to Estimate/Invoice.
6 votes -
Production Planning
Can we have a module where we can release work orders for production planning and allocation of production on our machines
1 vote -
Retainer Invoice with Salesperson Input
Be it is a Standard Invoice or Retainer Invoice, they are still considered Sales. So Salesperson information should have been included in the Retainer Invoice, without that we can't track and do proper payout to our Sales Team!
10 votes -
Roll up / Hide Line Items
To have the ability to ROLL UP / HIDE Line Items.
We manufacture bespoke products, that are made up of individual parts,
We do not want to SHOW the individual parts or their cost.
However the cost will still be added to the total on the estimate
The hidden line item price - can be added to the first line item price...
6 votes -
Would like to use our own SMTP server to send invoices
Would like to use our own SMTP server to send invoices
17 votes
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