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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6579 results found
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CUTOMIZED REFUND OTIONS
I had faced this problem in my transaction. unknowingly i have sent money to vendor for three times intead of one time. the vendor also credited the excess payment in a single transaction. but the problem arise when i tried to categorize the same. it was not allowing me to split the refunded amount to categorize and we forced to do some manual entries.
1 vote -
custom field limit up 8 in items !!! I need minimum 12 custom fields
custom field limit up 8 in items !!! I need minimum 12 custom fields
3 votes -
what happens to my data if don't renew? No viewing rights = No exit from zoho.
what happens to my data if don't renew? No viewing rights or just excel export or print is not suffice. No exit from zoho without having full viewing rights online or offline. Legally i paid for the software and data for that year which i should be able to access forever.
1 vote -
sales person assign customer
why do we have to select the sales person every time when we create the invoices. it should take default sales person. and also customers balance due in sales person report is not total balance.
can you guys update this feature as early possible.
thank you
4 votes -
Make possible to change Amount receive at Retainer Invoices.
Make possible to change Amount receive at Retainer Invoices.
1 vote -
1 vote
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Add multiple Desk tickets to the same Invoice
In Desk, you can create an invoice from a ticket.
Would like the ability to "add" a ticket to an already existing invoice.
Example: If we do 3 Help Desk tickets for a customer in the month, from within the first ticket, we could click "+ Invoice" to create the invoice and save it. Then for the 2nd and 3rd ticket, we could click "+ Add to Invoice" and it would let us choose the Invoice to add it.
This way the customer gets 1 bill at the end of the month with the 3 tickets combined on it.
13 votes -
3 votes
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American Express Middle East
Kindly need to have American Express Middle East (Bahrain) as it is not in the list of banks having automatic feed
1 vote -
sales
Allow inventory allocation on creation of a Sales Order. This avoids selling equipment that has already been committed to. Also, allow the creation of a committed items report based on Sales Order.
1 vote -
Option to Remove Invoices & Payment History via Client Portal
We're at a constraint via our parent organization. We use Zoho to create estimates and convert to paid invoices. This invoice Data is exported and converted into Microsoft GP. We as a smaller organization in the umbrella can't dictate our own invoicing system.
So here is what leads up to this function....
- We would like to use the 'Accept this Estimate' without use of a client portal.
- We understand this isn't possible without the Client portal. We're good with that...Ultimate its a great feature the Client could have a portal to see past estimates as well as see open projects.
- …
3 votes -
VAT listing in Payment Receipts
Please add the option to list VAT on payment receipts. This is a legal requirement for me...and I need to stop using Zoho (after 5 years of use) because of the lack of this feature.
Many thanks
1 vote -
Set a minimum price for Items.
show a warning sign if after the discount, the selling price is below the minimum price that was set.
0 votes -
Apply Credit Card Payments Through Bills
I would like to have the ability to enter a credit card in bills and have it apply the payment directly to the Account. As of right now, if i enter the credit card as a bill, it does not allow me to apply the payment to the Credit card account. I would like to see it either do one of 2 things:
Allow me enter the bill with payment and apply it to the Credit card
or
after reconciling give me the option to add a bill, so i can pay it and have a record of it as…3 votes -
Allow automations from and to projects modules
I would like to create workflows and automations from the projects module, either in books or using flow, but I cannot select the projects module anywhere. Something is already in place as you can create a project from an estimate, but I cannot link the different fields either.
2 votes -
Add Expense Notes to Expense Details Report
When adding an Expense, there's a Notes field that you can fill in. It would be really handy if this field was displayed in the Expense Details report.
9 votes -
Filter Feature
Having a filter option in Account Transaction report that will be able to view and update the Transaction per contacts.
4 votes -
Make adding custom fields to contact views actually work
The controls are there but whether you create a custom view or modify an existing one, every time you add a custom field it just disappears when you save and does nothing.
3 votes -
Can we have different design for followup page on invoices and estimates
I would like to be able to change the design of the folluwup pages or other pages in an invoice or estimate. Now when the page is to long it gets the same header as the first page. This breaks the design as the header in the second page doesnt contain the logo and other data
3 votes -
Logo placement in templates
Though is set the category to email templates. This is actually for PDF templates and templates in general.
WHe i was styling the template i noticed that when you add a logo without any white margin all the text below get cramped to the bottom of the logo.
Im a graphic designer so i know some tricks to solve this. I also adjusted the email templates so it loads a logo cross domain.
BUt the gross of the users of ZOho probably dont know how to adjust there own logo so it looks nice on the template. Though we can…
4 votes
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