Zoho Books
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6967 results found
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to enable Estimates to be converted to Delivery Challan / Delivery Notes , if not already there ?
we want to be able to convert our Estimates to Delivery Notes before Invoicing
2 votes -
birthday date
Would like to have a filed in contacts where we can add an Birthday date of our clients. and send an automate email or sms.
3 votes -
ROUND OFF IN PURCHASE BILL
DUE TO WITHOUT ROUND OFF THE BILL ALL THE BILL AMOUNT IS NOT MATCH WITH VENDOR BILL VALUE & FOR FEW PAISE THE BILL IS SHOWING ALWAYS IN LIST OF OVERDUE BILLS & OUR PAYMENT AMOUT IS ALSO DID NO MATCH WITH VENDOR BILL AMOUNT.
SO PLEASE DO IT AS SOON AS POSSIBLE.6 votes -
Give the option to "Add New" email contact while editing Estimate
While editing an invoice, towards the bottom of the screen you can click "Add New" in order to add another email address....Please add that same functionality to the estimates as well. Everything else is basically the same in both Invoice/Estimate windows except that!
2 votes -
allow the default date to be either today's date, OR the last date used
When entering historic data, it can be quite annoying to have to change the date, with multiple clicks. for every transaction. Most desktop accounting packages have this option. It would be a welcome change here.
1 vote -
default items for Estimates
There are some items needed for almost every Estimate, so it would be great if we can default them, instead of adding them into an estimate each time.
4 votes -
Need document upload feature while attaching or selecting document to invoice/expense/bill
When attaching document to bill/expenses, there is no option to upload document in popup. So we need to go back to documents and need to upload document and than again come back to bill/expense/invoice to attach document. so it is better to have upload document function in popup while attaching document.
3 votes -
Role based restrictions for client portal
The ability to apply a role to an indvidual or a group of individuals so that restrictions can be placed in the client portal. Accounts only sees Invoices. Estimates can only be viewed by sales etc.
1 vote -
Multiple bills from single PO
Converting of a PO into bill , we are able to convert one PO into only one bill. Can this be converted into multiple bills?
1 vote -
Categorise similar banking transactions in one flow
Today if I get income from a single source and there are multiple incoming payments to my bank, I have to register each banking transaction individually.
Even though all of these similar transactions are categorised in the exact same manner.
It would be better if you could allow us to select multiple transactions, and categorise them all in one flow, one time.
Will reduce effort by an estimated half for categorising
3 votes -
please add the ability to change the default rate for all invoices (e.g. in the case of an hourly rate that is the same each time)
pls add the ability to change the default "rate" for all invoices from 0 to a specific rate
1 vote -
Cash based Journal
In Journals, if we not check the cash based journal, then it should not reflect the same in Cash based report since it may not be cash exp. and it may be month end JV.
Some time, we will review the cash report with account wise, in that situations the manual journal will be captured. That is not correct.
1 vote -
We categorize Items in Masters with sales account.We should able to see the monthly sale by sales account with tax and without tax.
Quantity must be shown as in Sales Invoices.
1 vote -
Signature on invoices - option to print without signature
While I use the signature image on my invoices to be sent via email, some clients insist on a physical, printed invoice with a personal signature. It is difficult to keep changing the template to take a printout without signature, but then to retain the digital signature for bills sent by email. please give an option to print invoices without the digital signature, so that I can physically sign it and send physically by snail mail when required.
2 votes -
2 votes
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support import of 3rd party timesheets
I have subcontractors. They submit invoice and timesheets to me, which i must record as time entries and submit invoices for. Right now, i need to manual recreate the timesheets they send me in Books. I am amazed that there is no way to import the timesheets - project, task, date, hours and avoid this manual entry.
4 votes -
Allow the "Use In Future" option when editing Items in Invoices
When I make an edit to in item in Invoice or Estimate It would be nice to have the option to "Use in Future" (Like you offer for notes) that would save the edited Item description for future use
2 votes -
In ZOHO Books in the Report 'Sales by Item', please add the option to also select by 'Item Name' or variation of item name. Thanks
In the report 'Sales by Item' please add the option to select by 'Item Name' or a variation that includes contains.
Our Inventory is over 2500 items and the report is very difficult to use when looking for specific types of items. Also we want to use Item groups but there is no reporting for it in Inventory. Please help.1 vote -
Deleting contacts should remove all data
You should be able to delete a contact and all associated data should be deleted with it, not have to delete individual timesheets, projects, invoices and payments. It is a frustrating waste of time.
1 vote -
Dropdown selection of contacts within a company
There are multiple contacts within a company. However, current we are only able to select the default contact person. As such, we have to keep changing the contact default contact which is not practical at all.
4 votes
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