Zoho Books
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6971 results found
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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 -
Multiple Currency option while creating items
Multiple Currency option while creating items
1 vote -
Bank Feeds for Bank Accounts with Loan or Overdraft facilities
Need the ability to have bank feeds to bank accounts with loan or overdraft facilities, currently you have to load transactions manually.
These work the same as a credit card, you have an amount you can draw down or use and you pay back later.
I can not see why you can sync with a credit card and not a bank account with an overdraft.
19 votes -
To Edit items while making an estimate.
A great place to add the item edit button would be in the new ! icon that we have to see the product cost. With all of the changing prices with Tariffs and stuff there is a lot more fluctuation than normal on having to change the item price.
1 vote -
Allow for Bulk Tax imports or other Tax integrations
The ability to import in bulk different taxes. Avalara does not allow for line item discounts. Allow for other tax software integrations that do not have this limitation.
1 vote -
Ability to markup an expense on the Record Expense tab.
Much easier and quicker than having to go through the price list option.
1 vote -
Project payments based on total costs not hours
create a way to have project cost split into payments based on total project cost and agreed upon terms.
1 vote -
Enable inventory tracking after transactions have been recorded
I would like to see an update where you can enable inventory tracking on items which did not previously have it enabled, even after transactions have been made with this item.
You would simply set the system to record the inventory on the item from that day forward.
The reason for this is for example if you have a company which drop ships a particular item, then decides one day to inventory it - you cannot utilize that item already in books and have to create another one. This can become a mess, especially since you cannot use duplciate sku's…
11 votes -
Change tasks and projects while timer is active
Change tasks and add notes while timer is running. Also, the ability to pause the timer and even start a second timer for another project while the first is paused. Currently it requires too much navigation and generates too many entries to use the onboard timer.
4 votes
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