Zoho Books
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6574 results found
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Field level Validation
Need validation on order number when creating an invoice to prevent entering duplicate order number if it already exists on any existing invoice
1 vote -
1 vote
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Allow to email be marked as received and opened by customer
I know that is possible to do make a hook when an email when is opened and seen by their recipients, so when we send an email, mainly invoices, check if customer received and read the email.
6 votes -
Add parameter 'Status" to "Timesheet Details" report
Add parameter "Status" (All, Invoiced, Unbilled, etc.) in "Customize Report" option for report "Timesheet Details"
9 votes -
Develop payment gateway for Tsys Bank.
It’s just another payment gateway but when Authorize.net wants to be a pain it’s always good to have a backup that is direct to the bank.
4 votes -
1 vote
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statement of account
Option to generate Statement of Account for unpaid invoices only should be provided. This is very common function and wonder why it is missing in Zoho books. Full statement with completely paid invoices appearing along with payment details is confusing for clients.
Also, statement of account does not display invoice number in seperate column. It just shows as part of description which makes the statement reconciliation very difficult.
Provide satement of account customize option also to add some important field to statement like custom fields. These fields appear in invoice while entering and also while generating invoice report but does…
1 vote -
Entering cheque expeses. For ex: i have taken 10000 from my bank. out of which i paid 2500 as one my employees petty cash, 2500 as anothe
Entering cheque expenses. Forex: I have taken 10000 from my bank. out of which I paid 2500 as one of my employee's petty cash, 2500 as another employee's petty cash, 2500 as visa expenses, 2500 telephone bill expenses. As per zoho module there are no solutions to post these transactions in one single entry. This worried me a lot. Zoho has to fix these issue.
1 vote -
Cash receipt and Payment
In real business scenario Cash transactions may happen like a person may collect cash and and repay in later date so payment and receipt entry is difficult to handle .
2) Loan to a staff
3) Chitty / Daliy collections for investment will be thereThis type of cash transactions is difficult to handle .
1 vote -
Comments against a customer/invoice
The comments entered against a particular customer/invoice should be available for exporting in a report
1 vote -
Checkbox to Mark Contact Persons as Primary & Active / Inactive
Add a Checkbox in Contact Persons to Mark Contacts as Primary Contact & also a Checkbox to mark the Contact Persons as Active / Inactive which will stop all communication automatically to the inactive Contact Person.
7 votes -
Connect Zoho Books to PayZen payment Gateway
Integrate this payment platform to Zoho Books (cheaper than Stripe)
7 votes -
Purchase Orders pending approval need to be on the Dashboard
Please add Pending and Open Purchase orders by Aging so that we can see what orders are being held up for payment.
0 votes -
Quiero crear varias listas de articulos...es vital para lo que quiero hacer...
Seria interesante poder crear varias lista de articulos...¿alguna idea?
1 vote -
Bulk email
Please create a bulk greetings mail option. which help us to send an email to multi clients at once to convey a certain message. Like Festival Greetings, Offers, Discounts and many more things.
4 votes -
Have the budget minus the expenses in the project snap shot and list the actual status of the budget.
Have the budget minus the expenses in the project snap shot and list the actual status of the budget. It looks like the project section was designed around labor and hours, and it is lacking when items are purchased for the project or expenses to the project. Why list the project budget if I still need a caluculator to figure out how much $ is left in the budget.
1 vote -
line item
Allow line item specification for partially paid invoices. For example if my customer pays for 1 of 10 items on my invoice, I should be able to specify what specific item they've paid for so I know what to remind them about during collections.
10 votes -
6 votes
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Petty Cash
Required running balance in Petty cash report for checking day to day balance.
4 votes -
American Express
Zoho Books should include more details when syncing a CC / Bank Account. For example, All of the different credit cards and their transactions should come up separately in books to more accurately report data. Rather than just putting all of the transactions from my multiple amex cards into one general account.
4 votes
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