Zoho Books
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6555 results found
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new Feature: search comment
HI:
I would like to request a new feature:
Be able to search for any comments included during an Invoice, Purchase Order,etc, on the "History and Comments" window.
These comments actually are not "Searchable" . On this Comments fields, we use Serial Number codes of products associated to these documents.
Thanks!
1 vote -
bank reconcilation : Adding totals for cleared / match transactions for credit / Debits on the bottom while reconciling
bank reconcilation : Adding totals for cleared / match transactions for credit / Debits on the bottom while reconciling a bank account. Currently, Zoho Nets the credits and debits making it hard to determine which kind of transaction is missing.
6 votes -
Will it be possible to add an option in Estimates to hide the SKU?
Hi,
I know it is possible to hide the SKU on all PDF's, but will it be possible to add an option only to hide it in the Estimates module?
3 votes -
New option
good morning! wondering if the app of books in the business section was possible to create the voice receipts due to the exercise of a work without being registered as payment of a customer against an invoice issued. Thanks Gianluca Pulcini
3 votes -
Items added to Sales Orders that are not maintained in Zoho MUST STILL be included on Packing Slips, PO, etc.
Many many times companies sell products that they do not typically carry in stock or even have formally setup in their systems. These products are ordered from vendors who then ship to customers. When these Sales Orders are created, they are converted to PO and sent to the vendor. These products MUST show up on the PO. They must also show up on Packing Slips and it must be possible to print shipping labels for them. This is how business works. It's not good at all that Zoho doesn't show these items on PO's, etc.
0 votes -
put optional items on estimates or allow zero quantity items on estimates for upgrades
Need a way to add an optional upgrade to an estimate. It could be a specific designation by line item or allow us to input zero for the item quantity.
59 votes -
1 vote
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Split transaction sub menu
Use a sub menu to split transactions to different categories. Quicken does this and it's extremely helpful. Especially when you are trying to reconcile a statement. That's been the my biggest issue with Zoho. It takes forever to reconcile.
2 votes -
to have reports in the System Mails concerning emails sent by the system related to Purchase Orders and other modules.
a Report for emails sent manually concerning Purchase orders and other modules
1 vote -
We are trying to replace tally with zohobooks but its just not happening. Zohobooks is far too backword and is just not compliant
We are continousely raising queries with zoho team but no solutions are being found for us. Instead of listening to genuine requirements of customers that can help the development of the product further all they say is its not possible. I know Zoho's cream market is USA but if you are going to service customers and get them to move from tally the least you should do is listen to them and modify your product accordingly. Very disappointed with attitude.
4 votes -
sync items purchased by contact between Zoho books and Zoho CRM
Within CRM I want to know what a contact/account has purchased. lifetime $ amount and quantity of items.
6 votes -
Ability for the document reader to process credit notes.
Would really like to see the ability for the document reader to process credit notes.
3 votes -
6 votes
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Job Card Systme
A Job Card system suitable for exmaple for Auto Workshops.
Where you can book a vehicle in and also print the Job Card for the customer, then do you work and analysis on the Job Card. Timesheets does not work for this.27 votes -
Countrywise or Currencywise
Sales reports to be shown per Countrywise as well as Currencywise for different customers listed
1 vote -
'Timesheets' should be changed to 'Projects'
The main area navigation selectors within Zoho Books include an option called "Timesheets" below "Accountant" and above "Reports". This option should be renamed to "Projects" as it is more than just timesheets. Hierarchically (within Books), it is Projects first, then it is timesheets, expenses, etc. Having to click on "Timesheets" to get to the "Projects" area is weird and confusing. Small change, but would make the UI make a lot more sense.
6 votes -
ODBC Data Connectivity
Currently I run my reports and manipulate all the data manually. It would be much easier to have ODBC connectivity to Zoho Books so all my charts can be updated automatically.
9 votes -
Estimates Section
In the Estimate Section , I would like to have the status update when its converted to Sales Order " From accepted to Converted to sales order"
Please do the needful as we are getting confused which estimate is accepted but doesnt convert to sales order.
We have it in the activity history but we would like to see in the estimation status itself before opening it.
4 votes -
Partial Payment Due Dates
If I make an invoice and choose allow partial payment, I should be able to either choose an amount to be due or specific percentage to be due, by a certain time chosen. This way the invoice is not stuck in "Overdue"
9 votes -
Accept Comma in currency figures
Dear Zoho,
A feature I need is when you paste an amount with comma ... say 3,256.90 it should be accepted with the comma. Many a times we copy from excel or from calculator and it becomes a pain to remove the comma first
11 votes
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