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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6553 results found
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Hi, when mapping invoices or expensive with bank, you need to add start date and start amount when filtering. Can you add (or ignore) start
Hi,
chapter mapping invoices or expensive with bank. To find or filter, you need to add a start date and start amount. Can you add (or ignore) start date (first not jet mapped date of invoice or expensive) and start amount (1).
This is a very simple function to add (probably), but save 2 clics at every filter needed
Rob3 votes -
The ability to swipe credit cards using a usb card reader.
The ability to use a usb card reader to swipe credit cards when accepting customer payments. This will save time, as opposed to having to type in credit card information every time.
46 votes -
Integration with WeChat in China (400million+ users!)
WeChat payments are used throughout China for everything. My business is in China.
12 votes -
Data Entry and Onboarding Zoho Books
Would be great to have services from registered Data Entry specialists who can ease the onboarding process of Zoho Books for Small Businesses.
3 votes -
Rounding off in Bills!
There needs to be a option to round of on all bills. Simple feature that can save a lot of headache!
31 votes -
Ability to sort Sales Orders by Due Date instead of origination date
PLEASE PLEASE Provide a way to add a DUE DATE column to Sales Orders view so that I can sort all of my open Sales Orders not only by origination date but also by DUE DATE!!!! THANK YOU!!! THIS IS SO SO CRUCIAL!
1 vote -
It would be really wonderful if there was a way to associate retainer invoices with an open sales order!!
It would be really wonderful if there was a way to associate retainer invoices with an open sales order!! Since it's not appropriate to create the actual invoice until the custom project build is complete, it would make perfect sense to be able to generate a partial/down payment retainer invoice from a sales order. Currently that is only possible from an estimate.
7 votes -
Hi! we're having a problem printing our custom invoice and estimate templates. Having too much content in those templates to print only on "
Hi! we're having a problem printing our custom invoice and estimate templates. Having too much content in those templates to print only on "usLetter" format, I'm asking you to unlock the "usLegal" printing format at least for our personnalized custom templates. We"re a franchisor and we're about get our franchises to implement with your system after testing completed and meet our standard. Thanks
4 votes -
Make partial payments option available as a global setting
Please make partial payments available on a global level. Currently it's an option only on the invoice level.
15 votes -
A legal format would appreciate very much 8 1/2 x 14 for estimates and invoices.
A legal format would appreciate very much 8 1/2 x 14 for estimates and invoices.
1 vote -
IF YOU INTEGRATE MAGENTO I WILL GIVE YOU INR 5000 YEARLY OR MORE
IF YOU INTEGRATE MAGENTO ECOMMERCE I WILL GIVE YOU INR 5000 YEARLY OR MORE
9 votes -
In Invoice for every single item detail their should be discount% box
Hello,
In Invoice for every single item detail their should be discount% box like you have give in bottom for all product which is very good, but if you add this feature your invoice will be BEST ONLINE ACCOUNTING SOFTWARE.3 votes -
Change INR currency symbol
On default the currency symbol in Preferences->Currencies, the INR symbol is shown as 'Rs'. I would like to see the INR symbol as '₹'. Although I can change the symbol manually.
1 vote -
Customer makes orders from his Client Portal
As admin we can send and order to the customer to be accepted, Why the customer cannot make an order directly from his portail account
4 votes -
customer’s make order directly in his portal
That is a good idea many of my customer ask for that. It will great to have this function rapidly…
10 votes -
Auto Exchange Rate adjustment
Hi
Would like to see a auto exchange rate change for expenses that are reconciled in banking. For example I have a US subscription charge that is automatically debitted from my bank of $50 USD. Depending on the exchange rate on the day the converted AUD amount in my bank will vary. The recent one for example was $70.06 AUD. When I reconcile this amount against a reoccuring US expense set up for this it shows $66.68. There is no way to adjust the exchange rate on a reoccuring expense when reconciling with a bank transaction. Would be good if…10 votes -
Add a check box on estimates/invoices for acceptance of terms and conditions
We have policies about refunds, exchange and returns and we would like to have the ability to add a check box (or the like) to an estimate/sales order/invoice to require the customer to acknowledge that they have read and accept those terms and conditions of purchase
7 votes -
Salespeople assigned to customers
Allowing salespeople to be assigned to Contacts is a very necessary part of business! Usually, all sales by a specific contact is credited to a specific salesperson. With a salesperson that is linked to a contact, all the invoices for that contact will be credited to the salesperson. Right now, I have to go in manually and assign a salesperson to each Invoice and that is time consuming and unnecessary if the two were linked.
91 votes -
1099 reports enhancement / bug fix
for accrual basis, 1099 reports should include vendors based upon bill date even if payment is outstanding in report year. Currently only vendors whose bills have been paid are shown on the report.
6 votes -
Future invoice date as future SEND date
Because the recurring invoices must all have the same preferences, I use recurring invoices for automatic payments and have invoices to be sent automatically setup as drafts to be sent later. I believe this is the best option and probably what most people are doing, but let me know if I am incorrect.
There are a few default option for future date to send. The invoice date should be one.
Also there should be a preference not to send email notification on weekends, business days only. But this is not as important.
2 votes
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