Zoho Books
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6171 results found
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Combine Retainer Invoices and Traditional Invoices
When I look at outstanding invoices I would like to see retainer invoices in the same place so I can see everything that is overdue in one place. Also, when receiving payments I would like to be able to apply the payment to an invoice or a retainer invoice or both. If a client writes us one check for three separate retainer invoices I have no way to apply it to all three invoices. It would make sense to include outstanding retainer invoices as an option when choosing "Payments Received". Today I received one check and am going to have…
18 votes -
Share Particular Expenses Account to User
IN this Feature.
Suppose that You have 5 Salesperson . Some Sales Person Expense something byself. but if admin of books allow to create Expense. Then Salesperson see all expense of company.1 vote -
Sales Order Total minus Purchase Orders Made to that Sales Order
For a sales order, have a field or view that deducts the total sales order value from purchase orders made on that sales order to give "Remaining Profit of Sales Order."
This really should be sales order level or a report could work too. This would give a running "Profit" of the sales order vs "Loss" of purchase orders made under that sales order.
6 votes -
Customize Recurring Invoice Handling Not Default
Currently there is a setting on how to handle recurring invoices. create, create and send, etc... You set these under company preferences.
I have 80% of my invoices that should be handled a specific way, but the other 20% a different way. For example, I want the default to be to create the invoices. But for 20% of my recurring invoices, it is OK to email them without being reviewed.
I would like the ability to specify whether each recurring invoice follows the default, or is handled differently. This way, anything that can automatically be sent will and I only…
10 votes -
when importing bank feeds to also include check images provided by the bank
Automatically upload check image provided by the bank to "Attach Receipt" drop down list in banking feed. This will allow you to stay in zoho and not have to open bank page separately in order to see who the check was made out to.
4 votes -
Permission for Some Accounts Access to Staffs Or User for Expense
Now Zoho Books Sytem. if administrator allow Create Expense or View Expense. all user see all expenses of company.
But Give User Right to create expense but not see company all expenses.22 votes -
How can I see my future cash flow (recurring invoices) by month ?
I am a subscription business and want to plan my year ahead based on expected income. What I need from my books is a Future Cash Flow (Sales) report based on my recurring invoices. I need to see expected income by month based on these recurring subscriptions.AT present there is lots of historic reporting but little in the way of future projections.
1 vote -
Asset Management and Tracking (EZ Rent Out)
Also add custom field to invoice that computes into final number
12 votes -
Setting to enable time to be entered in date/time format (e.g. 01:25 instead of 01:15) and carry this forward to report output.
Setting to enable time to be entered in date/time format (e.g. 01:25 instead of 01:15) and carry this forward to report output.
1 vote -
recurring invoice
Be able to specify a custom invoice notification email for Recurring Invoices. This is currently possible when sending a regular invoice.
8 votes -
Print a Contact
We are a gun club and like to verify members each month. You should have a way to a simply do a quick print of the customer (name, address, phone, etc) that can print during check in of the client, so they can quickly verify all their information is correct, like may dr's offices do. I would really like to see this feature soon. Thanks!!
1 vote -
Flagging PO's, invoices and estiamtes
A way to highlight problem PO's that may need a claim filed with the vendor, invoices with issues or estimates that can not be modified. A simple red flag or star that can be seen when looking at the lists or individual PO, invoice or estimate.
7 votes -
mileage
I would like to be able to track and report mileage for TAX purposes. I do not bill customers for mileage, but linking invoice #'s to mileage and being able to produce an annual report would keep me from using 2 programs.
16 votes -
1 vote
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expenses
In the dropdown list to filter expenses, we have Reimbursed expenses. It would be great to also see Not reimbursed expenses which is often requested to identify what is left.
3 votes -
Connect existing invoice to a project
if the invoice was set up before the project, there doesn't seem to be a way to connect the two.
10 votes -
Recurring invoices that includes unbilled time entries
As a services business we automatically invoice many of our clients monthly for services and need to track the time of our consultants against these monthly services. We have recurring invoices set up, and we have projects and timesheets set up, but there doesn't seem to be a way to connect them. I don't want to manually create an invoice from each project each month yet there doesn't seem to be an option to create a recurring invoice from a project.
10 votes -
Know Trial Period left and change profile pic
There is no Way to know how many days of trial is left for me.
Plus I can't figure out how to setup my picture in the user profile.please check screenshot at this link for a better ideas.
Imgur1 vote -
To have the ability to use the customer recievables field form Zoho Books in Zoho CRM forms, reports, views that syncs to Zoho Books.
The customer receivables field from Zoho Books to be available in Zoho CRM to use in forms, reports and views within Zoho CRM
3 votes -
Customize Dashboard...
It would be Great if we could remove or rearrange blocks. I would prefer to move the CashFlow chart down below a couple other rows or possibly turn it off.
48 votes
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