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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6171 results found
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Cannot Reconcile An account if no transaction in that month. This should be able to be reconciled.
Should be able to reconcile a bank account for the month if no transaction were done in the month.
Today we get error "Please select a transaction and try again."
6 votes -
When the Client Portal is enabled, also include in the email a link straight to the invoice
Currently, if a client does not have access to the Client Portal, when emailing the invoice, they are given a link directly to the invoice with a "Pay Now" button. This works great; it is quick, easy to use, and simple to understand.
However, if a client has the Client Portal enabled, they are given a link to the portal. This requires logging in, entering a password, clicking through to the invoice, etc. There are a lot of steps to go through.
I suggest that there be an option to include both links (for clients that have the Client Portal…
0 votes -
0 votes
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Exclude Shipping Charges from Sales by Sales Person report.
Exclude Shipping Charges from Sales by Sales Person report. This would allow us to use this report for calculating commissions.
6 votes -
Add Sync.com cloud storage for attaching receipts to expenses
Add Sync.com to the list of cloud storage providers. They provide secure cloud storage - a much safer place than Dropbox for keeping receipts. By adding this provider to the list, we can then attach receipts for expenses.
3 votes -
it would be great if there is a stamp on remark for Paid or Void invoices.
This would be great especially if I have a VOID invoice. We normally have to write on a red marker to indicate the monies are not coming in.
4 votes -
3 votes
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We need a separate right on a specific login for invoices and receipts. that means on a specific login invoices and receipts can be entered.
Rights to read or enter are there. if these rights be more specific it would work wonders.
3 votes -
provide real-sync between Zoho CRM contacts and ZBooks
Please make sync between CRM contacts and Books real-time, or at least hourly. Or make the forced sync a non-admin level feature for a user. We use Subscriptions, and would like to set up a subscription immediately after converting a lead in CRM to an Account. Today, we need to wait 1 day, or have an Admin force the sync from CRM Setup, which is silly. Why can't this be real-time or a User profile setting that anyone could force to sync??
81 votes -
Put the total amount received back onto the customer summary screen
Hi, the total amount received / billed to a customer used to be displayed on the customer contact summary screen. Since the timeline has been added this has disappeared. Could it be added back in as our staff found it useful to see what a customer had spent with us when talking with them on the phone.
Thanks,
Rob
0 votes -
unit
Multiple Unit of Measurement for one item
Alternate Unit like 1 Dozen = 12 Nos.38 votes -
Unreconciled items filter
In the account reconciliation view, and in the account details view, I would like a filter to view only unreconciled items...given that there is no way that I know of identifying items that have been reconciled, there are occasions when I try to delete an item, and I get a message that such item has already been reconciled and cannot be deleted; it would save me time If there was a view of unreconciled items only...
22 votes -
Bank Statement Field Mapping
When creating rules for transaction matching the reference number did not pull through when selecting "Use Value from Bank Statement".
Thus the option to MAP the fileds of the statement as in ZOHO would be awesome.
and/or (this was my case)
instead of ONLY use value from bank statement reference and enter manually. Give the option to choose the value.
3 votes -
Cost Center
i have in my business more than one branch but i can't make a P&L by branch because there is no cost center option so please try to add something to cover this point
30 votes -
Karnataka Bank corporate account reconciliation
Request to enable Karnataka Bank corporate account reconciliation option.
2 votes -
Issue and Print Checks from Client Credit Notes
You need to be able to issue and print checks for credit notes. Similar to how you can issue checks for Vendors.
27 votes -
make items searchable by transaction.
I need to be able to find invoices, estimates and bills by item number or description. being unable to edit items that have existing transactions, I would like to be able to search for the existing transactions that the items has been used for.
3 votes -
Batch print "checks to be printed"
From the "Payments Made" screen with the "Checks to be printed" filter, give us a checkbox next to each check and allow us to select some or all items and send them to the printer in a batch operation.
8 votes -
Possibility to enter the hours with a pause time.
When the employee completes the timesheet, it should put the hours in the morning and afternoon separately. for example 07:30 - 11:45 13:00 - 17:00
2 votes -
when I enable the portal for a contact, the possibility to restrict the view to one or more specific projects and not for all items
As subcontractor, it would be great to allow one or more contacts to see specific project and not all stuffs in the portal. For example we often have projects which involve 2 differents companies and several departments and it would be important to authorise more contacts to have access to specific projects and not to all items.
5 votes
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