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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Split Personal and Business Expenses
Split Personal and Business Expenses - Would be good to import all expenses and choose which ones are business related and which ones are personal related - Then reflected in the charts.
9 votes -
In Sales Order automation, Should be able to set up workflow rules to attach sales order automatically
Customer issues a PO. We enter the PO into a Sales Order. We should be able to set up workflow rules to do the following:
1. email confirmation to customer and attach Sales Order to email
2. email warehouse a different sales order attachment without pricing
3 email transportation a different sales order attachment with the information17 votes -
What has happened to Contact Pages? Its terrible!
It’s very difficult to navigate around the contact profile pages since the changes have come in to place last week. The contact details are not clear and you have to scroll far down the page to see all the information. The notes are elongated and very difficult to read. This could be resolved by removing the contact feeds from the page or adjusting so they appear at the bottom of the screen this could also be a tab at the top of the screen with the other tabs.
We have no use for this function and to be honest this…4 votes -
Zoho books Calendar intergration
One feature of Sales and ordering software sadly lacking is a dedicated calendar integration feature. This would be driven by the Sales Order, Purchase Order, and Invoice components, so a diagrammatic representation of customers orders could be viewed and moved around easily.
On any day you could see fields like
CUSTOMER _____________________PRODUCTS
SALES ORDER _______PURCHASE ORDER_______
INVOICE____________
1 vote -
Please include a VAT account report. The report should show VAT collected and VAT paid and balance for VAT returns
Make it possible to add the VAT account to a watchlist
9 votes -
Kindly provide estimate follow ups and remider for sent estimate
It will very useful to increase sales for small business to follow up his quotes/estimate timely.
3 votes -
client automatic numering
Assign to a client a number that ifentify him as is done for BILLS,ESTIMATES .....
1 vote -
webhooks
Hi,
It would be great to have webhooks for Inventory quantity and price changes, changes in tracking status, changes in order status.
3 votes -
Add a Tax field & include exclude tax field to bulk expense entry screen
Can we please have a Tax field and a tax included / excluded tick box in the bulk expenses entry screen. This will enable a tax to be selected at entry and eliminate the need to edit the records to add the tax.
22 votes -
API for Client Portal Access
We need to provide users access to their Client Portal via API. For example, the user is listed as a contact for their organization in books, I want to send an API request to enable Portal Access for that user.
4 votes -
When automatically creating transaction rule, allow selection of "any" or "all" criteria
When you categorize a transaction, and Zoho asks if you would like to make it a rule, you are not allowed to select whether your criteria are "all" or "any". The default is to create "any". This means that for my fuel expenses, where I set the criteria to "> 20" and includes "gas station", that ALL future transactions that are over $20 are auto categorized by that rule. I have to go into "Manage Transaction Rules" and select "all" before I continue working in my bank transactions.
Thanks
Sean Garland0 votes -
the option to create estimates directly from selected inventory items
would be cool to have an option to convert the selected items of inventory list directly to an estimate or invoice. just like the online stores do, you select what you want then create an invoice/estimate from that selection.
1 vote -
Comments and History feature
In Books, the new comments and History feature is not helping the Finance Team process. Its hard for us to track the EPD notes . Its quite difficult to search and find the comments from all the auto reminder notifications.. Pls consider going back to the Classic look. Thank you.
1 vote -
1 vote
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1 vote
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Send customers Sales Orders via the client portal
Currently you can send sales invoices and estimates through the Client Portal. Could you make it possible to send Sales Orders through the Portal and give them an acceptance button as with Estimates?
Client has developed integration through CRM and the ability to generate Sales Orders in CRM to be transferred to Books and if the client had the ability to see and accept through the portal this could make life very easy.
Thank you
43 votes -
Enter with in the customer's account history, or on an invoice history, that the thank you/receipt email was sent.
Currently, when you send a thank you email, you have no history of it within the Account or invoice history log. So if the thank you was auto sent, it doesn't even give the notification it was sent, and it's not logged. You can't ever verify that it was actually sent.
2 votes -
1 vote
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Timesheet/Support Staff User Role
Be able to have more granular control of user roles, in order for employees (i.e. support team), not to be able to see sensitive information of the company (i.e. invoices, expenses, customer balances, etc.). In addition to current timesheet access, I would like to be able to give my support employees to:
1. Create new tasks (currently they can only select from existing tasks)
2. Have the ability to create Fuel/Mileage expenses when they travel to customer site for support14 votes -
Overwrite 1 penny and up to a 1$
Overwrite when matching transactions for 1 penny and up to a 1$, it would be good to have some freedom to overwrite the match when there is a small difference in the amount and we are sure the transactions match.
0 votes
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