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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6551 results found
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Add sales rep and account number fields to the "Sales by Sales Rep" report. Also, a Summary Report of all transactions by rep, all reps
Add a Summary option so all sales rep info can be used by clients to calculate commissions. Also, please add the sales rep field and an Account number field, or option to use Custom Fields from Subscriptions and Invoices.
1 vote -
Please allow Quots to be converted to WorkOrders and Invoices inside of the CRM Module
Please allow Quots to be converted to WorkOrders and Invoices inside of the CRM Module
3 votes -
Multiple Estimates Added to a Potential
In regards to the CRM integration allowing you to link an estimate to a potential. Currently you can only link 1 estimate per potential, we need to be able to add more than 1 estimate to a potential.
3 votes -
Be able to print individual project/task timesheets and link with invoices
I need to send timesheets with invoices to clients and it would be extremely useful to be able to pull up individual client (customer) timesheets rather than bulk export and have to separate them all out.
Even better would be the ability to automatically link the timesheet for a particular period with the invoice when setting the billable time.
15 votes -
support 1'000.00 value field in csv statement import
a small coma for the thousand value format makes the difference between being able to upload a bank statement or not. down the line can make the difference between subscribing to Zoho or not as this is a major draw back to time saving.
1 vote -
Request you to enable State Bank of Mysore (Corporate)(India) link.
Only Retail Banking is enabled for State Bank of Mysore. Request you to enable (Corporate) Banking for State Bank of Mysore. Corporate Banking feature is available for State Bank of India, but not for State Bank of Mysore.
3 votes -
Need to add product pictures to "items" that are printable.
I love this program and ease of use, but if you dont add product pictures that are printable and viewable by customers... then i'm going to have to find another software program. If you need to charge more for cloud space... then I'm willing to pay for that. Please upgrade soon.
2 votes -
Ownership
Ownership of a contact in CRM needs to carry over to Books when it syncs. Staff in Books that are only able to see contacts assigned to them are unable to, resulting in an admin having to reassign ownership once again in Books.
2 votes -
Invoice Discount Option- Line-by-Line or Entire Invoice- on Create Invoice Page rather than in Settings
Create the option to choose the line-by-line discount option or to apply the discount to the entire invoice on an invoice-by-invoice basis, with the click of a button, rather than having to go into settings to change the default discount option. I am constantly having to switch the discount option to accommodate both types of discount options which I regularly apply to customer invoices. Choosing the discount option on the Create Invoice page would be most helpful.
12 votes -
Total Profit made on by Invoice or estimate
It would be nice to be able to run a report by estimate or invoice to see the profit made right from to estimate or invoice and/or just she it some where on the screen but not for customer to view
6 votes -
show total discount on estimates and invoices
at to bottom of estimates and invoices calculate total $ amount of discount the customer is getting or received.
12 votes -
Add QR Code for easy payment
Special QR Codes called Girocodes are becoming the standard in Europe, see http://t3n.de/news/sepa-ueberweisungen-qr-codes-526649/. It would be great to add an option to show the QR code on the invoice template.
28 votes -
Line # on Screen on Invoices and Purchase orders
The system prints line numbers on purchase orders - but they do not appear on screen. When I have a large purchase order I need that...
0 votes -
Stock Levels
1) Can do a stock take and easily add stock levels for one supplier. (Not per product)
2) Items show on order when on a PO
3) $ and € in purchase details
4) Cost price in GBP shown in product details.2 votes -
CLONE option for Retainer invoice
It will be nice to have a CLONE option for RETAINER INVOICE. If I have to prepare a few retainer invoices for the same customer it's a very time consuming process.
8 votes -
Implement departmental hierarchy
This will allow users in the same department/group to access only contacts assigned to or created by them. This is important for businesses such as lawfirms where departments own certain clients and don't want every company user to access them. I think you guys did this for zoho CRM and would be great for Zoho books.
9 votes -
Register sSearch
I am in need of a search feature in the register. As of now you can only comb through all of your transactions to find what you are looking for. I want to be able to search by specific date, check number, specific amount. We have so many transactions per day that it's impossible to look through it all for something specific.
3 votes -
move to shipping
allow invoices or sales orders to be moved to a category called 'ready for shipment'. as soon as an order is paid or simply ready for shipment, we 'move it into this new category and than our logistics manager can do into that window as he sees all these orders are now ready for shipment, and he go ahead and schedule those shipments to go to our client. after that he can mark as shipped/delivered or partially shipped/delivered. that way we can always keep track of our orders status from beginning to end without having to dig into old printed…
1 vote -
Show hours and items as "child" of a "parent" description
I would like to show on invoices the work hours and items as "child" of a "parent" description, for example
1 Installation of a new TV antenna system
Work hours Qty Price Total
TV antenna Qty Price Total
cable Qty Price TotalIn this way, the description of the work done is more clear.
9 votes -
Export/Print in banking module
When we sell without the invoice, we still need to issue a "receipt" that we have received the money. Problem is, there's no option to print neither export to pdf on the item in the banking module.
It would be ubelievably helpfull to event bulk print selected items which I could filter (in my case "sales without invoice" specifically).
There's a workaround to get (unsorted and unfiltered) data out through report->account transactions but that's certainly not solution worth 21st century software like Zoho is.
Thanks!
4 votes
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