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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custom report - contacts not buying since long time 1month/2/3
customers not buying since long time custom search for the past lets say 6 months or a year
2 votes -
Report for providers
Hey,
It would be great if a report existed compiling all the debit and credit by provider (in a profit & loss fashion) - in order to track the monthly expenses by provider.1 vote -
Recurring Payments which are not expenses such loan principal repayments.
I need the capability to record recurring payments which are not expenses. Ideally it would come under banking and would be able to record a number of entries for non-expense, expense and tax categories as a single loan/lease/hire purchase repayment often contains a number of different elements, It could thae the form of a Recurring Journal entry facility
6 votes -
Allow .xlsm files to be attached to invoices
Our company produces fairly complex work statements that rely on macros & scripts to produce final prices. The invoice from Zoho is a simple "final dollar amount" which is described in detail in the work statement which is attached to the invoices. Because of the macros I must save from Excel in the .xlsm format. Zoho allows .xls attachments but prevents attaching .xlsm files. Please remove this filter - it forces me to resave each work statement as a quasi-duplicate file.
1 vote -
sells partner
i see this feature also in Erpnext that i can set internal option for sells partner who help to close the deal and set his margin
and sells partner can be a reseller for my products1 vote -
comissions for sells person
i have see this feature in erpnext that i can set the comission for the sells person in the invoice and its auto add to Comissions in the journal
3 votes -
adding multi items to Estimates when i select one item
we are selling hardware and software and we offer with it some services like installation ,tranining ,local support
each product have different price for the services so what am looking for is when i select ITem A the system will auto add the services items with it as a sperate items1 vote -
1 vote
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Allow Supplier Item Pricing in a Different Curency
I distribute products from suppliers arounmd the world. Their price lists are not in my base but their local currency - USD, JPY, EUR etc.
I need to be able to enter supplier currencies for each item. At the moment their prices have to be converted into the base currency. This means that when a Purchase Order is created in their currency the pr9ices are always wrong (as exchange rates change) resulting in me having to manually update each price from a paper price list.
This wastes a lot of time and could be avoided.
10 votes -
Purchases Orders (PO) from client portal
Ability to client to make His purchases Orders directly from Client Portal and will be updated in Zoho Book
28 votes -
Split accounts for payments received
Single customer payments (checks or wires) received sometimes need to be entered into different income accounts/subaccounts.
2 votes -
Factura Mexico - Integration to issue invoices with official government procedure
Create an integration in order to be able to generate official invoices as Mexican Government requires CFDI
39 votes -
SKU
I'd like to display the Sku on every documents that shows items (invoices, orders, etc.).
It would be great if CRM and Books could sync every fields they contains.
Tanks!
4 votes -
Work flow automation Estimate to Sales Order
When a customer accepts an estimate the next step should be available as an automated work flow. ie: Upon accepted estimate create an open sales order. This should happen if the client self accepts the estimate via the portal or if the Zoho user accepts the estimate for the client.
19 votes -
Print more than 5 checks in Zoho Books
Option to print more than 5 checks in Zoho Books
7 votesWe now support printing of 10 bills in a check. If you have more queries, please email us at support@zohobooks.com
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Takeout invoicing for those who don't need it.
Many businesses don't need an invoicing based system. Restaurants, bars, retail stores. Where products are bought and sold in the moment. As a bar owner I want to see reports and features based around expenses and daily transactions.
3 votes -
branches
Please add feature of multiple branches
63 votes -
Better contact search
It would be very helpful if you could search three fields when using the quick search feature. I would like to be able to enter a name in the quick search field and have it check the contact name, email address and company name fields. It seems to currently only search the email and contact display name.
1 vote -
Easy-fix Reports: Simply add Date Customization a "Project Details" as already in "Timesheet Details"
We need to generate (for clients and ourselves) an overview of the Timesheet details for a certain project and period.
However, under "Reports" / "Projects & Timesheets" / "Project Details" the "Customize Report" Setting as in the next menu below ("Timesheet Details") is missing.
It is currently not possible to generate a report based on projects just for one month. It currently simply states it for the whole lifetime! This just doen't make sense an is certainly very easy to fix.
Just please please please add the "Customize Report" Setting on top also to "Project Details" so one can change…
8 votes -
email or print unlimited invoices
We should be able to email or print unlimited invoices. I have over 300 clients on reoccurring invoices and its very inconvenience to only email/print so many at a time, especially when we have to adjust the invoice so those need to be drafted first then emailed.
6 votes
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