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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6545 results found
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reconciliation
Bank Reconciliation Report once the account is reconciled to show uncleared deposits and expenses so that balance can be matched to balance sheet for the corresponding date.
37 votes -
Please add feature sale filter report by items for each sale person.
Now i am experiencing difficulties in filtering the total sale for each item for sale person because in my company there are many sale person who sell services or products with different commission rate. So when I want to calculate/filter those sale persons, i cannot.
Please help vote this features.8 votes -
ALTERNATE QTY IN ITEMS
Alternate Quantity in items
thats pieces converted to kilogram
kilogram converted to Pieces4 votes -
set the default ship to as the customer on purchase orders
set the default ship to/deliver to as the customer on purchase orders.
6 votes -
Bulk email monthly statements to our customers.
Able to send monthly statement to customers.
22 votes -
Enable Role where the user can't see transaction done by other users
I want to enable a user to encode expenses, but without them viewing other transactions done by other users.
The same limitations is needed in Invoices and other function.
9 votes -
I want to have a private notes section on each invoice so for example I can put my profit on each invoice
Private notes on estimate and invoice keep track of the profit on each
3 votes -
Link Sales Order to Invoice
Sometimes it happens that an invoice gets created that should've been created from a Sales Order, but instead gets created "standalone".
It would be nice to be able to link a sales order to an already existing invoice, maybe using the already present "Order Number" field
8 votesHi there,
We now have the option to link stand alone sales orders to invoices.
Kindly note that, the sales order number should be mentioned in the “Order Number” field of the existing invoice.
Once you do this, on selecting this invoice in the list view you will get an option on the top saying " Link to existing Sales order(s)".
When you select this option a link is established between this invoice and the corresponding sales order.
Hope this helps.
Good day!
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Allow Multiple Attachments for Expenses
I attach images of the receipts to expenses. Some expenses have different components for the receipts. A simple example is different pages on one receipt where I am storing pictures without the ability to scan. Another would be multiple documents all together. I would like the ability to attach multiple documents to any given expense.
5 votes -
Make an automatically adjusting description placeholder for recurring invoice year
When you bill clients in advance and you include the year in the description, the year becomes innaccurate when you get to December.
For instance:
the placeholder: %m+, y% will make this:
April, 2015but when you bill in December 2015 for the next month (January), you'll get:
January, 2015
Is there a way to make the placeholder adjust automatically so that you don't have to manually go in adjust all your recurring invoices?
3 votes -
Invoice show date of project tasks
Would like invoice created from project timesheet to have option of including date for each entry
2 votes -
add ability to Mass update contacts
I would like to mass update my custom fields on contacts
3 votes -
let us pick our bank acct as the default "Deposit To" on the Record Payment page.
PLEASE let us pick our bank acct as the default "Deposit To" on the Record Payment page. It currently defaults to Petty Cash (which is NEVER used!).
25 votes -
ideal
Please add IDEAL to The payment gateways available for all Dutch cliënte.
https://www.ideal.nl/en/Tis is The most used payment methode in Holland.
Every Dutch cliënt Will accept It For payment.Regards
Robert
35 votes -
Refund multiple transactions in one payment
This feature would let a user refund multiple transactions in one payment. The same would be reflected in the bank statement as one payment.
3 votes -
Margin reports for individual sales person and individual invoice
Please consider adding a report where we have overview of sales person margin, also the margin report on each individual invoice
1 vote -
lock previous months in Zoho Books
Good Afternoon, please testify block the months to prevent unauthorized modifications. It´s possible in Zoho Books?
Regards
Monica1 vote -
Zoho Support Integration for Time & Portal
It would be great if the Books customer portal could allow Zoho Support integration to allow customers a one-stop-shop experience. For example when they sign into the portal now they can see invoices, estimates, projects, but how about open support tickets, or the ability to send a new ticket right from the portal. Also would be great if there was an option to capture time in Zoho Support and have that sync over to Books to be invoiced. I'm coming from a competitor's product that had one customer portal and everything was integrated. I love the Zoho suite but sometimes…
7 votes -
invoice template half of A4 FOR FEW ITEMS PAGE IS WASTE FOR FEW ITEMS
invoice template half of A4 Size FOR 5 OR 6 ITEMS IN THE BILL
1 vote -
Auto Save Option ( High Priority )
It happned with me while I am working long time and suddenly the page refreshed all gone .. need to auto save each 5 min minimum
Thanks
3 votes
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