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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6505 results found
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allow me to attach my Terms and Conditions PDF automatically to a Purchase order
Would love to have the ability to attach my PDF terms and conditions to a purchase order (to create a second page). instead of me having to upload a separate document within the email.
13 votes -
Batch payment of bills
Please include an option to record batch payments of bills, wherein the user can select multiple bills using a check box next to them, and give ‘Record Payment’. Also, an option to generate one single remittance notification email for all the bills payed at one time.
39 votesHi there,
We now have the option to record payment for multiple bills.
This option is currently available in the Open, Overdue, Unpaid and Partially Paid filters.
Bulk select the bills(which are of the same currency) and click on the More option. You will find the Record Bulk payment option there.
Hope this helps,
Regards,
Zoho Books Team -
Custom Income Categories
Our company has 2 revenue streams:
- Website Design
- Website Management
When reconciling the income in Zoho Books, we would like to have the ability to specify custom income categories. If we simply select, "Customer Payment", then all of our income will be added together with no separation for reports and graphs. Currently, we are using "Other Income" and specifying "Management Plans" as a designation under that. Please add the ability to "Add New Category" in the income categories list.
5 votes -
In the General ledger or Account detail report needs more info like the Memo line or Name used.
The General ledger or Account transactions report needs more info the Vendor field and description field like the Memo line will provide more useful information for the accountant reviewing the info in Zoho.
2 votes -
Import timesheet data from xls or csv
Need to import timesheet data from other systems on a regular basis.
Would like to be able tp upload timesheet data in xls or CSV format please11 votes -
flexible search option in the field 'customer name'
while generating invoice, it should search customer name extensively. We are in a business of N number of customer dealing. for e.g. if the customer name is Dr Ajay wakhloo, it accepts the search only if we type Dr aj..... but if we search straight by wakhloo it will not show the name. Kindly advise what to do with it, since we have many a customer and searching a customer name by the way its been fed is very tough. Kindly advise.
31 votes -
email bills
Can we have an option to email vendor bills to a vendor like we do with client invoices.
8 votes -
allow for auto created invoices to be marked sent (not just as draft) so they show up on receivables
1 vote -
Segmentation of accounts to user specific sales people to manage those accounts in say a different country or 3rd party distributor
So I have a distributor in the United States which I would like to have a zoho books login. I want to segment my overall account details such as turnover and only have this information available thats specific to him/her.
So when he or she logs in they can see the following:
Which customers are allocated to them
How many sales that customer has against their name
How many pending, sent and outstanding invoices their are.
Their overall turnover etc etcIn roles and specific roles this cannot be done as I keep seeing when I log into a test…
3 votes -
Add the ability to print a project as a "Job Ticket".
A "Job Ticket" with Project Name and Description, including Task List and Task-Descriptions would be very useful to help visualize a work flow.
In addition, an option to label it as either "Job Ticket" or "Assignment Confirmation" would be beneficial for CRM.5 votes -
Printing of Vouchers
Generally in accounting packages you can print vouchers. Payment Voucher / Receipt Voucher etc. This also has the signature of the person approving the payment and any second signature for checking, and receiving (if payment). This is then filed physically in the files for audit along with supporting documents. Normally auditors look at physical vouchers.
Right now we will need to print vouchers manually from Excel or use preprinted vouchers. This is an old accounting this but still needed for audit and tax purposes.
72 votes -
Add aging of invoices on customer statements
I deal with hundreds of suppliers, ALL provide customers statements WITH aging of invoices in them. This is the norm, not the exception, unbelievable that Zoho Books does not have the ability to customize statements. This IS basic for conducting business.
9 votes -
Grouping of transactions for matching
The way some banks post transactions, they break them down and only by grouping them can they be matched with actual postings.
5 votes -
Ability to Send Requests for Quotes
It would be really nice if I could send Requests for Quote on items that I need built. That way I can always get the best price without having to email and manage bunch of people/inconsistent responses.
This would be under:
Purchases
- Expenses
- Recurring Expenses
- Request for Quote
- Purchase ordersThe template would be similar to a PO. It would just pull in my vendor contacts and my vendor part#. Then all I would need to do is attach a drawing then send it to a group of vendors. They could email me bids. Then when…
116 votes -
Ability to Add Product Visual/Image to Estimate and Invoice
I want there to be the ability to add a small thumbnail of about 185x185 next to my items in my Invoice and Estimate to be able to provide a visual reference to my Clients. On clicking the product visual, they can either be taken to the product page on my website(Custom Link) or to a larger version of the image(Image Source).
48 votes -
Please integrate Virtual Card Services
Please integrate Virtual Card Services - www.vcs.co.za with Zoho Books as our clients using the portal are unable to pay us with credit cards and we cant use this to pay this invoice online now with the online payment options. We cant use Braintree , 2Checkout as when ZAR is converted to USD then back to ZAR; when they pay us then we loose a lot with the Forex conversion. Also Paypal doesnt support ZAR.
36 votes -
Alter Bills Template - for self billing.
I currently use Zoho books for one of my business' and was thinking of using it for another but the second business is a little more complex.
In the second business we make commission payments to introducers of business, we send them a statement and an electronic payment of the funds we owe them at the appropriate time.
In zoho Books we could use the bills area to create these self-billing statements to send to the Business Introducer however this is the only area on Zoho Books where we can not alter the template to make it appropriate.
Please add…
7 votes -
16 votes
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Customer can choose which items on estimate they want done.
Make a Check box next to each line item name or near the dollar amount so clients can "choose" which services they want done. especially for construction there can be alot of separate items that are quoted. Then make the total reflect the items they selected. easy. thanks.
34 votes -
pic for items
Can it possible to setup pic on each items added with little pic. so that its easy to identifiy by customer, that we are quoting therefor.
little Pic next to item9 votes
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