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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6410 results found
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Import the Recurring Invoices - Overwrite Function please
Please allow us to import with OVERWRITE for the Recurring Invoices. This will allow us to export existing Recurring Invoices, make necessary changes in Excel, then import it back into ZOHO. This would greatly help when we want to add a one-time note on all "Next Invoices" or if we decide to update a particular field that was previously unused. The bulk update only allows updating of fields 25 at a time.
1 vote -
how does this work on an hourly system of pay. this only has a monthly salary structure possibility
IN ZOHO PAYROLL
1 vote -
multiple tickets on single invoice
It would be useful to be able to select tickets to invoice by customer, rather than 1 invoice per ticket.
Currently I run a report that shows all billable, closed tickets by client. I then select the tickets one at a time, which results in 1 invoice per ticket and some of our customers may have 5 or 6 tickets per month, often for small amounts.
3 votes -
Give the ability to customize the look and feel of the client portal
Give the ability to customize the look and feel of the client portal. For instance, I would like to change the Estimate "Accept" button text to "Yes, please!" Also, I would like to use a different label for Estimates.
1 vote -
option to select the Bank Account details from a multi tab that need to appear on Invoices
We need to use different bank accounts for different Customers. It would be great if we are able to select the Bank Account Details to be used when we generate an Invoice. It can be a multi tab or a drop down list from where we can select the same.
1 vote -
Use Professional Barcode Scanner in Mobile Apps
It would be great if we could use the inbuilt barcode scanner on our mobile devices https://na.panasonic.com/ns/250230_FZ-N1mk2_Solution_Guide_FINAL.pdf. The camera is clunky and not fit for scanning many items in quickly. If we could select inbuilt scanner rather than it defaulting to the device camera that would be awesome
1 vote -
Allow advance payments to be recorded as income instead of liability
In our service business, a project often takes weeks to complete, but labor and other expenses are incurred throughout the project period so we often ask for advance or installment payments. Since a final invoice amount often isn't known until the project is complete, we invoice at the end of the project and receive a final payment for the balance due. Under the current system, the advance payments received are recorded as a liability, but in our case it is actually income for services provided (labor costs, etc.) during the project. The current system imposes accrual based accounting on our…
1 vote -
Invoice Templates order summary page
We would like the option to have a simplified line by line breakdown of a customers order with a sepereate page that includes the items sold with detailed descriptions of the items with no prices. This would allow us to have a complete listing of features and benefits. When reviewing an order, accounting wants just the line items and balances due, whereas others involved in approving an order like to know what is inclueded with a purchase in detail.
2 votes -
Would be nice to be able to see the line item numbers when in edti mode
When you create an estimate and save it you can see the line numbers in the PDF mode. Why can't you see this while creating and editing?
5 votes -
Add a line item between other line items
Can only add new lines at the bottom of an estimate and then try to drag it up to go where it needs to be. Very frustrating when needing to add one or two lines to a 200 line estimate.
3 votes -
Zoho Sign integrate to portal
I suggest client can access easily on zoho sign and see all their files signup
4 votes -
Self Client Registration Portale
I suggest client can signup themself in Client Portal it's easy and fast.
Client portal it's just a form with all fieled need to make invoice.3 votes -
Convert part of estimate to invoice
Have an option to convert selected items on the estimate to an invoice instead of the whole estimate - so that the total cost of project can be invoiced in stages as they are completed.
The remaining items would stay on the estimate to be invoiced another time.1 vote -
Calculate UK corporation tax
A feature to automatically calculate UK corporation tax, reflect this on the P&L report and allocate a retention to a tax control account pending payment.
6 votes -
Seeing pending items in PO
I wish to see pending items to be received in a particular PO ,i dont find that option here
3 votes -
have an option to Bulk Update Pricing of Items by a certain Percentage
Hi,
I would love to have an option to Bulk Update the Pricing of Items by a certain Percentage each year, instead of me having to manually go in and change the prices.
Thanks!3 votes -
allow a unique image or colour scheme for different businesses in the app and web
I have a subscription to Books, and I also have log on permissions for my wife's Books. It would be great if it was more obvious on the web and apps which business I am signed in to. A different colour scheme, or company logo would be great.
1 vote -
Incorporate Flutterwave for your African customers
Flutterwave allows Africans to pay in multiple currencies using local mobile payments methods in home currencies.
5 votes -
Client portal have ability to place an order by customer
Current client portal only provide historical and current transaction details. However, Client portal can be further advance where Customer should be able to place an order with their confirmation. This can seen in Sales IQ or Sales Pipeline. This help Sales person drive focus and cut some time on Data entry.
1 vote -
Provide a field for POs in Project setup
Add tracking info to the Projects setup.
Provide a field to for a PO# when creating a new Project. The Invoice template should retrieve the field name and value when we're billing for the project. The Project list/report should also display the PO.
A field for a Job Number or Docket would also help.Anyone working freelance as a copywriter, graphic designer, web developer, etc, would be accustomed to using these features for timesheets and for billing.
1 vote
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