Zoho Books
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6410 results found
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Invoice TEMPLATE cloning feature
Can you please allow for cloning of Invoice TEMPLATE, so that a template can be duplicated with a differnt name and be modified for different uses (e.g., I have invoices with quantities and some that do not need quantities)
2 votes -
Base approval workflow on organization structure and set approval limits
Enable to set an approval workflow that mirors the organization's structure with approval limits in amount to each level of the organization
1 vote -
IPPay Merchant Process Integration
https://ippay.com is my processor and I would love a native integration with Zoho.
IPpay provides industry leading Interchange rates for Card-Not-Present (CNP) telecom, utility, and other subscription based recurring internet commerce.
3 votes -
Batch tracking and expiry
I have a medicine job, I want to track the batch wise expiry in it.,
Auto pick expiry when i choose any item batcb wise1 vote -
For custom portal, allow any portal name as it will be unique to that domain
For custom portal, allow any portal name as it will be unique to that domain
1 vote -
Create Branch-Based standalone workspaces
It would be very interesting to make possible to create a kind an branch-based "ecosystem", like a "sub-organization" :
- set permissions to user roles based on branches (restrict a user to a specific branch)
- setup document templates for a specific branch and assign automatically the right document template depending on selected branchSo some users would be able to manage an entire Branch without having access to other branches.
6 votes -
1 vote
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add an option to bulk update a tag for multiple transactions
Please add an option to bulk update a tag for multiple transactions.
6 votes -
Expand search scope in Customer Details under Purchase Bill Items
While we do Purchase Bill entry, you allow us to add Customer for each Item but if I try to search customer by Last Name I get no result. Pls allow us to search customer by any field (First Name / Last Name / Company Name).
1 vote -
Expand search in Purchase Bills> Items> Customer Details
While we do Purchase Bill entry, you allow us to add Customer for each Item but if I try to search customer by Last Name I get no result. Pls allow us to search customer by any field (First Name / Last Name / Company Name).
0 votes -
search for a transaction amount
The ability to search for a transaction amount within the banking area
1 vote -
Insert variables into Invoice Numbers (Date, ID etc.)
Hello
It would be useful to insert variables into invoice numbers, to generate invoice numbers based on the date, the client ID, or anything else.
In our firm, we use to generate invoice numbers like this :
F{YY}{MM}{DD}xxxxF means "Facture"
{YY} is replaced by year on 2 digits
{MM} month with 2 digits
{DD} day with 2 digits
xxxx auto-increment numberFor example an invoice generated on Feb. 18th 2021 could be : F2102180045
It's very useful to quickly find an invoice in our registry.We can also (but we dont use this feature) insert the Client ID, the…
6 votes -
Give an option for Credit Customer Balance and Debit Vendor Balance
While creating a new customer, there should be an option to assign credit opening balance there itself. Creating a credit note and assigning opening balance is difficult to explain to audit team.
Similar should be an option for Vendors. Will save a lot of manual labour.
1 vote -
Average Payment days of a customer
The way we are getting our Average credit days of Customers, if we can see Average Payment days of an individual customer it will be very helpful. In this also if we can get option of average payment days for a particular period it will be very good. Suppose we select year 2020-21 and we get the Average payment days for this year.
7 votes -
Bank account QR code
Hi, Bank Account details can be converted into QR code.
1 vote -
Consumption/VAT tax option for bank fee option with bulk payment of invoices and bills
I see that now there is a bank option for recording bulk payments of both bills and invoices. This is an improvement, but since these are expenses, there should be the option (as with other expenses) to apply a consumtion/VAT tax on these bank fees, as in some countries these are taxable expenses.
1 vote -
Option for Custom Invoice Paper Size
At my company we use Dot Matrix Printers, we need to be able to customize the size of the paper. At the moment the only options are A4, A5 and Letter. We need more sizes, or better yet, custom sizes.
3 votes -
Allow Over 500 Options on Tags
We have over 500 properties that we need to track in Zoho Books. There is no way for us to that without us having to create multiple reporting tags. It would be great if you allowed us to create more than 500 tags.
Quickbooks allows users to have over 10000 classes which is a similar concept. We don't understand why you would limit the tags to 500.
3 votes -
Bank feed update notification
Option to enable push notification on Books app when a bank feed is updated and new, uncategorized transactions are added.
3 votes -
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