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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6411 results found
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create the ability to share landed cost items from one bill to multiple bills
make the amount field in the allocate landed cost "changeable/editable". This will allow for sharing of landed cost elements from one bill to multiple bills
3 votes -
Contact Roles to Segment Communication
I would like to assign roles to contacts within customers such as "Accounts Payable" or "Purchasing" that would automatically include that contact on certain communications such as invoices, statements, sales orders, etc. Or perhaps it could just be that all communications would have a checkbox option in the contact edit field so that you could assign who gets what at the contact level.
1 vote -
Item Warehouse Details in Estimates
It would be nice to see in Estimates the details of what warehouse the item is at and quantity like you can in Sales Orders and Invoices so that when you are creating Estimate you know what you currently have in stock at your warehouse or if it will have to come from another location.
3 votes -
Backdated or Futuredated Invoicing & Payment Recording
I want to restrict my manager to record backdated(&futuredated) payment or raising backdated(&futuredated) invoice.
4 votes -
CSC and AVS verification codes
To display whether there is a match or not for the customer Address Verification (AVS) and Card Security Code (CSC) when running credit card payments. This is an extremely useful fraud tool.
3 votes -
Print Deposit Slips
Now a days banks accepts deposit slips generated from Accounting software.Please add the feature of printing deposit slips.
8 votes -
additional column in invoice table
We need to add additional row in invoice table for mentioning additional information regarding each item. (because we need to mention description in separate column.)
1 vote -
Attach from cloud option while sending estimates
While sending estimates to client - attach documents from cloud option is missing we need it as we will be sending multiple estimate on daily basis from different locations. Option of attaching from cloud makes it more easier.
Another option is giving sub-folder option in documents section.
Our business scenario is such that for single estimate we would need to attach 3-4 relevant files your customer care team has informed to make use of attach from documents option but that does not work for us as searching documents takes time everytime and there is possibility of errors.
Kindly consider our…1 vote -
1 vote
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MSME Registration No.
we need to maintain that our vendor's are registered in MSME or not if we can manage this thing also through venor creation page so this will be very help full.
1 vote -
Customizable VAT Report Details
It would be ideal to have an option or an update to the current VAT Reports which will eventually show the Supplier/Vendors details inline with the Bill/Credit Reference.
1 vote -
Stock holding reports on Zoho app
Stock holding reports is not visible on zoho app.
I need to log onto website to view that.
Please enable stock holding reports on zoho app.
3 votes -
Allow more symbol characters in Note fields
It's usual for me to add / paste things into the Note field in a Timesheet entry, but symbol characters are not supported. It's very annoying to not allow arrows (->) and math symbols (&) in the field and have to omit them and lose meaning. How hard is it to "escape" everything entered into the Notes field on the backend?
1 vote -
1 vote
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Branchwise inventory Report
Require Branchwise Inventory Report
1 vote -
Client Approvals View Allow Sorting on Submitted On column.
In the TimeTracking > Client Approvals view, please make the "Submitted On" column be sort-able. Currently only Name and Customer are clickable.
1 vote -
Scheduled email for payment notification
It would really be useful to have the option to email the pdf for Payment Made with a Scheduled email (we can choose the date) as sometimes we do the payments in advance at the bank level but with Zoh we need to send the email payment notification right away. - this way we get to notify our suppliers that payment had been made at the same date they got it the payment from the bank.. Just adding the option of scheduled email for payment notification to the customer.
1 vote -
1 vote
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Remove Inactive Projects from default view
Under projects, could the default setting show only active projects and inactive projects can be accessed separately?
1 vote -
1 vote
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