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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6167 results found
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bulk payment of invoice from multiple clients
- in the invoices table select list of invoices
- enable receipt of bulk payment of selected invoices
4 votes -
Independent Sales approval process for estimates, sales orders and invoices
the approval process for estimates or sales orders or invoices in the sales process should be independent. currently only one settings which means all the 3 process are activated for approval. customers should be able to set different appovers for each transaction type. Also, multi level approval should be possible based on transaction value.
1 vote -
It would be great to set extra rules for Best Matches in uncategorized bankstatement lines
Hi,
We import bankstatements and match them line by line. We handle a lot of invoices with the same amount and it would be great if we could add Payee and/or Invoice# (as description) to the rule of Best Matches.7 votes -
kindly add item wise discount column while purchasing
kindly add item wise discount column while purchasing
1 vote -
I want to GST column and Discount column in retainer invoice
I want to GST column and Discount column in retainer invoice
1 vote -
Turkish language support will be active in zoho books
Hello there
Turkish language support will be active in zoho books
We have been waiting for Turkish language support for more than two years
Best Regards4 votes -
identical PAN no. in Vendors
Currently We can create two vendors having same PAN no, which is impossible. kindly fix this issue
1 vote -
1 vote
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Customize Portal by Client
//i would like the ability to choose what is available on the portal according to the client/project. I would also like the ability to show hours billed/unbilled with or without detailed time entries. I would like the abililty to choose to show tasks or not.
2 votes -
Recurring invoice - Repeat Every Week, change default (weekly) options
Recurring invoice - Repeat Every option is default set per week
Problem: default is weekly, but we have only yearly invoices.
Solution: allow us to change the default option.1 vote -
Hi i need to Generate and have Report for Project and have Both Cost and revenue in one page and even have few project report in one page
Hi i need to Generate and have Report for Project and have Both Cost and revenue in one page and even have few project report in one page and even have Few project in one page
1 vote -
Reporting tags for Sales by Sales Person
Reporting tags are currently available only for Sales by Item. They should be extended also to Sales by Sales Person
3 votes -
Ability to include GL code to banking transactions while importing
Ability to include GL code to banking transactions while importing
1 vote -
The ability to call customers
I would like to make calls using the browser, like we do in Hubspot.
1 vote -
The ability to call customers
I would like to make calls using the browser, like we do in Hubspot.
1 vote -
4 votes
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Allow %Balance% (Total Customer Balance) in Invoice Emails
It would be immensely helpful if the %Balance% tag from the Statement email template would work on the Invoice email template. I want to show my clients their total balance due, along WITH their current invoice amount.
Total Due %Balance%
Invoice Due %DueDate%
Invoice No. %InvoiceNumber%
Invoice Amt. %Total%
Invoice Date %InvoiceDate%3 votes -
Add UK credit card bank feed
Since the introduction of the PSD2 directive, we have lost all bank feeds for UK credit cards.
These were previously available via Yodlee but Zoho have now moved to Token for PSD2 compliant feeds.
We are currently using Marks & Spencer (M&S Bank) due to their points incentive but we would be happy to move to any supported credit card in the UK.
41 votes -
Allow for the customisation of Zoho Books Notifications such as when a customer accepts a cost estimate
Currently the notifications sent by ZohoBooks when a customer performs an action (e.g. accept estimate) are not customizable. Please can you enhance these notifications by allowing for the customisation of alert templates?
1 vote -
ability to format invoices to reduce white space so that an invoice will print on a single page
The format options are much more limited than I expected. We can't get a commercial invoice to print on a single page, even when it only contains 2 items - the invoice goes to 2 pages with a single line on the second page, even when I reduce the margins to 0.1. There is loads of white space not being used!
1 vote
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