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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6171 results found
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Bulk Update
Bulk update should contain expected payment field in the dropdown.
3 votes -
change mileage rate on mobile
Be able to change the mileage rate when adding a mileage expense to mobile
3 votes -
Item on sale - price override option
Would it be possible to have a check box in the items sales information section, that would allow you to set a sale price which would then override any discounts or price lists set for an account.
More detail: I have multiple price lists setup for different size customers. My inventory will be over 2000 sku’s, but if I set the sell price at a discount, then when I add the item to a customers sales order, it will automatically apply another discount. This would cause me to sell the item for less then cost. My sales orders could have…
3 votes -
Internal projects
Ability to create and budget for a project that is not attached to a specific customer, i.e redesigning our own website.
We would still like to track expenses and hours spent even though it will never be billed to a customer.
3 votes -
Need History / Quick Links in Bill Screen just like in SO's , PO's, Invoices
The Bill Screen needs to show the same "History" section at the top that shows where the bill was created from (such as Purchase Order) with a quick link back to that source. The same feature already exists in all other modules like Estimate, SO, PO, Invoice so it should exist in the Billing to allow the user to seamlessly move through the transaction history. As it is now, we must copy the PO number then go search for it.
3 votes -
Stripe test mode
It would be very helpful to allow for using Stripe test mode when first setting up ZB.
3 votes -
Why ZOHO can add multi-ccy expenses but can not pay multi-ccy bills to vendors?
I just upgrade to standard version however I found that I can only use single currency to manage vendors and corresponding bills?!
why ZOHO books can add multi-ccy expenses but can not pay multi-ccy bills to vendors?
Please consider it, thanks.
3 votes -
I would like
I would to suggest that the customer statement or even vendor statement to show ageing analysis at the end of the statement. Its difficult to collect outstanding amounts if customers cant see the amounts which are 60,90 and 120 plus over due.
Currently the customer show total amount and from that amount you need to determine which is 90 days plus over due.
3 votes -
3 votes
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Set up recurring invoice for %(UnbilledHoursToDate)%
Create a variable that represents unbilled Timesheet hours to date for this project, and let me use it in the QTY field of my recurring invoice... Bonus points if each task in a customer project got its own variable, so I can set up individual line items for each task.
3 votes -
Add additional address for each contact
Need the ability to add additional addresses for a contact or edit the address while creating an EST, SO or INV. Currently, when you are creating an EST, SO or INV in the CRM integration, you can only chose the address associated and cannot add or edit, forcing you to overwrite your contacts address just to get the correct one to show up on on your EST, SO or INV. In Zoho Books, you can make these edits. Why can you not do this with the CRM integration?
3 votes -
statement
Add a link to the statement which enables the customer to pay via the integrations (such as Square, Stripe or GoCardless).
This would ensure you are ahead of other accounting systems such as Quickbooks and Xero!!
The integration is there, there just needs to be a payment link on the bottom of the statement to enable the customer to pay by card straight away - people these days want speed (they don't want to have to log on to their bank accounts).
3 votes -
yes
good day
3 votes -
Allow manual payment using stored card details atleast once.
There's a major bug. if we miss an automatic payment,we should be able to login and make a manual payment using card details. Every other online payment gateway and provider allows this. You should not delete card details when attempt a manual payment even if you put the account back to the trial mode.
3 votes -
I would like to use my company font on my email templates. The fonts available make the system look really outdated
Add fonts that are modern and match my company font
3 votes -
Multiple Choice or optional choices in estimates
Allow the customer to check a box with a multiple choice option or to click a box if they would like to select an optional item which will update the final total also.
3 votes -
birthday date
Would like to have a filed in contacts where we can add an Birthday date of our clients. and send an automate email or sms.
3 votes -
3 votes
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Zoho books client portal hyperlink
I need a way to create a hyperlink in the customer portal. Currently you can create a custom field with a link, the issue is that the customer would have to copy and paste the link to a web browser. it would be nice if they could just click on the link and have it open a new tab in the browser.
3 votes -
Being able to have multiple tables in estimates and invoices
I want to able to have multiple tables in estimates and invoices to breakdown the services I offer.
3 votes
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