Zoho Books
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6407 results found
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Bulk email monthly statements to our customers.
Able to send monthly statement to customers.
22 votes -
Include additional fields especially the custom created fields to Zoho Books Views
We would like to customize the default views for Zoho Books by including additional fields especially the custom created fields, which would help us to view all useful information in one singe view.
This feature is available in CRM but not available in Books. Could you please provide create/edit view options in Books?
22 votes -
Please consider adding PayFast online payment gateway to your app as the others dont work in South Africa.
Please consider adding PayFast online payment gateway to your app as the others don't work in South Africa with ZAR
22 votes -
bulk payment of invoices
Currently you can only pay one invoice at a time. You should provide a bulk payment option.
22 votes -
Add a Tax field & include exclude tax field to bulk expense entry screen
Can we please have a Tax field and a tax included / excluded tick box in the bulk expenses entry screen. This will enable a tax to be selected at entry and eliminate the need to edit the records to add the tax.
22 votes -
Unreconciled items filter
In the account reconciliation view, and in the account details view, I would like a filter to view only unreconciled items...given that there is no way that I know of identifying items that have been reconciled, there are occasions when I try to delete an item, and I get a message that such item has already been reconciled and cannot be deleted; it would save me time If there was a view of unreconciled items only...
22 votes -
Permission for Some Accounts Access to Staffs Or User for Expense
Now Zoho Books Sytem. if administrator allow Create Expense or View Expense. all user see all expenses of company.
But Give User Right to create expense but not see company all expenses.22 votes -
sub contact
I'm switching to Books from Quickbooks. One of the great features in QB for my business was sub-contacts. This was used for instance to place children "under" their parents as client accounts for a music school. Transactions would be made in the child's account and would be linked to the parent to provide a view of ALL invoices and payments for parents who had more than one child. I'm sure this feature would be useful in other situations which require a sub-client.
22 votes -
Zoho Books - Sending "reminder" emails for expiring estimates
It would be great if Zoho Books can email the clients that their estimates are about to expire, rather than setting up a reminder to yourself to follow up. This would effectively be more efficient as you won't need to think about it.
Please offer this as part of the service!!
22 votes -
Documents Option on Client Portal
As your Client Portal has all main things, it would be awesome if we could upload documents which the clients could see on the portal, this would be great for service industries who need to give clients some fixed deliverables, so such deliverables can be submitted using the portal and client can accept or reject on the portal.
22 votes -
Create ability to set tax at vendor level so purchase orders template can be assigned with correct default tax.
Our situation: Purchases from vendors in our country are taxed at one rate, while other countries are taxed at a different rate. It's too easy to create a purchase order with the incorrect tax rate on it, and it's extra work to have to select it for each item, when the whole purchase is taxed as the same rate.
Idea: 1. In Contacts / Other Details, add field for Default Tax Rate (dropdown of Taxes from Settings/Taxes); 2. In Purchase Order template, pre-populate tax field with the Default Tax Field (from item 1).
22 votesWe are really sorry but we will not be working on this immediately
Thank you.
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Allow the Timesheet Export option to export just the filtered rows
When you are in the Timesheet view and you are viewing "All Timesheets" it would be great to allow the "Export Timesheet" option to adhere to the current filter criteria so that you can export one months worth of timesheets (or some other option)
22 votes -
Projects by man-days
Not every one bills in hours. Many of us bills in man-days. The app should have ability to create projects and raise invoices by man-days. I should be able to log in hours but the invoice has to be in man-days.
22 votes -
add an additional option to add the items already having transaction to inventory asset
in begining i made some mistakes i added items but forgot to add their inventory asset so i would like to suggest or demand this kind of option to add items in inventory account already having transaction of
22 votes -
Integrate Zoho Books with Magento 2 Natively, NOT Via 3rd Party Paid Solution
Magento is one of the most, if not the most, widely used e-commerce platforms in the world. Magento 2 is now gaining a lot of market share and will be the way forward. Zoho has an opportunity to capture a huge market share from the competition with a Native Magento 2 integration since none of the other Accounting platforms provide this without either expensive third-party cloud solutions or clumsy, poorly functioning, bridges that range in price from moderate to high cost. Building that integration would be "free marketing" for Zoho to tens of thousands, if not hundreds of thousands of…
22 votes -
Merge estimates and Create PO from multiple Sales Orders.
It would be nice to be able to merge multiple estimates so we can convert into ONE Sales Order.
Also, it would be nice to be able to select multiple Sales Order and convert into one PO.
22 votes -
We NEED to block some Accounts in the Chart of Accounts, BECAUSE there are some Accounts that SHOULD NOT have any transactions
We NEED to block some Accounts in the Chart of Accounts, BECAUSE there are some Accounts that SHOULD NOT have any transactions (Parent Accounts) , but just those under them .
Example:
General Expenses (Parent Account) : $20
Sales Expenses : $10
Office Expenses : $10In this Example "General Expenses" should just SUM the total amount of those Account under it.
My concern is why I couldn't disable these parents accounts from being chargeable in the transactions , to collaborate what accounts should viewed in the transactions and to avoid charging on inappropriate General Ledgers accounts.
22 votes -
Show the last time selling price for the chosen customer
When making new seles transaction (Invoice or Estimate..etc) it's useful to show last time selling price for the chosen customer.
22 votes -
Detect Payment Information Capture to Trigger Workflow
Detect automatically when a customer captures his payment information (Credit Card) in order to trigger a workflow.
Today, when we send an email to a customer requesting his payment information, we cannot be notified properly and we cannot trigger automated actions when the customer has entered his Credit Card information.
22 votes -
Add a calendar and tasks
It will be amazing if there were a calendar built into books so that tasks can be assigned and and events can be scheduled for contacts. I realize that this is a functionality of your CRM but if this is added, I would no longer need the CRM and can run my entire business from here.
21 votes
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