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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6198 results found
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Notification for all customer one time by mail
I would like to send notification to my all customer and vendors about new updates or changes through one mail only.
1 vote -
Multiple pricelists for an estimate
being a whole sale organisation, it would be helpful to have 3 price ranges for customers to choose when sending estimates.
1 vote -
Workflow based on customer activity
The workflow automation is making life easier – so thank you for that!
It would be nice to have the option of automating emails based on the customer activity. What I mean by this is that if the customer has not bought anything for i.e. 6 moths than the system can send an automated email.
This would make keeping in touch with customers so much easier!
Hope you can help!1 vote -
time series based item pricing
Is their any way to specify the time series based pricing, i.e vendor providing different prices for same item on different period in time. how can we record these prices and how this impact the inventory valuation.
1 vote -
Bulk Categorization of Banking Statements based on Keyword search.
Would like to search the Banking Transactions or Manually Imported transactions with certain keywords. The list of search list to be "Bulk" added to desired Expenses or Income category. This will help us to categorize the transactions in a easier way.
1 vote -
Apply partial retainers to one invoice at a time
I want to have the ability to take a retainer and apply a portion of it to one invoice. Currently, either you apply entire retainer to one invoice or you have to create multiple invoices at one time and then apply the retainer across them. I want the functionality to be able to say, apply x amount to a particular invoice. AND, to be able to see that in draft form so that I am able to review for accuracy prior to sending to the client.
1 vote -
1 vote
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search for an item in the inventory report
I would like to be able to search for an item in the inventory report. This would save having to scroll down multiple pages before finding the items u are looking for
1 vote -
Settlement discounts
The feature that would automatically calculate settlement discounts for both customers and vendors when paying vendor bills or receiving customer payments.
1 vote -
Recurring invoices - Dates different to start date
Be able to change the date for future recurring invoices if the first invoice was NOT sent on the date that you want them to recur on.
i.e. send first one today (set up today) on 19th Dec
However, want all future ones to be sent on 15th of month.Can't do this without changing the date of the start date after the first invoice has been sent. This is not correct to do as accountancy rules mean you can't change dates of invoices that have been sent.
1 vote -
Amount in Words
In Some countries the total invoice amount / estimate must be printed in the invoice formats. Please consider this to include in Zoho books .
1 vote -
1 vote
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i have some suggesting from my expirience :1. Need more spaces to field "Item number"
from my experience need 1.more spaces for field 'Item number'
2.Shipping cost must be taxable by USA Law
(please serious pay attention about this because this look unprofessional) .1 vote -
statements
Is there going to be any updates to how statements are generated? It would be great if you could separate them by location within a customer. I know dealing with management companies, you have to send a separate statement to each manager at a company. A one size fits all program doesn't work for everyone. Is this something that will be addressed soon?
1 vote -
Change Order of Payment on the Display Screen
I would like the ability to reorder the payment on the payment screens under "payments made" and "payments received". When I go to this screen I am looking for the last payment made not the first payment made in the system.
1 vote -
Make it possible to have a "master" account that cannot be edited by other team members
Currently, if you grant access to any other user to modify the user roles in your account, they can delete your account or change your role—even if you are the owner of the account.
We need a "master" admin that cannot be deleted.
1 vote -
be able to catagorize inventory items
Be able to catagorize inventory items. Like example all bolts under "Hardware" All hose clamps under "Clamps" ect.
1 vote -
1 vote
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Under Invoices/Custom Views add ability to use "contains" in a search
I would like to be able to search for a group of customers with a similar name. For example: pull all "ABC" locations with over due bills.
1 vote -
display order of custom fields
Would like to be able to change the display order on all PDFs with custom fields. This includes Estimates, Sales Orders, Invoices, Payments Received, Credit Notes, Expense, Bills, Payments Made and Purchase Orders. Please work on the Invoice first because that is what my customers see.
1 vote
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