Zoho Books
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6185 results found
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When automatically creating transaction rule, allow selection of "any" or "all" criteria
When you categorize a transaction, and Zoho asks if you would like to make it a rule, you are not allowed to select whether your criteria are "all" or "any". The default is to create "any". This means that for my fuel expenses, where I set the criteria to "> 20" and includes "gas station", that ALL future transactions that are over $20 are auto categorized by that rule. I have to go into "Manage Transaction Rules" and select "all" before I continue working in my bank transactions.
Thanks
Sean Garland0 votes -
Line # on Screen on Invoices and Purchase orders
The system prints line numbers on purchase orders - but they do not appear on screen. When I have a large purchase order I need that...
0 votes -
Integrate with payment gateway TAP (http://www.tap.company/)
At the moment the payment gateways you are integrated with do not support most of the worldwide currencies. Can you please consider enlarging your pool of payment gateways to ones that take into account currencies like the KWD? Thx
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0 votes
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Auto Create Bit.lyf Link for Invoice Online Payment
By This feature customer easily payment to company.
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Document Comments enhancement
Allow us to keep important comments visible when activity scrolls them out of view - see attached - Oh - NOT able to attach image ?
I suppose I'd better suggest this also then, unless I'm missing something :-)0 votes -
Add Tax Authority related fields to the available fields for sync with Zoho Reports
I would like for these 3 fields from the Contact record to be available for syncing to Zoho Reports. Tax Preference, Exemption Reason, Tax Authority
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Stop the message to refresh on every page when an enhancement is made.
Nearly every time a page is loaded, you get the message on top that an enhancement has been made and to reload the page. There is zero value in this message at the rate that it is received. It just wastes time.
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Items added to Sales Orders that are not maintained in Zoho MUST STILL be included on Packing Slips, PO, etc.
Many many times companies sell products that they do not typically carry in stock or even have formally setup in their systems. These products are ordered from vendors who then ship to customers. When these Sales Orders are created, they are converted to PO and sent to the vendor. These products MUST show up on the PO. They must also show up on Packing Slips and it must be possible to print shipping labels for them. This is how business works. It's not good at all that Zoho doesn't show these items on PO's, etc.
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Address doesn't stay the same on reoccurring invoices.
When I create a reoccurring invoice with a shipping address and later go to use it to create an invoice, it changes the address to the first default address. Why doesn't it keep the shipping address I created it with? Why does it change? I need the templet to stay exactly the way I created it... otherwise what is the purpose of having a reoccurring invoice?
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Snail mail retainer invoice
To be able to send Retainer Invoice via Snail mail - Our client only accepts paper invoices to their accounting department - so I have to mail each invoice. It is very handy to have snail mail - please make it possible to send a Retainer Invoice via Snail Mail. Thanks
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Entering Bills Are A Pain
When I enter bills to apply to an invoice, so are too many steps! You have to click on the "3 dots" at the end to choose what customer to tag it too. Then you have to click on the field, then click on the box to make it billable, then click on save. Why can't the box automatically pop up... or even being able TAB to each field would make it faster! Please!
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invoice view
In the invoice page where it list all invoices, I have created 3 custom view namely
Nov when inv date is after 31-OCT-2017 and before 30-Nov-2017
Dec when inv date is after 30-Nov-2017 and before 31-Nov-2017
Current - when invoice date is 'This Month'Now in nov 2018 the view needs to be recreated.
In addition to 'ALL' by default zoho books should come with monthly view of the invoice.0 votes -
0 votes
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Chart of Account numbers
Hi
My accountant and I are Zoho Partners for Australia we have an important feature that we would love to see implemented. Current the chart of accounts show in the trial balance report shows like this:
Office Expenses ( 6-1070 ) in one line.
Accountants here use account number like 6-1070 to short accounts and to search for accounts. Would be great if the chart of account number can be in a different column on reports so that it can be used to filter like in the chart of accounts list.0 votes -
Purchase Orders pending approval need to be on the Dashboard
Please add Pending and Open Purchase orders by Aging so that we can see what orders are being held up for payment.
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Allow us to alphabetize the list of "ship to" addresses in a customer file.
In the new, extended list of ship to addresses, which is great, and we could actually use more (why not an unlimited amount?)it is very difficult to find an already existing address in the list or to see if it even exist and we need to add a new one. If the list were alphabetized or allow us to sort it by "date added", "zip code" , "name"
it would make life MUCH easier0 votes -
Reoccurring Invoices
When I'm in a reoccurring invoice and I choose to create an invoice, why won't it keep the shipping address I used in the reoccurring invoice? Instead it will revert back to the address that is at the top of the list of shipping addresses. If I don't pay attention and switch it, I may bill for the wrong property. The address chosen on the reoccurring invoice should automatically stay the same when you chose to create an invoice.
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should be able to search custom field created in item module, value entered at the time of creating invoice or purchase
I created a custom field in item module. The search option works only if i enter the value at the time of creating item. I want to get the search results when i enter the value in custom field at the time of making invoices, purchases etc. It should show the complete results where ever i entered.
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Sales Order
We have three requests that, in our opinion, would make ZOHO nearly perfect!
1- ZOHO recently added the ability to add 100 ship to addresses to a contact. We used them up within a month! And now, as we replace "old" ship to addresses with "new" ship to addresses, we are right back where we were when ZOHO only allowed 10 ship to addresses. Why not allow an unlimited amount of ship to addresses? Or, if ZOHO is afraid of some sort of memory overload, please give us a limit of 5000 ship to addresses. We easily will have at…0 votes
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