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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6410 results found
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Allow customers to pay by Bank Account (ACH through Forte) from invoice
When sending invoice to customers the only option they have to pay is by credit card. The customers should have the option to pay by bank account.
10 votes -
Add Dwolla as a Payment Provider or Manually Say Received via Dwolla
Add Dwolla as a Payment Provider or Manually Say Received via Dwolla
10 votes -
Add photo to contracts
It's nice to add photo features to each contract, so contract can be easily maintain
10 votes -
Please make ability to set common defaults
Would like ability to set common defaults such as
1) Ability to set default country when entering contacts, payment information in credit card fields, etc. We only deal with US customers, for example, and need to keep selecting the country each time.2) Ability to set default account when receiving payments. It appears it defaults to PETTY CASH... which is probably the least used account by everyone in general (unless you're running a cash register or something)
10 votes -
Allow the ability to link specific payments to default for accounts
When adding a payment for an invoice allow a payment by cheque to default to undeposited funds instead of petty cash - give the option to select any cash/banking account to be defaulted based on payment type. Same for visa, mc etc.
10 votes -
Report customization
I can customize a search screen, but cannot print or export it. Adding all the filters now available for a search to the report dialog will enable searching and printing or exporting crucial reports.
10 votes -
in Italy is a widely used method of deferred payment when I create an invoice would be helpful to have the choice of method of deferred pay
in Italy is a widely used method of deferred payment
when I create an invoice would be helpful to have the choice of method of deferred payment 30-60-90 days
it would be useful to have a system that alerts the customer deadlines
all management systems sold in Italy have this function
10 votes -
Hide Salary On Expenses
Staff can see and input expenses except salary, but the administrator can see all
10 votes -
Create a Store front That Integrates with zoho Inventory.( Something like OpenCart)
A store front that integrates with Zoho inventory, Books, CRM, Reports, etc. This is one of the only avenue Zoho is missing in terms of online visibility.
10 votes -
deposit feature on invoices needed desperately. Please pay a deposit of 10% by _____ choose date
You guys need to have this:
A deposit field that states:
Please pay a deposit of 10% by _____ choose date
This should then be calculated by the total amount.
The Retainer feature is double handling and a very, very basic way of asking for money with little or no details on it like an invoice.
This is stopping me from signup and changing from freshbooks. !
10 votes -
Commission Reports By Salesperson by Gross Profit
I need to run a report based on gross profit by job and by salesperson. Running a commission report for each sales person based on an individual commission rate is needed for us to make a full switch from QuickBooks. This is very important to us, please help!
10 votes -
Recurring invoices that includes unbilled time entries
As a services business we automatically invoice many of our clients monthly for services and need to track the time of our consultants against these monthly services. We have recurring invoices set up, and we have projects and timesheets set up, but there doesn't seem to be a way to connect them. I don't want to manually create an invoice from each project each month yet there doesn't seem to be an option to create a recurring invoice from a project.
10 votes -
Connect existing invoice to a project
if the invoice was set up before the project, there doesn't seem to be a way to connect the two.
10 votes -
Customize Recurring Invoice Handling Not Default
Currently there is a setting on how to handle recurring invoices. create, create and send, etc... You set these under company preferences.
I have 80% of my invoices that should be handled a specific way, but the other 20% a different way. For example, I want the default to be to create the invoices. But for 20% of my recurring invoices, it is OK to email them without being reviewed.
I would like the ability to specify whether each recurring invoice follows the default, or is handled differently. This way, anything that can automatically be sent will and I only…
10 votes -
sku
Since Zoho forces the user to create a unique SKU for each item, we should be able to USE that SKU also. It does not show on REPORTS, PO's, INVOICES or anywhere else where it is ABSOLUTELY NEEDED. This is not a wish list item, it's a NECESSITY. If you have more than a dozen or so items, how are you supposed to identify them from invoices, reports or po's????
10 votes -
work order
We think and need in Work Order Module to manage our work orders.
Fields like Work Name, Work Detail, Problem / Solution, Start Time, End Time, Asigned to, Due Date, Materials List, Estimate Cost and others like that can be very useful.
We are working with Some Apps to do our work but the very important think will be Make a Work Order, and when finished Invoice it from the invoice module.10 votes -
quantity total
in the Quantity Column of Estimate/Invoice, we should be able to Total Quantity.
in the present scenario, if we click on Quantity Option, in Total Section of template, it shows Total of "Items" and "Hours" but that does not serves the purpose at all.
Example: there could 10 items, now quantity of each item is 5 kgs, so total quantity is 50 kgs, which should reflect below Quantity Column.
it would immensely help.
10 votes -
Users & Roles
More permissions in Users & Rolls should contain a "Do not show financial details of transactions" - fantastic for us that have staff that have no need to see cost prices of purchase orders, invoice & item values etc, such as warehouse staff & delivery drivers !
10 votes -
bulk transfer banking transactions
It would be a very convenient option to be able to select multiple transactions from one zoho account, such as undeposited funds or payments recieved to the bank account where the funds are deposited. Having to edit each transaction individually for many transactions takes a lot of time.
10 votes -
export related
Request to give an template for Export invoice: Add Fields like Port of Loading;Port of Discharge;Country of Origin;Vessel No/Flight No: etc.
10 votes
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