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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6163 results found
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Add notes to Estimates
It would be helpful to be able to enter internal notes to Estimates that only our company can read. Obviously being that these are internal, the client SHOULD NOT be able to read these.
Internal notes are helpful to keep track of activity that may occur during the life of an Estimate.
Please add this feature.
Thanks!
5 votes -
When shipping address is altered on the SO it does not carry over to the invoice or, more importantly the DN.
When the shipping address is changed on the SO the shipping address should also change on the invoice and DN. The default shipping address should NOT change in contacts.
5 votes -
Allow for PayPal Payments Pro to integrate with certificate, not solely by signature.
My shopping cart system requires that my API is linked via Certificate with PayPal Payments Pro rather than a signature. Because of this, and since PayPal only allows 1 option for API access I am unable to integrate with ZOHO as it requires the signature option. I am sure that other people are in the same position as me, I think offering the option of either or is a a great thing to integrate so that users in my position can better utilize the amazing zoho books system.
5 votes -
Track Cost per Task, or Resource
Calculating realtime profit via Timesheet, requires Tasks and Resource Cost
5 votes -
5 votes
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to have a feature to automatically create interest invoices for unpaid invoices
Please add a feature to automatically create interest invoices for unpaid invoices . this is urgently needed
5 votes -
Import multiple statements
Possibility to import multiple camt.053 at once. Our bank generates one camt.053 report for every day. If we are a week 'behind' our imports we have to manually download and import these one by one. It would improve the function a lot if we can select multiple files at once.
5 votes -
Reduce the size of mobile uploaded receipts!! It takes over 30secs per receipt over mobile data
I make several business purchases a day, uploading each to Zoho through my mobile is very time consuming (20 secs approx over wifi, 30secs over data). Reducing the size of the image uploaded, or background uploading will massively help this - i don't need an 8mega pixel receipt.
I've used Expensify before and their system is much better.5 votes -
MAKE IT POSSIBLE TO ATTACH MULTIPLE FILES TO AN INVOICE
Especially because we cannot make items in a bill "billable to a customer" right now, and because we need to attach those bills to an invoice so that the customer can see what they're billed for, it's very inconvenient not to be able to keep attaching files as we add more lines in an invoice showing the expenses incurred due to bills from our vendors. This will not be that crucial once you make it possible to make items withing a bill "billable to a customer" as in an expense entry.
5 votes -
Allow Multiple Attachments for Expenses
I attach images of the receipts to expenses. Some expenses have different components for the receipts. A simple example is different pages on one receipt where I am storing pictures without the ability to scan. Another would be multiple documents all together. I would like the ability to attach multiple documents to any given expense.
5 votes -
text customer payment link
I want to be able to text my customer a message with a payment link so they can use their cell phone and make their credit card payment. and view their invoice
5 votes -
Deposit payments in Undeposited Funds instead of having to edit the payment.
Want "Deposit" capability for payments. Now, I have to edit the payment and change date and account to reflect the actual deposit. I want to keep the original payment date and have a separate deposit date.
5 votes -
Allow hiding company name in "Show Organization Address" on Invoice Templates
Invoice templates allow hiding or showing the company address with the "Show Organization Address" option under the Template Properties of an invoice template. However, this also displays the company name.
This can look redundant for some users who display a company logo right above this.
Some business names are too long, which causes wrapping, and makes that section look awkward.
So, having the ability to show the address without the name might be important.
5 votes -
Ability to set a default payment option for online payments.
When multiple payment methods are accepted, (eg Credit Card, PayPal) we need the ability to set a default for the customer online payment experience. If a customer decides to pay online via the link supplied to them in the Invoice email, currently PayPal is selected by default. 99% of my customers will pay via credit card, so that's an additional step for them. Additionally, I wish to encourage payment via credit card since my business receives a better transaction fee for CC over PayPal.
So either Zoho is pushing PayPal as the preferred option, or it's random, but either way,…
5 votes -
Improve scheduled reports
The scheduled reporting feature could be improved a lot. Currently the reporting period start dates/end dates are not obvious and don't work as expected (you have to wait for a report to arrive to see if it gives you what you want). The reports should be customisable. It should also be possible for a user (eg book-keeping emplpoyee) to press a button to "send scheduled report now", so that they can trigger the reports being sent to management/directors etc. Scheduling reports doesn't always make sense if the book-keeping person has not completed the data entry and reconciliation for the reporting…
5 votes -
Daily report
Daily report
5 votes -
add a placeholder of the current date to include in email templates
I want to inform my costumer that we have checked our bank untill today and have not received the outstanding amount yet. Currently we copy the current date in every mail, would be much easier if it was included as a placeholder.
5 votes -
Allow incremental billing
Add the ability to bill in increments. Allow us to set the number of minutes by which to increment by so if you set your increment to 15 minutes and you have a task that took 13 minutes, it would automatically round up and bill at 15 minutes.
5 votes -
Pin Favorite Reports
I was going through a bunch of reports, each time I go into reports, I have to crawl through different set of reports and find my favourite one. How about we give an option under reports to pin it so that the report show up on the left panel or somewhere on the top as a drop menu or something (You guys are already on clouds of creativity) that is always visible as my favorite reports.
Best Regards,
Syed H5 votesHi there,
We now have the option to set up favourite reports. This would work similar to pinning a report. By doing so, the reports you have favourited will be listed at the top under the the ‘My Favourites’ section. Please take a look at the screenshot below.
Hope this helps.
Regards,
Ann -
items on sales order report
I would like to be able to get a report on items that are on sales order.
5 votes
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