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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6165 results found
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Contact Type
in the Contacts you have to add another contact type which is both ( customer and vendor in same time ) it is already available in mobile apps but not in web app
4 votes -
Need a report which has details of the projects with the users assigned and the hourly rate per user.
Need a report which has details of the projects with the users assigned and the hourly rate per user.
4 votes -
Quick Entry Improvement for Invoicing Sales that have already occured
This request is for the 'Import' system, so no gui changes requested. In the 'Import' system, it would be helpful if all the Invoice steps could be completed at once. Basically, there is no way to bulk input all the way to the paid phase. So, I would like to be able to enter in the 'status' field 'Paid' and fill in the 'Paid on Date'. Basically, I think this would just require an adjustment to how the data gets parsed into the table.
4 votes -
outstanding balance next to contacts
I want to see the past due or overdue balance next to the name in contacts as we used to in zoho invoice but now we went to zoho books and it doesnt come up,
4 votes -
4 votes
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add the invoice option for discounts to choose not only % but also flat rate currency on an invoice level
allow discount field to have a choice between % or $
4 votes -
4 votes
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Print expenses button
It would be great if we can print expenses. Currently it is not possible
4 votes -
4 votes
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payments per item
There should be a report called "payments per item" for a defined date range, since the sales and payment of that item could have occurred in a different fiscal period, i.e. an item could have been sold in 2015 and paid for in 2016. The "sales per item report" does not show whether these items were paid for or not. This should be important for all companies that report on a cash basis.
4 votes -
add a little more project tracking into zoho books.
I love zoho books for my small professional services business. I just need to be able to organize a project with tasks and subtask (or phases and tasks). If you did this, you would be the only simplified project accounting software on the market right now. Integrating project management with accounting would be so awesome!
4 votes -
Invoices - Listing
Typically we identify the invoices by the nature/job name and if i can have that in the listing, like say i've created a custom field called "Reference" and I can key in Something like "Dove Animation" as my reference and i get to see that in the Invoices listing, this way makes my life easier than click and view the invoice to identify the invoice in the list.
I hope you get this included. Let me know - if you need more clarification i can even give you JPEGs (designs) to walk you thru the idea. It is a need…
4 votes -
SKU
I'd like to display the Sku on every documents that shows items (invoices, orders, etc.).
It would be great if CRM and Books could sync every fields they contains.
Tanks!
4 votes -
Invoicing without forced emails
I just integrated from another online bookkeeping service. Since Zoho Csv function does not match up with paypal, I was forced to enter numerous completed transactions by creating an invoice then paying it. The problem is these are actually completed transactions. When creating an invoice if forces me to input an email so it can send. Please fix this. There is times you want to create, print and invoice without using email.
4 votes -
What has happened to Contact Pages? Its terrible!
It’s very difficult to navigate around the contact profile pages since the changes have come in to place last week. The contact details are not clear and you have to scroll far down the page to see all the information. The notes are elongated and very difficult to read. This could be resolved by removing the contact feeds from the page or adjusting so they appear at the bottom of the screen this could also be a tab at the top of the screen with the other tabs.
We have no use for this function and to be honest this…4 votes -
it would be great if there is a stamp on remark for Paid or Void invoices.
This would be great especially if I have a VOID invoice. We normally have to write on a red marker to indicate the monies are not coming in.
4 votes -
add Terms and Conditions field to Delivery note and packing slip
Hello,
It will be great if you could add a customizable terms and conditions box to the Delivery note and Packing slip similar to what we have on the Invoice. There are several terms specific to the delivery of an item that we need to be very clear about and obtain a customer signature for. Thanks4 votes -
4 votes
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Not able to add multiple email id's to an exisiting invoice
Only primary email id's are associated for the payment reminders and we not able to add multiple email id's to an exisiting invoice also.
4 votes -
Downloading/Prining all attachments of Invoices, Expenses, etc in a single PDF
Option to Download All the attachments in an invoice or expenses, so that we can have a physical archive printed.
4 votes
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