Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
42 results found
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Fix the Avaza to Zapier zap
There is a bug in the current Avaza (a very good time/projects + billing system) to Zoho Books implementation (zap) that I have sent several emails to Zoho support about which has been going on for several weeks now without news on the fix. The bug seems to be random as far as I can tell (hours and hours of testing and resets later) and the Zap fails with a "Cannot read property '0' of undefined" error message. I have been on the phone to support too but I can hear/see no progress on this. Zapier integration is great feature…
3 votes -
Zoho Books > Documents > Email forwarding to Documents using a simpler email like accounts@mydomain
One of the biggest issues is using the zoho documents email because you can't give it to 3rd party suppliers without them messing it up.
It would be far easier to create an email in zoho mail like: accounts@mydomain, then using the filters to forward this to the email in zoho mail to the address supplied by zohobooks for the document scanning.
This would create a easier workflow and less admin for the team!
3 votes -
Heavy bike bag in pakistan
These high-quality fabric side bags are an essential element for those bike rider who carries a lot of luggage with them and wants to ride on long tours. These bags can hold a good amount of components. On average a bag contains around 18 kg s. They are waterproof and durable in nature. Easily removable.Very useful for touring and long routes.
https://rapidrides.pk/category/accessories/motorcycle-bags/3 votes -
Payment Link Automation
I want to generate payment links (while adding gateway margins to payee) as soon as I mark the invoice as sent.
3 votes -
Give access to PriceLists in Deluge (custom fucntions)
Give me access to "PriceLists" via custom fucntions with deluge
Please add the one line of code that allows zoho.books.getrecords("Pricelist"...... and zoho.books.getRecordsByID("Pricelist"......Its concerning that I can access Invoices, bank records, sales orders, purchase orders etc this way but I can not access a simple list of data for pricelists
3 votes -
3 votes
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Invoice reminder emails
Enable ability to send invoices to one email contact, but follow up reminder email sent to another contact. Our Clients request us to submit invoices to one email, but inquire about their payment by sending to another email address.
2 votes -
2 votes
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Allow sending (email) individual invoices at a scheduled time.
Allow sending (email) individual invoices at a scheduled time.
2 votes -
Statement import with Categories & Ability to edit transfers between accounts
Hi there! It would be incredibly great for the majority of Zoho Books Users if you update the following:
Import of bank statements in csv- or xls-format with an additional column "Category", so that categories are being set up automatically too. As it is for Payee, Date, Reference, Description fields etc.
Enable to edit categorized and matched transactions which are transfers between different bank accounts. In particular, when these accounts have different currencies:
ability to edit the date (money from one account to another can move for several days, so such transaction usually have different dates of sending/receiving for Payer…
1 vote -
allow excluding individual invoices from automated invoice reminders.
We would like to turn on automated Invoice Reminders, but there are certain invoices that we do not want to be included in the automation. Could there be a feature whereby you can go to an individual invoice and exclude it from the automation? For the vast majority of invoices, the current system is great, but about a quarter of invoices we don't want to reminders to be sent.
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 -
Remuneration to partners
there should be an option to calculate remuneration to partner. For that we have to enter the details in tally and then check.
1 vote -
Ability to call Custom Functions from Custom Buttons
We have written several Custom Functions that work in the Automated Workflows, but some of these we also use for Custom Buttons so they can be called on demand.
Right now, even though it's the same code, we have to manually copy and past the complete code into the Custom Button. This can lead to problems if the code is updated and we forget to update all the custom buttons.
Solution: Provide a way to call the Custom Function from buttons, for example if we name the custom function "po_userevent" call it from the button by doing something similar to:
…
1 vote -
be able to use oanda as automatic currency converter
enable the use of oanda as currency covnerter instead of open exchange rates
1 vote -
meal tracking solution dubai
MHI is a main innovation arrangement supplier situated in Dubai, offering mechanical items and administrations in the ICT area. We have gone about as a groundbreaking impetus for the organizations we have worked with. Our center rule is commitment, skill, and quality, which has given us the impulse to stay a consistent accomplice for undertakings. We are a 10 years old specialist organization with demonstrated mastery in the ICT arrangement industry.
Business is changing constantly. The opportunity has arrived for organizations to take on innovation and business counseling answers for stay aware of market patterns. Change is vital to separating…
1 vote -
tax filing reminder
Please allow reminder setup for tax dates. GST tax dates are so frequent that a small self-run business can find it difficult to track and remember.
1 vote -
Allow for the customisation of Zoho Books Notifications such as when a customer accepts a cost estimate
Currently the notifications sent by ZohoBooks when a customer performs an action (e.g. accept estimate) are not customizable. Please can you enhance these notifications by allowing for the customisation of alert templates?
1 vote -
Bank Feeds Schedule & Address Auto Fill
Having moved from another system the one time saver was their auto look up on any address you cut/paste when setting up a new customer. Just paste the entire address and select when a match is found. Then the system auto populates the fields.
Bank feeds seem to need manual intervention to update each day. It'd be great to schedule multiple updates each day. For example once in the morning before work starts so the latest information is waiting and a couple of times during the day to check for any further payments. It would mean we could action paid…
1 vote -
GST RCM
Enable an option to creating separate ledgers for RCMGST it will helpful for bifurcation of normal output and RCM output during ledger reconciliations
1 vote
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