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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207 results found
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Remove, the "use in future" checkbox under terms
remove the use in future option under Terms, we have the CRM integration and Sales users edit the terms and select "Use in future" by accident which changes the standard terms for the whole org, its crazy that a user with locked down access can still do this.
1 vote -
Clone mean has to be a pure Clone, software can not have it's own input in Cloning.
Clone has to be Clone, Software can not over ride the Clone settings figures and taxes.
i also suggest that, 1 x 0 = 0 and 0 x 1 = 0 means some time in an estimate we need to keep items zero but need to show if you are buying the prices will be x, you should permit the same.
At the same time some time we are giving some items as free of cost and we need to just adjust our qty in our stock so in Estimate we might write item 1 qty 1 and prices =…
1 vote -
The adjustments field on estimates should include multiplication
I want to use Zoho for my rentals company but cannot find a way to enter in a number of billable weeks. The adjustment field would be perfect if it allowed multiplication.
1 vote -
Estimate Reference on Sales Order and Invoice
When an estimate is converted the Estimate Reference is not included. The quote number is shown, I find myself having to enter a sales order to check what this is related to. If we have similar projects for the same customer I have to look up the estimate.
I would like for the Estimate Reference to be included in brackets alongside the the Estimate number, the same for the Invoice.
1 vote -
Trash Folder for deleted Estimates/PO/Invoices etc
Please provide a trash folder where all the deleted estimates/invoice/PO document will go and get deleted automatically after 30 days or so.
1 vote -
Make customizing templates easier with more options
I'm a construction contractor. Arguably, the estimate (or Proposal, as I call it) is the most important part of my interaction with a potential customer. I've tried all of your standard options for customizing templates including the "Customize Template" option which I was given special access to but it's all very difficult even for a guy with a pretty strong technology background.
This is what I'd like to be able to do:
1) Have separate "Item & Description" blocks with a subtotal at the bottom of each. Ex: One block would describe the main job with a total and a…
1 vote -
Composite items components full descriptions should be visible on estimates/invoices
You should be able to show all of the items within a composite item with their full descriptions, pictures, and details underneath the main composite item. The current text list with only the items name is just not a good solution.
1 vote -
quotation generation thru same account
quotation generation thru same account required . It shall save lots of time and help to keep a record of quotes given
1 vote -
I would need that in the budget, when I have discounts per item, a line appears in the TOTAL section, of the total of all the discounts of t
I would need that in the budget, when I have discounts per item, a line appears in the TOTAL section, of the total of all the discounts of the invoice,
1 vote -
Attach from cloud option while sending estimates
While sending estimates to client - attach documents from cloud option is missing we need it as we will be sending multiple estimate on daily basis from different locations. Option of attaching from cloud makes it more easier.
Another option is giving sub-folder option in documents section.
Our business scenario is such that for single estimate we would need to attach 3-4 relevant files your customer care team has informed to make use of attach from documents option but that does not work for us as searching documents takes time everytime and there is possibility of errors.
Kindly consider our…1 vote -
1 vote
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I'd like to see a place for the contact person that is associated with the Account or Vendor
linkage to choose the contact that belongs to the account. This will help with follow up if it's not the same sales person.
1 vote -
Add Outstanding Receivable from Customer automatically to Estimate or Sales Order Value
Many businesses run on credit offered for regular customers. However, if user is unaware of outstanding receivable from a customer, then he would miss adding this amount to his estimate/sales order. An automatic workflow would be most helpful if the amount and details of O/s receivables is added to the Estimate amount automatically.
If automation is not possible, then atleast manual process should be possible !!
When creating an estimate or Sales Order for an existing customer, the outstanding receivable should be seen on screen so the user can add the amount in the "Adjustment" column.
The details of the…
1 vote -
1 vote
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Purchaser Order field for customer to populate when approving estimates
When a customer reviews an estimate within their portal and they wish to accept they should be prompted to provide a Purchase Order within a specific field as this is the authority number given for the purchase by the customers finance team. This PO should then be pre-populated into both the Sales Order and the Invoice
1 vote -
is there any way we can do Delivery order before do invoice ?
Singapore construction line we will send the quotation once the quotation approved we will send the goods for installation for that time we need Delivery order the site supervisor will sign the document then only we can create the invoice is there any way we can do the delivery order before invoice
1 vote -
Clone Estimate from another invoice
Hi,
There are cases, where we need to maintain rates exclusive for customers and are repetitive
There could be an option, where I can clone an old invoice in to a new estimate, so that the rates of the items will be carried without much effort.Thanks,
Sreeni1 vote -
Validation cotation in books
Hello, An interesting feature would be that the customer to whom we send a quote can validate it online at (a link zoho books) Thank you. Fr
1 vote -
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