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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265 results found
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STATEMENT OF ACCOUNT UNDER RECEIVABLE OR PAYABLE
STATEMENT OF ACCOUNT UNDER RECEIVABLE OR PAYABLE: THE BALANCE OUTSTANDING TO REFLECT ONLY OUTSTANDING against the INVOICE AND NOT BE CUMULATIVE.
1 vote -
The ability to call customers
I would like to make calls using the browser, like we do in Hubspot.
1 vote -
The ability to call customers
I would like to make calls using the browser, like we do in Hubspot.
1 vote -
Drop down custom field: Editable, sortable.
I cannot sort the drop down custom field based on my preferences but only sorting by alphabetical order. Also, if I have data recorded in these custom field in transactions, I cannot change the option name.
I have a Customer Ranking that may be changed each year. So I hope I can edit and sort by my preference.
1 vote -
ENTRY POSSIBILITY FROM ONE CUSTOMER TO ANOTHER OR ONE PAYABLE TO ANOTHER. ALSO CHOOSING MULTIPLE CUSTOMER ON THE RECIPT OF THE MONEY EITHR
possibility of transfer entry fROM ONE CUSTOMER TO ANOTHER OR ONE SUPPLIER TO ANOTHER
1 vote -
Please include Sales without Invoices in Customer Report!
Please include Sales without Invoices in Customer Report!
1 vote -
Address in Zoho Books Document (Need Company Main address)
In many countries in Europe, the address of the customer on the documents have the companies main address, the delivery address and the billing address. Please make it possible to add the additional address the main company address. Thanks.
1 vote -
Give abillity for attention to field in Zoho Books Customer Address and must be linked to Kontaktperson of company
On the documents in Zoho Books (Estimate, Sales Order, Invoice, Purchasing, etc). There is currently no way to select a contact person of the selected Company Account as a lookup.
Please make it possible to add a field that relates to selecting a contact person of the company that the document is addressed to.
1 vote -
customer statement
Customer statement: all historic transactions
When selecting the period for customer statements, there should be a faster default option to select ALL transactions - instead of heaving to go back years in time.
1 vote -
new line to enter GSTIN of customer ship to address
Dear Zoho team, can you please add new line to enter GSTIN of customer ship to address. Normally it takes by default Bill to GSTIN for Ship to address. where for same customer when ship to address is different than place of supply that GSTIN of ship to address should reflect in invoice.
1 vote -
address
Allow to select a address-to person when selecting the addresses in the documents.
Reason is that in many companies, the mail/document must be addressed to a person.
For example:
Company Name
Adress-to-Person (select)
Street streenumber
Address Stre 2
City, State, Zip
Country1 vote -
When searching for Invoices- to be able to search by month or year
There is no way of searching an invoice using month or year
1 vote -
Create sub-accounts for clients so that there is a main client from which sub-clients flow
Create sub-accounts for clients so that there is a main client from which sub-clients flow
1 vote -
Release restriction on Custom Field Type
I have many custom fields however, I am limited to the number of each custom field. I need to be able to have more then 4 Drop downs for files. It would be nice to increase this number or allow a drop down to attach more than 1 file. I really JUST need that!
1 vote -
different according to customer for same product
Add different rates for same product according to customers, wholesale, retail and consumer, also show history of rate according to each cus.
1 vote -
There should be a field for email address with the billing information
When we enter information for a new customer, the billing address is often different that the shipping address. Although Zoho has a separate area to enter billing information, there is no place to put a billing email address. Most organizations prefer that invoices be emailed rather than mailed to them, so it would be great if that feature would be added to the billing information section of the customer set-up.
1 vote -
Filter Companiess from Individuals in Customers
We sell both B2B and D2C; we need the ability to filter to see either only our wholesale (Company) or Retail (Individual) Customers. The system already tags them so it shouldn't be a hard thing to add.
1 vote -
Default sales tax assigned by customer
Please create a new field in the Customer module that allows a user to assign a sales tax code (created in the Sales Tax module) to each customer (according to their location) that will then auto-populate the sales tax rate when an invoice is created for a specific customer. This is important when a user has to abide by destination-based sales tax requirements. Otherwise the sales tax code and rate has to be applied manually each time an invoice is created.
For those users who don't need to abide by a destination-based sales tax requirement, they can simply leave the…
1 vote -
1 vote
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Associating Pricelist with Customer
We can have custom pricelist for each customer so that while invoicing & we already know the pre set prices for any customer.
1 vote
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