Zoho Books
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259 results found
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I need to add more custom fields for contacts. why you limit this?
I need to add more custom fields for contacts. why you limit this?
why you limit with 15 or something!
We cant use it more.4 votes -
CUSTOMER > Overview > sales > TOTAL ????
CUSTOMER > Overview > sales > TOTAL ????
4 votes -
Test features mode
I created 2 fake contacts to test features before sending to actual clients. Now I can't delete them because of the "transactions"
4 votes -
Bulk email
Please create a bulk greetings mail option. which help us to send an email to multi clients at once to convey a certain message. Like Festival Greetings, Offers, Discounts and many more things.
4 votes -
Group Contacts
It would be nice to group contacts in categories by type of vendor, customer, project, etc.
4 votes -
Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .
kindly we inform that ,if we have one Company as Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .
If we working with a company as both Vendor and customer type , it could be useful if we can see statement of vendor and customer in one statement if there are linked
4 votes -
Allow Clients to view Sales Orders in their Client Portal
Currently when a customer logs in through their client portal, they can see Estimates and Invoices. In my business, many clients keep asking about their orders and when they will complete, in my sales orders, we always update the "Expected Shipment Date" as the estimated completion date, but they cannot see their sales orders. Why not allow them to see their open sales orders as well as the other stuff?
4 votes -
Custom Field Types - Include Image, File Attachment, Text Area
Sure this would have many uses, though for me one of the biggest would be to enable these additional options within the client portal.
They could be used for client specific terms and conditions, contracts, designs, allowing much more to be obtained by the client in the portal.
4 votes -
Separating Customer ID from Vendor ID
When Adding custom field in contacts for customer ID or Vendor ID .
and when i request it to be auto-generated . there is no way to separate Customer ID from Vendor ID and i have to but the both fields for the customer and the same for the vendor .
Customer ID has different serial No. from Vendor ID .
What is needed is to separate Customers from Vendors in Preferences to get this issue solved .
4 votes -
Combined single statement for entities who are both Vendor & Customer
Need single statement covering all the transactions for entities who are both customer & vendor
4 votes -
Impossible to change currency for a customer!??
By integrating Books - CRM - Projects, we realized that Customer are imported from the CRM into Books and they have at this stage the expected currency is associated with the customer (say USD). Then when Project is integrated, something strange happens: Projects and timesheets are pushed with their own currency and if different from the original customer one (say EUR), it is changed by the system (then to EUR). When you want to change it back to USD, the system tells you it is impossible because "transactions are existing". After analysis we realised that these "transactions" are not invoices…
4 votes -
Average Payment days of a customer
The way we are getting our Average credit days of Customers, if we can see Average Payment days of an individual customer it will be very helpful. In this also if we can get option of average payment days for a particular period it will be very good. Suppose we select year 2020-21 and we get the Average payment days for this year.
4 votes -
Mandatory option for Mobile / Phone number
This will let the user to key in the customer's Mobile / Phone number.
4 votes -
Option to hide invoice from customer portal
There should be a selection button on each invoice, that you can check the box if you want the invoice to be shown in customer portal. If not checked, it means the invoice will stay hidden until you select to check it.
3 votes -
Segmentation of accounts to user specific sales people to manage those accounts in say a different country or 3rd party distributor
So I have a distributor in the United States which I would like to have a zoho books login. I want to segment my overall account details such as turnover and only have this information available thats specific to him/her.
So when he or she logs in they can see the following:
Which customers are allocated to them
How many sales that customer has against their name
How many pending, sent and outstanding invoices their are.
Their overall turnover etc etcIn roles and specific roles this cannot be done as I keep seeing when I log into a test…
3 votes -
Add the ability to make a custom field required for contacts.
In Guatemala a NIT number is necessary to be able to claim a deduction. I would like to be able to make a custom field mandatory, and make it show up everywhere the contacts information is presented.
3 votes -
Set up the nominal account in the Customers/Vendors settings
Default Nominal Account in Vendors/Customer
3 votes -
I don't want my sales staff to see customer outstandings although they should be able to prepare invoices for these contacts/clients.
I would want to be able to customize some sales staff access so that they won't be able to see contact/client out-standings, but they should be able to create invoices for these clients.
3 votes -
Integration of Mobile numbers
Wanted it to work well with Mobile Text like it is integrated to Email. It will make it more beautiful & handy for SME's.
3 votes -
Categorize customers by color tag in contacts section
In order to assign customers to different salesman for calculating commission purposes after invoice has been paid.
3 votes
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