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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269 results found
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7 votes
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Checkbox to Mark Contact Persons as Primary & Active / Inactive
Add a Checkbox in Contact Persons to Mark Contacts as Primary Contact & also a Checkbox to mark the Contact Persons as Active / Inactive which will stop all communication automatically to the inactive Contact Person.
7 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.
7 votes -
Customer Portal and control the amount of viewable invoices
Customer Portal is great. I am hoping for a way to control the amount of viewable invoices to the customer. Either my month, quarter, year or even a valued amount.
7 votes -
Consolidated statement for merged accounts (contacts)
Statement for merged contacts can only be run as customer and vendor separately at the moment. However it is confusing and manual calculation is needed. Would be very nice to have a consolidated statement indicating the balance of total transactions.
7 votes -
A customer called Marketplace
We sells our products through multiple online Marketplaces like Amazon, Flipkart etc. These market places send us Orders from individual customers. We INVOICE with the name of the Individual customers. However the Payments come in from the Market place less their charges like Commission, Shipment other. Can you create an entity called Market place, where we can add these Individual customers, the charges from the Marketplace and the Payments so that we can track the payments from these marketplaces.
7 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…
7 votes -
7 votes
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Price List Locking
I would like to lock the price lists for my users and only admin accounts or certain profiles to make changes to a customer's price list which will enable my employees not to give out whichever price list they feel.
6 votes -
Limit access to Sales Person field
Could you include an option to limit the management of "salespersons" to one role?
The role could choose one salesperson or include themselves as one if they are a salesperson but would not be able to view, edit or delete other existing salespersons.
Thank you.
6 votes -
Connection between administrator and more condominium (clients)
We have clients that are condominiums and they have an administrator, so we would like to have a connection so we'll can filter a lot of things about the administrator: the lists of condominium connect with him, the estimates, the invoices, etc...
6 votes -
Page Numbers for Customer's statement of Account
Please add page numbers to Customer's Statement of Accounts so that it would be more intuitive. Also please add {page no} and {total pages} tag in the templates customisation section. So that the page numbers can be customised.
6 votes -
Remark to Populate in sales orders it does shows up in Invoice
Remarks that you set in customer details do show up when you create a invoice. They do not show up in sales orders. Can this be fixed please.
6 votes -
All Customer and Vendor Statement print from single button only
Our CA asks all the transactions (Statements)Customer wise and Vendor Wise. It is not possible to open each contact and print or download the statement. there should be a single button from where we can print or download statement of all the contact of a specified period.
6 votes -
Customer and Vendor account numbers / urn
System field for account number
6 votes -
Link One Vendor with Various Customer
For e.g. I have one vendor with whom I purchase 2 different item and that item I sell to 2 different customer. Now Zoho has limitation that 1 vendor can only be linked to one customer , it doesn't allow to link same vendor with other customer of mine.
How can we solve this?6 votes -
Customer ID auto generate
It would be great if you can add Customer ID / Vendor ID in contacts field which diaplays in Invoices / Estimates / Orders & Payment Vouches.
This is a real helpful features to track a customer / vendor data easily.
6 votes -
allow clients to enter their fiscal details, not just address but VAT number too
allow clients to enter their fiscal details, not just address but VAT number too
6 votes -
Big Flaw Importing Customers via CSV: only one address field
Guys, there's a big flaw when importing Customers via CSV. There's only one address field for customer address. Almost everywhere: PayPal, eBay etc etc. there's two lines for the address: i.e.
Billing address first line
Billing address second linePlease add one more map field so that the address could be imported properly as now we have to use "billing attention" as the first line of the address.
6 votes -
Allow clients to see recurring invoices that are stored in Zoho Books, in their Client Portal.
Allow clients to see recurring invoices that are stored in Zoho Books, in their Client Portal.
6 votes
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