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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Store shipping instructions for each shipping address
We would like to store shipping instructions for each shipping address. Some of our customers have several shipping addresses with unique shipping instructions for each address.
3 votes -
Add an emailaddress field in the billing- and shippingaddress
I want to store an emailaddress by addresses.
In the billing address for sending the invoice
In the shipping address for example to send the track & trace data(note, in my opinion you could remove the field 'fax', while who is using a fax these days!!)
3 votes -
Edit client details inside the invoice without opening a new tab
Whenever i want to edit client details i have to open a new tab. i suggest having it with (View customers details) whenever we are creating an invoice, estimate, sales order, etc... we can adjust it directly.
thanks
3 votes -
can we add the customer's po# field as an option on this screen?
Under the customer, Sales tabs. When you are looking at the date, invoice, reference # and amount. It would be so nice to have an option to add a column for their po#
3 votes -
Auto-assign customer owner based on CRM account owner
Right now we have to manually select an owner for a new Customer in Books, however this owner is identical to the Account Owner in CRM (all data is synced between CRM and Books). Please allow customer owners to be automatically assigned upon Customer creation based on account owner field in CRM.
3 votes -
Grouping of Client in Zoho Books
Generally all the reports are generated in Customer wise. However, sometime we have more than one company we do billing for the same client but different customer account.
In tally we can create Groups so it becomes easier to track the billing group wise.
For eg: if I am supplying goods to Reliance Industries Limited, Reliance Jio Comm Limited etc. I can club all these customers into Reliance Groups to have a direct balances.
3 votes -
Share Link for clients/costumer
I would recommend a share link, that would give the possibility to customers who do not have an account to enter the seller's catalog and create their "shopping cart", a purchase order ( similar to the purchase order you already have but created by the client not the owner/seller) with the items that are added to "items" and that purchase order would be automaticcaly added to the sellers profile as a "request to approve" so the seller can create the invoice (such as in Brandboom and other digital catalog platforms "), thus improving, smoothening and streamlining the customer-seller / items-purchase…
3 votes -
indicate overdue balance of customers
indicate amount of overdue balance in a different color when we open the customers book
3 votes -
Associate one contact person to multiple companies
Ability to associate one person to multiple companies and optionally adding relationship type (for example owner, manager, accountant) and/or e-mail (the same person can have many e-mails depending on the company)
Useful in many business cases:
Create reporting at the group level. For example show me revenue generated to this managers companies
Less data entry and less errors in data. Entered/fixed once, correct everywhere.
Better customer management. You know all activites with this contact person
3 votes -
linkedin
On the customers' screen, add LinkedIn as an additional social media link. For business contacts, this is more important than Facebook or Twitter.
3 votes -
Display AR Aging Summary By Invoice Due Date at the bottom of the customer Statement of Account
It will be helpful to add aging of the invoices at the bottom of statement for customers or vendors Cuz it's highly required by many our customers besides,
Some accounting software's provide that feature already. So it won't be difficult to apply it in ZohoBooks !!kindly find example photo in this link ...
https://help.zoho.com/portal/en/ticket/40089819096393 votes -
3 votes
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Customer Column display list customization - Add address field as an option
Add address field as an option for the Customer Column display list customization
3 votes -
Public Link
Currently the public link for an estimate or invoice exposes the line item with its price and SKU number regardless of the template used for that estimate or invoice.
This contradicts the customization of templates if the user wants to hide some info.
Please implement one of these options:
Remove the line item from the preview and include just the totals from the estimate/invoice.
Add a property for the user to select whether to show or hide the details of the invoice in the preview
3 votes -
Pay via Bank Account
Add the Pay Via Bank Account checkbox to customer reports. Also add an option to have it default to on.
3 votes -
Opening Balance import for AR
Hi,
Opening balances of AR are not good and competent to the statutory requirements.
In case we update the AR balances of a customer by mentioning the date of the invoice and invoice number will allow us and the owner to see the ACTUAL AGING reports and help them to report under MSME and Companies Act with Accuracy.
In case of mentioning the bulk amount under the opening balances FAILS ZOHO BOOKS to generate accurate AR/AP Aging reports and also mislead the Owner, Statute and Auditors by giving false information.
We suggest you provide the columns like "Date of Invoice",…
3 votes -
emding google address
It would be great if we add a customer when adding their address google searches the address and autocomplete the fields of the address this would speed up the process and also insure correct spelling.
3 votes -
What’s the best coming-of-age film that you’ve ever watched?
Coming-of-age stories are my favorite genre! HutZon has a cool collection, but I’d love to discover films recommended by fellow enthusiasts. Which ones left a lasting impression on you? Source: https://hutzon.com/
3 votes -
Hyperlink telephone numbers with <a href="tel:______"> </a>.
Hyperlinking telephone numbers with a tel: link causes the voice software on our computers (Cisco Jabber, MS Lync, Google Chat) to automatically dial out to the number.
2 votes -
Sync Zoho Books contacts with both Zoho CRM Lead and Contacts
Currently Zoho Books only does have a job at syncing contacts with Zoho CRM. You can only assigned Leads or Contacts but not both. I think it should have the option to do both.
2 votes
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