Zoho Books

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  1. Multi-currency Vendor

    It will be nice to have a vendor multi-currency,
    1-Invoices in different currency (foreign and default)
    2-To make payments with diffent bank account currency (foreign or default)

    26 votes
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      1 comment  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
    • I would like to allow my vendors to log in the client portal

      We can allow access currently to the customers to the customer portal. I would want to allow my vendors too

      22 votes
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        1 comment  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →

        Hi there,

        Vendor Portal is currently in early access. If you would like to avail this access, please send an in-app request to us, so we can validate it and enable the portal for your organization.

        To send an in-app request, click on the Help & Support icon (question mark icon) on the top right corner of the page, click Send Mail and send us a request for the portal from there.

        We will look into it and get back to you with an appropriate response.

        Hope this helps.

        Regards,
        Zoho Books team

      • Sales breakdown by vendor

        Please can you add a feature where we can generate sales reports by Vendor.

        15 votes
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          2 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
        • We need Zoho Point of Sales

          We need Zoho Point of Sales

          15 votes
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            0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
          • vendor payment terms

            Hi. Please as a matter of urgency make it possible to enter vendor payment terms. That way we will nor have to enter two dates on supplier invoices which will save a lot of time,

            14 votes
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              4 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →

              Hi there,

              To provide payment terms to vendors, kindly navigate to the contact >> edit >> enter the required payment terms in the ‘Payment Terms’ field under ‘Other Details’ section of the contact.

              Payment reminders can also be set by navigating to Settings >> Reminders >> Automated Reminders – Bills >> Turn On. (Refer https://www.zoho.com/books/help/settings/reminders.html#automate-bills)

              Hope this helps.

              Regards,
              Zoho Books team

            • Default Account for Vendors

              Default Account for Vendors set on the Contacts (Vendor) so that when I am recording a bill and I select this vendor, the Account defaults to the Account set on the Vendor details. This will reduce errors of using wrong accounts on vendor bills

              12 votes
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                2 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
              • party rating system

                There should be vendor & customer rating system to track for good and worst customer on the basis of payments / delivery and orders

                11 votes
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                  0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                • Create an edit button against the vat rate in bills as in the bank

                  This would allow the Zoho user to amend the vat rate manually, at the moment it is at a set rate ie Standard Rate etc. If vat on the bill is different to the amount Zoho has calculated then the vat is wrong and currently you have to make a manual adjustment. If there was an edit button you would be able to do this without creating another line item

                  7 votes
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                    0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                  • Auto-pay vendors

                    Add a check-mark box to vendors to indicate if you have selected auto payment. It would be helpful to add the last 4 digits of the credit card on file for the auto pay and the frequency and the amount of the automatic payment. It would also be helpful if you could run a report of the auto-pay vendors so that you could have a list if and when you need to update credit card details or check payment dates.

                    4 votes
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                      0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                    • 3 votes
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                        0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                      • Preferred Vendor for all items.

                        Currently, there is only an option to add a preferred vendor to an inventory item which makes no sense.

                        An item regardless if it is stocked or not has a preferred vendor. This should be a field for all items.

                        Many Zoho users are dropshipping items, meaning no stock is tracked but there is a preferred vendor still.

                        3 votes
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                          0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                        • 3 votes
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                            0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                          • Make it possible to turn a Vendor easily into a User for Timesheet

                            In the case where a Vendor is basically an Employee/Sub-contractor, it would be very helpful to be able to convert that Vendor into a User so that I could make Timesheet entries based on that User. If that was synced to an existing Vendor, the billable timesheet hours for that User could be converted directly to a Bill for that Vendor.

                            3 votes
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                              0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                            • Delivery Challan issue to suppliers

                              Samples or tools or production material is given a lot of time to the supplier / mfgr for production purpose where-in Invoice is not raised, but Challan is given to supply the same.
                              This is an important feature, without this what we are doing is cloning the vendor to customer and then preparing the Challan which creates a lot of confusion.

                              3 votes
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                                0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                              • purchase bill need item wise discount column.

                                purchase bill need item wise discount column

                                2 votes
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                                  0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                                • Associate users with Vendors

                                  I would like to be able to define for a user that they can only process purchase transactions for certain vendors. I would like our back-office team to process purchases for office supplies, but not to be able to see orders for external consultants and other large purchases. Currently, it is possible to define this for client and sales in Zoho, but not for vendors.

                                  1 vote
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                                    0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                                  • zoho books can be set and related products suppliers do?

                                    zoho books can be set and related products suppliers do?

                                    1 vote
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                                      0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Vendor Accounts Receivables + Commissions Receivable

                                      My Business model is complex, but we are incorporating a lot of what other businesess are doing, which is having referral partners. It would be great to have a feature where we could bill our vendors for commission owed to the business or have a feature that allows vendors access to make payments to us instead of vice versa.

                                      A vendor portal would be beneficial for this.

                                      1 vote
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                                        0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Template for bulk adjustment of Vendor credit against the Bill

                                        Template for bulk adjustment of Vendor credit against the Bill

                                        1 vote
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                                          0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 1 vote
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                                            0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
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