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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6163 results found
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Data Entry and Onboarding Zoho Books
Would be great to have services from registered Data Entry specialists who can ease the onboarding process of Zoho Books for Small Businesses.
3 votes -
Hi, when mapping invoices or expensive with bank, you need to add start date and start amount when filtering. Can you add (or ignore) start
Hi,
chapter mapping invoices or expensive with bank. To find or filter, you need to add a start date and start amount. Can you add (or ignore) start date (first not jet mapped date of invoice or expensive) and start amount (1).
This is a very simple function to add (probably), but save 2 clics at every filter needed
Rob3 votes -
Manual Entry Upload documents to support the entry as a refferance
It would help to reduce printing to have a supporting document along with the entry.
If u can upload documents to my entry i will no longer need to print that entry.
3 votes -
Set up the nominal account in the Customers/Vendors settings
Default Nominal Account in Vendors/Customer
3 votes -
Add "search by" or "group by" customer to the Sales by Item report customisation
It seems many people, understandably, would like to see item/inventory sales by customer by date in reporting. Reporting via number of invoices is definitely the long way around and I would say largely pointless. It's not standard in CRM or inventory, but it seems a simple thing as the data is there! The "group by" addition to the account transactions did a similar thing with the data and made us all happy!
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 -
Reporting Tags, It would be nice to be able to select more than 1 option from each tag group
It would be nice to be able to select more than 1 option from each tag group
3 votes -
allow
We need to be able to use different types of checks. Our company has middle checks but Zoho only allows for top checks. This has created a need for our company to purchase more checks even though we just bought 6 boxes that are compatible with our old program. Most other programs allow the use of many different check formats
3 votes -
3 votes
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Notes
This is a suggestion applicable for both Sales Orders and Invoices.
I would like to see a simple function whereby on the list of both sales orders and invoices, wherever a note is applied to a specific invoice/sales order, a small icon is shown on the list of sales orders and invoices.
This just serves to demonstrate which invoices or sales orders have notes assigned to them.
Thank you
3 votes -
Enable sort by "Age" and "Due Date" in Aging Details Report.
The use of the report is to know when to pay bills and needs to be sortable.
3 votes -
Would like to see Expenses and Bills posting
Would like to see Expenses and Bills posted/attached to a specific invoice and not the Client in general.Then view a report with the Income Statement for that specific invoice.
3 votes -
Update price lists when invoice line item price changes
I have associated price lists to each customer but when my prices increase, I would like to see the price list automatically be updated so that the customer will then be charged the most recent price without having to manually update the price lists daily.
Some items are not on customers lists, but when they start to order the item, it would be great to have the last price they were charged automatically on their price list.
If there is a workflow that anyone knows of that could enable this, I'd greatly appreciate your comments.3 votes -
Multiple entity on the same account
Running multiple project inside a same entity. Now we need separate cash flow for different project. Now buying different account doesnt get the syncing in place.
Now adding different entity. you can charge the same amount. However it should get synced up with parent account. This way we can know how much money moved from parent account to the group account.
3 votes -
I would like to have a better control on cash flow
Monitor cash flow by week, month or custom date range. Visualize Cash Flow
3 votes -
Sales, Receipts and Dues
Hi,
it would be great if we could have this feature on the dashboard as on Zoho Invoice. It has been quite a useful feature3 votes -
Enable Sales, Receipts and Dues
Display total sales, receipts and expenses over different time periods
3 votes -
Add Selector Tool for Companies to Choose the States they Ship to
Currently I only ship to a couple states but I have no way of stopping a purchase if a customer orders from a state I don't ship to. I really need this service to prevent bad customer experiences where I have to cancel orders. - Thank you.
3 votes -
Search creates so much work for me, due to it does not understand the need for allowing duplicate org names. Add other searchable fields!!!
Used SalesForce for 10 years. We have hundreds of Religious Organizations with the same name. When I'm creating invoices or recurring invoices I literally must open at least 3 screens to make sure I have the correct client. 1 screen consisting of the report im running from zoho CRM (which i dump into excel), another screen in zoho BOOKS (which also opens a long list of hundreds of the same name clients that i have requested. And another zoho CRM screen where i do searches on my unique account number. Something that should take seconds turns into a 15 minute…
3 votes -
Ability for the document reader to process credit notes.
Would really like to see the ability for the document reader to process credit notes.
3 votes
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