Zoho Books
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6179 results found
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View uploaded Documents and Receipts in Expense Edit mode
I would like to be able to quickly view the files I have uploaded while on the "Edit" screen of an expense (or other Item). As it is, I have to save the edit, return to the main entry, then click on the uploaded files to view them. If I want to add a note or change something based on what is in the document, I have to re enter "Edit" mode to do so.
TLDR: Open/Preview uploaded documents from the "Edit" screen.
3 votes -
subitems under the main Item
Give a option to add subitems under the main Item
3 votes -
add stock on hand filters for items.
Make it so i can sort by stock on hand.
3 votes -
3 votes
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Project entries from Sales Invoice and Purchase Bills, very essential..
Allow project entries to be made from Sales Invoice and Purchase bills, right now Zoho only allows to enter from "Expenses". We want to enter it on accrual basis and not on cash basis.
3 votes -
3 votes
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3 votes
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barcode for Estimate and Invoice numbers
Putting a Barcode would be a great idea.
3 votes -
Toggle for OPEN instead of FINAL AMOUNT
In purchase order, it would be nice if there was a Toggle option to remove the Final amount completely in PDF and email. So when the receiver gets it. They can see the list of items and their respective values. But where the total is supposed to be it just says "OPEN".
Reason: When renting out equipment, the rates can change from month to month. So we prefer to send the PO with keeping the final amount as OPEN, so as to change it when the Invoice would come.
That would be a much appreciated option and our company requires…
3 votes -
Multiple PO from a single SO & PO cycle
We are a organization where a single SO are to be converted to many PO. As of now, there is provision of single SO converted to a single PO.
We need to maintain the cycle from raising the SO to PO. In the PO section, i am unable to see which SO has it be raised from. Need to give a read only feature in PO, where SO number is mentioned. Once clicked on it, the SO opens up directly, rather searching the SO in SO section,3 votes -
Editar la plantilla de pagos realizados
Poder editar las plantillas de los Pagos realizados
3 votes -
Create a items sold to customer or customer usage report
Need a report listing the items sold to each customer and the quantity of each item sold sort-able by day month year etc.
3 votes -
Bill Template: Account Visibility for Items in View Mode
In the Bill vies is Missing the option to view the Account assigned to every item. We suppose this could be easy to manage in the Bill Template Settings . This feature is necessary for Accountants an other colleagues for a quick chec, Approval or editing.
3 votes -
Add fonctionality
Dear,
I use ZOHO since few months for my business and I have identified some improvement.
Is it possible to add some options to ZOHO in order to be more efficient?
We have the needs below :
- To Incorporate lines for titles in cost estimate and invoices.
- To Print cost estimate and invoices without the cost only with the designation
- To Link automatically every cost estimate lines to the project (instead of manually)
- To Add a schedule to a cost estimate ( with a date for the beginning and the end of the work)
- To…3 votes -
3 votes
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Add section headers to group items by type on Est, SO and Invoice
Would also be great to have section footers with sub-total of all items between the header and footer.
This could be used for adding optional items. Option A, Option B
It could also be used to separate one-time and recurring charges (without using Subscription).
It could be used to separate Parts and Labor3 votes -
Allow Customers to link to Bills via Import from CSV
Currently, the Bills allows me to import a column for Customers, but that column does not work. Even though I map the Customers to our Bills during an import, I still have to manually go through each Bill to attach the Customers. It would be extremely time-saving to allow me to link these Customers to each Bill automatically.
3 votes -
consolidate users, workers & contacts into one module
In order to avoid the current complexity, it would be very convenient to have all persons merged into one module:
The "contacts" module should list all users, workers, suppliers, customers, etc.
Each person in the module should be assigned to one or more "roles" (e.g. "supplier", "employee", "customer", etc.).
A person (contact) should by default be a new Zoho user with a free plan (as it is the case of users, which should be merged into contacts). If someone is a customer or supplier of several companies, they should be able to log in to their single Zoho account.
This…
3 votes -
Edit email address in customer portal
At present the customer has to contact our company and we have to perform the change of an email address. The customer portal is confusing as it clearly shows an 'edit' feature next to the email address, but only allows for contact info to be changed.
3 votes -
Add a feature to the inventory system, allowing you to have a variable weight of some items and
Capability of having items with variable weight (food products such as cheese) which would use the current serial number feature with the addition of a specific weight which would calculate according to the rate per measure (Such a Kg or Ltr) for example.
3 votes
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