Zoho Books
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6153 results found
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Transactions posting
Please create a batch transactions processing for bank and cash , customer invoices supplier and other module transactions, such that we can enter transactions rapidly or import large volume of say 10,000 on lines basis like you will see in sage one and sage evolution (SA).
There should also be a feature for importing on this module3 votes -
3 votes
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banking integration for Banque de Savoie
Add french Banque de savoie :
It is part of Banque Populaire Group and should be the same integration.
Thanks you ;)
3 votes -
Allow more than one Subscription/Books company to sync with CRM.
We have more than one company we use for billing our customers because we offer more than one type of service.
Example:
1. We do marketing and advertising for customers for our classified ads website and
2. Build websites for people. Which are two completely different companies for us but sometimes they overlap.
Meaning they do Advertsing/Marketing AND Website building/SEO, etc.
So it would make it easier if in the CRM it showed ALL of what the client has subscriptions for. I hope this makes sense! :)3 votes -
Forte clearing account like Stripe
When automatic invoices clear through Stripe, there is a cleaning account that shows every transaction and the fee associated with each transaction.
With Forte, you get one lump sum deposit of all the payments received that day. So in order to reconcile that transaction, you have to go through and figure out what got paid from the notifications you receive to try to match it to the day.
That is very time consuming and as we get more and more transactions going through, this is becoming more of a problem.
The idea here is to allow Forte to send transactions…
3 votes -
3 votes
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3 votes
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allow payments to be made through crm integration without giving books access
with the CRM integration you can create an estimate, invoice etc...so i have a customer in front of me...I can create there invoice, print it etc...but no way to record a payment to give the customer a paid invoice...would need to go into books to record it...should be a way to also record payment right away
3 votes -
Work Order
I would like to be able to create a Work Order from the Sales Order without taking items away from the Sales Order.
A Work Order is what I issue to the employees who will perform the work in the field. I need items and quantities to come from the Sales Order and not show the monetary value.
3 votes -
Option to enter Journal Entries in a Zoho Sheets format instead of the default interface
Option to enter Journal Entries in a Zoho Sheets format instead of the default interface - this will be very useful for accountants.
3 votes -
Auto filter possible matches
Automatically filter possible matches that occur before the transaction date you are currently viewing. For instance, if I am trying to match a transaction from 9/28/2018 all transactions prior to that date should be filtered out and not visible.
There is already a filter that limits based on transaction amount. Seems like an easy addition.
3 votes -
Automated Payment to Vendors via ACH based on due date for both regular and recurring bills
Hello, I have several vendors that I pay via ACH/Forte integration. I would like the ability to have Zoho trigger the ACH payment automatically on the due date - saving me the step of having to push through the ACH payment manually each time. This option should work for recurring bills as well - once the bill is generated it should automatically send payment to the vendor via ACH.
3 votes -
PLEASE PROVIDE , OPTIONS IN RECIVABLE , REPORT OUT STANDING BY EACH SALES MAN
Kindly provide Reports based on recivable by sales person
for this add fiels in Contacts for fixing sales person fiex and so their is no need to select the sales person at every time of billing .Thanks
3 votes -
have an option in the invoice section to send and mark as paid
I often take payment before i create an invoice, so it would be great to send an invoice as already paid.
3 votes -
PRICE LISTs over writing via import
1 - Price list page with check box for bulk edit
2 - Price list over right via import3 votes -
cXML, OAG or OCI support for Amazon Business website for orders
Please allow the integration with Amazon Business website by implementing the cXML, OAG or OCI standard.
3 votes -
Move the Google Sign In to the main sign in page in order to make it one click.
At the moment when we get to the sign in page and if you want to login with Google for example, you need to click another two times, making a total of 3 clicks to get logged in from the main Zoho page. Ideally there would be some option on the top right to sign in with Google directly on the main page allowing a 1-click solution
3 votes -
tracking categories (Profit Centres)
Tracking categories (Profit Centres). If you have more than 1 retial shops under 1 group and you want to run profit and loss statement for each shop to track expenses, sales and inventory for each shop seperately.
Reporting tags is not the solution for this. Customer support kept referring me to reporting tags but if you arerunning inventory and you sell for example red umbrella in Shop1 and also in Shop2. You need to be able to assign categories (tags) at an invoice level not on an item level. Entering a tag to each item is a very time consuming…3 votes -
Convert a Sales order into an estimate for new
I would like to take an order from other clients and turn them in to estimates for new clients.
3 votes -
allow users to be assigned to multiple organizations when creating their user ID
I have multiple organizations that I keep the books for. When I created the user ID for my colleague, I had to send a separate invite for each organization. I would be a nice feature to have all the organizations listed and be able to check off the organizations I am inviting a user to, rather than having to send multiple emails.
Additionally, it would be nice to be able to add organizations the users have access to as they (organizations) are added.
3 votes
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