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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6185 results found
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CC On Contacts for Sending Multiple Invoices
At the current time, there is no way to automatically send multiple copies of digital invoices to a customer. However, I have customers asking me to send more than one copy of each invoice to their organization. So I have to remember to select an additional contact person whenever I'm sending out invoices.
Please add a new field (call it CC or something similar) to the Contact Persons screen that, when selected, will tell the system to send an invoice to the primary contact AND to each secondary contact that has the CC field selected.
2 votes -
Making it easier to retrospectively add a sales person to a categorized invoice
If you forget or miss adding the sales person to an invoice it is a pain to retrospectively add them in. (you have to uncat the payment, edit invoice, re cat payment blah blah blah) Add a button on the invoice to assign an invoice to a salesman - very easy - very simple to impletment, saves a load of rubbish tweaking to add the salesman back in.
2 votes -
Add User & Roles custom field placeholders for webhooks
Under the current available placeholders for new webhooks, can we add custom fields under "User & roles" category for inclusion too?
Thank you.
2 votes -
Integration of zoho businesses (books) with Zoho inventory with reasonable pricing
Integrate zoho books and zoho inventory at reasonable prices the zoho inventory price is not more then Rs 1for each invoice there is no option for above 100 invoice to straight 10000 invoice, there should be 1000,3000,5000 invoice package must be introduced at very reasonable prices
2 votes -
2 votes
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vat
UNABLE TO ADD PRE GST BILLS, UNABLE TO ADD OLD VENDOR AS IT IS ONLY HAVING AN OPTION OF ADDING GST TREATMENT IN TAX SECTION, PLEASE CORRECT AND ADD THE OPTION
2 votes -
please add Payment Gateway API integration
I have First Data Merchant account which uses the Payeezy gateway. They have an API available. Is it possible to use ZOHO Books with my payment service? Thanks
2 votes -
2 votes
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Provide an option to exclude list by customer
As a user I want to be able exclude items based on customer name criteria to be able see list of items without items for particle customer - https://www.dropbox.com/s/7nx2umiiq8rducb/2017-08-23_18-41-38.png?dl=0
2 votes -
while adding items in the invoice if we can see the stock while typing the product name then it would be really helpful
in the invoice when i start typing the item name, if it shows the qty available while typing the item name,then it would be great.
2 votes -
re-grouping heads of account
Zoho does not allow editing of 'Account Type' - which is the grouping for reports - right after a GL account has been created. This is very restrictive and should go. I want to have the freedom to re-group the COA at will as this has no effect on transactions in the system.
2 votes -
Make custom fields in Purchases/Bills available in Purchases/ Vendor Credits
We have a custom field against purchse invoices, if a supplier sends a credit note against an invoice there's no corresponding custom field
2 votes -
Change ICICI Corporate Banking Login interface
Change ICICI Corporate Banking Login interface
ICICI has changed the login interface and your zohobooks is showing old interface that's why we are unable to login into the bank account.2 votes -
TDS report should be available separately
TDS tax report
2 votes -
Hi, i suggest you to add a feature by which we can also sort the items by their current stock available .
i suggest you to add a feature by which we can also sort the items by their current stock available which is not available right now.
2 votes -
Add Total count to custom search results.
As a user I want to be able quickly count results when I performed Advanced search.
Standard list has total count – https://www.dropbox.com/s/15sur7tpep7c41e/Screen%20Shot%202017-09-01%20at%202.56.21%20PM.png?dl=0
Advanced search doesn't – https://www.dropbox.com/s/b2hpo7lomq05tcf/Screen%20Shot%202017-09-01%20at%202.56.15%20PM.png?dl=02 votes -
Group Products by Product Category in Zoho CRM - Quotes
For the very long list of Products in CRM Quotes, it is very hard to view them. So the should be grouped by Product Category.
2 votes -
Add Salesperson to Payment Notification
Please add "salesperson" as a field in the payment notification email for when an invoice is paid. Since we have more than 1 salesperson this will help us to define whose it is.
2 votes -
Zoho Books: Would Like to send email alert to accountant email id if cash balance is <1000
Cash vouchers are being entered at Branch Level, so that whenever Cash balance goes certain limit , email alert to be send to Accountant email id
2 votes -
estimate revision date
need the estimate to show a revision date, while keeping the initial create date
2 votes
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