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  1. Sales Reports by Cash

    Sales Reports Category should have an option to Report either accrual or cash.

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      0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
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        0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
      • Apply credit note to retainer invoice

        In the scenario an invoice is disputed on a retainer invoice, and a credit note is applied to the invoice in question, it would also be good to reduce the amount drawn on the retainer with the credited amount (a second option should appear after the credit note is applied to an invoice that is linked to a retainer invoice - "The invoice you credited is applied to a retainer invoice - do you wish to reduce the amount drawn of the retainer with this amount (increasing the balance on the retainer invoice to be drawn later) or do you…

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          0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
        • Connect Invoice<>Bill w/o Tags for Reports

          Would be great to be able to have a "Project based P&L" where we can easily find out +/- on a project based on Invoice/Bill w/o using tags. Tags are great but it takes way too much time.

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            0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
          • Put the total amount received back onto the customer summary screen

            Hi, the total amount received / billed to a customer used to be displayed on the customer contact summary screen. Since the timeline has been added this has disappeared. Could it be added back in as our staff found it useful to see what a customer had spent with us when talking with them on the phone.

            Thanks,

            Rob

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              0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
            • Auto Migration from Global Edition to US Edition of Zoho Books.

              Automatic migration form Global Edition to US Edition...

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                1 comment  ·  Migration  ·  Flag idea as inappropriate…  ·  Admin →
              • Choose which projects can be seen in the portal.

                Ticking the show projects in the portal will display all projects held for the client. I only want to share time billing projects not fixed cost projects.

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                  Not For Now  ·  0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                • Deletion of attachment - Any user can delete the attachments and if this is restricted by privileges it will be safe

                  Attachments like signed documents attached with invoices can be deleted by any user and if this can be added in user privileges the database will be more safe

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                    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                  • Snail mail retainer invoice

                    To be able to send Retainer Invoice via Snail mail - Our client only accepts paper invoices to their accounting department - so I have to mail each invoice. It is very handy to have snail mail - please make it possible to send a Retainer Invoice via Snail Mail. Thanks

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                      0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                    • When the Client Portal is enabled, also include in the email a link straight to the invoice

                      Currently, if a client does not have access to the Client Portal, when emailing the invoice, they are given a link directly to the invoice with a "Pay Now" button. This works great; it is quick, easy to use, and simple to understand.

                      However, if a client has the Client Portal enabled, they are given a link to the portal. This requires logging in, entering a password, clicking through to the invoice, etc. There are a lot of steps to go through.

                      I suggest that there be an option to include both links (for clients that have the Client Portal…

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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Automated Recurring Invoice creation at the item level

                        Automated Recurring Invoice creation at the product level

                        There should be a way to define an item as a recurring revenue item in the item details pane in Zoho Inventory. When the item is sold, a recurring invoice should automatically be created based on the predetermined "repeat every" date.

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                          0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                        • Auto Create Bit.lyf Link for Invoice Online Payment

                          By This feature customer easily payment to company.

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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Allow us to alphabetize the list of "ship to" addresses in a customer file.

                            In the new, extended list of ship to addresses, which is great, and we could actually use more (why not an unlimited amount?)it is very difficult to find an already existing address in the list or to see if it even exist and we need to add a new one. If the list were alphabetized or allow us to sort it by "date added", "zip code" , "name"
                            it would make life MUCH easier

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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Option to set default from (email) address for Invoices, Estimates, purchase order etc.

                              Example, I use "management" account, if sales person not free to issue invoice, i will represent her to issue invoice using "sales" account email the invoice out; And i will represent "print" account email the purchase order. Without default setting of "from" feature, we here often make mistake that is we have forgeten switch from "sales" to "print" and email the purchase order to suppliers (if the default is "sales").

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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • genius and computax Aretha easy tool to communicate. if uneducated people want to use this zoho books. how they interact with this books! e

                                Easy contact with all languages. In India with your customer to get to know this app and books

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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Personalize timesheet details report by billed or not billed

                                  I want to see wich project I need to bill. Currently I see a total with every timesheets. I want to choose to see only the not billed timesheets.

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                                    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Add authorized signature in purchase order

                                    It will be nice if you add authorized signatory (signed document) in purchase order templates, since many vendors in UAE still insist a signed purchase order only.

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                                      0 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Please allow Quots to be converted to WorkOrders and Invoices inside of the CRM Module

                                      Please allow Quots to be converted to WorkOrders and Invoices inside of the CRM Module

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                                        0 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Reset Auto Invoice Numbering

                                        At the beginning of FY invoice numbering counter needs to be reset
                                        eg. FY 17-18 the last invoice generated is 325.
                                        Now from 1-APR-18 the counter needs to be reset to 001.

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                                          0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                        • After giving the bill payment to the vendor....Kindly allow credit note for the same bill

                                          After giving the bill payment to the vendor....Kindly allow credit note for the same bill

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                                            0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
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