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  1. 1 vote
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      0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
    • 1 vote
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        0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
      • Delivery Note - Total Value of Goods field needed

        Delivery Note must have a 'Total Value of Goods' field (value fetched from Invoice Total Value) as its a requirement in GST norms. This is for Standard India GST Template invoice

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          0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
        • Integration with Paysafe

          Integration with Paysafe. Their rates are very low. Would love the option to use them as my credit card processing merchant

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            0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
          • 1 vote
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              0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
            • A selection for contact name under the field for ATTN

              It will be good if there is a new drop list or selection to choose the new created Estimate or Invoice is ATTN to which contact user within the same company. Currently it is very troublesome where A company has many different contact from different department, but the created PDF is always being defaulted to primary contact. And in order to set ATTN to the user we want, we have to manually go to Contact setting to assign the user as primary role, then switch to another contact name again for invoicing. Very inconvenient and time consuming.

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                0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
              • Please allow other file extensions to be attached to purchase orders.

                When attaching files to purchase order please allow for different file type. My specific file extension is EMB and is not allowed. This is a make or break for me as Zoho is the only accounting app that I have found that allows you to attached files to purchase orders.

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                  0 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                • INVOICE

                  TRANSPOR DETAILS OPTION NOT SHOWING IN INVOICE?
                  WHAT TO DO FOR SAME.
                  ALSO STATE AND STATE CODE NOT PLACE

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                    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                  • 1 vote
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                      0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                    • Exportar Lista de pecios

                      Que podamos exportal la lista de precios a un PDF con logo de la empresa para enviar a los clientes y por otra parte, que el cliente pueda verla desde su portal

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                        0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                      • I want suggest products expiring date

                        I will like to suggest that inventory items should have expiring date at the point when you buy (supplier invoice) and when you sell. (cust. Invoice). there should also be a set of reports that show me movement and valuation report as per expiring. The report such that I can filter reports in weeks month and year.

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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Provide an option such that non-admin users/roles can receive scheduled reports.

                          Provide an option such that non-admin users/roles can receive scheduled reports. We want the option to send reports to the 'C' level without enabling all of the admin capabilities.

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                            0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                          • I want to display the name of Sales Man and Cost Center Location or "Reporting Tags " in Retails Invoice .

                            I want to display the name of Sales Man and Cost Center Location or "Reporting Tags " in Retails Invoice . . , please suggest .

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                              0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                            • Billable expenses to be billed using another item name rather than ledger name

                              When I raise an invoice for an expense paid on behalf of customer I need to show on the invoice I am raising a different item name than the expense ledger. Can there be an option to keep these expenses in zoho books as expenses and record the invoiced amount as part of my revenue?
                              Currently billed expenses on clients are reversed from expenses, and in certain cases we need t his not to be the case.

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                                0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                              • WHILE ENTERING ITEM...ONLY KEYWORD SHOULD WORK

                                IF A KEYWORD OF ITEM IS ENTERED DURING BILL MAKING IT SHOULD SHOWN IN DOWN LIST TO CHOOSE.

                                CURRENTLY ONE HAS TO ENTER EXACT WORDING TO FIND PRODUCT FOR BILLING. VERY IMPORTAN. IT IS VERY HARD TO FIND SPECIFIC ITEM FROM NUMEROUS PRODUCTS.

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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Countrywise or Currencywise

                                  Sales reports to be shown per Countrywise as well as Currencywise for different customers listed

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                                    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                  • SALES INVOICE INCLUDING GST

                                    NEED FEATURE IN SALES INVOICE LIKE INCLUDING OR EXCLUDING GST

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                                      0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                    • When running reports, display on report if cash or accrual.

                                      When running reports, display on report if cash or accrual so distinction can be seen at a glance.

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                                        0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                      • canada postal code

                                        The postal code and province on Canadian invoices is displayed incorrectly.

                                        It should be city "City, Province Postal Code". It is currently displayed as "City Postal Code Province".

                                        Correct: Victoria, BC V8X 4E2
                                        Incorrect (what Zoho does): Victoria V8X 4E2 BC

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                                          0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                        • make liability accounts visible in the banking view, not just chart of accounts

                                          These are only visible in the chart of accounts and it's unclear how to enter transactions as instructed here....
                                          https://www.zoho.com/us/books/kb/expenses/record-loan-amount.html#toc_2

                                          please enable transactions to be entered....

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                                            0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
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