Zoho Books

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  1. We use lots of Retainer Invoices. Why no keyboard shortcut? How about Shift-R? It is not being used

    We use lots of Retainer Invoices. Why no keyboard shortcut? How about Shift-R? It is not being used

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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • 1 vote
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        0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
      • ADD A FEATURE FOR LOAN RECIEVED FROM ANY ORGAINSATION OR PERSO

        I didn't found any feature for receiving/giving loans from/to any organization or any person. Please add it

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          0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
        • diary on ZOHO Books Dashboar

          It wold be nice to have a diary on ZoHo Books Dashboard.

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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • ZOHO Books for Transport Company !!!!

            Hi Team,
            I have one transport company, that billing and management of trailer are different from normal sale and purchase billing. we also need to track trailer expense. keep track of tolls, traffic challan etc.

            That will help for all transport company's are still using excel for manage business entry.

            If u make this type of model in ZOHO books or make another model for transport companies that will open new business model for you.

            Let me know if u consider this request.

            Thanks and Regards,
            Arun Kumar
            kumar.arun@outlook.com

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              0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
            • Transaction Updates Details

              It will be fine to get the details when a transactions are updated in SO,INVOICE by getting :

              - Items Added and or Deleted
              - Price Item Change

              Actually when SO,Invoices are updated by adding or deleting items we only get a comment as updated and it's not possible to know which updates made .

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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Integrate with Etsy

                I'd like Zoho Books to be able to integrate with Etsy. Many e-commerce shops that sell handmade or vintage items sell on Etsy, and it would be very useful to have Etsy integration. Especially as I charge in USD but pay fees in CAD, using Zoho's functionality for multiple currencies would be ideal for Etsy transactions. Having to manually upload a formatted CSV each month adds to my bookkeeping time.

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                  0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                • Please enable multi-currency in zoho books

                  Please enable multi-currency in zoho books. we are facing problem when we are generating Estimates/Sales Order/Invoices it is taking Customer Currency only by default.

                  If i want to give estimate to a customer in two different currencies here we are facing the problem.

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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Auto generate Purchase Order after creating Sales Order for made-to-order products

                    For made-to-order products, there is no options to create workflow that allows automatic generation of PO from Sales Order

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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Remove all of the ZOHO marketing and 3rd party marketing. We pay for the product. Seeing ads is inappropriate.

                      To see the ads for Zoho products in various spots and 3rd party (Fundbox) in the system along with the getting started link and refer a friend link that we can't remove is annoying. I'm fine with it being there if there was an option to remove it. I also do not mind at all the notifications that appear at the top every once in awhile that I can read and then remove/close. But the permanent ads and the two other links should have an option to remove them.

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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • to make it possible to create a customer and to divide it by its branch like a chain supermarkets.

                        For example we had a costumer that has 5 supermarkets around the country, and at the end of the year we need to have a statment for all transactions in one place.

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                          0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                        • ability to send test emails

                          After updating an email template I'd like to send it to myself to see if all parameters are showing correctly.

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                            0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                          • 1 vote
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                              0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add sales rep and account number fields to the "Sales by Sales Rep" report. Also, a Summary Report of all transactions by rep, all reps

                              Add a Summary option so all sales rep info can be used by clients to calculate commissions. Also, please add the sales rep field and an Account number field, or option to use Custom Fields from Subscriptions and Invoices.

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                                0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                              • autocharge

                                Currently, Zoho Books autocharges with GoCardless on the day the invoice is created. This then charges the customer approximately 5 to 8 days later.

                                We provide 30 days for some of our customers and it would be helpful if we could set the autocharge date (or number of days after the invoice date)

                                Can this be added as a feature please. Thanks

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                                  0 comments  ·  online payment gateway  ·  Flag idea as inappropriate…  ·  Admin →
                                • Sage Pay Integration

                                  Integration of Sage Pay payment gateway. This is a very large payment gateway provider in UK and the rest of Europe. It would make sense to have it integrated into Zoho Books.

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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Need New Module "Debt collecting"

                                    Need New Module "Debt collecting". I am a finance manager and use Zoho Books for the invoicing process. But i found a big pain for us is absence of such module "debt collecting".
                                    Currently it is very uncomfortable to monitor the customers debts. Now we use Zoho Books "Reminders" to remind the debt. But we also need to call the customer and notify somewhere the results of the negotiation:
                                    - to enter expected payment date for the invoice. Now its possible only in one place in invoice where i can enter expected payment date (Invoice/more/expected payment date). But we need…

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                                      0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Option to convert Retainer Invoices to Sales Order | Package | Shipment | Invoice

                                      Retainer Invoices are for collecting payments in advance. It is logical that once the payment is received we should have the ability to convert the retainer invoice to a Sales Order to Packake | Create shipment and then convert it to an Invoice.

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                                        0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Please add "Due Date" column for invoices/Aging Details report

                                        It is under Sales tab in the Contacts section.

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                                          0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                        • need to see profit and profit margin in invoice

                                          when we sell an item it's import to know that the price is giving is sufficient profit compared to cost of purchase. this information should be available in a report on directly on the invoice page.

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