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  1. create a column for "attachment" which we can see in our invoice, sales order, or contact views. Will save a lot of time when doing tasks li

    Create a column for "attachment" which we can see in our invoice, sales order, or contact views. Will save a lot of time when doing tasks like entering bills or expenses, or looking things up. Just so we can see in the view if there is an attachment so we don't have to open each transaction to see.

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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Invoice Email Contacts

      Can we have the option to set more than one email address to send invoices to and also have the option to not choose any of the email addresses in Contacts, rather than having to do it on each invoice? or maybe be able to choose an different email address for each Shipping Location on an invoice? That would be great for reminder emails as well. They don't always go to the same address as the invoice.

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        0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
      • Address doesn't stay the same on reoccurring invoices.

        When I create a reoccurring invoice with a shipping address and later go to use it to create an invoice, it changes the address to the first default address. Why doesn't it keep the shipping address I created it with? Why does it change? I need the templet to stay exactly the way I created it... otherwise what is the purpose of having a reoccurring invoice?

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          0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
        • Stop the message to refresh on every page when an enhancement is made.

          Nearly every time a page is loaded, you get the message on top that an enhancement has been made and to reload the page. There is zero value in this message at the rate that it is received. It just wastes time.

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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Deny purchase order

            Deny purchase order status - that will force a reason and put it back in the creator's inbox to redo the purchase order.

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              0 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
            • invoice both bills and time from projects

              While creating an invoice from a Project's Overview page I'd like to be able to add both the unbilled vendor Bill and the Unbilled Hours at the same time. I'm currently only able to add both of those items to an invoice while being in the Contacts page. So, I have to have two browser windows open to get this accomplished or create two seperate invoices from the Project Overview.

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                0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
              • hide/archive bank transactions

                Archive of bank transactions / easy inline filter.

                It would be good to be able to archive/hide transactions of complete months/listing. After I have reconciled a statement, when searching for discrepancies I find I have to manually scroll through the records from my previous years first.

                Yes I can re-arrange date order etc, but when i am looking for a record 12months ago, but there are multiple entries in a month I am repairing entries on, all i really want to do is hide all records previous to a certain date.
                OR maybe a quick filter for In-Progress reconciliation transaction…

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                  0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                • Items added to Sales Orders that are not maintained in Zoho MUST STILL be included on Packing Slips, PO, etc.

                  Many many times companies sell products that they do not typically carry in stock or even have formally setup in their systems. These products are ordered from vendors who then ship to customers. When these Sales Orders are created, they are converted to PO and sent to the vendor. These products MUST show up on the PO. They must also show up on Packing Slips and it must be possible to print shipping labels for them. This is how business works. It's not good at all that Zoho doesn't show these items on PO's, etc.

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                    0 comments  ·  Inventory  ·  Flag idea as inappropriate…  ·  Admin →
                  • Email a supplier invoice straight to Books for processing

                    sometimes supplier invoices are received by a named usr instead of being sent to a generic accounts payable address.
                    It would be good if the user could forward them by email to a queue in Books ready for coding

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                      0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                    • SPLIT BANK CHARGE OPTION I N TRANSFER TO ANOTHER ACCOUNT

                      in Zoho Books • Tips & Tricks • 2 days ago
                      Problem 1
                      Where i Split Bank Charges in TRANSFER TO ANOTHER ACCOUNT..
                      Suppose i transfer Rs.10,000 to Other Account. Bank Deducted from our Account is Rs. 10,003.07.
                      Where i Create 3.07 as expense or Bank Charges. There is not option there for create BC.

                      Problem 2
                      How Auto Bank Charges will Deduct from Transactions.
                      I attached also screen shot .
                      and i drag there.

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                        0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                      • Allow users to handle the data and transactions for assigned vendors only.

                        not only "Allow users to handle the data and transactions for assigned customers only." but also for " assigned vendors only‘.
                        This is very important because some purchase, especially the supplier and the purchasing price is not open for user, it's the secret.

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