Zoho Books

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  1. in the "all transactions tab" Permit add a "field" to view...ie..payee?

    In the all transactions tab. Is there a way to add a field to view...ie..payee? The current view only shows transaction date / reference (if exists)/ category / amount. Can't see who the transaction was made with. It would be good to be able to customize view

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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  2. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. 1 vote
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    0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
  4. Improve Books ---> CRM sync

    The way the fields are synced now between Books and CRM make it a confusing wreck. Account needs to be Company Name, and contact needs to be Primary Contact. The fact that Display Name automatically links up with Account (no way to change it) and contacts have to be added as additional contacts (with Primary Contact in Books being totally ignored) makes syncing contacts a train wreck of data duplication and confusion.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Custom dates range and sort options when viewing timesheets

    I would like to view custom dates in list mode for timesheets. And sort. Also exporting columns that are filtered reports.

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. It would be helpful if zoho would manage basic business needs such as employee attendance and more

    Unlike tally, there are no other accounting software which would provide with basic business needs such as employee attendance, manpower, payroll and petty cash maintainence

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 1 vote
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  8. 1 vote
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  9. 1 vote
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  10. The Projects that you have in Zoho Books to be pushed to Zoho people

    The Projects that you have in Zoho Books to be pushed to Zoho people

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    0 comments  ·  Migration  ·  Flag idea as inappropriate…  ·  Admin →
  11. recurring

    Invoice recurring
    Add feature "jump period of payment"

    Those who use recurring billing often find themselves in a situation where they do not have to invoice "a billing interval" for example: birthday parties, summer holidays etc.
    It would be convenient to decide to set non-billable times.

    1 vote
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  12. Ability to initiate bill payments from Zoho to my bank for online bill payment

    Currently paying bills with "online bill pay" through my bank website so I don't have to manually print and mails checks to vendors. Quickbooks allows you to initiate these payments through Quickbooks and then sends it to the bank for online payment. So instead of waiting for the payment to go through and then recording it, the advantage of initiating the payment through Zoho allows the future payment to get pre-recorded and can be used for cash flow projections.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. 1 vote
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  14. Amount in Words

    In Some countries the total invoice amount / estimate must be printed in the invoice formats. Please consider this to include in Zoho books .

    1 vote
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  15. Project payments based on total costs not hours

    create a way to have project cost split into payments based on total project cost and agreed upon terms.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. expense details report : customize/filter by customer

    go to the Expense details report, click Customize - want the ability to choose the customer and show only the expenses categorized under that customer

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Adjust the cost of an item at invoice time

    It would be nice if you could adjust the cost of an item at the time of invoicing. For instance, if you are using an item as you shipping / postage item (in stead of the shipping field). A customer pays a certain amount for the cost of the shipping. During invoicing the actual cost of the shipping charge has changed from the preset cost for the item. You need to be able to change this cost to reflect the true cost and therefor reflect the actual saving/loss on that item.

    1 vote
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  18. Field level Validation

    Need validation on order number when creating an invoice to prevent entering duplicate order number if it already exists on any existing invoice

    1 vote
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  19. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. 1 vote
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
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