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  1. 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 →
    • Remarks Section

      Add the remarks section to the new "View Customer Details" section when creating invoices.

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        0 comments  ·  Invoices  ·  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 →
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                  0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                • Convert Estimate/Invoice to Purchase Order

                  When will this be added? It is desperately needed. I dont use Sales Orders and never will -- I need this ability. Its too cumbersome to go through all the steps to Sales Order, then to PO when I dont even use SO. Please Help!

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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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