Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6165 results found
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1 vote
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Use a "Word Cloud" with user-specified rules to match customer payments
I receive customer payments from multiple sources. Experience shows that each customer will use a reference that comprises:
their name or variants thereof
the invoice number, part thereof or an old invoice number
the full amount or non-matching amounts
none of the above!A simple matching method I once designed for a MS Access application was to do the following:
Example deposit text: Payment Received: Abalone Gh xx0292 Payment xxxxxx4697
Remove all phrases defined as junk in the description using customized rules created by the user. E.g. ="Payment Received:", starts with "payment xxxxxx". Operators like AND, OR, etc can also…
1 vote -
HIDE CONTACT PERSONS THAT NO LONGER WORK AT A COMPANY
When sending invoices, you are presented with contacts that are defined for that company. Some of these might have left the company of the customer. It would be great if they can be hidden.
1 vote -
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.1 vote -
Require more formats for Importing bank statements
require more formats for importing bank statements to zoho books like pdf, excel
1 vote -
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 -
Allow invoice builtin and customs fields available in Payment receipt templates
Is there a way to Allow invoice builtin and customs fields available in Payment receipt templates?
1 vote -
for invoice module
user shud be able to search item by keying in any word from item Name, SKU, Description.
1 vote -
Quantity Conversion for Item
The customer wanted the ability to Track Inventory by Quantity and the corresponding measurement for it as well.. for example, if you're buying seeds at 1kg, but, selling it as 1 seed .. the system should be able to identify the difference and the reports should flow through accordingly as well... !!
1 vote -
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 BC1 vote -
automatically create an estimate (books) from a potential with the name of the product linked with the potential
Actually, it's only possible to create an estimate or an invoice with zoho books from the potential'name and it's price. It will be better to create these estimates with product's name and its' price.
1 vote -
Fully and partially refunded sales orders
Most businesses have goods that are returned either all of them or some of them. Zoho books allows for a credit note to be created and amount refunded to customer however Inventory continues to be counted towards fully or partially refunded sales orders and invoices. Additionally it remains open and shows under "Sales Orders for Packaging" section. These Sales orders should be marked as refunded and items refunded should be put back in inventory from there it can be adjusted as damaged stock etc...
1 vote -
Notification for all customer one time by mail
I would like to send notification to my all customer and vendors about new updates or changes through one mail only.
1 vote -
Multiple pricelists for an estimate
being a whole sale organisation, it would be helpful to have 3 price ranges for customers to choose when sending estimates.
1 vote -
Workflow based on customer activity
The workflow automation is making life easier – so thank you for that!
It would be nice to have the option of automating emails based on the customer activity. What I mean by this is that if the customer has not bought anything for i.e. 6 moths than the system can send an automated email.
This would make keeping in touch with customers so much easier!
Hope you can help!1 vote -
time series based item pricing
Is their any way to specify the time series based pricing, i.e vendor providing different prices for same item on different period in time. how can we record these prices and how this impact the inventory valuation.
1 vote -
Bulk Categorization of Banking Statements based on Keyword search.
Would like to search the Banking Transactions or Manually Imported transactions with certain keywords. The list of search list to be "Bulk" added to desired Expenses or Income category. This will help us to categorize the transactions in a easier way.
1 vote -
Apply partial retainers to one invoice at a time
I want to have the ability to take a retainer and apply a portion of it to one invoice. Currently, either you apply entire retainer to one invoice or you have to create multiple invoices at one time and then apply the retainer across them. I want the functionality to be able to say, apply x amount to a particular invoice. AND, to be able to see that in draft form so that I am able to review for accuracy prior to sending to the client.
1 vote -
1 vote
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search for an item in the inventory report
I would like to be able to search for an item in the inventory report. This would save having to scroll down multiple pages before finding the items u are looking for
1 vote
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