Zoho Books
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6198 results found
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billable expenses to be listed also with product during invoice creation
When you choose to add the expenses to the invoice you can select and add only the expenses you want to associate with that invoice, but only defined by details, they could be of a number of mixed projects for that client, so impossible to say if you are adding the right ones. There is a project link too, but for me it only works if ALL the expenses within a the project are unbilled. If some expenses are left over from a project, they are listed together. Some more detail would be so useful to have so the selection…
1 vote -
The ability to add time activity to a client and not have to add a project profile.
When logging in time I am forced to create a project, I think it would be easier to just add a client and make it billable to a project.
1 vote -
Ability to enter start date and end date by task
We want custom field for each task . It is not possible to define total cost per task. Per task bill is based on time spent. Provision is required for lump sum per task
1 vote -
Integrate Zoho Book & Zoho Creator customers portal
Integrate the client portal of Zoho Books & the Customer portal of Zoho Creator. It'd give to the customer ONLY ONE platform to manage everything.
1 vote -
hi!i am new member.
Hi,. We have raised a site request for Punjab National Bank Corporate Login. We will update you once the full site gets developed and when ...
1 vote -
Add a toggle switch on the dashboard to hide sensitive information when necessary.
A nice feature would be to be able to quickly blur the dashboard to hide sensitive information when someone enters the office.
1 vote -
show zoho book account and my status of my recent bank account
show all recent transaction in my bank account and zoho book account.
1 vote -
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 -
search functionality should be able to search a string from the name of the product while adding in either "estimates" or "Invoices"
I have a large number of products which i generally tend to forget the exact name that i have given into the system but remember part of it, when i am trying to add such item by typing the string that i remember the product/item does not populate in the drop-down. would greatly appreciate if you can fix this issue at the earliest
1 vote -
Payzapp option
We wanted a Payzapp option in the Payments tab along with the additional charges (of the Bank).
1 vote -
State Field
When changing addresses in Zoho US the state field has moved. The standard format for addresses should be followed. Also for US addresses there is no comma between state and zip code. We do not have a comma in our format and yet because of Zoho coding a comma appears. It makes us look unprofessional.
Contact Name
Street Address
Street Address optional line
City, State Zip CodeZoho
123 Main St
New York, NY 000001 vote -
Paid Invoices GREEN Indicator
I would like to see the INVOICED Blue circle in the Sales Order module turn GREEN when it is PAID. Right now when you combine Zoho Books and Zoho inventory, you have a VERY handy workflow indicator "invoiced" "packed" "shipped"
When an order goes from shipped to delivered, the blue circle goes from Blue to Green.
BUT when an order goes from Invoiced to Paid the circle is still BLUE.
ALSO then the order goes from Packed to Shipped, the circle is still BLUEI have over 200 sales orders, and I have to click on every one to see…
1 vote -
have item description in inventory summary along with item name(number)
have item description in inventory summary along with item name(number)
1 vote -
1 vote
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Invoice Exports/Imports need to include contacts
When Exporting & Importing Invoices, the contacts associated with the invoice are not exported.
If we export Draft invoices and import them back in, ALL contacts get ticked. Which is not what we want. We only want the ones that were ticked on the original Draft.
So currently it has to be done manually one by one. This doesn't scale for large businesses where we are sending 200 plus invoices off in one day.
For this reason we will need to switch to a different invoicing system.1 vote -
1 vote
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NEED TO DEBIT NOTE FOR VENDER
HOW CAN I PUT DEBIT NOTE FOR VENDER
1 vote -
search unmatched bills and expenses
in the bills and expenses sections i would love to be able to filter by what has been "matched" in the banking section. we were using rules in the banking section and then we were also entering receipts so we have double ups, 1 entered, 1 auto created by rules
maybe as a "status" option
1 vote -
In tally curret year earnings is automatically distributed to partners at the year end
In tally profit is automatically distributed at the year end , however that is not the case in zoho so we have to pass manual journal. In this case if we take out PNL the earnings shows as zero in both pnl and balance sheet as on 31st march.
1 vote -
Renaming sidebar tab headings to user's requirements
Hello Zoho support, I am currently using Zoho Books, Zoho People and Zoho calendar for a client which belongs to Dental Health Care, and names of the finances such as estimates are named as Treatment Plans, while contacts are named as patients, and Items are named as Services.
It is my uttermost and sincerest request that please allow a feature to rename the sidebar tab headings according to my wish so that customers are satisfied. If not the feature, please rename these three things for me, that would be the bigger honor from your side.
1 vote
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