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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6204 results found
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shortcut to go directly to page in bank
if i have total 10 pages; instead of next button, there should be numbering of pages, so that we can go directly to the page we want to refer.
1 vote -
Please allow users / admins to delete only mail account not to close the complete account
Please allow users / admins to delete only mail account not to close the complete account, user / admin can create mail account by mistake, then he should have option to delete the same, it should not happen that he can't
1 vote -
Please have an urgent support desk
No urgent support on week ends like on saturday need to wait till monday ... if there is any urgent situation no help from zoho support team.
1 vote -
Update SAC in item when we update it in bill
Update SAC in item as well when we update it in bill
1 vote -
How to unlock an account to make an adjustment - such as sales tax.?
I need to adjust my sales tax payable account. However, it cannot be done from the original entry made or a journal entry. I had to create a dummy contra account to correct this. Most frustrating!
1 vote -
Option to view other attached documents in document preview
Currently when viewing attached documents on any transaction we have to select the document we want to see, the preview opens and displays the document, at the top of the preview it tells us which document number of multiple documents we are previewing (i.e. 2 of 4), to view next document we have to get out of the preview and select the next document.
Can we have an option to view next or previous document at the top of the preview so we don't have to get out each time to view other documents?
1 vote -
Have text boxes for ship to and bill to name/address
We have multiple contacts and locations for one customer. We want to be able to change the contact name, ship to and bill to address right from the Estimate. Can you please respond and let me know if/when this can be resolved
1 vote -
custom field - data type 'dropdown' : sort alphabetically
New custom field -> data type 'dropdown' : option to sort alphabetically.
Now I have to make the dropdown options manually alphabetical.
Please add this option.1 vote -
In invoicing the item date should automatically update as the items are being listed.
The delivery date column should automatically change to the date I am creating the invoice. Each item entered after that, the date should automatically be updated to the date entered for the first item. Currently the date that appears is the date the item was created and I have to move forward months to get to the right date for each item. This is easy to miss.
1 vote -
Print a packing slip from a sales order
We deliver many goods. Our office creates a sales order then delivers the goods to the customer. We need the ability to print a packing slip (from the sales order) and send it along with our drivers when delivering the products. Once the drivers return, we would send an invoice.
1 vote -
Dashboard edit option in roles
Zoho book should provide the edit option in dashboard so admin can decide who will see the dash board. my staff member who is creating estimates who can see my all the sale purchase and reports and all why so...
1 vote -
Hello, I would like to have the option in the CF fields drop down, to change the ranking of the options
I'm using dropdown to indicate the VAT period, and would like to slide the past periods to the bottom of the drop down, so the current comes first at data entry time
1 vote -
Extra warehoue in zoho books for a nominal fee!
Give 2 warehouse option inside ZOHO BOOKS for an extra nominal fee since people like me do not need your advanced Zoho Inventory subscription.. we only need 2-3 warehouse capability..!
1 vote -
1 vote
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The total amount should always be visible even if you scroll up a long invoice.
When working with long invoices it would be very helpful to be able to see the invoice total amount at all times —even if you scroll back up the page.
I often go back and make adjustments to line items. I would like to be able to see the change to the total amount as it happens. This would give me an idea of the difference a change makes to the total.
1 vote -
Allow rich text formatting for line items
For example, I want to call the client's attention about a discount I applied to a line item. Being able to bold a line of text would be great.
1 vote -
spliting recieved amount against invoice
Hello,
I am running exhibition stand building and renting company.
I have furniture, electrical items in my stock for rent. Branding work i usually do from other company.While invoicing we cant show it seperate.
We invoice it as a package. Please see the below mentioned example.EG;- 3x3 stall with furniture, lights and branding - 250 OMR
( This will be my invoice)
When i get 250 OMR in my bank account. I usually record the payment against the inovice.
I actaully want to show 100 OMR in my furniture rental account and 25 OMR in my Electrical rental…1 vote -
Custom view to filter all SEZ contacts/ all regular contacts etc
I would like to view the contacts which have been marked as unregistered so that I can update the contacts. Would also be useful when I would like to view a list of SEZ contacts, regular contacts etc.,
1 vote -
Personalized name on estimates
Hi, I have a question. I want to know if in zoho books I could name the quote downloads in pdf with a custom name
1 vote -
Daily Backup of Accounting Programs from your end.
Daily Backup of Accounting Programs from your end.
1 vote
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