Zoho Books
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6153 results found
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Recurring invoices based on a total balance owed rather than end dates
I sometimes have payment plans set up for clients. It'd be great to have recurring invoices that pay down a specific balance rather than using a start and end date. Additionally, it would be helpful to see that balance auto-update as it is paid down over time.
1 vote -
CUstomize fonts for Organization name
Customize font options is must have, so that business owner able to match with organization logo and the name same fonts type.
Our case we have created the logo on (Cormorant SC), but Zoho books doesn't have the fonts.
The outcome of the reports looks awkward..
1 vote -
1 vote
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please enable rounding off to be printed on bill in spreadsheet style invoices.
entry for invoices shows rounded figure but the invoice does not show roundoff-ed figure
1 vote -
make separate access to banking part for different user
Pls note that when Give person access to Banking Module he can access to all Bank accounts but company have main account and daily accounts and don't want to give access the staff to main accounts and need to give access only to sub accounts pls make solution for it because we have problem to use Zoho for all of our accounting purpose due for this reason
1 vote -
Please add internal notes tags to invoices
Please add internal notes tags to invoices that should look similar to the tags created after writing notes on received payments. As in this case, the invoice tags should show when you scroll up or down the list (LIST) of invoices. This is so handy so you don't have to open each invoice individually (ONE BY ONE, waste of time) looking for notes or internal reminders. For example: not paid yet, waiting for payment, owe $10.00, 10 units on back order, etc.
1 vote -
when categorizing expenses, it would save lot of time, if you could check off multiple expenses (ie: meals) and then categorize all at once
when categorizing expenses, it would save lot of time, if you could check off multiple expenses using check boxes provided and then categorize a group at once time. currently you have to categorize one item at a time which requires more time.
1 vote -
Sheet fed deposit slips like Quickbooks uses.
Make sheet fed deposit slips available.
1 vote -
Hi I was wondering if user can match the credit note in the banking module while matching the invoice and once the credit note is matched it
Hi I was wondering if user can match the credit note in the banking module while matching the invoice and once the credit note is matched it get close automatically. Right now user have to go to customer account to apply the credit note while that can be matched while matching the transaction in the banking. this feature would ease out everything in banking module.
1 vote -
get rid of this stupid error. Account Receivables and Payables cannot be selected with Bank, Card, Cash and Clearing accounts.
This error comes up when trying to save a transaction where something is paid that needs to show up on a vendor account. Account Receivables and Payables cannot be selected with Bank, Card, Cash and Clearing accounts.
This is silly that you cannot post a receipt to Accounts Receivable or Accounts Payable. Isn't the whole points of those accounts to show bills you haven't paid or haven't been paid for.
1 vote -
setting to allow calendar view of timesheets screen as default
The system always defaults to "List" view of Timesheets and we use "Calendar" view. Always have to go to the list view and then click the calendar icon.
I know it's minor but it would be great.
Thank you1 vote -
Knowing number of employees worked on a project and make time sheet for each employee
Tracking each employees by the project and hours spend for each project. Calculate the cost of each project based on the hours worked. Also find timesheet of each employee
1 vote -
calander
need calander or reminder of job option details
1 vote -
Client Portal Addition
Acknowledged scanned Delivery Notes in Client Portal along with the Invoices will be a proof and it will be more handy for the Buyers to verify the actual delivery.
1 vote -
Need to be able to memorize basic reports with customizations without changing the basic report.
Need to be able to memorize basic reports with customizations without changing the basic report. Analytics is too complicated, not a good option.
1 vote -
Categorize bank transactions before mark an invoice as sent
You only can categorize bank transactions if previously you mark the related invoice as sent.It would be very useful to be able to categorize independently of the state of the invoice.
We sent invoice to some customers after receiver the payment (i.e bank draft) and to categorize transactions, we need to mark first as sent, then categorize and remember what invoices we categorized to send the invoice to the customers...
1 vote -
In customer contacts, allow designation of an account (not bank account) for all receipts
If a company sells services to a number of different clients, it would be useful, on the customer contact set-up, to be able to designate an account code to which all receipts from this customer automatically go. Thus, once an invoice is generated and the payment matched from the imported bank statement, it will automatically go to the right place.
1 vote -
Allow renaming files in documents section: https://www.screencast.com/t/rVCVgANm8
Without this, we can't know what file is from which provider. Please fix this. With the current implementation, the documents section is almost useless.
1 vote -
Improve the reconciliation process
Please show the transaction as the sum of the deposit or the withdrawal and not all the individual invoices or bills that make up the total. It is almost impossible to reconcile with the volume we do.
1 vote -
Integrate Credit Card information with Stripe
Integrate payment information of a customer in Stripe
1 vote
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