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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1 vote
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make comments editable.
In invoice contacts, under Comments, I can enter and delete comments, but cannot edit them once entered. It would be nice if comments could be edited.
1 vote -
When displaying a Match for importing a banking statement,Display the description.
When displaying a Match for importing a banking statement, it would be helpful to see the Description of the possible match so as not to accidentally match to the wrong entry when there are more than one possible match with he main difference being the actual receipt. I have had it where the vendor, date and amount are the same but we have several entries for the same day but each is a different category with different receipts. The only difference between the multiple entries is the description.
1 vote -
1 vote
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1 vote
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An option to CHOOSE if we want BACKUP VERIFICATON CODES instead of automatically being assigned.
If people setup enough backup phone numbers/email addresses, is there really a need for backup verification codes? Think SECURITY . Small businesses are a major target of undetected malware and if unknowingly your computer is being controlled remotely by a hacker. There are a lot of scenarios from digital security issues to disgruntled employees, where preventative measures here could go a long way.
1 vote -
1 vote
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provide an undo option in order to retrieve accidentally deleted data
I just deleted a quotation that I had spent some time working on. Unfortunately there was no way to undo deletion. There should be someway to retrieve data that has been accidentally deleted. You could create a window of 1 day or 1 hour or even 5 minutes for which the data will be temporarily backed up in order to give the person a chance to rethink and undo his action.
1 vote -
Customer authorizations
We make a lot of inventory purchases for customers, I would like to isolate PO's for specific customers and send authorizations to each respective customer for approvals.
1 vote -
Zoho books, is missing key customer features like
- Last price auto populate during invoice preparation per Customer
- No Tamil Language support, In singapore, some of customer wants invoice in Tamil. Zoho cannot support right now
- How to know the profit per invoices. We have sales price and purchase price, why not generate report by Invoices
1 vote -
Partial payment made with "Pay via Check"
It looks like I am not able to create a cheque for the balance of a vendor bill with the "Pay via Check" option, for a bill on which I had already sent a pre-payment amount via an EFT.
For example, if my credit limit for a vendor is 50K and my order is for 75K. The vendor will ask for an advance payment of 25K before releasing the order, so I did this and created the corresponding payment. But once the official bill becomes due, it would be nice to be able to create a cheque for the 50K…
1 vote -
report pagamenti eseguiti delle ricevute (fatture di acquisto)
chiedo che nel report pagamenti eseguiti delle ricevute (fatture di acquisto) compaia anche la data della relativa ricevuta
1 vote -
WE NEED MANUFACTURING GROUP
WE NEED MANUFACTURING GROUP
1 vote -
we are using Zoho Finance for our company in Mexico as you may know Mexico has a special process to process Invoice question do you have int
we are using Zoho Finance for our company in Mexico as you may know Mexico has a special process to process Invoice question do you have integration with Mexican goverment Invoicing system
1 vote -
Please add line items to retainer invoices.
I use retainer invoices all of the time and most of them use the same phrases.
1 vote -
bank details on invoices
plz mention bank details on invoices
1 vote -
1 vote
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1 vote
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IMPORT DOC INTO VENDOR SUCH AS AGREEMENTS
Import docs into the vendor.
ie: vendor agreements1 vote -
There should be core integration of whatsapp in ZOHO. In the most of the businesses right now we use Whastapp than email and sms
At the time of generating Invoice or Sale order i would like to send a copy of PDF or Text on the whatsapp of concerned person as this is more feasible in the todays time that sending an email.
1 vote
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