Zoho Books
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6164 results found
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Trash Folder for deleted Estimates/PO/Invoices etc
Please provide a trash folder where all the deleted estimates/invoice/PO document will go and get deleted automatically after 30 days or so.
1 vote -
I would like a shipping date field on the AR customer invoice
I believe the AR customer invoice needs a shipping date on it so that the customer and he Finance Dept have that information on our invoices to them
1 vote -
i would like a re-arrangement of the fields on Bills
I would like the entry fields on the Bills to appearas:
Bill #
Date
Order #
etc
In all of my years of accounting that is the order of bills biill number then date or date and then bill #1 vote -
one windows for booking
Dears,
I need your help to guide me to which of your solutions will help me in my business:
How we work: we are commission agent “OTA – Online Travel Agency" usually, we purchase from the supplier once customers pay for us.
Our business nature:
As an online travel agency (such as Expedia.com), we integrated with several online suppliers. Customers book from our portal or by a call center, here we sell supplier products with our commission/Service fee/margin. So no need to enter two times for purchases and selling. So we need one window to enter the booking details.VAT…
1 vote -
Add an option to select predefined texts for an estimate (or even an invoice) below the price and item list.
Please add an option to select predefined texts for the Customer Notice field in an estimate (or even an invoice). This way I can add different Customer Notes from which I can choose each time I write an estimate (or invoice).
1 vote -
Android 10 - Gesture Navigation and Receipt Cropping
Recently, Google has added "Gesture Navigation" to Android. This allows you to go back to a previous screen by swiping left or right on the phone screen.
To crop a receipt in the Android app. the cropping frame is very close to the edge of the screen. On several occasions, I have accidentally navigated backwards from the cropping screen.
Could you make the cropping frame in the mobile app a little smaller so that it is not so close to the edge of the screen?
1 vote -
negative number in expense details for zoho books
Currently, negative numbers cannot be saved.
1 vote -
We need Freeform for Drop shipping that does not include our Customers address above the ship to address line.
When doing a drop ship. The Customers Business name appears above the address line. Causing Confusion.
I am drop shipping for my Customer to their customer, Only their Customer's name should appear in the Ship Address.
This also happens when I drop ship for my customer through my vendor to end user. I have to print the PO. Mark out the double name and then scan it , then send. Real hassle.
Ship to Address field should only contain exactly what I key in that field. Do not add in the account name above the ship to address.
1 vote -
Run Recurring invoices early
Can you make it possible to run recurring invoice early, let say I have it set to run on the 15 but this time only I want it to run today, the 13th.
1 vote -
1 vote
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More information on Ship Notices to prevent confusion.
When our shipping department packs and ships an order, they send the ship notice to the customer saying the package has shipped. Problem is it only shows a Shipment number and this confuses the customer. They expect to see their Order # and their PO #. Customers call back thinking it is not their order, confused and wanting explanation about the notice and the new document number ZOHO generates for the shipment. That notice should include the Order # and the PO #.
1 vote -
Modify View on Customer Record relating to Sales Data (Invoice, Payments, etc)
We add custom fields to invoices, sales orders and other transactions that help us identify what the transaction is for. A simple example is a field named "Memo". When we view all of the transaction on the Customer Screen we are not allowed to add any additional fields to this screen. So I can see all of the invoices, but I can't really tell what they are for. Having the ability to add fields to these views would help us with our efficiency
1 vote -
Export reports to Google Sheets in Drive
There is no option to integrate reports with Google Drive or export to Google Sheets. It would be greatly beneficial to be able to schedule reports to export to drive to share with others in the organization.
1 vote -
adding new items In zoho books and see in inventory
When I add a new item or purchase order with a new item it doesn't appear in inventory. In order to see the new item in inventory we need to add the item through inventory. So it is a long way to make it
1 vote -
Ability to create sub folders in documents
Ability to create sub folders in documents to manage bills from vendors and also store company information
1 vote -
1 check for multiple vendor invoices
When printing vendor checks, if you have multiple invoices to pay to the same vendor only 1 check should print listing all the invoices being paid. The check should be for the total of all the invoices. The way checks print now wastes checks and is costly.
1 vote -
showing item quantity in a customer statement
i need to show quantity and item detail in a customer statement. currently I can show only invoice amount and date.
1 vote -
Increase accuracy of currency exchange rate
right now the zoho books uses only 6 symbols after a comma and decimal values it is so small for some currency
1 vote -
Book provisions for uncertain payments
A feature to book provisions for uncertain payments is missing. This is legally required in most countries, and quite basic in accounting systems
1 vote -
Please add Flutterwave to payment integrations options. The African continent is not well served by your current offerings.
Please add Flutterwave to payment integrations options. The African continent is not well served by your current offerings.
1 vote
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