Zoho Books
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6163 results found
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Access to change Account type
Chart of Accounts:
Allow access to change an Account type even after data has been fed into it as we may want to classify the expenses under a different account later.1 vote -
Be able to distinguish between TIME and ITEMS when exporting invoices
Be able to distinguish between TIME and ITEMS (Cost price and selling price) when exporting invoices so that you can workout your profit and loss account.
1 vote -
1 vote
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Filter Companiess from Individuals in Customers
We sell both B2B and D2C; we need the ability to filter to see either only our wholesale (Company) or Retail (Individual) Customers. The system already tags them so it shouldn't be a hard thing to add.
1 vote -
Allow for reminders to be turned on based on customer, vs 'all or nothing'.
Some of my customers do not need reminding, they simply have a big AP process and reminding is unnecessary, however other customers do need reminding, and at different intervals depending on my past transactions with them. Like "Bob" likes to "forget" and needs to be reminded every 7 days, while "Jim" gets a 15 day 'unspoken' grace period before I start nagging him. And no, simply chaining the due date won't work bc if Jim thinks he doesn't owe it for 15 days, then I won't see it for 30. So at the customer level, I'd like any invoice made…
1 vote -
Ability to change the template on the Books application.
Currently we cannot change the template when we generate a document on the Mobile application. We have to go to the web browser, make the change and then go back to the mobile application which is not productive. I suggest adding the ability to change the template when generating a PDF on the Zoho Books mobile application.
1 vote -
Customer Portal can have reports pushed from Zoho Creator
Currently we are working on setting up production reports for our customer in zoho creator and will be making mit available for our customers via the customer portal but this will be a different login, instead if there is an API availale to make these reports to be shown on the books portal itself, the customer wouldnt have to login multiple times.
1 vote -
Change colour of paused task to yellow or orange
When a timed task is running, it is green. When you pause it, it remains green, so it's possible to miss this fact. Can we please change it to yellow or orange to indicate it's not running?
1 vote -
Wrong code given for Andhra Pradesh.
Need to correct Andhra Pradesh code which was given wrongly as "AD",
1 vote -
All email templates have multi-lingual options
Although some email templates currently allow multiple templates, for example one for each language, others simply do not have this option.
These include:
- User Invite
- Client Portal Invitation
- Timesheet Client Approval
- Payment Request Information
- Payment Initiated
- Vendor Credit Notification1 vote -
Dashboard Customisation
The Receivables and payables ageing on the Dashboard has a standard ageing interval 1-15,16-30,31-45>45. You can give the user of setting the predermined intervals as aginst above interval..
1 vote -
payment information on estimates
I would like to require customers give us their payment information, i.e. their credit card or bank account numbers, before they can accept an estimate. Then when we've finished their completing our work we charge their card. See the vendor Practice Ignition that has this. It's kind of like an insurance for service providers that customers have a valid payment method.
1 vote -
Change of type of acounnt
I have wrongly classified one particular account in long term liabilities intead of other liabilities. I am unable to change its type. Pl help to modify , when i edit the transaction.
1 vote -
Validation cotation in books
Hello, An interesting feature would be that the customer to whom we send a quote can validate it online at (a link zoho books) Thank you. Fr
1 vote -
1 vote
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Group item wise report and Item wise profit margin
Group item wise report and Item wise profit margin
1 vote -
1 vote
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Default sales tax assigned by customer
Please create a new field in the Customer module that allows a user to assign a sales tax code (created in the Sales Tax module) to each customer (according to their location) that will then auto-populate the sales tax rate when an invoice is created for a specific customer. This is important when a user has to abide by destination-based sales tax requirements. Otherwise the sales tax code and rate has to be applied manually each time an invoice is created.
For those users who don't need to abide by a destination-based sales tax requirement, they can simply leave the…
1 vote -
different templates for invoices in books and subscription
When preparing invoices in subscription now, it is not possible to put a different template for Subscription and for Books.
....and nobody can tell me, that in the automatic generated subscription modul there are the same information´s like in books.
This is part of good marketing!
1 vote -
automate all invoice emails to go out with my trustpilot link in the bcc section?
Trustpilot provides a link to go in the BCC section of an email so that they can follow up later with the customer for an unsolicited review. To save cutting and pasting this in (which I often forget) can invoice emails add this automatically?
1 vote
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