Zoho Books
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5803 results found
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Sales Order
We have three requests that, in our opinion, would make ZOHO nearly perfect!
1- ZOHO recently added the ability to add 100 ship to addresses to a contact. We used them up within a month! And now, as we replace "old" ship to addresses with "new" ship to addresses, we are right back where we were when ZOHO only allowed 10 ship to addresses. Why not allow an unlimited amount of ship to addresses? Or, if ZOHO is afraid of some sort of memory overload, please give us a limit of 5000 ship to addresses. We easily will have at…0 votes -
Check Print enhancement
A better way to print checks, need to configure/ adjust design of check/voucher, choose bank account where check will be drawing from
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statements
The new statement update helps a little, but it be so much better and would meet so many more people's needs if you added an "open" choice instead of just all and outstanding. A statement of only all open invoices to send to customers is what most of the people on here have been requesting. We just want the customers to see what they owe, not everything they have paid as well. It's too long and confusing.
0 votesHi Debbi,
You can go to the contact and click on the More option→ Email Contact → there will be an option to send the outstanding emails to the customer.
Hope this helps.
Thank you.
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Sales Person Reports
Add Sales Person Option in ADVANCE Filters Column in Invoice Details .
It is Important Options.0 votes -
Recurring invoices should keep same shipping address when creating a new child invoice
When I'm in a recurring invoice and I choose to create an invoice, why won't it keep the shipping address I used in the recurring invoice? Instead it will revert back to the address that is at the top of the list of shipping addresses. If I don't pay attention and switch it, I may bill for the wrong property. The address chosen on the recurring invoice should automatically stay the same when you chose to create an invoice.
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specific customer can be seen by the certain salesperson
Hi
Please add 1 feature in which some specific customer can be seen by the certain salesperson.0 votes -
Items Per Page in Inventory Summary
Reports > Inventory Summary
Only 50 Items per page is seen.Pls provide dropdown box to choose the no of tiems to be dispalyed per page. Ideally the options should be 100, 200, ALL
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Allow 5 or 6 zero after the decimal point in exchange rate
The exchange rates allows 4 zeros after the decimal point. But I need 5 zeros after the decimal point,
Currently Zoho Books support 0.00005 but not 0.0000050 votes -
recode transactions
To be able to recode multiple transactions which have been incorrectly posted to a nominal account.
E.g. lots of transactions to bank charges where in fact it should have been posted to bank interest.
The ability to recod multiple transactions would be a great feature!
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Set a minimum price for Items.
show a warning sign if after the discount, the selling price is below the minimum price that was set.
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Remarks Section On Invoice
It would be nice if we could edit the remarks section of the invoice while we were working on the invoice. Instead of having to go to the contact itself and edit it.
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multiple contacts in portal and automated emails to the right contact
Currently Books supports multiple contacts to be assigned to the portal access. Estimates, Invoices etc can be made available by manually selecting the right subset of contacts. However, by default, the name (which is full name, not just first name - please fix this) is always of the main contact in the email body.
Second, the automated reminders should go directly to the person associated in the portal with the invoice, not the main contact. In particular dealing with larger organisations, it is imperative the invoice lands at the desk of the right person, or payment is delayed.0 votes -
create a column for "attachment" which we can see in our invoice, sales order, or contact views. Will save a lot of time when doing tasks li
Create a column for "attachment" which we can see in our invoice, sales order, or contact views. Will save a lot of time when doing tasks like entering bills or expenses, or looking things up. Just so we can see in the view if there is an attachment so we don't have to open each transaction to see.
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Deleted Record
There should be an exception report which only shows the deleted record so admin can know immediately that some transactions are deleted from the system. This should be on top priority so should have separate report option.
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accounts balance showing window on transactions
while selecting an account the balance of that account should showcased under. those features are available in tally erp 9 . it would be very helpful while making transactions.
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merge option of PACKING SLIP for multiple invoices
in order for the warehouse operators to load the truck from one sheet of paper instead of multiple invoices.
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Add a Buttom or Console for Cash Ledger Record Keep
Add a Buttom or Console for Cash Ledger Record Keep.
By This feature . users can easily add cash ledger . without using of Mouse.0 votes -
Create Custom View for Portal/Create Summary Template for custom View
I would like to recommend a feature that will enable to Create a Custom for Portal(If portal is not accepted) and also to have a export option that will only export the a template for Custom View that is Selected or Created. This will feature will be used for compiling purposes and will help track the customer.
Hope this feature will be implemented.
Thank you
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Remarks Section
Add the remarks section to the new "View Customer Details" section when creating invoices.
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Clone invoice statement
It would be helpfull to be able to clone a Invoice statement (as you can do for invoice template) to be able to have a model in a different language and associate the model to a contact.
0 votes
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