Zoho Books
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6426 results found
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When automatically creating transaction rule, allow selection of "any" or "all" criteria
When you categorize a transaction, and Zoho asks if you would like to make it a rule, you are not allowed to select whether your criteria are "all" or "any". The default is to create "any". This means that for my fuel expenses, where I set the criteria to "> 20" and includes "gas station", that ALL future transactions that are over $20 are auto categorized by that rule. I have to go into "Manage Transaction Rules" and select "all" before I continue working in my bank transactions.
Thanks
Sean Garland0 votes -
Put the total amount received back onto the customer summary screen
Hi, the total amount received / billed to a customer used to be displayed on the customer contact summary screen. Since the timeline has been added this has disappeared. Could it be added back in as our staff found it useful to see what a customer had spent with us when talking with them on the phone.
Thanks,
Rob
0 votes -
0 votes
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When the Client Portal is enabled, also include in the email a link straight to the invoice
Currently, if a client does not have access to the Client Portal, when emailing the invoice, they are given a link directly to the invoice with a "Pay Now" button. This works great; it is quick, easy to use, and simple to understand.
However, if a client has the Client Portal enabled, they are given a link to the portal. This requires logging in, entering a password, clicking through to the invoice, etc. There are a lot of steps to go through.
I suggest that there be an option to include both links (for clients that have the Client Portal…
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Deletion of attachment - Any user can delete the attachments and if this is restricted by privileges it will be safe
Attachments like signed documents attached with invoices can be deleted by any user and if this can be added in user privileges the database will be more safe
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Merge contacts funtion should be controlled through user privilege
Facing an issue with a user who has merged multiple contacts and there is no provision to reverse this. This feature to be controlled by user privilege since many users has given access to update contacts. Please consider this and do the necessary changes
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Line # on Screen on Invoices and Purchase orders
The system prints line numbers on purchase orders - but they do not appear on screen. When I have a large purchase order I need that...
0 votes -
Integrate with payment gateway TAP (http://www.tap.company/)
At the moment the payment gateways you are integrated with do not support most of the worldwide currencies. Can you please consider enlarging your pool of payment gateways to ones that take into account currencies like the KWD? Thx
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Personalize timesheet details report by billed or not billed
I want to see wich project I need to bill. Currently I see a total with every timesheets. I want to choose to see only the not billed timesheets.
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purchase order items
When converting a purchase order to bill, some items are not available at the moment so we subtract them during the conversion. Then later on if we go and make a new bill from purchase orders zoho will bring the pending items from the old purchase order.
So what would be really helpful for many reasons , would be a way to access all the pending items per vendor at any given time.
Thanks
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0 votes
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Auto Create Bit.lyf Link for Invoice Online Payment
By This feature customer easily payment to company.
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Document Comments enhancement
Allow us to keep important comments visible when activity scrolls them out of view - see attached - Oh - NOT able to attach image ?
I suppose I'd better suggest this also then, unless I'm missing something :-)0 votes -
Add Tax Authority related fields to the available fields for sync with Zoho Reports
I would like for these 3 fields from the Contact record to be available for syncing to Zoho Reports. Tax Preference, Exemption Reason, Tax Authority
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Stop the message to refresh on every page when an enhancement is made.
Nearly every time a page is loaded, you get the message on top that an enhancement has been made and to reload the page. There is zero value in this message at the rate that it is received. It just wastes time.
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Items added to Sales Orders that are not maintained in Zoho MUST STILL be included on Packing Slips, PO, etc.
Many many times companies sell products that they do not typically carry in stock or even have formally setup in their systems. These products are ordered from vendors who then ship to customers. When these Sales Orders are created, they are converted to PO and sent to the vendor. These products MUST show up on the PO. They must also show up on Packing Slips and it must be possible to print shipping labels for them. This is how business works. It's not good at all that Zoho doesn't show these items on PO's, etc.
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Address doesn't stay the same on reoccurring invoices.
When I create a reoccurring invoice with a shipping address and later go to use it to create an invoice, it changes the address to the first default address. Why doesn't it keep the shipping address I created it with? Why does it change? I need the templet to stay exactly the way I created it... otherwise what is the purpose of having a reoccurring invoice?
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Snail mail retainer invoice
To be able to send Retainer Invoice via Snail mail - Our client only accepts paper invoices to their accounting department - so I have to mail each invoice. It is very handy to have snail mail - please make it possible to send a Retainer Invoice via Snail Mail. Thanks
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genius and computax Aretha easy tool to communicate. if uneducated people want to use this zoho books. how they interact with this books! e
Easy contact with all languages. In India with your customer to get to know this app and books
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Entering Bills Are A Pain
When I enter bills to apply to an invoice, so are too many steps! You have to click on the "3 dots" at the end to choose what customer to tag it too. Then you have to click on the field, then click on the box to make it billable, then click on save. Why can't the box automatically pop up... or even being able TAB to each field would make it faster! Please!
0 votes
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