Zoho Books
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6419 results found
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When you update a contact it should also update the reoccurring invoices.
When I change the payment terms in a contract/customer is should also change in all the reoccurring invoices. Instead I have to go into each one and update them. Why can't we choose an option and apply to all?
0 votes -
Purchase Orders pending approval need to be on the Dashboard
Please add Pending and Open Purchase orders by Aging so that we can see what orders are being held up for payment.
0 votes -
Allow us to alphabetize the list of "ship to" addresses in a customer file.
In the new, extended list of ship to addresses, which is great, and we could actually use more (why not an unlimited amount?)it is very difficult to find an already existing address in the list or to see if it even exist and we need to add a new one. If the list were alphabetized or allow us to sort it by "date added", "zip code" , "name"
it would make life MUCH easier0 votes -
Deny purchase order
Deny purchase order status - that will force a reason and put it back in the creator's inbox to redo the purchase order.
0 votes -
Reoccurring Invoices
When I'm in a reoccurring invoice and I choose to create an invoice, why won't it keep the shipping address I used in the reoccurring 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 reoccurring invoice should automatically stay the same when you chose to create an invoice.
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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.
0 votes -
should be able to search custom field created in item module, value entered at the time of creating invoice or purchase
I created a custom field in item module. The search option works only if i enter the value at the time of creating item. I want to get the search results when i enter the value in custom field at the time of making invoices, purchases etc. It should show the complete results where ever i entered.
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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 -
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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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
0 votes -
Ship Preference by vendor and ability to say if something is null in the automation module
I would like to see a Ship Preference to be set by vendor and customer
Also it would be nice if in automation i could say do this to a blank or null field
0 votes -
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.
0 votes -
Zoho books should notify us if there are any negative cash balance
Zoho books should notify us if there are any negative cash balance
0 votes -
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
0 votes -
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!
0 votes -
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.
0 votes -
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
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