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  1. Salesperson should not see the entire company's numbers

    Sales people should not be able to see the entire company's sales figures. They should only see their numbers so they will know how far they are at achieving their quotas.

    Sales people should see their own sales and receivables but certain user levels (sales managers) should see the total figures for their team.

    30 votes
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      0 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
    • Make reporting tags visible on all SOs, POs, Invoices, and Bills

      As it is, you have to click on Edit for each transaction, and then on the ellipses next to each item, just to make sure every transaction is being reported correctly. You should be able to see if a reporting tag is assigned to an item just by looking at the item table on the transaction.

      29 votes
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        2 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
      • 29 votes
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          2 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
        • Opening Balance of a vendor and customer during current financial year i unable to record

          Category should be Opening balance Under Customer/Vendor

          we need to click opening balance either under vendor
          Vendor name to be entered and opening balance as on 01-04-2017(Current financial year) to be entered.

          29 votes
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            5 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Tax Shipping

            Currently, tax rates only apply to items. It does not apply tax to any shipping charge that may be on the order as well. However, shipping charges are taxable in NYS. Please add the ability to apply tax to the shipping charge on an order.

            29 votes
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              8 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
            • reconciliation

              Bank Reconciliation Report once the account is reconciled to show uncleared deposits and expenses so that balance can be matched to balance sheet for the corresponding date.

              29 votes
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                1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
              • Option to record Bank charges is required while recording the payment of the Bill:

                Record the payment from customer: when we select the invoice to record the payment, the option to record bank charges is available but when we record the payment of the bill there is no option to record bank charges.

                28 votes
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                  3 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                • Salespeople assigned to customers

                  Allowing salespeople to be assigned to Contacts is a very necessary part of business! Usually, all sales by a specific contact is credited to a specific salesperson. With a salesperson that is linked to a contact, all the invoices for that contact will be credited to the salesperson. Right now, I have to go in manually and assign a salesperson to each Invoice and that is time consuming and unnecessary if the two were linked.

                  28 votes
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                    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                  • Add IntegraPay as online payment gateway

                    Add IntegraPay as online payment gateway

                    28 votes
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                      5 comments  ·  online payment gateway  ·  Flag idea as inappropriate…  ·  Admin →
                    • Intergrate with whatsapp. PLEASE to send invoices via Whatspp

                      I would like to be able to send invoices via Whatsapp

                      28 votes
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                        2 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                      • Calculation of multiple Commissions per Sales Line Item or per Invoice Total

                        Allow the possibility of allocation of a Salesman code per Sales Line Item , whole Order, Subscription and per customer/subscriber.
                        - Calculation number one would be done for an individual Order or Line item according to the line item or order code. The Line Item Salesman would override any Order based Salesman.
                        - A second calculation would be based on the Customer/Subscriber allowing for a second commission to be calculated for one order line.

                        Calculations would be accrued at invoicing time with payments being generated on receipt of payment.
                        A matrix would define the calculation based on either Product Code…

                        28 votes
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                          0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                        • Pro Forma Invoice

                          Invoicing software that does not have a facility to generate pro forma invoices is not a proper invoicing software. Pro forma invoicing is a daily part of running a business and all business will one day or another need to issue a pro forma invoice to a non credit customers.

                          28 votes
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                            3 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                          • Improve the search-bar in the timesheet Weekly Time Log view.

                            Only possible to search with the project name prefix. Complicated to find a project among hundreds

                            27 votes
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                              0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                            • Sub "accounts payable", "accounts receivable"

                              My idea is that the system should allow you to create sub-accounts "accounts payable" and "accounts receivable".
                              It will be very simple I noticed that the chart of accounts has some accounts as the default one system are "accounts receivable" and "accounts payable" I noticed that these accounts receive values ​​if I the customer to make a sale immediately credit the value credits accounts payable and debits the sale or merchandise.

                              if I have several sales to different customers still accumulates every value in accounts receivable, the more certain on the balance sheet have to show the customer's account that…

                              27 votes
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                                9 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                              • 27 votes
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                                  1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                • 27 votes
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                                    3 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Customer Statements

                                    Currently you can only send customer statements by going into the customer account and selecting, as we have over 300 customers who we want to send a statement each month is there any development planned to allow customer statements to be sent as a batch, it takes us hours and hours to send them individually.

                                    Can you set up a search range function where you can select a statement period, select debit or credit balances or both and then select or tick the customers who appear so the statements can all be sent.

                                    Thanks

                                    Jason

                                    27 votes
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                                      5 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                    • give users the ability to print refund checks from credit memos and over payments under a customer

                                      give users the ability to print refund checks from credit memos and over payments under a customer

                                      26 votes
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                                        2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Customizable packing slips - attention field, special instruction field

                                        Invoice & Packing Slip - more customizable

                                        (1) Attention Field - essential for billing and shipping products attention to the person who placed the order
                                        (2) Item & Description - not all items on an invoice can be shipped, ie design service, packing charge, etc, so best to make it modifiable on packing slip
                                        (3) Shipping Address - client might have multiple shipping location, it would be great if this field is modifiable or if we are allow to save multiple address under the same contact

                                        26 votes
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                                          6 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                        • offline access to zoho books mobile app and sync when i have wifi

                                          Hi,
                                          It would be a great feature if users can use the app offline and sync it later when they have wifi.

                                          Salesmen can create new invoices or create new customers on the go without loading time.

                                          26 votes
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                                            3 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
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