Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6167 results found
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Custom categorize invoice
I need to "mark" or categorize invoices to have easily access to them, for example: "product shipped", "work in progress" or others.
6 votes -
Restrict access fro sales team
Let sales team only access order that they created
6 votes -
Allow multiple payment reminders based on Customers (different languages).
Allow multiple payment reminders based on Customers (different languages).
6 votes -
Per Contact Hourly Rates
Have the ability to assign customers/contacts a custom hourly rate that can be selected as a billing method option when creating a new project or invoice rather then having to manually enter a custom hourly or project rate.
6 votes -
Sort by transaction date in "Recent Activities"
Details listed in recent activities list for the contact are order by the date the transactions actually happened. It would be useful to be able to sort these by accounting date instead.
6 votes -
email bills
Can we have an option to email vendor bills to a vendor like we do with client invoices.
6 votes -
Connection between administrator and more condominium (clients)
We have clients that are condominiums and they have an administrator, so we would like to have a connection so we'll can filter a lot of things about the administrator: the lists of condominium connect with him, the estimates, the invoices, etc...
6 votes -
Add sequential numbering
We should have sequential numbering for both payment receipts & bills, but especially for payment receipts, as they should be tracked for accounting purposes.
Thx.
6 votes -
option to edit multiple Invoices
customer has requested to have option to edit multiple invoices/recurring invoices- say editing the invoice date for multiple invoices
6 votes -
Reminder to customer for open Estimates
Same as what you do now for invoices, but for estimates instead to remind customers that they have an open estimate.
6 votes -
Report for Service Orders
I would like to be able to run a report for Service Order similar like running reports for Invoices & Estimates in the "Receivables" section of Report
6 votes -
Add date filters to the expense list view
Go to the Purchases menu and click "Expenses", you will see all your expenses listed. However, what if I want to see all the expenses of June? Or from August 15th to August 31st?
There's no way to do that as far as I know. It would be nice to add a date picker for filtering the list by date. Shouldn't be a difficult improvement and adds a lot of value.
Thanks
6 votes -
Some feature missing
- ADD SUB total to invoices
- Able to add a new items any where in invoice not at the end and move
- Search in name and description when adding item in invoice (actually just in name )
- add serial number ,family to items for classification -able for profile ( vendor) to see the items price but not the purchase rate
6 votes -
adding shipping labels - Create a label linked to UPS Etc..
adding shipping labels -see printavo.com great for silk screening business and for those who have to ship products
Auto input a shipping label to the client
6 votes -
Managing Procurement of same product from different vendors
Please suggest if there's an existing feature which helps us to add different purchase price for same product by different vendors
analyse procurement of same product from different vendors..
6 votes -
Add dynamic fields in recurring invoices
Adding dynamic fields to recurring invoices. Example : this invoice covers November - December, just like cell phone invoices.
6 votes -
6 votes
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Open Links in Tabs
Right now, it is very cumbersome and difficult to use Zoho Books in any in-depth manner.
For example, I need to do lots of inspections of items in the general ledger. Once I get to the ledger, I have to click an account. Then, to see the items in that account, I click them. After examining one item, I have to click the back button to go back to the ledger entries for an account. Each time I do this, I lose the scroll position I was previously at. So, I have to scroll down again, hope I find where…
6 votes -
6 votes
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Add Sales Channel in addition to Sales Person
It would be helpful to have a default report to get all sales per Sales Person and also per Sales Channel (where neither person or channel are exclusive). This would make it easier to view sales across various channels without forcing it to be tied to a specific Sales Person. (Today my workaround is just to use "Channel - Person" in the Sales Person field, but this method won't work for more complex sales operations)
6 votes
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