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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6171 results found
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Add authorized signature in purchase order
It will be nice if you add authorized signatory (signed document) in purchase order templates, since many vendors in UAE still insist a signed purchase order only.
6 votes -
Option to show the SKU after entering the item in the Purchase order
During creation of a PO, user can enter the respective item via its SKU. However, when it comes to the editing of the PO, the SKU of the item is missing in the UI.
It would be great if the SKU of the item can be seen during the editing of the PO.
Thank you.
6 votes -
Total Profit made on by Invoice or estimate
It would be nice to be able to run a report by estimate or invoice to see the profit made right from to estimate or invoice and/or just she it some where on the screen but not for customer to view
6 votes -
Option of entering Percentage shall be introduced in Quantity field
My business involves projects at Fixed agreed cost. Which require %billing on achieving project predefined milestones. This feature will help a lot just by giving option to show fraction to percentage.
6 votes -
Company Name on Browser Tabs
Having multiple companies with Zoho Books, I have multiple Tabs open in my web browser making it difficult to know which one to switch to since there is no identification on the tab. All you see is Zoho Books on all of them.
I would be great to have the name of the company on the web browser tab espacially when you work with multiple company at the same time.
6 votes -
Track estimates sent
Would be cool to have an integration with Streak to track how often your estimate of cost has been opened when sent by email.
In order to nurture accordingly the prospect.6 votes -
Apply outstanding receivable to the outstanding payable.
I have Companies that are both Customers and Vendors. It would be wonderful if we could apply outstanding receivables to outstanding payables and visa versa. That way we wouldn't have to write large checks to one another every month when our balances are about even.
6 votes -
Quickly apply same % to all discounts at item individual level
I'd like to discount at item level, and still easily adjust every item's discount together (i.e. 20% across the board).
This would make it easy to make changes for key items only (cost of gas, reimbursements, etc.) without needing to make too many customizations in the Totals section or send a second invoice.
6 votes -
Accept payment on a Invoice without having to save it and email it.
I want to be able to accept payments on invoices without having to save and email and then go to receive payments tab. I am entering in older payments and this is creating an unnecessary step.
It appears that other comments have been made in regards to the same inquiry
Mark invoice as sent without sending
6 votes -
Sales report by item group
Hi, I am looking for a zoho books report which we can see item sales report by item group
6 votes -
notes in estimates over to sales orders
I would like any Notes we write in the Customer notes box of the Estimate to be carried over to the Sales Order when converted. At present this does not happen
6 votes -
Allow clients to see recurring invoices that are stored in Zoho Books, in their Client Portal.
Allow clients to see recurring invoices that are stored in Zoho Books, in their Client Portal.
6 votes -
Make it possible to turn a Vendor easily into a User for Timesheet
In the case where a Vendor is basically an Employee/Sub-contractor, it would be very helpful to be able to convert that Vendor into a User so that I could make Timesheet entries based on that User. If that was synced to an existing Vendor, the billable timesheet hours for that User could be converted directly to a Bill for that Vendor.
6 votes -
add safari timer extension
There is a timer extension for chrome. It would be nice if there was one for safari, or at least a stand alone application (NOT an AIR app - those suck)
6 votes -
Reports required on monthwise
We need to review or export all the reports in monthwise in one click
6 votes -
Change Estimates Label to Quotation in the Client Portal
We would like to be able to change the word Estimates to quotations in the client portal. We are currently able to do this on the estimate template but not on the navigation labels in the client portal.
Our products have fixed prices and therefore the term estimates is misleading.
It would be great if we had control of this to adjust accordingly.
Thanks
Ryan6 votes -
Recurrent Bills WITHOUT registering payment (You can loose track of really paying them)
Recurrent Bills is ok, but can I choose to register payment when its really done? So its registered as a Pending Expense, and I can handle payments based on what its expected to pay. IT WOULD BE THE NICEST THING TO DO ZOHO BOOKS MORE USABLE.
I could set up a profie just to check whats pending! And I never loose trach of what I have to recurrenly pay!
6 votes -
bank reconcilation : Adding totals for cleared / match transactions for credit / Debits on the bottom while reconciling
bank reconcilation : Adding totals for cleared / match transactions for credit / Debits on the bottom while reconciling a bank account. Currently, Zoho Nets the credits and debits making it hard to determine which kind of transaction is missing.
6 votes -
6 votes
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sync items purchased by contact between Zoho books and Zoho CRM
Within CRM I want to know what a contact/account has purchased. lifetime $ amount and quantity of items.
6 votes
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