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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6163 results found
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I have to Make Custom Template Pls Help me
Make Custom Template Pls Help me
6 votes -
Page Numbers for Customer's statement of Account
Please add page numbers to Customer's Statement of Accounts so that it would be more intuitive. Also please add {page no} and {total pages} tag in the templates customisation section. So that the page numbers can be customised.
6 votes -
Unlimited Ship to Addresses or a 1 Account -> Unlimited Contacts Relationship
Unlimited Ship to Addresses or a 1 Account -> Unlimited Contacts Relationship
6 votes -
Customer ID auto generate
It would be great if you can add Customer ID / Vendor ID in contacts field which diaplays in Invoices / Estimates / Orders & Payment Vouches.
This is a real helpful features to track a customer / vendor data easily.
6 votes -
Show items on other Sales Orders as unavailable
If another sales order has an item or composite item and the status is confirmed, show those items as reserved and unavailable. We would like to determine what orders we need to ship now with the current stock and what we need to order for future orders.
6 votes -
Discount Options - Allow per item AND globally
Today I must choose between discount per item or global discount. In many cases I need both (for some product provide special discount and a global discount for the complete invoice).
6 votes -
Hide Zoho brand label on screens
It would be nice to be able to hide the Zoho label which is boldly shown on the top left of every screen. Even if it cost some money to hide.
6 votes -
Take Bank Credentials on Bank's site URL rather than within Zoho Books itself in order to maintain security
- Will not it be a good idea and a confidence for Zoho Customers, if you take Net Banking credentials within Bank's site URL page, rather than taking credentials directly on within Zoho Books page.
This seems completely unsafe
We don't feel confident while entering the credentials directly.Let's take a scenario=
Where, Just like when we click on Google icon to login to Zoho books with Gmail or Google account, it opens a window of Google itself and here Zoho Books is not taking ID and password on their own site for Google Account.
And after taking authentication from the…6 votes -
Automatically create an end date on recurring invoices base on terms.
We want to setup a recurring invoice. The invoice is for $1,200 with repayment terms of $100 each month for 12 months. We want the ability to enter an invoice for $100, set repayment terms to 12 months, enter a start date, then have Books automatically create 12 invoices. Right now, we have to enter an end date. Thats crazy. Then if we have an invoice paid every other week, that makes it even more complicated. Its like a car payment. $20,000 invoice. $400 per month. 50 invoices would be created. If the start date was August 1, 50 invoices…
6 votes -
Wildcard Item Search In Invoice/Bill
Seach Any Word in betwwen Item Name In Invoice/Bill.
See Below Image For more Clarification
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http://prntscr.com/gcvoc26 votes -
Cash Sales Option should be given
Currently we have to record the Invoice any then record cash received this is Tedious job hence give cash sales option
6 votes -
payment by instalments
I would like to have the possibility to create a planning of payments with several dates for eample 2,3,4,5,6,7,8 etc
6 votes -
Ability to edit quantity in delivery note for invoice.
It becomes difficult to edit invoice every time we require delivery note. It is difficult to keep up with items and quantities initially invoiced. Delivery happens in batches where maybe out of 15 items, only 5/10pcs of one item is delivered. Hope my point has come across well.
6 votes -
Bank Account- Sub account for TOD and POD
current bank Account - bank give us facility on that current account - Temperory OD with certain interest rate and Permanent OD with other interest rate - so when we receive the fund or charge interest which faciliy utilised by us - in that sense we need sub accounts of that bank account to have a clear presentation
6 votes -
Email Reminders for overdue Estimates not available
Option to create Email Reminders for Estimates or Overdue estimates not available. If we are sending estimates in place of Invoices and later switch the Estimates to Invoices, we cant follow up on Estimates or send automated reminders
6 votes -
To facilitate download of matched and categorised transactions under banking
After categorising and matching transactions, I prefer to have it downloaded so I can hand over the same to my CA for income tax filing.
6 votes -
Print Address
You are doing Well, But I want the Feature by which we can directly print the billing address of the User.
6 votes -
assigned vendors only
Please make role for assign vendors only. The user without permission to access other vendors are not allowed to see the Purchase orders from other staff. It is dangerous for other buyer in a same dept to see all the PO of a company!!!!
6 votes -
UPS UK link to work
UPS Link to work in the UK
6 votes -
Receivable/Payable Planning For Future
This feature is important for future receivable/invoicing reminders tracking. Many times a project is worked on a fixed cost with milestone basis. It's hard to create a tentative budget if we don't know how many milestone invoices could be raised in the next month for all of our projects which would complete milestones. This would also help finance teams to help keep delivery teams updated with their targets.
This can be simply implemented if the "Sales Order" can have a feature for adding a "tentative invoice raising date" for each of the items/milestones of the sales order. Based on these…6 votes
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