Zoho Books
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6159 results found
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Categorize the Estimate in PDF view
Can you let us to categorize the Estimate with the functions to be more clear for customers for example :
I am working in smart home solutions and need to categorize the estimate for Lighting section to contain all lighting equipments and HVAC to contain all materials it need and so on just one bar line to identify the content of the following itemsand this option should be marked from setting to enable or disable it and add different category for each Estimate
5 votes -
Better Paypal integration
When paypal feed is integration it only had the customer name, transaction number and amount. Other services like Godaddy bookkeeping transfer customer name, transaction number, amount, and item. When you don't include the item which is sold from through ebay, reverb or amazon it requires you to access those account to figure out what what sold.
5 votes -
Allow a contact to be associated with multiple estimates / invoices etc.
Each contact should be able to view all the estimates / invoices they are associated with, because once they start to be a part of different projects with different clients, we will not be able to have so many email ids for one contact for them to view all estimates / invoices etc. they are associated with.
So when a contact is associated with many different estimates / invoices etc. he / she will need only one email and login to access the portal and view all associated estimates / invoices etc.
Alternative on the same lines I suggest the…
5 votes -
when I enable the portal for a contact, the possibility to restrict the view to one or more specific projects and not for all items
As subcontractor, it would be great to allow one or more contacts to see specific project and not all stuffs in the portal. For example we often have projects which involve 2 differents companies and several departments and it would be important to authorise more contacts to have access to specific projects and not to all items.
5 votes -
Interest Income - Tax
Income is taxable therefore interest income is taxable. Can you please add the tax field to Interest Income.
5 votes -
that we be flexible on adding rows and columns on the invoices and purchasing so we can tailor to our needs.
adding rows and collums and etc in the templates
5 votes -
Make Purchase Orders show up in Zoho CRM if the supplier is in the CRM as either an account or supplier.
It would be useful to have purchase orders associated with a sale show up in the associated Account, potential, sales order or invoice.
5 votes -
Vendor Payment option for Indian Edition
One of the customer requested this feature. With GST rolling in, why not attract more indian customers with vendor payment option? Many people are looking for One Platform to have both payments and receivables.
5 votes -
Apply bank transactions as partial payment for invoices.
I have invoices for which i receive partial payments. I need to be able to apply those payments without being forced to do an adjustment from the banking page.
5 votes -
make a provision of importing three different price list for each product - cost price, manager selling price & sales person selling price
Requesting a provision of importing three different price list for each product - cost price, manager selling price & sales person selling price
This will help us to control our Sales team who can't quote or invoice low prices without manager's approval.
Price Authorization while invoice and making estimates - Min. price level for Sales Team ... beyond which they are not allowed to sell or quote their customers
5 votes -
Match Transactions
When trying to match uncategorized transactions, the list of possible transactions that have been manually entered already include the date and the total. It would be great to also include the vendor name.
5 votes -
on the "timesheet" page, add a "unbilled time"
At month end, I have to go through each active case to see which of them have timesheets which must be invoiced. Having the suggested column would tell me not only which ones have such time, but which active files may need attention.
5 votes -
Clasify whether the items is a reoccuring cost or a one-time cost
Make it so I can include in the estimate the difference between a one-time cost and a reoccurring cost. And have this be a check box when adding a new item into Books.
Items Check Box: "Is this a reoccurring cost"
5 votes -
How to view data based on fiscal year? By default.
Need future to switch to fiscal year and ability to view the data for that year. It is confusing to view all the sales orders by default.
5 votes -
group of contacts
Create group of contacts in order to list them by that group. For example i have 7 forwarding companies. and i would like to list them by that group.
5 votes -
stamps.com
Please set up an integration with stamps.com that would allow shipping information (customer name, address, email, phone), weights and shipping type, shipping date to be merged and shipping labels printed from stamps.com accounts.
5 votes -
Add an Edittion for Construction companies where you can control each project separtly
Add an Edittion for Construction companies where you can control each project separately including expanses, payment recived and timeline, Subcontractor expanses and Material Cost
5 votes -
Add a line for the Paypal fee on invoices
PLEASE add a line for the Paypal fee to be automatically calculated and added to the total amount on estimates and invoices. Then it is passed on to the customer and simply part of the total cost, so there is no mismatch with amounts in Paypal.
5 votes -
BANK OF INDIA - PLEASE ENABLE CORPORATE BANKING ACCOUNTS
BANK OF INDIA
DEAR Sir,There are many customers using Bank of India Corporate Banking.
Please enable these type of login in Zoho books.The feature exist in Quickbooks for BOI - Corporate Accounts.
Thank you.
Edvin Varghese.5 votes -
Add notes to Estimates
It would be helpful to be able to enter internal notes to Estimates that only our company can read. Obviously being that these are internal, the client SHOULD NOT be able to read these.
Internal notes are helpful to keep track of activity that may occur during the life of an Estimate.
Please add this feature.
Thanks!
5 votes
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