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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Auto sales person's name on the invoice created should be by default of the user's name.
In order not to abuse the user who created the invoice, there should not be a list of user to choose from, but instead a default of the user's name.
4 votes -
organization templates
i am a zoho books partner. i need to setup 10+ clients at a time. but it takes forever b/c i have to add all my users (same users) + config the settings/email templates/sales tax codes & groups/etc for each one!
pls setup company/organization template feature so we can add all our clients quickly. doing all the users & config/settings manually for ea one takes hrs & is inhibiting our setups which is reducing your sales/revenue too.
let us make a organization template which we can then copy to make new orgs/clients/companies. SOOOO much faster! its how xero & qbo…
4 votes -
Multiple Billable Addresses for a Customer
Allow multiple billable addresses for a Customer. There are many cases where a company can have multiple branches with different addresses. The invoice would need to go to the branch. You would still want to roll up the revenue by the customer inclusive of all branches
4 votes -
when creating an invoice, there should be an option to enter amount paid at the time of sale
This is important for cash sales. Where i can send invoice paid in just one simple step.
4 votes -
Add PayPower.ca (not just PayPower.com) to Banking section for transaction tracking
Currently you offer PayPower.com as a credit card in the banking area but you do not offer PayPower.ca. Can you please add PayPower.ca to the banking section so that we Canadians can add our transactions as well? It is the same Company and appears to be the same system just a diff't URL. In fact, before they introduce the .ca URL I was using the PayPower.com url to login.
4 votes -
Export/Print in banking module
When we sell without the invoice, we still need to issue a "receipt" that we have received the money. Problem is, there's no option to print neither export to pdf on the item in the banking module.
It would be ubelievably helpfull to event bulk print selected items which I could filter (in my case "sales without invoice" specifically).
There's a workaround to get (unsorted and unfiltered) data out through report->account transactions but that's certainly not solution worth 21st century software like Zoho is.
Thanks!
4 votes -
teamworkpm
Integrate with TeamWorkPM for invoicing. https://www.teamwork.com/integrations
4 votes -
Add a Feature called Cash Inflow From External Sources other than Bank
Add a Feature called Cash Inflow Other than Bank, with the very same options you have inside the Banking option in the Menu Column at Left. That way for example: if the owner of a business gives money to the business, it can be added as Owners Contribution, but it will be from the Owners own pocket, not from Banking source. With this Feature....if the Owner gives money to the Business from his own pocket, we can add it outside Banking source, coz it didnt come from the Bank account of the Business. It may came from the Bank account…
4 votes -
g/l account numbers
I would like to use numbers too in the chart of account
4 votes -
add Butterfield Bank (Cayman) Limited
add Butterfield Bank (Cayman) Limited to the list of banks
4 votes -
deilvery note
Hi
is it possible to create Delivery note before creating the invoice.sometimes we send the goods along with DN/DC then on the weekend create invoices for payment against those DC's.
4 votes -
Allow P&L and BS report to order according to account codes (not alphabetical) in report sections
The account names are fixed by our language, but the numerical codes are flexible. Why can't the P&L and BS reports order the sections according to numerical code, which therefore overrides the alphabet we are stuck with using
4 votes -
Permit invoice same customer on many curriences
Is really import permit generate an invoice in 2 or more curriencies for the same customer. Actually we have to create two different customer one in USD and other in other currency to can invoice them!
4 votes -
Modifications and batch editing
A simple function would be to modify and edit batch multiple operations expenses or sales (category, vendor, customer).
This would allow a considerable time.
Thanx
4 votes -
Shipping address is passed to PayPal for PayPal payments.
Invoice has been sent out with Paypal as payment option, and when customers pay with paypal, it does not pass through the Shipping address to PayPal.
4 votes -
Bad translation of ZOHO Book (or not translation)
Hello
There are some very bad translation in French that are confusing for our customer:
1- Link Potential (when you create a quote (devis) This should be : Lié à une opportunité
2- Facture impayé >> This is a wrong term
You have Facture en retard (that should have been paid)
Facture à récevoir (which is Invoice to be paid)Impayée is a non sens word for an invoice which shall be paid for the futur.
Please if you do this, this could help our common customers.
Regards,
Thomas
4 votes -
4 votes
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Invoices
I am new to zoho invoice. I have noticed that company and tax id even if checked. It is still not appearing on the Invoices. Also, It would be nice if the Total amount in the invoice could be mentioned in words too. Just my opinion.
4 votes -
Include "Positive Stock on Hand" as a drop down option for "View By" items.
Having this as an option, you would be able to see what items you actually have on hand, not an entire list of all items ever added. This option would be extremely useful and should be easy to implement.
4 votes -
Be able to enter purchase price in currency
Would be GREAT if i could enter purchase prices in currency. The price in € is my fixed cost, the floating £ price is my landed cost, which changes on a daily basis. Entering only sterling means every PO needs correcting.
4 votes
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