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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6591 results found
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Task pricing for Projects
add the ability for a price to be entered into a specific task for a project and then carry that pricing over to the invoice when adding all unbilled time for a customer. right now you have to enter the price at the invoicing screen.
3 votes -
packing slip only
I need to make a custom role for driver to have access on invoices as packing slip only
3 votes -
Reminder for not paid invoices by post (juridical)
Dear Books,
In france it is essential to make last reminder by post before doing any legal/justice steps. So, before sending a bailiff, you must informe the client with all the due invoices.
Please, add this important function (Sage, ERP, API,..) have it standard.
It must create (if possible from a template) a letter with date, total amount due, client infos, add the list of due invoices. Possible to generate a PDF (to print) from the due invoice state.
I hope to see this functionality fast, because I think from the French market it's important, mostly because in Europe getting…
3 votes -
i have added employee Name to Map the expanses, request you to add the into Shortcut while categorized the Banking Feeds
Employee name has to be shown While mapping the Banking Transjection Feed thru shortcut
3 votes -
To update Zoho Invoice
Keep main account maintaining all the accounts, but have an option that each account can access only its invoices and do not be involved into other invoices.
3 votes -
Like to export journal of banking with client account number so we can import into into SAGE
Like to export journal of banking with client account number so we can import into into SAGE
3 votes -
Takeout invoicing for those who don't need it.
Many businesses don't need an invoicing based system. Restaurants, bars, retail stores. Where products are bought and sold in the moment. As a bar owner I want to see reports and features based around expenses and daily transactions.
3 votes -
comissions for sells person
i have see this feature in erpnext that i can set the comission for the sells person in the invoice and its auto add to Comissions in the journal
3 votes -
ADD A FEATURE FOR LOAN RECIEVED FROM ANY ORGAINSATION OR PERSO
I didn't found any feature for receiving/giving loans from/to any organization or any person. Please add it
3 votes -
Work better with Yodlee for image security layer
I contacted Yodlee to ask why my bank's image security layer doesn't work with Zoho and vice versa. They said: "As you are aware currently Gardner Bank account is not supported by Yodlee due to security images for authentication feature at the end site, as of now we don’t have an ETA by when this site will be available. We would request you to contact Zoho Books and file a service request to Yodlee for tracking purpose."
3 votes -
Custom Field Type - need "look up" eg Contact name
Want to add a custom field that looks up a preexisting value such as contact name.
Use case = received a bill that I want to lodge as a cost against a customer (not quite the same as expense) eg the cost of buying a Zoho license for a client so at the end of the year I can have a consolidated report that shows the total revenue from a client less the cost of goods supplied so we get a profit by customer report3 votes -
webhooks
Hi,
It would be great to have webhooks for Inventory quantity and price changes, changes in tracking status, changes in order status.
3 votes -
Kindly provide estimate follow ups and remider for sent estimate
It will very useful to increase sales for small business to follow up his quotes/estimate timely.
3 votes -
make items searchable by transaction.
I need to be able to find invoices, estimates and bills by item number or description. being unable to edit items that have existing transactions, I would like to be able to search for the existing transactions that the items has been used for.
3 votes -
Bank Statement Field Mapping
When creating rules for transaction matching the reference number did not pull through when selecting "Use Value from Bank Statement".
Thus the option to MAP the fileds of the statement as in ZOHO would be awesome.
and/or (this was my case)
instead of ONLY use value from bank statement reference and enter manually. Give the option to choose the value.
3 votes -
We need a separate right on a specific login for invoices and receipts. that means on a specific login invoices and receipts can be entered.
Rights to read or enter are there. if these rights be more specific it would work wonders.
3 votes -
3 votes
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Add Sync.com cloud storage for attaching receipts to expenses
Add Sync.com to the list of cloud storage providers. They provide secure cloud storage - a much safer place than Dropbox for keeping receipts. By adding this provider to the list, we can then attach receipts for expenses.
3 votes -
status
Archive Estimates or create custom status that can be applied. Also custom views. I need to be able to archive estimates that have been converted to sales orders and then invoiced.
3 votes -
bank charges tax
Taxes on Online Payments Gateway (Paypal). Right now when an invoice payment from paypal is registered. Is possible to add the associated fee as a bank charge, however, there is no way to consider a tax on the fee. It would be great to have a way to include or add a tax to the gateway fee.
3 votes
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