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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1. Include better reconciliation feature between card settlement and invoices.
Integrate with card processors so that the fund transfer from Invoice, to charge to merchant to bank can be fully automatically captured in books. At this time, it is painful to reconcille between bank and invoice.
3 votes -
Purchase Order Creation
I want the purchase order generation process to be much more intuitive and fast.
- Reorder list to PO by selection
- Wishlist addition
- Vendor Portal so vendor can login to check the PO
- Auto reordering rule on certain items
- Purchase Intent (Request for Estimate or prices)
3 votes -
Bring back the ability to indicate tax deductions in invoice payments
This functionality was available in the US edition until a couple of months ago, but it disappeared without notice or a workaround. On April 29 I was promised it would be reinstated but it hasn't been yet.
3 votes -
To have the ability to use the customer recievables field form Zoho Books in Zoho CRM forms, reports, views that syncs to Zoho Books.
The customer receivables field from Zoho Books to be available in Zoho CRM to use in forms, reports and views within Zoho CRM
3 votes -
expenses
In the dropdown list to filter expenses, we have Reimbursed expenses. It would be great to also see Not reimbursed expenses which is often requested to identify what is left.
3 votes -
Airline tickets
selling Airline tickets is a commision based thing, or flat rate thing, this means i may sell 2 tickets on the same plane , both economy class, both sits next to each other , but one cost/sell 800/1000 , and another one is 1600/2000, so when invoicing each of these client i will have to go to the items menu and change the cost and selling, otherwise i can never know my true profit.
someone suggested me that i create a new item each time i create an invoice that would be easier BUT this way i will be having…3 votes -
Paypal pro for Australian and NZ editions
Can we have Paypal pro made available to AU and NZ customers?
3 votes -
To limite The view on invoicing
Users can only see the invoices that they have made
3 votes -
make hours worked by staff automaticly calculate as an expence for the job.
Hours worked by staff are automatically matched to the jobs worked and calculated as a job expense.
3 votes -
Zoho Books Android App: Clicking an invoice notification should bring up the invoice
Currently, When you click a notification related to an invoice on the Android app it just takes you back to the app home screen. The notification should be a link to the invoice that so that you can can see what client it is associated with and what is on the invoice. Please make it so that when you click a notification related to an invoice it brings up the invoice that the notification is associated with.
3 votes -
Register sSearch
I am in need of a search feature in the register. As of now you can only comb through all of your transactions to find what you are looking for. I want to be able to search by specific date, check number, specific amount. We have so many transactions per day that it's impossible to look through it all for something specific.
3 votes -
Request you to enable State Bank of Mysore (Corporate)(India) link.
Only Retail Banking is enabled for State Bank of Mysore. Request you to enable (Corporate) Banking for State Bank of Mysore. Corporate Banking feature is available for State Bank of India, but not for State Bank of Mysore.
3 votes -
Multiple Estimates Added to a Potential
In regards to the CRM integration allowing you to link an estimate to a potential. Currently you can only link 1 estimate per potential, we need to be able to add more than 1 estimate to a potential.
3 votes -
Please allow Quots to be converted to WorkOrders and Invoices inside of the CRM Module
Please allow Quots to be converted to WorkOrders and Invoices inside of the CRM Module
3 votes -
permission for template
I need multiple templates, however I do not want to make all of them available for everyone to use. For example, I used a different template for the invoices that I IMPORTED from another CRM, to make them stand out in case we need to research the data for some reason. I would at least like to be able to mark a template as INACTIVE so that my users could not use that template going forward.
3 votes -
Adding the account receivable type to the account types when creating a new account under the chart of accounts
We need to create a new account with the type of the account receivables to show the cheques we send to the bank for collection. and also a reminder with the cheques due date for the future due dates.
3 votes -
Sale history graph of individual products/items
Be able to click on sales by item report and then drill down into a particular item to be able to see the sales history of that item (ie SKU) in a graphical format - with an interval setting eg, daily, monthly, quarterly, yearly. This will help businesses quickly see the sales growth/decline of different products.
3 votes -
Create a report for Sales Orders with Open status
Need a report to show open orders in the system and then to be able to filter it by sales person. Current report only show orders that have been invoiced.
3 votes -
Directions Credit Union add to integrations
You have the credit card link but not for the bank accounts.
3 votes -
Introduce simple scheduling of reports
It would be good to have the ability to simply schedule the production and distribution of a report to the report user.
An example - it would be good if I could simply schedule a Sales by Sales Person report to output via PDF, XLS etc. to my staff every Monday for the previous week. This would allow them to easily track their progress without having access to the entire reporting module.3 votes
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