Zoho Books
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6591 results found
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Enable customer to change invoice to recurring invoice in portal
Would like customer to be able to switch current open invoice to recurring invoice and enable auto charge on their saved credit card.
3 votes -
I need a lab reporting tool
Lab reporting tool where in i can input values for an item/test conducted in the lab. A simple report which shows test/item name, observed value in the lab, required value as per specifications, test method used, results or remarks. A section for explainations with pictures from my gallary and conclusions.
Digital signatures by 3 levels of officers.
Integration with Invoice.
So that the lab report plus its invoice can be emailed to the client.
If you develop the above you will kill much of your competition.
Thanks
Pari3 votes -
Allow expenses entered in Expense or Books to pull into retainer invoices. We consultants need to add these to invoices separately at times
Allow expenses entered in Expense or Books to pull into retainer invoices. We consultants need to add these to invoices separately at times
3 votes -
Add vertitrans payment gateway for indonesia
supports nearly all payment types for indonesia
3 votes -
Sort the Account Transcations report by any column, not just the date.
This is very useful in being able to track down an entry by any means
3 votes -
The option to export an Item list that include all item details plus the inventory should be added.
The option to export an Item list that include all item details plus the inventory should be added. The current export tool only includes the opening inventory and this information needs to be supplemented with up to date info on the current status of inventory per item.
3 votes -
put a sort option in chart of accounts
Once Chart of accounts is open, accounts are listed in no specific order. It would be nice if there was an option to sort accounts so they follow the order of the financial statements.
3 votes -
Be able to track sales agent and production staff member who did the work.
I would like to be able track which person brought the client to the firm (sales agent) in terms of dollars collected by the client and track who did the work (staff member). An owner may bring a client to the firm (sales agent) but may not do the work; we need to measure value of who grows the firm as well as who did the work (for bonuses).
3 votes -
Improve "Time to Get Paid"
This report could be very useful, but at the moment it is pretty useless. It has no customization options available. The worst part is that column headers (0-15 DAYS, etc) just don't relate to anything. IF those were adjustable then people could change the report to reflect their businesses payment terms.
3 votes -
Been Able to choose more fields in Account Receivable Reports
It is very important and easy to add more fields when custom one of the reports.
Fields like City or State in the Custumer Balance Summary is basic, same in aging sumary.
I need to have a report where I can filter or export to Excel how much money per City clients owe me. Make this report it is very dificult. Add few columns to this report will fix this issue.3 votes -
3 votes
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Expected date of recovery
There should be a report based on expected date of recovery and connected sales person to it. Its helpful to know when debt shall be recovered across the organization to that cash flow can be ensured.
3 votes -
Reminders with the same set of configuration
Possibility to have reminders with the same set of configurations so it would be possible to set reminders in different languages.
3 votes -
To add unit
To add unit manually while creating Invoice or estimate.
3 votes -
to add Subfilters to Reports, specifically to profit and Loss.
There are a lot of filters you can add.
For me, this one is very important:
Being able to pull a P&L report and filter by items for each account.Also, when i view Sales by Customer, i'd like to be able to filter by item and account.
3 votes -
Restriction for sales staff to view different items from different vendors
Restriction for sales staff to view different items from different vendors
3 votes -
Add Links to Add Expense to Recognise for Bank Rec
When I travel I take photos of receipts using the app and record the expense. When it comes time to reconcile the bank transactions the possible matches on the right have generic titles of 'Expense for', Amount and Date. Would save time if these could be clickable or have a more descriptive title to easily match against the bank transaction. For any amounts I need to check I have to go out of the banking rec area and find the expense added to see if that is the correct one to match.
3 votes -
Allow a custom report where we can track the number of pcs a sales man has given sales order and number of pcs a sales man has sold.
Allow a custom report where we can track the number of pcs a sales man has given by sales order and number of pcs a sales man has sold for a particular period by Invoice.
3 votes -
3 votes
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New credit card gateway with zoho books, invoice.. BIG MONEY SAVINGS TO GET THIS IN
the software is known as 911 or creditline, you can pick your own processor it works with all of them. There is a one time license fee. there are no batching fees or transaction fees added like others. they also have an online gateway cloud9. You are not locked into any one processor, you can pick who you want to use based on the rates they are offering.They will work with ZOHO all integration from there end is free. This would be a great win for the ZOHO clients to pick the processor they want with out fees being add…
3 votes
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