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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6869 results found
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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 -
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
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