Zoho Books
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6588 results found
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Add section headers to group items by type on Est, SO and Invoice
Would also be great to have section footers with sub-total of all items between the header and footer.
This could be used for adding optional items. Option A, Option B
It could also be used to separate one-time and recurring charges (without using Subscription).
It could be used to separate Parts and Labor3 votes -
While making sales invoice please add such option to convert in to purchase bill. likewise, making purchase bill to sales invoice.
While making sales invoice please add such option to convert in to purchase bill. likewise, making purchase bill to sales invoice.
3 votes -
Allow Customers to link to Bills via Import from CSV
Currently, the Bills allows me to import a column for Customers, but that column does not work. Even though I map the Customers to our Bills during an import, I still have to manually go through each Bill to attach the Customers. It would be extremely time-saving to allow me to link these Customers to each Bill automatically.
3 votes -
consolidate users, workers & contacts into one module
In order to avoid the current complexity, it would be very convenient to have all persons merged into one module:
The "contacts" module should list all users, workers, suppliers, customers, etc.
Each person in the module should be assigned to one or more "roles" (e.g. "supplier", "employee", "customer", etc.).
A person (contact) should by default be a new Zoho user with a free plan (as it is the case of users, which should be merged into contacts). If someone is a customer or supplier of several companies, they should be able to log in to their single Zoho account.
This…
3 votes -
Edit email address in customer portal
At present the customer has to contact our company and we have to perform the change of an email address. The customer portal is confusing as it clearly shows an 'edit' feature next to the email address, but only allows for contact info to be changed.
3 votes -
Add a feature to the inventory system, allowing you to have a variable weight of some items and
Capability of having items with variable weight (food products such as cheese) which would use the current serial number feature with the addition of a specific weight which would calculate according to the rate per measure (Such a Kg or Ltr) for example.
3 votes -
Download customer list
If I could download my contact list, I will be able to send bulk mails regarding our other services easily.
3 votes -
Change Invoices so they can stay open even though the bill has been paid in full.
Currently when invoices are paid they are moved to end of line because they have a zero balance. But that doesn't indicate that it has completed the job or service.
I would like to have a notification showing that it has been paid but job is not complete. When job is complete or delivered to customer then it will be closed.
3 votes -
Simplify Foreign Transactions
I sometimes get paid from a client in Australia in AUD$. I send them the invoice in AUD$ and they pay via bank transfer to my US bank. To reconcile it I have to know the correct exchange rate. Because of the time of day it was sent, the rates are different. I have to keep guessing by trial and error until I can enter a rate that changes the US$ amount to what appears in my US bank. It wastes so much time!
PLEASE make it so that we can edit the final amount in US$ to match what…
3 votes -
3 votes
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3 votes
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Improvements in Retail Invoice
Retail Invoice displays payment mode only as cash or card. It should allow us to select any payment mode, e.g. check, bank transfer, the same as what accepting Payments allows us.
3 votes -
Changing dates on payments without unlatching entries
We need to be able to change the payment dates after they are matched, without having to unmatched the payments to change the dates and then having to rematch the payments to the deposit again. This makes it difficult when you have to put payments in different months to reconcile for a previous month.
3 votes -
I want to add my company certification in the footer part of my invoice
My company has various certification and i want to add them in the footer part of my invoice so request you to suggest me how to do that.
Thanks3 votes -
"Last Modified" field in invoices list view when viewing Drafts
Invoice Date & Due Date are available. I would like to add an additional column for "Last Modified Time" and original "Created Time"
3 votes -
Quick Edit for Sales Orders/Invoices to edit summary data only
We have many Sales Order/Invoices that contain hundreds of line items, which makes them very slow to edit. We would like to see an option to edit only the Sales Order / Invoice summary details in order to speed up the edit, as it can take MINUTES to edit 1 field eg Salesperson as the system can be exceptionally slow for these large orders.
3 votes -
Invoice Ref Number is not printed in Credit Note
When creating Credit Notes, the Invoice number for which the credit note is being given has to be referenced and printed on the PDF. This should be mandatory information. As of now, it is not so in Zoho Books.
3 votes -
enter amount and Books finds rate
Enter a amount in the Amount column (Total Price of an item) the Books calculate the Rate (Price each)
3 votes -
Print out in A5 Format
to save paper need prinout in A5 format. that will save papers usage and would be environment friendly also.
3 votes -
Add billable/non-billable hours indicator to timesheet calendar view.
We can see the total number of hours recorded for a given month on the calendar view of the timesheet. It would be very helpful to see a split between billable and non-billable hours on both the overall monthly total as well as the weekly totals. As it stands, we need to run reports any time we want an accurate total of billables for the month. This is cumbersome.
3 votes
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