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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6968 results found
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3 votes
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Add an option for close on estimates under the more tab. This way we can see which ones are still active
Add an option for close on estimates under the more tab. This way we can see which ones are still active
3 votes -
tracking categories (Profit Centres)
Tracking categories (Profit Centres). If you have more than 1 retial shops under 1 group and you want to run profit and loss statement for each shop to track expenses, sales and inventory for each shop seperately.
Reporting tags is not the solution for this. Customer support kept referring me to reporting tags but if you arerunning inventory and you sell for example red umbrella in Shop1 and also in Shop2. You need to be able to assign categories (tags) at an invoice level not on an item level. Entering a tag to each item is a very time consuming…3 votes -
3 votes
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Transactions posting
Please create a batch transactions processing for bank and cash , customer invoices supplier and other module transactions, such that we can enter transactions rapidly or import large volume of say 10,000 on lines basis like you will see in sage one and sage evolution (SA).
There should also be a feature for importing on this module3 votes -
3 votes
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ITEM SALES BY SALESPERSON
Kindly Add a Feature
ITEM SALES BY SALESPERSON Report.
BY this feature Company will see the report of sales person wise sell of Item or product .3 votes -
banking integration for Banque de Savoie
Add french Banque de savoie :
It is part of Banque Populaire Group and should be the same integration.
Thanks you ;)
3 votes -
Allow more than one Subscription/Books company to sync with CRM.
We have more than one company we use for billing our customers because we offer more than one type of service.
Example:
1. We do marketing and advertising for customers for our classified ads website and
2. Build websites for people. Which are two completely different companies for us but sometimes they overlap.
Meaning they do Advertsing/Marketing AND Website building/SEO, etc.
So it would make it easier if in the CRM it showed ALL of what the client has subscriptions for. I hope this makes sense! :)3 votes -
Forte clearing account like Stripe
When automatic invoices clear through Stripe, there is a cleaning account that shows every transaction and the fee associated with each transaction.
With Forte, you get one lump sum deposit of all the payments received that day. So in order to reconcile that transaction, you have to go through and figure out what got paid from the notifications you receive to try to match it to the day.
That is very time consuming and as we get more and more transactions going through, this is becoming more of a problem.
The idea here is to allow Forte to send transactions…
3 votes -
3 votes
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3 votes
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allow payments to be made through crm integration without giving books access
with the CRM integration you can create an estimate, invoice etc...so i have a customer in front of me...I can create there invoice, print it etc...but no way to record a payment to give the customer a paid invoice...would need to go into books to record it...should be a way to also record payment right away
3 votes -
Work Order
I would like to be able to create a Work Order from the Sales Order without taking items away from the Sales Order.
A Work Order is what I issue to the employees who will perform the work in the field. I need items and quantities to come from the Sales Order and not show the monetary value.
3 votes -
Option to enter Journal Entries in a Zoho Sheets format instead of the default interface
Option to enter Journal Entries in a Zoho Sheets format instead of the default interface - this will be very useful for accountants.
3 votes -
allow actions to occur from a task being closed or completed
A task being completed or closed can be the trigger for a new action in workflows.
3 votes -
Auto filter possible matches
Automatically filter possible matches that occur before the transaction date you are currently viewing. For instance, if I am trying to match a transaction from 9/28/2018 all transactions prior to that date should be filtered out and not visible.
There is already a filter that limits based on transaction amount. Seems like an easy addition.
3 votes -
Automated Payment to Vendors via ACH based on due date for both regular and recurring bills
Hello, I have several vendors that I pay via ACH/Forte integration. I would like the ability to have Zoho trigger the ACH payment automatically on the due date - saving me the step of having to push through the ACH payment manually each time. This option should work for recurring bills as well - once the bill is generated it should automatically send payment to the vendor via ACH.
3 votes -
VAT
Default VAT code to standard rated on all items unless the item is specifically exempt or standard rated.
Of course, this only applies to VAT registered businesses.
In the sales invoice template/settings, there should be a "default VAT rate" so sales invoices can't be sent out without VAT being applied.
3 votes -
PLEASE PROVIDE , OPTIONS IN RECIVABLE , REPORT OUT STANDING BY EACH SALES MAN
Kindly provide Reports based on recivable by sales person
for this add fiels in Contacts for fixing sales person fiex and so their is no need to select the sales person at every time of billing .Thanks
3 votes
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