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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6584 results found
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Allow %Balance% (Total Customer Balance) in Invoice Emails
It would be immensely helpful if the %Balance% tag from the Statement email template would work on the Invoice email template. I want to show my clients their total balance due, along WITH their current invoice amount.
Total Due %Balance%
Invoice Due %DueDate%
Invoice No. %InvoiceNumber%
Invoice Amt. %Total%
Invoice Date %InvoiceDate%3 votes -
Reporting tags for Sales by Sales Person
Reporting tags are currently available only for Sales by Item. They should be extended also to Sales by Sales Person
3 votes -
vendor gstin for purchase order should not be mandatory
As for purchase order vendor GSTIN does not affect accounting.
So vendor GSTIN should not be mandatory until a purchase bill needs to be created. While creating the purchase bill updation can be made for GSTIN
Please remove vendor GSTIN from being mandatory as this feature is available in quickbooks3 votes -
Automatic change of price increases for subscriptions for all customers at the same time
It would be greatly appreciated that when the subscription prices increase (we do it every year or every 2 years), that we can change the price in the product and that we can activate it for all new subscriptions and previous subscriptions from now or even choose the date.
Because manually increasing prices is extremely long and we can forget several!3 votes -
3 votes
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Discount Feature For Fmcg Wholesaler Higher The Quantity Higher The DISCOUNT.
I want automatic discount function in invoices at Item level
I have 800 items in my warehouse. Every item has different discount function.Item (A)
basic rate 80
if customer buys 1 to 3 then I will apply 2% discount.
if customer buys 3 to12 then i will apply 5% discount
if more then 12 then 7% discountItem (B)
basic rate 200
if customer buys 1 to 8 then I will apply 10% discount.
if customer buys 8 to15 then i will apply 12% discount
if more then 15 then 15% discountItem (C)
basic rate 80
if customer…3 votes -
Allow Zero Entries in Journals
I like to clone a journal twice per month to enter my FBA payments. There are many accounts associated in this journal. However some months a field might be zero. If I delete it, then the following month it's a real pain to re-enter it because you can't just insert it in the middle. If i create a generic journal with all the fields, I can't leave it blank with zeros.
Maybe somebody has a work-around for this.
3 votes -
2 party checks or Joint Checks
In our business we regularly have to issue a joint check (or two party check) made out to vendor1 AND vendor2. Vendor 1 will provide an invoice which includes their suppliers (which are to be paid directly by us) When we make a partial payment on an invoice it would be nice to be able to easily enter the 2nd party. The real magic would be if this were available via API and we could use an integration to automatically enter the payments from our system which already captures all of the 2 party info and amounts.
3 votes -
Allow linking to the Invoice in Sales > Invoices for faster review of Draft Invoices in Notifications
Notifications are great to review draft documents before they are sent to clients.
Currently, when building an invoice notification for administrative purpose we don't have access to a link that would open the invoice in Zoho Books. The placeholder we have link to the invoice from a Customer perspective, not from a staff perspective.
Please add a placeholder that would allow linking to the invoice in the accounting application.
3 votes -
Preffered TAX Mode In Vendors
Hi,
From Selling Aspect, One can choose whether the tax is Tax Inclusive/Tax Exclusive/Tax Inclusive or Tax Exclusive
Why is it not in the Vendors Preferences Also?
3 votes -
There should be an option of import/export to tally for accounts and inventory
Most CAs use tally and force business owners to share their data in tally
If there is an option of exporting and imporitng data as per the columns in tally as it is, it will be very helpful3 votes -
3 votes
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Track link of orders and deals
Currently we need to go order by order to see whether they are linked to a deal or not.
In order to make this much easier please can we include this information in the export file of sales orders?
The same would apply to Estimates and Invoices.
Thanks
3 votes -
Allow staff to view and create expenses in specific categories instead of all or nothing
Currently if I want to provide my employees with the ability to record expenses I have to grant them permission to view ALL expenses for the entire company. It is against privacy policies to simply allow staff to view each other's salaries and the financial situation of the company simply so that they can track their own expenses. I propose the ability to assign specific Expense Categories to specific staff members so that they can track expenses appropriately.
3 votes -
View customer portal on behalf of specific customer
Would be good to be able to display customer portal for a specifc customer, in order to check what they can see.
This would allow better support (tutorials with screenshots, etc.) and monitoring projects to be invoiced that they can see3 votes -
Transparent data encryption in Backend storage of customer data
All backend storage of customer data is need to encrypted, if your using database to store the transaction, then entire Db should be encrypted
so that the product can assure the customer their data's encrypted even zoho team can't view any direct data of each cusomter, since the product is mainly related to CRM this can be must go feature for all.
3 votes -
Print Preferences
Similar to selecting Organisation name, Accural/Cash Basis, Report by, Report Generated Date and Reported Time.
If you could implement Organisation GST Number, Organisation Address in Print Preferences it will be useful.
3 votes -
We already definied the Organizations Roles, but, there is a diffence with Zoho CRM where yo can define Hierarchy. We need define hierarchy
We already definied the Organizations Roles, but, there is a diffence with Zoho CRM where yo can define Hierarchy.
We need define hierarchy in Zoho Books e Inventory, for ejemple, several seller reports to a manager, each seller can only see their accounts, contacts and potencials, but can not see accounts, contacts the anothers sellers.
The manager can see their own accounts, contaccts, potencial, and the accounts, contacts and potencial the seller what they depend on.3 votes -
Enable inventory tracking in basic subscription
Enable inventory tracking in the basic subscription. This is crucial feature and accessing it only on professional is too expensive for startups in Africa
3 votes -
Create a button when generating invoice link
After generating an invoice link it would be great to be able to copy and paste this into an email so that it appears as a button rather than a long URL.
3 votes
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