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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6579 results found
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Adding time period of service
for service providers , It is better to enter the details for the time period services are rendered rather than one single date .Hence will be helpful in sales reports too
3 votes -
supplier credit notes need to show on deposit slits
we need to see amounts of supplier credit notes on deposit slits
3 votes -
Customized Reports from the Invoice and schedule report
Require a fully functional customized report from invoice and Bills. It could be really helpful in analysis.
Analytics Report is not really helpful in certain way as it not real time and 2 way sync. Hope this may implemented soon.3 votes -
Associate one contact person to multiple companies
Ability to associate one person to multiple companies and optionally adding relationship type (for example owner, manager, accountant) and/or e-mail (the same person can have many e-mails depending on the company)
Useful in many business cases:
Create reporting at the group level. For example show me revenue generated to this managers companies
Less data entry and less errors in data. Entered/fixed once, correct everywhere.
Better customer management. You know all activites with this contact person
3 votes -
We should have the ability to view bank registers without ANY filtering so that we can look for any item. Currently it's too limiting.
The current filtering options are very limiting. Coming to you from Quickbooks Online, I am a bit surprised at some of your limitations. When I want to look at the bank register, I need to see ALL of the register. No filters. All transactions. PLEASE!!!!
3 votes -
Need banking in mobile app
Really need the ability to interact with the banking section from within the mobile app. I didn't have my laptop and wanted to make updates from the app. No joy!
3 votes -
Salesinbox App
Bothers me that I have to resort to switching to other email clients instead of being able to access my Salesinbox on the road. Is this in the works?
3 votes -
Recurring Projects
I have repeating monthly services, which are charged on fixed cost.
Even though there are fixed I create a project to log actual work hours in order to track internally how we perform and if our pricing is correct.The problem is that I have to clone this project each month manualy in order for the budget vs actual and revenue reports would be correct each month. Else the comparison is for a project which is setup up for one month vs logged hours of several months.
It would be useful if there would be an option for setting up…
3 votes -
add pay online feature to estimates
We work in an industry that we send quotations (estimates) to a lot of customers and clients. Sometimes the customer accepts the estimate and wants to pay, so we have to take the details over the phone to process a card payment, or manually send a payment request via Paypal.
Can the pay online feature on your invoices be added to estimates?
3 votes -
Lock Functionality for Accountant
2 different lock functionality
Lock 1 - affect all users except accountant user
Lock 2 - affect all usersWith the above Lock 1, accountant can review the accounts and make changes easily but not other users.
Current lock feature is Lock 2.
3 votes -
Save an estimate or invoice inside Zoho Documents
Why there is no icon to save the estimate (as PDF) directly inside a sub folder in Documents?!
Function like this it merit to be applied on all Zoho modules as estimates, invoices etc.. by this way the user can save a copy or backup in easy way also this will encourage the users to buy more space and use Documents.
3 votes -
3 votes
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Hope on the zoho books could add a feature in Sales Orders that could tranfer bulk invoice but without mixing everything on 1 invoice.
We really need that option cause they have differente shipping address and orders so cant be quiet annoying transfered 1 by 1.
3 votes -
At the available inventory of an item, change from "Total stock at hand" to "Available for sales".
When I am offering a product and I see next to the item the inventory at hand, it looks like I have product to sell because it is in the warehouse. But somethimes the Item is reserved and there is no product to sell anymore. When you click the inventory number you can look in the inventory and see what is available for sales but I think it is a better idea to have that number next to every item.
3 votes -
20102278603648.
20102278603648.
3 votes -
Change in company name at Sales Order Stage
I think that changing the client name is something very common to have especially when they change it into their company name from their personal one.
So the client should be able to decide to change on whom he would like these invoices.
Since its not permeted to change the client name once its converted from ESTIMATE to SALES ORDER, to delete a sales order I need to Delete all the PACKAGE SHEETS done and shipments its a very complicated and time-wasting process.
Not to mention if three were changes from Estimate to SALES ORDER you will need to make…3 votes -
include a feature to enable a mandatory hierarchical approval for inventory adjustments.
I see this as an important feature to control unauthorised adjustments, incorrect stock adjustment and/or stock loss.
3 votes -
Retainer Invoice show value of taxes
We need to show the value of the taxes on the retainer invoice.
3 votes -
Track employee/Contractor payments
Hi, we do not truly have employees, we have consultant who have access to projects, we then invoice for their time (i.e. we issue an invoice to the client with the person's name and their billing rate), then upon receipt of payment we pay the consultant a portion of the moneys received. is there a way to also trigger an accounts payable for the consultants in the invoice?
It would be great if you could add features like these, so you can handle the professional services (consulting) industry. An example is I invoice a client US$100, this is turn mean…3 votes -
We are not able to edit the transactions after it is been reconciled, please add this option as it is difficult to undo all the previous rec
We are not able to edit the transactions after it is been reconciled, please add this option as it is difficult to undo all the previous reconciled accounts and do the reconciliation again
Please look into the matter at the earliest3 votes
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