Zoho Books
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6579 results found
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Match transaction by searching invoice number
When a bank statement is uploaded, there is option to match invoices. The "Best Matches" only able to find invoices that have same amount. In my case, most of the transactions are pretty much have a same amount. Also the description of my bank statment included the invoice number. However, there are no option to find match invoice by searching invoice number.
3 votes -
linkedin
On the customers' screen, add LinkedIn as an additional social media link. For business contacts, this is more important than Facebook or Twitter.
3 votes -
Display AR Aging Summary By Invoice Due Date at the bottom of the customer Statement of Account
It will be helpful to add aging of the invoices at the bottom of statement for customers or vendors Cuz it's highly required by many our customers besides,
Some accounting software's provide that feature already. So it won't be difficult to apply it in ZohoBooks !!kindly find example photo in this link ...
https://help.zoho.com/portal/en/ticket/40089819096393 votes -
Allow displaying SKU numbers and Bin locations of items on the picking list
Please allow the ability to enter the bin or shelf location of each item whenever a new item is created. This location should then be allowed to display on the picking list for easy location of the item. This is very critical for wholesale customers and will ensure the loyalty os Zoho inventory csutomers like me.
3 votes -
Live stock updation
stock updation should be live in Zoho inventory and have integration with Zoho creator
3 votes -
tracking of items purchased for a particular project
Ours is Contracting company where we purchase items for projects. Now we cannot get the list of materials purchased for a particular project. It would be great if we could track items purchased for a project.
3 votes -
Default tax on each line for bills
Currently I have to choose the tax for each line on any purchase order, expense or bill. I should be able to default it to GST for Australia as almost every item has the tax, the same as it does when an invoice is created.
3 votes -
Add the option to make electronic Invoice for Mexico (Cfdi)
This is the only way to the mexicans to use your Zoho Books App
3 votes -
Bank feed update notification
Option to enable push notification on Books app when a bank feed is updated and new, uncategorized transactions are added.
3 votes -
Allow Over 500 Options on Tags
We have over 500 properties that we need to track in Zoho Books. There is no way for us to that without us having to create multiple reporting tags. It would be great if you allowed us to create more than 500 tags.
Quickbooks allows users to have over 10000 classes which is a similar concept. We don't understand why you would limit the tags to 500.
3 votes -
Option for Custom Invoice Paper Size
At my company we use Dot Matrix Printers, we need to be able to customize the size of the paper. At the moment the only options are A4, A5 and Letter. We need more sizes, or better yet, custom sizes.
3 votes -
IPPay Merchant Process Integration
https://ippay.com is my processor and I would love a native integration with Zoho.
IPpay provides industry leading Interchange rates for Card-Not-Present (CNP) telecom, utility, and other subscription based recurring internet commerce.
3 votes -
have an option to Bulk Update Pricing of Items by a certain Percentage
Hi,
I would love to have an option to Bulk Update the Pricing of Items by a certain Percentage each year, instead of me having to manually go in and change the prices.
Thanks!3 votes -
Seeing pending items in PO
I wish to see pending items to be received in a particular PO ,i dont find that option here
3 votes -
Self Client Registration Portale
I suggest client can signup themself in Client Portal it's easy and fast.
Client portal it's just a form with all fieled need to make invoice.3 votes -
Add a line item between other line items
Can only add new lines at the bottom of an estimate and then try to drag it up to go where it needs to be. Very frustrating when needing to add one or two lines to a 200 line estimate.
3 votes -
multiple tickets on single invoice
It would be useful to be able to select tickets to invoice by customer, rather than 1 invoice per ticket.
Currently I run a report that shows all billable, closed tickets by client. I then select the tickets one at a time, which results in 1 invoice per ticket and some of our customers may have 5 or 6 tickets per month, often for small amounts.
3 votes -
3 votes
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Transaction confidentiality per Branch
We want to have a login option per branch and confidentiality of branch transactions. The list of customers, invoices, and other transactions per branch is only visible to the admin and branch user. Other branches should not be able to see other branches' customer lists and transactions.
Also, we want to have a feature that you can create a customized report including the sales, invoices, payments received, expenses, etc. on a single report, to avoid the number of papers used per report.
Hope this will be considered.
Thank you.
3 votes -
Delete Audit Reports
I am now unable to edit / delete Audit Reports. I think Admin should be given the flexibility to edit / delete Audit Reports if needed.
3 votes
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