Zoho Books
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6579 results found
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White labling in terms of zoho books logo and name
White labeling in terms of Zoho books logo and name
3 votes -
Efficient Search
Sir/Mam,
Searching a poduct in zoho is being very difficult. As of now 2 solutions have been made form your side. But both of them are not that Efficient.
1. Advanced Search
I have picked a product in the first search but to pick another product i have to search again, when i search the second time the product i have picked in the first searched have not been picked. This is the major draw back in Advanced search.
2. Contained Search
The name given for products is a bit long and there are more than 3500 products in my…3 votes -
Create Template for Projects Overview report (Under Time Tracking - Zoho Books)
Dear Zoho Team,
Please create a template or change the listed view in the Projects under Time Tracking. By changing, it will create the user to have a better UI and simple understanding on the project status and other details
3 votes -
Integrate Zoho Inventory with mail server like Outlook or Gmail
Hi, thought I'd already suggested this but can't find it in my suggestions. The facility to send estimates, acknowledgement, purchase orders etc through Zoho is great BUT we use MS Outlook (Office 365) as our mail server so currently when we send an estimate or other document we have to create it in Zoho Books, produce a PDF and send it as an attachment in Outlook. This creates a whole load of unnecessary work. Would be better if we could "point Zoho" at our Outlook and then we have once place to search for sent documents. Also, some of our…
3 votes -
custom fields
Custom fields should be selectable by the PDF design. If you want a custom field to be a part of all PDFs then select all the PDF templates you have created. Example: I have 5 PDF templates for Invoicing customers. I only want the custom field to show on two of the templates, not all 5. by having the custom field show on all PDFs the default information input in the custom field will not be relevant to all PDFs.
Also, allow the selection of the template at the beginning of creation of the Invoice or Quote or whatever, not…
3 votes -
Record bulk payment for multiple vendors under ONE payment #
The current "bulk payment" option is not very helpful because payments to multiple vendors are recorded as individual transactions with separate payment numbers. We would like to use the bulk payment to pay multiple vendors, but have the payment show as a single transaction in our bank account, with a single payment #.
Most of our bills are credit card charges. We record them as different vendors in Zoho Books.But, at month-end when we pay the credit card, we would like to do a single transaction to pay off the credit card. Right now, that's not possible and we have…
3 votes -
I want to markup item prices by a percentage of total cost (cost plus any tax)
I want to markup item prices by a percentage of total cost (cost plus any tax).
For example, a soda costs 75c and taxes are 25c. The soda costs me $1.
i want the sales price to be 50% markup of the total cost. I would like to then round the sell price up or down to the nearest 0.05c.
The price List option does not work well for this3 votes -
Provide an option to print a Refund Check when you have selected Refund Retainer
Right now there is no option to print a refund check when you have selected Refund Retainer. This should be an easy enhancement and would benefit a lot of companies.
3 votes -
make it possible to store credit card data via tokenization for clients the same way you currently store that data for recurring transaction
We bill hundreds of client each month for orders they place with us for a variety of products that varies each time they place an order. Since these are not recurring transaction and are unique, we need a way to store the credit card data encrypted and tokenized with our payment gateway (PayPal Flow Pro) so we can select a stored card and use it to pay their invoice when we generate the completed sale. It's urgent and something many, many businesses would need to successfully manage their client base payments.
3 votes -
Mobile app development company
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3 votes -
Speed up the bank reconciliation process by showing a full list (similar in Xero) of transactions that can quickly be reconciled or matched
The reconciliation process can be made much quicker by implementing the above and allowing for bulk cash coding recons, which would speed up the process by a lot.
3 votes -
Allow option to digitally sign quotes as well
Allow option to digitally sign quotes as well, similar to invoices, PO and credit notes.
3 votes -
The ability to 'schedule send' Retainer Invoice emails
I want to be able to schedule send retainer invoices that are created afterhours to send to the client at the start of the next business day.
Currently you can do this with a standard Tax Invoice however the same drop down arrow function on the 'send email' icon is not available when sending Retainer Invoices. Can this be fixed please? Thanks3 votes -
3 votes
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3 votes
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Receive a payment against sales order to track the progress of payment order wise, where Invoicing is only done after the whole payment.
In the service business, where we collect advance but cannot invoice the same as it is unearned revenue, we need to track the advances against a particular order.
3 votes -
Allow Bank Accounts to be SubAccount
Allow for creation of Sub Accounts under Bank Accounts
3 votes -
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3 votes -
Add placeholder or pipe-in options to "Terms & Conditions" field
My Terms & Conditions need to specify each vendor name. In Zoho CRM POs, a placeholder ${Vendor Name} takes care of this automatically. I would like to see this in Zoho Books, as well.
3 votes -
Pull an expense from Zoho Expense into a line item on an Invoice to bill customer for expense
For passing through expenses to customers, the ability to assign an expense to a customer and populate in into an invloice in books. Even better if it can be assigned based on project.
3 votes
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