Zoho Books
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6579 results found
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multiple office365 mail integration
We have multiple email accounts in our organization and we have multiple users set up in zoho books with the corresponding emails.
We have connected the users via M365.
However, the zoho microsoft 365 mail integration only allows mails to be shown from one account for the whole organization. Any other user with their own microsoft 365 accounts cannot access their emails. Moreover they cannot even see the emails presented in the primary account (the one that's working).
For example
We have 2 users and 2 m365 accounts namely 'sales' and 'accounts'.If I connect the m365 accounts in Sales…
2 votes -
The Importance of Graphic Illustration in Astronomy – Personal Essay Query
Hello all,
I'm a Canadian currently studying in the UK in a BA (Hons) Graphic Design degree course in Essex. I have always been severely interested in astronomy and the science behind it. I remember being fascinated by images of comets and nebulae in National Geographic World magazine back in the 80s'.
I'm writing an essay, and ultimately a dissertation next year, on the importance and benefit of accurately designing visuals for astronomical discoveries. I'll give a recent example of Oumuamua, and how we knew it's shape was oblong due to it's apparent change in magnitude while it was tumbling…
2 votes -
2 votes
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Add multiple currency option for budgets.
Hi. I'm requesting an option under Budgets.
Our company has expenses and income in multiple currencies. For eg: we pay out salaries in AED, INR and USD. When I use budget option, there's no option to select currency and I just have to add the value. I presume the values are all calculated based on the Base currency set in Zoho Books. Having to convert INR and USD to AED and add the converted value is not accurate and it is susceptible to change. Having a currency option in Budget is critical for us.
2 votes -
Assign VAT Type to Customer so when inputting Invoices / Bills it automatically updates
Have the ability to assign the VAT type with the customer so whenever I am raising an invoice or inputting a bill it automatically assigns it to the correct VAT.
It is such a manual unnecessary process especially if you have scanned in a load of bills then are having to click every single line item
2 votes -
2 votes
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Email Reminders based on Service or Product
We have different services so it would be great to send a payment reminder based on the type of service.
ie: Consulting: payment reminder
backup service: payment reminder.. data will be deleted
exchange: email services disconnectedetc....
2 votes -
change the CSV export of timesheets hours
Currently when i export time sheets to CSV or XLS i cannot add up the hours or do any sort of analysis without manually changing each record as they are recorded as 7:30 and not in a cell that is the format "Time hh:mm:ss"
2 votes -
Simple oData Feed for Excel
The Rest Api is simply to complicated for novice user without development skills.
Add support for oData and allow Excel to easily connect to Tenant Service
2 votes -
Opening Balances correction
I am new to Zoho Books. While creating a client account, I saw a opening balance field and entered the opening balance for the client.
While my accounting year starts on 1st Jan 19, transaction got posted as 20 April 19.
Help tells me, I can not modify the balance and should pass a Journal Voucher to correct it.
There should be warning message on this field will behave or should accept a date at the time of account creation2 votes -
Provide a way to manage multiple organizations under one account in zoho books. t
I have an LLC with 2 dbas that I run out of the same accounts. I need an east way to distinguish them when entering transactions. I can use tags but that isn't quite cutting it.
2 votes -
Provide Transaction approval for cash expenses
It would be easy if we provide transaction approval for expenses. The person handling the petty cash can attach the expenses and the accountant or admin can approve the same..
2 votes -
Show unbilled amount for partially billed purchase orders not just PO value
At the moment you can only see PO value but not what is left on the PO to bill. You have to go into PO and click Convert to Bill to see how many units remain.
2 votes -
2 votes
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Zoho Books send email by SMTP external to backup comunication
Zoho Books send email by SMTP external to backup comunication
2 votes -
Reminder for Delivery of Materials
Since i am a dealer, i need to make Purchase orders to receive customised goods from the manufacturer. Can we include email reminders to reach the mfrs or third parties for delivering the items on time.
2 votes -
Improve Email Confirmation for Paid Invoices
2 improvements for Paid Invoice Email Confirmation...
1) Send paid invoice email confirmation to the user who sent the invoice to the customer. Right now my sales team doesn't know what has been paid until they login and check every invoice. If they could get a confirmation that someone paid it would make everything faster and more efficient for us.
2) In the email confirmation, link in the invoice number to take you to the invoice in Zoho Books! Super simple :)
Thanks!
2 votes -
Viewing Invoices : Needs 'Back to Customer Invoices' button
When clicking on an invoice to view it you are transferred to the 'invoices' section. It would be nice to have a simple 'back to customer invoices' link or button at the top instead of having to scroll down to the customer's name, and click on transactions again to view their invoices.
2 votes -
Hyperlink telephone numbers with <a href="tel:______"> </a>.
Hyperlinking telephone numbers with a tel: link causes the voice software on our computers (Cisco Jabber, MS Lync, Google Chat) to automatically dial out to the number.
2 votes -
Re:- "Attach Reference File" on Invoices need to be able to attach more than one file
"Attach Reference File" on Invoices need to be able to attach more than one file.
2 votes
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