Zoho Books
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6579 results found
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Hide or remove invoice number on invoice.
Allow hiding or removal of invoice number on the invoice so that customers cannot determine how many customers you have had since their last invoice. This would be ideal for small or part-time businesses that do not handle a lot of volume.
2 votes -
hide/archive bank transactions
Archive of bank transactions / easy inline filter.
It would be good to be able to archive/hide transactions of complete months/listing. After I have reconciled a statement, when searching for discrepancies I find I have to manually scroll through the records from my previous years first.
Yes I can re-arrange date order etc, but when i am looking for a record 12months ago, but there are multiple entries in a month I am repairing entries on, all i really want to do is hide all records previous to a certain date.
OR maybe a quick filter for In-Progress reconciliation transaction…2 votes -
Reconciliation Filter
Filter transactions by In-Progress Reconciliation - unchecked/checked items.
To find transactions easier that you are working on, rather than 'searching' for individual items or long scrolling of all transactions.
2 votes -
invoices
When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.
2 votes -
invoices must have a prompt to bill the liability to the vendor
When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.
2 votes -
In the General ledger or Account detail report needs more info like the Memo line or Name used.
The General ledger or Account transactions report needs more info the Vendor field and description field like the Memo line will provide more useful information for the accountant reviewing the info in Zoho.
2 votes -
Comments in client portal
Add an indication in the portal as to whether a comment posted in the portal is private or public. As of now (as far as I can tell), you are given the option of checking "display in client portal" when making the comment, but once the comment has been made, there is no indication as to whether the comment is viewable by the client (public) or only by the user (private).
2 votes -
reminder
It would be good if reminders can be sent to staff based on progress of work
2 votes -
Seperate unit column in invoice
Unit column to separate in invoice as if the invoice has inventory item and non inventory item , then unit appears for inventory item and for non inventory same needs to be mentioned in the item description. consistency in the invoice template is diluted
2 votes -
Add customer purchase order to Sales Order and keep the same on Invoices.
We need the capability of adding our customer's purchase order numbers on Sales Order and that it is subsequently added to Invoices automatically.
2 votes -
Sales Reports by Cash
Sales Reports Category should have an option to Report either accrual or cash.
2 votes -
sales order app for smart phones
sales order application for smart phone to company executives veiw only sales taken by the sales executive
2 votes -
Set Invoice Defaults for entry listings
It would be helpful to have a way to set defaults when creating an invoice (globally and/or per project). For example, under "Project Invoice Information" I want to set "Show all timesheet entries individually" for all projects, show "Task Name" and show "timesheet notes" Currently, I have to set each of these each time.
2 votes -
allow me when reconciling a payment to a customer to fill out the invoice number rather than the customer name as an option.
We receive many payments from customers into our bank account who use the invoice number as the reference. Currently I have to keep a window open separately to check invoice numbers to obtain a name. An extra field in the customer payment option to categorize will save hours.
2 votes -
ability to add screenshots to support requests
when sending in a support request it would help to explain, and probably help you to more easily understand, if as with many support services, we could add a screenshot
2 votes -
2 votes
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More Control Panel customization
Allow for items on the Control Panel to be reordered or even hidden.
2 votes -
CUSTOM FIELDS for BILLS
I know I can have custom fields for EXPENSES but is it possible allow this for BILLS? Basically theyre both costs, so its irrelevant if it’s a BILL or EXPENSE.Also, can you make those fields mandatory?Thanks a lot
2 votes -
2 votes
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Invoice show date of project tasks
Would like invoice created from project timesheet to have option of including date for each entry
2 votes
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