Zoho Books
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6579 results found
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A Comment from one of our customers
Just a suggestion!
When one makes an online payment one is taken to the paypal login and then after the payment is executed there is no "return" to the portal (unless you back out through the back arrow).
So it just sort of leaves you hanging on the paypal confirmation!
I suggest opening a new browser tab to take one to the paypal link and keeping the portal in the original tab.
2 votes -
that you show if the item in the bank register is reconciled like in XERO
Create a column on far right to show either reconciled or unreconciled in the bank register.
2 votes -
Target Actual Vs Variance
I suggest to add the feature Sales Target, Sales Target Actual Vs Target Report.Sales Target by Qty,Sales Target by Amount.+ Multi currency. Tag /Division wise target
2 votes -
online quote link where client can adjust the quantity and delete items they don't need
When sending estimates. it would be great there is an online version where client can adjust the quantity and delete items they don't need and e-sign the quote.
2 votes -
Link the Bill to the PO
Can you please link the Bill back to the PO?
2 votes -
mass update expense
Ability to mass update the project or customer for multiple expense records
2 votes -
2 votes
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webhooks contacts
We can create webhooks when new invoice, subscription, etc is created.
It would be useful when a new customer is created / edited too.2 votes -
Dashboard Notes
As a manager I thisk very helpful to have a place where write notes like Post It Notes, or Simply like a notepad in the dashboard that will be ever on top and maybe can have ckeck lists because is very usefull to have a place that all the users can see frecuently tasks or notes about whatever thing and can check o mark as ready or delete.
For example I have pending invoice that is waiting something and I need my other users know about that to end the invoice when all about that was ready. Or remember a…2 votes -
Future invoice date as future SEND date
Because the recurring invoices must all have the same preferences, I use recurring invoices for automatic payments and have invoices to be sent automatically setup as drafts to be sent later. I believe this is the best option and probably what most people are doing, but let me know if I am incorrect.
There are a few default option for future date to send. The invoice date should be one.
Also there should be a preference not to send email notification on weekends, business days only. But this is not as important.
2 votes -
Is there any chance to create subfolders os DOCUMENTS?!
to better organize documents, Is there any chance to create subfolders os DOCUMENTS?!
2 votes -
Poder hacer facturas recurrentes desde cada proyecto
Poder dentro de cada proyecto hacer facturas recurrentes
2 votes -
Client Portal Payment message customization
Please allow us to change the "ou can pay either by credit card or using your PayPal Business account." message in the client portal when using Paypal Standard. A lot of our customers are getting confused and think they need to have a business account in order to pay.
2 votes -
Allow other messaging services to be used (like WhatsApp) to send messages to a client from inside the mobile app.
When you open a contact card on the mobile app, it is possible to call and message them among other things. It would be great if one can choose your default messaging app, like WhatsApp. Possible?
2 votes -
Ledger View Options
There must be an option to open any account and view the transactions in it. And that too one can access even if one were to be in the middle of any screen.
I want to check a particular expense account in Trial Balance, I have no other option except to scroll down a long list and find them. Your search option on the top doesn't provide the assistance.I just wanted to check for service tax account. zoho not able to filter and bring it up. Takes a lot of time to do ledger review.
I think the technical…2 votes -
Why can't we delete or post the original accounts into subaccounts? This is driving my crazy
I want to be able to delete all accounts even the original ones that are included in the chart of accounts by default. I also want to be able to put all accounts into subaccounts. Is anyone else annoyed by this?
2 votes -
Hi
Are you working on the VAT return & summary for the global edition, as this option is only available for UK edition.
2 votes -
seperate bills & Expenses in reports sections. like it is separated in Users & Roles. a no access user to expenses still can see it inreport
in Roles, it is great to allow us to separate the access between the bills & the expenses. but surprisingly still the user can see the expenses registered in the bills reports!!
2 votes -
Calculation of due taxes (VAT and service TAX)
Currently we are not able to get the reports which to know about due tax to be paid. E.g. in case of service tax, the report should calculate due tax by reducing the service tax which we have paid from the one which we have received.
2 votes -
Synchronisation
Need to be able to synchro de QTE of the stock in the CRM
2 votes
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