Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6578 results found
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Split transaction sub menu
Use a sub menu to split transactions to different categories. Quicken does this and it's extremely helpful. Especially when you are trying to reconcile a statement. That's been the my biggest issue with Zoho. It takes forever to reconcile.
2 votes -
When viewing Sales/Invoices list, would be useful to add column/s. Specifically title description of the opportunity/job.
When viewing Sales/Invoices list, would be useful to add column/s. Specifically title description of the opportunity/job.
This would be very useful when have more than one opportunity/job with same company so can easily distinguish, without having to click in and out
2 votes -
Track Start and Stop Times on Timesheets and Reports
I'm mostly satisfied with Zoho Books even though I find the timesheet interface somewhat confusing. But there are a couple of things that keep me looking around at other software.
First: Time entry notes don’t accumulate and generate into the invoice per task, but per entry. I just cannot have dozens of task entries on my invoices.
My current workaround is to export a timesheet details report into excel, hunt and peck for the notes per task entry, then cut and paste them one by one into the fields on the invoice. Big time suck. I don’t even see why…
2 votes -
2 votes
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Travel Agency
Every Business has different needs E.g a We are a Travel Agency Hotel Supplier as well as seller, We Buy Hotel Rooms from Different vendor and Sales to another travel agency.
We require the Guest Name, Hotel name, Room Type, Meal Plan, Period from and to date, and cost pernight and sub total cost in last column sometime customer purchases 2 three hotel rooms of different period of diferent location. all this information on the Invoice which will be treated as Tentative Voucher. Hence Instead of Invoice we Name it is Voucher.
After Payment is Made by Customer before the…2 votes -
Give Books the option to charge back billing or past due invoices in bulk.
From a collections standpoint it would be much more efficient if there was a way to take care of past due invoices in one charge instead of having to charge each invoice separately. Currently there is not an option to "catch up" an overdue account with one credit card charge. You have to charge for each invoice individually. This is time consuming as you are not allowed to charge the card only once every hour.
2 votes -
Goods received Note
hi,
many a times we have to receive defective material from our customers for and then later either deliver a new product or issue a credit note . A Goods recieved note which can be converted into a credit note or a delivery note will help a lot in this scneario.2 votes -
Track client payment history to identify whether a client tends to pay late or early and by how many days
Hello, I would like you to enable a view of client payment history to see which clients pay late, or early, and by how many days. After all, what is the use of tracking this information in the system by entering the date of payment if it is not available for later use? This would seem to be a very basic client management feature, and the data is already in the system in the form of the invoice date and the date of payment, so I hope you will be able to implement this quickly. Thank you.
2 votes -
VAT Exempt Customers
It should not be possible to charge VAT to a VAT exempt customer
2 votes -
Batch edit customers into different language groups (English, German etc.) when sending out email templates
We pretty much have no returning customers as we offer sort of once-in a life time experiences. Our customers, however, come from various different countries.
It would be good if we would not have to associate every single customer with the email template of his language via the contact module. but moreover have our customers assigned to language groups where each German customer receives all templates in German, English customers receive all templates and notifications in English etc..
2 votes -
Show Project Name in invoice header
Include option in template header to show project name.
Example.
To: Bob's Property Management
Re: Install light posts at 123 Elm St.Current template only allows for project name in item description, and sometimes shows up on second page of invoice if there are multiple line items. Client shouldn't have to study invoice to know what they are being billed for.
2 votes -
please add Payment Gateway API integration
I have First Data Merchant account which uses the Payeezy gateway. They have an API available. Is it possible to use ZOHO Books with my payment service? Thanks
2 votes -
CC On Contacts for Sending Multiple Invoices
At the current time, there is no way to automatically send multiple copies of digital invoices to a customer. However, I have customers asking me to send more than one copy of each invoice to their organization. So I have to remember to select an additional contact person whenever I'm sending out invoices.
Please add a new field (call it CC or something similar) to the Contact Persons screen that, when selected, will tell the system to send an invoice to the primary contact AND to each secondary contact that has the CC field selected.
2 votes -
Add custom fields in invoice/quote/purchase order templates in Books
Allow custom fields and customisation of invoices so we can use fields in invoice such as units supplied (eg. some items are sold LM some as sold as roll) Also, might want to change the layout of columns around but cant do at the moment.
2 votes -
Inactive Client
If any client do not make payment within specific time period, system should make them inactive so any staff can not accept their new orders.
And, there must a report of Inactive Clients in system so all user can see which clients are inactive and follow up with them for payment.
2 votes -
Show how much time has elapsed for a task on Timesheet
Hey there!
It would be really awesome if you could see how much time has elapsed once you click on the start button. You can add a dynamic timer onto the
Timecell for the task.Thanks guys!
2 votes -
Documents should interlink each other
Documents should interlink each other starting from quote generation to payment Historical i.e. quote with ref. no. , revised quote, Sales or Service Order (have to upload soft copy) with dispatch schedule, bill of materials and generation of invoice (Facility for generation of proforma invoice) and after payment receipt with taxation details i.e. clear order process with each document link with other
2 votes -
Integration of zoho businesses (books) with Zoho inventory with reasonable pricing
Integrate zoho books and zoho inventory at reasonable prices the zoho inventory price is not more then Rs 1for each invoice there is no option for above 100 invoice to straight 10000 invoice, there should be 1000,3000,5000 invoice package must be introduced at very reasonable prices
2 votes -
vat
UNABLE TO ADD PRE GST BILLS, UNABLE TO ADD OLD VENDOR AS IT IS ONLY HAVING AN OPTION OF ADDING GST TREATMENT IN TAX SECTION, PLEASE CORRECT AND ADD THE OPTION
2 votes -
2 votes
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