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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Transfer balance between contacts
for example we have a contact with two difference currency , it could useful if we can change balance between contact and the do a payment
2 votes -
Add Salesperson to Payment Notification
Please add "salesperson" as a field in the payment notification email for when an invoice is paid. Since we have more than 1 salesperson this will help us to define whose it is.
2 votes -
Zoho Books: Would Like to send email alert to accountant email id if cash balance is <1000
Cash vouchers are being entered at Branch Level, so that whenever Cash balance goes certain limit , email alert to be send to Accountant email id
2 votes -
estimate revision date
need the estimate to show a revision date, while keeping the initial create date
2 votes -
Restriction to enter the time only as of today, and not before
I would like the system to restrict the users in order for them to be able to enter their time only as of today, and not before without my authorization. Right now, it is not possible to restrict them to not enter time for the past dates alone. The restriction cannot be put up based on a specific time. This is very annoying. I use Zoho Books both for invoicing clients and to pay the employee's salaries. Unfortunately, the system allows them to enter their time after the end of the payroll period! And this happens frequently. Every time, the…
2 votes -
Online Payment Solution with - safe2pay.com.au
Safe2Pay has partnered with leading processors in both Australia and globally to offer an online payment solution that boasts the highest level of security to be found in the e-commerce sector.
visit: https://safe2pay.com.au/2 votes -
how to get cash book in zoho
i am not getting cash book. how to find it?
2 votes -
I would like a simple way of logging my incoming assignments in Zoho Books so I know what work I have on and what I need to invoice.
I am a translator and need a way of simply keeping track of the work projects I have on. The project function is too complicated. It does not allow me to order the projects by date for a start. It also doesn't allow me to delete the projects if there are connected invoices. I just want a simple way of entering project information in a list form.
Date
Client
PO number
Word count (for me)
Deadline2 votes -
Customer Payment Custom Field
Please enable custom field in Customer Payment received template to allow us to add Images of Cheques received using Printer scanner or from the Computer
2 votes -
TB Upload option for Opening Balances
Currently we have to manually upload all balances. If a template is made available where I can specify the opening balances against the ledger and upload the same into Books, it will be helpful.
2 votes -
Clone an Item in zoho inventory
The ability to clone an ITEM is Zoho Inventory (which is available in Zoho Books)
2 votes -
Sales receipts
there should be an option to create sales receipts
2 votes -
in the invoices list, keep an option to use the ( HOME, END, PAGE UP, PAGE DOWN) button, this will decrease the mouse scrolling time.
in the invoices list, keep an option to use the ( HOME, END, PAGE UP, PAGE DOWN) button, this will decrease the mouse scrolling time.
and also add page next and page previous button on top of all the pages, this will help in scrolling time.
it should be on all the pages like, delivery challan, invoices, estimates, payments received, sales order, credit notes
2 votes -
add field for picture
Add a field for pictures. Like expenses that you can add a picture of receipt, i want to add a picture of check
2 votes -
thank you note via bank matching
Add the option to send a thank you note when match transactions from the banking side not just in contacts and recording payments
2 votes -
LIMITED ACCESS TO C.A AND ACCOUNTANTS
THE ACCOUNTANTS AND C.A SHOULD GET A DIRECT ACCESS TO FILE GSTR RETURNS WITH SECURITY FEATURE WHERE IN THEY CANT DO ANY CHANGES.AT PRESENT IF WE GIVE GSTR FILING OPTION THEN THEY CAN ACCESS ENTIRE RECORDS AND EVEN CAN CARRY CHANGES IF REQUIRED
2 votes -
Mileage Rate Settings: Sort by Start Date
In Expenses Preferences, Mileage Rates—where the mileage rate is specified for a start date—appear to be sorted based on when the entry was made.
It would be helpful if this list was sorted by Start Date.
2 votes -
Limited Discount Rate controlled by admin.
Would like to control the discount rate for employee related to their position, Its can't be open discount rate as the current system.
it can be added in item level and employee power.
Example:
Employee 1 is supervisor can go for maximum 25% on the item
Employee 2 is a sales can go for maximum 15% on the item
Employee 3 is a secretary can not make discount2 votes -
I would like to have the Tax Summary Table enabled in all my invoices especially in the Aed Currency
I would like to have the Tax Summary Table enabled in all my invoices especially in the Aed Currency
2 votes -
Contact related transactions
In the iOs app, it's currently not possible to search for contacts and see all related transactions (quotes, sales orders, invoices etc.)...! Please make this possible as soon as possible, what's the point of having a mobile app if this kind of checks can't be done?
2 votes
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