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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Multiple companies under 1 client
I have an unusual situation where a client has 6 companies which I would like to link under the 1 client as he pays with 1 cheque and the credits are against 1 company so I cannot use them for the other companies. Could you add this as a feature similar to the way you can add vendors to customers? Thank you
2 votes -
I sometime buy a case I.e 4 x4L , that's the only way the supplier sell but I want to resell per unit 1 x 1L there should be a way of enter
I sometime buy a case I.e 4 x4L , that's the only way the supplier sell but I want to resell per unit 1 x 1L is there a way of enter it?
2 votes -
Link email correspondance to an Item
I would like to be able to archive all emails relevant to an Items sale so that in future I can look up an item and see all email history on relevant to it.
2 votes -
2 votes
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Default tasks for projects.
We have several tasks that are always the same for each project. There should be a setting to make taks defaults for all projects. They we by default be added and could be removed later if not required.
2 votes -
Please create a bulk mileage import feature.
create the ability to upload mileage distance to calculate expenses from an excel spreadsheet
2 votes -
Allow editing of fields that are not sensitive
PO expected delivery date, SO Shipping date etc.
These fields are not going to affect any financial data & should therefore be changeable even if items have been received / billed for PO's & packages have been shipped in sales orders, it's very difficult to keep track of these important events otherwise !!!2 votes -
defult printing template per customer. so every time i am creating invoice for that customer the default template that i alrea
I need to be able to chose a defult printing template per customer. so every time i am creating invoice for that customer the default template that i already assigned to that customer would print. MYOB has this function already
2 votes -
Edit Time Entry Notes while timer is Running
Edit Time Entry Notes while timer is Running
2 votes -
Enable mortgage loans against property
This is a sorely missing feature. The software should enable the entry of loan principal, interest rate and term and enable the reduction of the loan and the interest expense to be easily recorded. Keeping two separate accounts for principal and interest and having to enter two transactions per month is cumbersome.
2 votes -
NO IDEA
YUGFY7
2 votes -
supplier name not reflected in summary of inward supplies, but customer name is reflected in summary of outward supplies!!!
customer name is reflected in summary of outward supplies - great it gives a complete picture in a singlesheet with all the data including the tax breakup.
Then why the supplier name not reflected in summary of inward supplies?
2 votes -
item groups
Hi Reshma, Grouping items helps in adding different discounts % to different customers and different discounts % groups to same customer. Without grouping feature applying a % discount to select Items is not possible. It has to be done manually & could be error prone. Same with GST too. At least 1 level of Item grouping is absolutely essential.
2 votes -
Add peopleperhour to the Banking feed list
Similar to Upwork - I use peopleperhour for my business, would be great to pull in transactions automatically
2 votes -
Allow more than 10 "ship to" vendors
I ship many semi-finished pieces to many vendors to complete the assemblies. I send them PO's that will have the next vendor to ship to on them. Why in the world is there a limit of 10 "ship to" addresses for PO's?
2 votes -
Customer Statement
Can payment received list under the corresponding invoice (transaction) , like debit & credit so we don't have to scroll up and down to match payment received with invoice or partial credit applied?
2 votes -
2 votes
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Ability to initiate bill payments from Zoho to my bank for online bill payment
Currently paying bills with "online bill pay" through my bank website so I don't have to manually print and mails checks to vendors. Quickbooks allows you to initiate these payments through Quickbooks and then sends it to the bank for online payment. So instead of waiting for the payment to go through and then recording it, the advantage of initiating the payment through Zoho allows the future payment to get pre-recorded and can be used for cash flow projections.
2 votes -
Sales order balance should go to my inventory...i mean the balance on the sales order.
Sales order balance should go to my inventory...i mean the balance on the sales order.
2 votes -
Dropdown Lists of states/provinces in contact address details. Add once Country selected.
When adding a contact or modifying a contact address once country is selected a dropdown for state/province relevant to the selected country.
2 votes
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