Zoho Books
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6578 results found
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Allow automations from and to projects modules
I would like to create workflows and automations from the projects module, either in books or using flow, but I cannot select the projects module anywhere. Something is already in place as you can create a project from an estimate, but I cannot link the different fields either.
2 votes -
Granular Restrictions by Roles to only show the data created by the user to that user
If administrator allow Create Expense or View Expense. all user see all expenses of company.
But Give User Right to create expense but not see company all expenses.This is a very important feature. For example, salary goes into expenses and if we give a sales manager access to expenses to record his daily expenses, he will be able to see everyone's salaries, which makes it non-practical.
Ideally, there has to be a permission level, whereby sales guys can create, view, update only the expenses that they have created.
There are plenty of such requests by different users. Listing some…
2 votes -
Currency adjustment for a date range say full month of October for all the transactions in October in foreign currency
To be able to convert to base currency of all General Ledger (GL) Accounts in foreign currency at month-end or quarter-end. The existing now is for a day. This will be tedious if you want to close your month or quarter and enter each conversion daily. By having this option, all foreign currency GL accounts will be converted to the base currency.
2 votes -
2 votes
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Purchase bill number validation initially first hand before entering items.
Purchase bill number validation tab should be given next to Purchase Bill number so as to avoid labour or entering hundreds of items in bill and at last encountering duplicate bill number already entered.
2 votes -
Logging the exact time a sales order is made
Add a feature to log the exact time a sales order is made which is only seen by someone as an admin user.
2 votes -
provide ability to send automated (scheduled) customer statements
Most online accounting systems allow you to send automated customer statements that can be scheduled with different messages based upon how old their invoices are aged. This is critical for managing cash flow.
2 votes -
Customer to change estimate before accepting in portal
Many times for estimates a customer may want to change a quantity or remove an item before accepting. It would be great if they could do this in the customer portal.
2 votes -
To Assign Customer more then One User
Dear ZOHO Team I want to Assign Specific Customer more then One User (Operator). for example We have two User One Enter Invoice and One Received Payments from Invoiced Customer so i want to assign that customer to Both User but it is not working mean Specific customer can be assign to one user only...
so Pleas Update the following option . thanks2 votes -
Print from mobile device
Mobile printer
2 votes -
Duplicate Transactions
Once click duplicate transaction.
This is useful for entering repeated transactions, such as fixed bank charges, or variable bank charges, subscriptions..etc..
2 votes -
Convert Estimate/Invoice to Purchase Order
When will this be added? It is desperately needed. I dont use Sales Orders and never will -- I need this ability. Its too cumbersome to go through all the steps to Sales Order, then to PO when I dont even use SO. Please Help!
2 votes -
2 votes
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Add quantity column in report sale by customer
Add quantity column in report sale by customer
2 votes -
Print EWay Bill
Its wonderful that we can directly generate eway bill from zoho books. However one needs to login to the eway portal to take print out of the eway bill. Once eway bill generated the option to take printout within zoho books shld be incorporated
2 votes -
Option to convert Retainer Invoices to Sales Order | Package | Shipment | Invoice
Retainer Invoices are for collecting payments in advance. It is logical that once the payment is received we should have the ability to convert the retainer invoice to a Sales Order to Packake | Create shipment and then convert it to an Invoice.
2 votes -
Multiple Invoices from Sales Order
To have the ability to create recurring invoices from a Sales Order or to create Monthly Billing from a Sales order where the items are 1 Year Subscriptions.
2 votes -
Allow the "Use In Future" option when editing Items in Invoices
When I make an edit to in item in Invoice or Estimate It would be nice to have the option to "Use in Future" (Like you offer for notes) that would save the edited Item description for future use
2 votes -
2 votes
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Signature on invoices - option to print without signature
While I use the signature image on my invoices to be sent via email, some clients insist on a physical, printed invoice with a personal signature. It is difficult to keep changing the template to take a printout without signature, but then to retain the digital signature for bills sent by email. please give an option to print invoices without the digital signature, so that I can physically sign it and send physically by snail mail when required.
2 votes
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