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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6576 results found
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Field Visibility in Templates
Currently the ability to control field's visibility in templates is spreaded between the "Show on all PDF's" in customized fields and the template.
Not only this is inconsistent, it limits the ability of hiding/exposing the field on some templates.
Please move the visibility control of all fields into the template preferences so users can choose which fields they want to show/hide in each template
1 vote -
Add Project Data to the SO header
It's available in Estimates and invoices then why not enable it in sales order so it is consistent across all modules?????
1 vote -
Add Project Data to the SO header
It's available in Estimates and invoices then why not enable it in sales order so it is consistent across all modules?????
1 vote -
Vendor Contacts Sync Between Books and CRM
Currently Vendor Contacts do not sync between Books and CRM - only the vendor itself.
We have many vendors with multiple contacts; however the additional contacts do not get pushed back to CRM.
Please fix this to be the same as the customer sync. All vendor's contacts should be synced with CRM contacts
1 vote -
Generation of multi month 2A/2B Report
Generation of multi month 2A/2B Report in excel format. During department audit same need to be provided
1 vote -
Integrate with PaySprint payment gateway
Paysprint is a payment application used worldwide to send money, receive money, pay invoices, and get paid at any time.
It would be good to see PaySprint as one of the payment gateways on the Zoho books payment platform.Kindly take a look at what we do at Paysprint: https://paysprint.ca
1 vote -
reset a "user's password"
Give Admins the ability to force a password reset of any and all timesheet users, vendors, or other users.
1 vote -
create a timesheet approval on behalf of someone else
All admins and program/project managers to create a timesheet approval on behalf of someone else. This is helpful for when folks need to go out on unexpected leave or leave a company.
1 vote -
create a timesheet approval on behalf of someone else
All admins and program/project managers to create a timesheet approval on behalf of someone else. This is helpful for when folks need to go out on unexpected leave or leave a company.
1 vote -
ITEMS: further options to manage creating and editting items for staff
Limit Create permission. Current options: View, Create/Edit or Either of those two choices but need more options: either approval when new Item are created by staff or allow edit to untic create or untic edit. We need to manage the abundance of items being created by staff.
1 vote -
1 vote
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Allow vendors to create an invoice from the portal
Vendors should be able to create an invoice in the vendor portal that can be accepted or rejected. If the invoice is created by the vendor, it will reduce administrative workload for both parties and allow for quicker billing cycles.
1 vote -
Electrician Recommended
I'd like to recommend Theo 078 3121 2900 from Secure Electrical Services, for the provision of efficient, timely and reliable services. I was very happy with the standard of the work carried out.
1 vote -
Invoicing from Timesheets
Every month I create invoices from timesheets, I waste a lot of time adding VAT to each line individually - this should be an auto function when setting up a project, it would save hours.
1 vote -
catalogue management for procurement
Typically in an organization, there would be a rate contract for some items which would be purchased on a periodical basis. The trigger for the purchase would reorder level or value in some cases due to high volume. The standrard catalog process would generate a PO and send it to the vendor for supply. these are not high-value items. Open to looking at alternatives for a solution example recurring invoices with value or quantity for trigger. or other option
1 vote -
From email for invoices should have the ability to be from user, not just company
I don't want one default email address when there are 4 sales people emailing invoices, should have ability to have a default for each user. Otherwise we can just share 1 zoho account and use a bunch of aliases, each account should have full functionality, and that includes their own default emails.
1 vote -
RC51 forum t shirts
I have two large RC51 Forum t-shirts and a large Repsol t-shirt. These are new never worn or laundered. Looking to get $95 shipped. OBO.
Thanks for looking1 vote -
For some cases we are about submit the invoice with penalty in such case we are not able to do it
Penalty clause apply in invoice
1 vote -
A101868896
A101868896
1 vote -
1 vote
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