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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6555 results found
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1 vote
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1 vote
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Comments and History feature
In Books, the new comments and History feature is not helping the Finance Team process. Its hard for us to track the EPD notes . Its quite difficult to search and find the comments from all the auto reminder notifications.. Pls consider going back to the Classic look. Thank you.
1 vote -
the option to create estimates directly from selected inventory items
would be cool to have an option to convert the selected items of inventory list directly to an estimate or invoice. just like the online stores do, you select what you want then create an invoice/estimate from that selection.
1 vote -
client automatic numering
Assign to a client a number that ifentify him as is done for BILLS,ESTIMATES .....
1 vote -
Zoho books Calendar intergration
One feature of Sales and ordering software sadly lacking is a dedicated calendar integration feature. This would be driven by the Sales Order, Purchase Order, and Invoice components, so a diagrammatic representation of customers orders could be viewed and moved around easily.
On any day you could see fields like
CUSTOMER _____________________PRODUCTS
SALES ORDER _______PURCHASE ORDER_______
INVOICE____________
1 vote -
accent
enable the option to seach invoces or contacts without accents, like "corrección" ("correction" in english).
These accents are part of the Spanish spelling :D1 vote -
add vacation tracking so that an employee knows how many hours he/she has left
Right now, we have to go to HR who has to log in and get a report to see how much time a person has left for vacation hours. This is time consuming, and not always immediately available. Would be nice to see for an employee to be able to get a report of how many vacation hours they gave left.
1 vote -
Modification of Dutch translation for Open Bills
Can you please change the wording now used for an open bill from 'Openen' to 'Openstaand' which is the appropriate translation as the Dutch 'openen' is opening in english which has no relation whatsoever with outstanding bills.
1 vote -
While making an invoice, if a discount percentage is entered, it should show as an amount on the printed pdf.
At the time of making an invoice, it gives us an option to give discount as a percentage or an amount. I need to give the discount as a percentage but need to show it as an amount on the pdf. So, even though I select percentage and enter a percentage at the time of creating an invoice, it should calculate the discount as an amount and show it on the pdf as an amount and not as a percentage.
1 vote -
Hi, I've just agreed for the basic package. But it seems everything is blocked : I can't implement any invoices for the client, and any inv
Hi,
I've just agreed for the basic package. But it seems everything is blocked : I can't implement any invoices for the client, and any invoices from the supplier. Really we are lost : the program asked me to update again ???? Can you explain ??? It's urgent.
Thank you1 vote -
1 vote
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Know Trial Period left and change profile pic
There is no Way to know how many days of trial is left for me.
Plus I can't figure out how to setup my picture in the user profile.please check screenshot at this link for a better ideas.
Imgur1 vote -
1 vote
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Print a Contact
We are a gun club and like to verify members each month. You should have a way to a simply do a quick print of the customer (name, address, phone, etc) that can print during check in of the client, so they can quickly verify all their information is correct, like may dr's offices do. I would really like to see this feature soon. Thanks!!
1 vote -
Setting to enable time to be entered in date/time format (e.g. 01:25 instead of 01:15) and carry this forward to report output.
Setting to enable time to be entered in date/time format (e.g. 01:25 instead of 01:15) and carry this forward to report output.
1 vote -
How can I see my future cash flow (recurring invoices) by month ?
I am a subscription business and want to plan my year ahead based on expected income. What I need from my books is a Future Cash Flow (Sales) report based on my recurring invoices. I need to see expected income by month based on these recurring subscriptions.AT present there is lots of historic reporting but little in the way of future projections.
1 vote -
Share Particular Expenses Account to User
IN this Feature.
Suppose that You have 5 Salesperson . Some Sales Person Expense something byself. but if admin of books allow to create Expense. Then Salesperson see all expense of company.1 vote -
Integration with prestashop
Zoho books and Zoho Inventory need to be integrated with PRESTASHOP
1 vote -
Support Korean banks
I'd love it if zoho books could support interacting with Korean banks.
1 vote
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