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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6553 results found
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1 vote
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We deal with Bank of Baroda Dubai and we are not able to add this to the banking module
We deal with Bank of Baroda Dubai and we are not able to add this to the banking module
1 vote -
Adding Names for Personnel collecting Cash for Petty Cash Expenditure
When spending on petty cash we need a record of names of persons we give cash to for expenses. See vendor and customer names are not really applicable.
For example I give Mr X $1 to go purchase drinking water from a local store; -
1) you don't expect me to record all local stores as different vendors..
2) I need various reporting of persons I give cash to because I might be giving cash to 10s of persons every time for different expenses e.g bus fares etc and i need to know a list of persons with pending receipt…1 vote -
1 vote
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item list with price tag
we need a template in excel so we may upload our 869 items.
1 vote -
IN SOFTWARE MUST BE ENABLE HOW CAN I CHANGE THE DESIGN OF INVOICE ACCORDING TO MY REQUIREMENTS
PLZ DESCRIBE HOW CAN WE CHANGE THE DESIGN OF INVOICE ACCORDING TO OUR REQUIREMENT
1 vote -
please include the option for selecting the partial sales order of the same client while invoicing.
currently we can select normal job but not partial job while we create a new invoice. so please include that option also
1 vote -
1 vote
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Allow bank accounts to be grouped under higher-level folders.
Most types of accounts can be made sub-accounts, but Bank and Cash accounts cannot. Organizations with wholly-owned subsidiaries must process payroll for each subsidiary under its own EIN, so it's not unusual for each subsidiary to have its own series of accounts. It would be nice to be able to group these under umbrella folders, similar to the way that other accounts can be made sub-accounts, so that the bank accounts under one umbrella could be "rolled up" to see the total balance underneath with only a single line item.
1 vote -
ADD RESSOURCE ON THE ARTICLE
please add a field 'ressource' on the article could be a good solution to link with a people'name or to a room or to a something else
1 vote -
1 vote
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Add option of setting different selling price to different customers(not 3 or price levels)
we sell at showroom & supply to companies having projects(cash & credit sales). We have walkin customers,small shop owners who resale & end users.Our selling price of each item is different for evry company.Since having lot of companies/customers,we cannot memorise our last selling price of a particular item to them.We want to set price of items for each company/customer separately(we r using peachtree & they have this feature but that is not arabic enabled software.) .Many softwares have 3 or 4 price levels to be set but we need customisable price fixing facility.
1 vote -
I think it is good to add a feature that someone can recheck a deleted invoice in the system in case someone wants to know what went wrong.
I think it is good to add a feature that someone can re-check a deleted invoice in the system in case someone wants to know what went wrong. this should be helpful
1 vote -
1 vote
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Product Name/SKU field on Purchase Order page
It would be helpful to have an additional field on the Purchase Order summary page to show product name(s) or SKU(s) for easier reference without having to open each PO.
1 vote -
Allow attachment of file while creating lead in Zoho CRM.
Allow attachment of file(s) while creating lead in Zoho CRM. If you have noticed that it's only possible after creating lead. As of now for attaching any file, we have to open created lead and then attachment facility is activated.
1 vote -
I want to display the name of Sales Man and Cost Center Location or "Reporting Tags " in Retails Invoice .
I want to display the name of Sales Man and Cost Center Location or "Reporting Tags " in Retails Invoice . . , please suggest .
1 vote -
1 vote
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provide an option to compare expenses per month of the curent year and the previous year.
this option would make it possible to compare the costs of particular expenses (by item) of the previous year at the same month. for instance At the begining of a new year I make plans to cut expenses on contribution on Booking.com by putting more effort to get bookings through other channels. Iwould like to know if I've succeeded in this goal and compare this expense item with january 201. So please add a dashboard feature where I can do this with bars stacked.
1 vote -
completing ideas
Feedback for this uservoice page... In searching for to see if an idea I had already existed I noticed two features (api limit remaining for the day) and sending an invoice via api without actually sending it. Both of these features exist today in zoho books via the report page and the api markInvoiceAsSent methods. It would be nice to either purge out completed requests or mark them as complete / comment on them when they are done.
1 vote
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