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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6551 results found
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search functionality should be able to search a string from the name of the product while adding in either "estimates" or "Invoices"
I have a large number of products which i generally tend to forget the exact name that i have given into the system but remember part of it, when i am trying to add such item by typing the string that i remember the product/item does not populate in the drop-down. would greatly appreciate if you can fix this issue at the earliest
1 vote -
Payzapp option
We wanted a Payzapp option in the Payments tab along with the additional charges (of the Bank).
1 vote -
State Field
When changing addresses in Zoho US the state field has moved. The standard format for addresses should be followed. Also for US addresses there is no comma between state and zip code. We do not have a comma in our format and yet because of Zoho coding a comma appears. It makes us look unprofessional.
Contact Name
Street Address
Street Address optional line
City, State Zip CodeZoho
123 Main St
New York, NY 000001 vote -
Paid Invoices GREEN Indicator
I would like to see the INVOICED Blue circle in the Sales Order module turn GREEN when it is PAID. Right now when you combine Zoho Books and Zoho inventory, you have a VERY handy workflow indicator "invoiced" "packed" "shipped"
When an order goes from shipped to delivered, the blue circle goes from Blue to Green.
BUT when an order goes from Invoiced to Paid the circle is still BLUE.
ALSO then the order goes from Packed to Shipped, the circle is still BLUEI have over 200 sales orders, and I have to click on every one to see…
1 vote -
have item description in inventory summary along with item name(number)
have item description in inventory summary along with item name(number)
1 vote -
1 vote
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Well here is a crazy Idea! How about the help team actually providing useful answers!
How about Zoho Hel[ Team actually answering customer request with useful replies? Instead of just sending irrelevant advice or "We are working on it, if we think its needed"
1 vote -
2 warehouse in zoho book
Need to add 2 warehouse in zoho book. its very easy to control
2 warehouse inventory from single zoho book.
At the time of create estimate/ invoice ask option for select warehouse name .1 vote -
Invoice Exports/Imports need to include contacts
When Exporting & Importing Invoices, the contacts associated with the invoice are not exported.
If we export Draft invoices and import them back in, ALL contacts get ticked. Which is not what we want. We only want the ones that were ticked on the original Draft.
So currently it has to be done manually one by one. This doesn't scale for large businesses where we are sending 200 plus invoices off in one day.
For this reason we will need to switch to a different invoicing system.1 vote -
1 vote
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search unmatched bills and expenses
in the bills and expenses sections i would love to be able to filter by what has been "matched" in the banking section. we were using rules in the banking section and then we were also entering receipts so we have double ups, 1 entered, 1 auto created by rules
maybe as a "status" option
1 vote -
In tally curret year earnings is automatically distributed to partners at the year end
In tally profit is automatically distributed at the year end , however that is not the case in zoho so we have to pass manual journal. In this case if we take out PNL the earnings shows as zero in both pnl and balance sheet as on 31st march.
1 vote -
Renaming sidebar tab headings to user's requirements
Hello Zoho support, I am currently using Zoho Books, Zoho People and Zoho calendar for a client which belongs to Dental Health Care, and names of the finances such as estimates are named as Treatment Plans, while contacts are named as patients, and Items are named as Services.
It is my uttermost and sincerest request that please allow a feature to rename the sidebar tab headings according to my wish so that customers are satisfied. If not the feature, please rename these three things for me, that would be the bigger honor from your side.
1 vote -
Job Sheet for computer repair/ service works
Job Sheet for computer repair/ service works which includes at least the following details in a standard format.
Job Card no:
Date:
Customer Details:
Product Details:
Fault Description:
Accessories:
Comments:
Estimated Delivery :
Estimate amount:
Work assigned to:
etc.1 vote -
1 vote
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Multi selcetion of Reporting tags in single entry or expenses head
There should be a facility of selection of reporting tags more than one in single expneses head while booking expneses or bill.
1 vote -
cash A/c nagative balance or dry break up daily
Its not possible to view Cash A/c closing balance for each and every day in zoho books. It must be dry break up like in tally erp.
1 vote -
Please check of bank details (Bank Name, IFSC, Branch, Acc Number etc) of vendor and employee to be added on the system
- It will provide storage of bank data of every vendor so that we don't need another medium to find these data repeatedly.
- Data can be used for banking transfer (If zoho gets integration with banks)
1 vote -
Inventory item should be found with matching few words only
INVOICING WOULD BE EASY IF INVENTORY ITEMS APPEAR WITH MATCHING FEW WORDS, IN CURRENT SCENARIO ONE HAS TO TYPE EXACT MATCHING ITEM NAME WHICH ARE HARD TO REMEMBER WITH HUNDREDS OF PRODUCTS
1 vote -
projects based on both a fixed price and hourly rates
Be able to create a project based on a fixed price, but then later add "extras" based on an hourly rate.
1 vote
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