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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6493 results found
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Option to let the logo be on top of header
In Zoho Books, when you use a header it covers the organization logo. I need an option to have the logo on top of the header
1 vote -
Implement a Notes or Post It feature (similar to ZOHO CRM)
Implementing a Notes or Post It feature (similar to ZOHO CRM) to quickly capture follow up items
1 vote -
1 vote
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Remove Inactive Projects from default view
Under projects, could the default setting show only active projects and inactive projects can be accessed separately?
1 vote -
1 vote
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Scheduled email for payment notification
It would really be useful to have the option to email the pdf for Payment Made with a Scheduled email (we can choose the date) as sometimes we do the payments in advance at the bank level but with Zoh we need to send the email payment notification right away. - this way we get to notify our suppliers that payment had been made at the same date they got it the payment from the bank.. Just adding the option of scheduled email for payment notification to the customer.
1 vote -
Client Approvals View Allow Sorting on Submitted On column.
In the TimeTracking > Client Approvals view, please make the "Submitted On" column be sort-able. Currently only Name and Customer are clickable.
1 vote -
Branchwise inventory Report
Require Branchwise Inventory Report
1 vote -
1 vote
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Allow more symbol characters in Note fields
It's usual for me to add / paste things into the Note field in a Timesheet entry, but symbol characters are not supported. It's very annoying to not allow arrows (->) and math symbols (&) in the field and have to omit them and lose meaning. How hard is it to "escape" everything entered into the Notes field on the backend?
1 vote -
Customizable VAT Report Details
It would be ideal to have an option or an update to the current VAT Reports which will eventually show the Supplier/Vendors details inline with the Bill/Credit Reference.
1 vote -
MSME Registration No.
we need to maintain that our vendor's are registered in MSME or not if we can manage this thing also through venor creation page so this will be very help full.
1 vote -
1 vote
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Attach from cloud option while sending estimates
While sending estimates to client - attach documents from cloud option is missing we need it as we will be sending multiple estimate on daily basis from different locations. Option of attaching from cloud makes it more easier.
Another option is giving sub-folder option in documents section.
Our business scenario is such that for single estimate we would need to attach 3-4 relevant files your customer care team has informed to make use of attach from documents option but that does not work for us as searching documents takes time everytime and there is possibility of errors.
Kindly consider our…1 vote -
additional column in invoice table
We need to add additional row in invoice table for mentioning additional information regarding each item. (because we need to mention description in separate column.)
1 vote -
Contact Roles to Segment Communication
I would like to assign roles to contacts within customers such as "Accounts Payable" or "Purchasing" that would automatically include that contact on certain communications such as invoices, statements, sales orders, etc. Or perhaps it could just be that all communications would have a checkbox option in the contact edit field so that you could assign who gets what at the contact level.
1 vote -
1 vote
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VOID option for Purchase Order.
PO Should also have option to VOID the PO.
There is draft option, but to identify PO that are not be released , we shall have a void option.
1 vote -
enquiry
to supplier
1 vote -
VOID option for Purchase Order.
PO Should also have option to VOID the PO.
There is draft option, but to identify PO that are not be released , we shall have a void option.
1 vote
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