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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6489 results found
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Need expenses approval. I need to manage all expenses with my knowledge.
Need expenses approval. I need to manage all expenses with my knowledge.
1 vote -
Allow multiple lines for Clients name
Allow multiple lines for Client name (some client are operating as c/o or in "care of" another company that needs to be displayed properly in the invoice.
1 vote -
Allow templates to be linked with client language
I think it would be nice the templates would be linked somehow to the. clients language. I mean, if I have a client that only speaks french (and it is configured that way), I want to send him all the templates in french and not have to select every template manually
1 vote -
please add stock location option with batch details
when create bundle to add new stocks, we have to show those stock where it placed (item location - like, raw, column) so we can reaching there quickly to dispatch those item,
also we can change item location as per need
1 vote -
Need way way more options to customise invoices. More details in Item view, more discount options, more options to re-arrange calculations..
Need way way more options to customise invoices. More details in Item view, more discount options, more options to re-arrange calculations..
1 vote -
Please make an option to show line items on the check stubs.
We request an ability to list out items on a check stub. Currently we are only able to show Bill ID and a total. We want to show a line with principal $X and another line with interest $Y for our bank loan payments. The bill itself shows this, but the check only shows total. Your help desk says this is not possible.
It should be optional, because most bill payments by check should not itemize out every line.1 vote -
Update Lakeland Bank to their new eTreasury platform login
The US Bank, Lakeland Bank, has changed their platform for their business accounts to eTreasury. The configuration to get feeds needs to be updated.
1 vote -
1 vote
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1 vote
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EASIER WAY TO EDIT ENTRIES
When reviewing the reports or general ledger or trial balance, the accountant or auditor or the user may want to edit some entries from one ledger to another.
While reaching the voucher is easy from the reports section - coming back to the reports section or the ledger is not as straightforward.Please provide 2 short cut buttons - showing access to ledger that is being edited. And second showing access to the report page - be it trial balance, balance sheet, general ledger or pnl page.
1 vote -
be able to use oanda as automatic currency converter
enable the use of oanda as currency covnerter instead of open exchange rates
1 vote -
Packing List for export
Please add Packing list option which is customized for every one in which we can put detail of consignment dimension, net weight, gross weight, amount, no. of items and etc.
1 vote -
Custom journal filters
I love to have the ability to create custom fields for manual journal entries.
However, I'd like to be able to have a custom view of manual journal based on these fields.
Something like the customized filters like for the invoices or expanses would be perfect.
1 vote -
Secure way to send credit card details from CRM to Books
My sales team does not work in books but will collect the credit card for new sales. ZoHo does not have a way to send this information over from the CRM to Books for the finance team to process.
We can create quotes and estimates and even change those into invoices not sure why we cannot process credit cards.1 vote -
1 vote
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It would be very helpful to have the option of using the same account name within different types or Parent accounts.
Chart of Accounts: It would be very helpful to have the option of using the same account name within different types or Parent accounts.
1 vote -
speed it up.
every time I try to enter a vendor name, it takes three letters and then takes 10 seconds to load the vendor list. It's hard to convince people to switch from qbo when each entry takes so much longer.
1 vote -
payment information on estimates
I would like to require customers give us their payment information, i.e. their credit card or bank account numbers, before they can accept an estimate. Then when we've finished their completing our work we charge their card. See the vendor Practice Ignition that has this. It's kind of like an insurance for service providers that customers have a valid payment method.
1 vote -
Zapier - Create Item add more fields, be able to modify record
Right now you can create a new item through Zapier but you can only add the Rate for the sales order, there is no option to add the Cost for the purchase order.
Items do not have a lot of fields to begin with, it will be great if all the fields are available including custom fields, it will be just a simple mapping.
Also a new Zap should be created to Update information, not just creating items. This is very handy as items are often updated with new pricing
1 vote -
1 vote
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