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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6488 results found
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how does this work on an hourly system of pay. this only has a monthly salary structure possibility
IN ZOHO PAYROLL
1 vote -
Import the Recurring Invoices - Overwrite Function please
Please allow us to import with OVERWRITE for the Recurring Invoices. This will allow us to export existing Recurring Invoices, make necessary changes in Excel, then import it back into ZOHO. This would greatly help when we want to add a one-time note on all "Next Invoices" or if we decide to update a particular field that was previously unused. The bulk update only allows updating of fields 25 at a time.
1 vote -
Email template dynamic if then else tags
Allow us to add %if% tags to email templates. So, for instance, we can do things like:
%if:OverdueDays>0% Overdue by: %OverdueDays%!! %endif%
%if:ProjectName% Project: %ProjectName% %else% No project. %endif%
1 vote -
Separate Field customisation for Vendor and Customer and Mandating them
We would like to have separate fields for customers and vendors as both are supposed to be different categories. Also there should be option to mandate the fields as users may miss out some vital information
1 vote -
Not display invoice copy
Would it be possible to deactivate the link that displays actual invoice.
Indeed we are not using Zoho invoice template.
Setting up clickable link shall be offered to Zoho customers.1 vote -
Be able to transfer money between banks with different currencies
If you have multiple bank accounts and need to transfer money between them how do you deal with this?
1 vote -
Printing check to blank check paper
I'd love to see the ability to print to generic blank check paper and have the system add in the check information (routing, account, etc) which Xero supports instead of having to buy pre-printed checks and store them with the risk if the checks are stolen they are usable (vs storing blank paper). This is the one function preventing me from leaving Xero completely.
1 vote -
Allow memo lines to be printed with checks (i.e. - Job name)
We use the same vendors for multiple projects and it gets confusing when a check goes out without the job name on it. Adding this will simplify things for our vendors!
1 vote -
Get the summary of the Outstanding owed by each client in the DashBoard
With the summary of the outstanding by each client we will be able to know which client owes us the money and how much with out going to the reports and downloading the report.
1 vote -
Change of Estimate Status to Draft even after send
When we create a Estimate---> Approve--> Sent. Then client will come back with comments to revise the estimate. When there is a revision, the status of the estimate has to change to Draft again, then the estimate has to go through the process of approval before submission
1 vote -
clearly guide us to select different sales account while creating a sales entry
i am unable to know how to elect a sales sub ledger such as credit sales, cash sales etc.
1 vote -
WATERMARK on PDF
All documents specifically Estimate, Sales order and invoice should carry a watermark of the document stage, DRAFT / APPROVED. After "mark as sent" only PDF can produce.
1 vote -
sale and purchase entries in one account ledger
i case of some kind of dealer we may purchase different Items from them and sale differet items, so in that case, in zoho books we can not post purchase and sale both entries in one leadger.
Request you to kindly resolve the issue. or tell us how to do such entries in that case.1 vote -
Zoho Books -> Recurring invoices
Enable adding current month name in the item. This will help in generating recurring invoices for a year or two
1 vote -
Price Comparison of a product from vendor
a price comparison option will be very helpful for Zoho user when they want to send PO, we know that particular item you can get it from different vendors and you are not aware of the price, hence if we have an option to save vendor price list compare the price at the time of purchase that will be very useful.
1 vote -
1 vote
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Permit client based time entries
Timesheet entries should be permitted according to clients and/or projects rather than according to projects only. Currently, time keepers are unable to select the relevant client and project of that client. They can only see the project name. Some clients have the same project names and it causes confusion for time keeping staff.
1 vote -
Document the password restrictions for the Zoho/Yodlee integration
When adding a new bank, I received the error below. This is because the Zoho/Yodlee integration is truncating passwords at 40 characters. If I change my bank's password to 41 characters, I get that error. If I change my bank's password to 40 characters, it's accepted and I can add the bank to Zoho. This is not specified in the docs or help articles. The message is so generic that it doesn't explain what the problem is. Please document this. It's not that hard. Changing the message to indicate "passwords more than 40 characters will cause problems" is simple enough.
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1 vote -
MUST create export capability to XLS for the Budget function in Books
To share and jointly collaborate on Budget development, there must be the ability to export budgets into Excel. A company may not want to give many users access to Books just so they can make inputs into the Budget. Also the inability to export the Zoho Books budget template to XLS format means to send out a template to our department heads, it has to be created manually. Totally unnecessary headaches here
1 vote -
Allow changing of warehouse
Could you add the ability to change the warehouse AFTER a Sales Order is converted to an Invoice? Right now, after a Sales Order is converted to an Invoice, the warehouse can no longer be changed in either the Sales Order or the Invoice.
1 vote
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