Zoho Books
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6502 results found
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recode transactions
To be able to recode multiple transactions which have been incorrectly posted to a nominal account.
E.g. lots of transactions to bank charges where in fact it should have been posted to bank interest.
The ability to recod multiple transactions would be a great feature!
0 votes -
Set a minimum price for Items.
show a warning sign if after the discount, the selling price is below the minimum price that was set.
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multiple contacts in portal and automated emails to the right contact
Currently Books supports multiple contacts to be assigned to the portal access. Estimates, Invoices etc can be made available by manually selecting the right subset of contacts. However, by default, the name (which is full name, not just first name - please fix this) is always of the main contact in the email body.
Second, the automated reminders should go directly to the person associated in the portal with the invoice, not the main contact. In particular dealing with larger organisations, it is imperative the invoice lands at the desk of the right person, or payment is delayed.0 votes -
create a column for "attachment" which we can see in our invoice, sales order, or contact views. Will save a lot of time when doing tasks li
Create a column for "attachment" which we can see in our invoice, sales order, or contact views. Will save a lot of time when doing tasks like entering bills or expenses, or looking things up. Just so we can see in the view if there is an attachment so we don't have to open each transaction to see.
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Deleted Record
There should be an exception report which only shows the deleted record so admin can know immediately that some transactions are deleted from the system. This should be on top priority so should have separate report option.
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accounts balance showing window on transactions
while selecting an account the balance of that account should showcased under. those features are available in tally erp 9 . it would be very helpful while making transactions.
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merge option of PACKING SLIP for multiple invoices
in order for the warehouse operators to load the truck from one sheet of paper instead of multiple invoices.
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Add a Buttom or Console for Cash Ledger Record Keep
Add a Buttom or Console for Cash Ledger Record Keep.
By This feature . users can easily add cash ledger . without using of Mouse.0 votes -
Create Custom View for Portal/Create Summary Template for custom View
I would like to recommend a feature that will enable to Create a Custom for Portal(If portal is not accepted) and also to have a export option that will only export the a template for Custom View that is Selected or Created. This will feature will be used for compiling purposes and will help track the customer.
Hope this feature will be implemented.
Thank you
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Remarks Section
Add the remarks section to the new "View Customer Details" section when creating invoices.
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Automation workflows - add new fields
Please add possibility to add automation based on GL entry, chart of account, time sheet and projects
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Clone invoice statement
It would be helpfull to be able to clone a Invoice statement (as you can do for invoice template) to be able to have a model in a different language and associate the model to a contact.
0 votes -
Display composite item indicator after the item on edit sales order screen
We have very similar items that are composite and non-composite. We sometimes end up mixing up which is which. the composite item indicator will help with that (integrated with zoho inventory of course)
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Add / Delete transactions
1.
You have many errors in a bank statement imported. EG because you imported comma decimals instead of full stops.
There are too many so you would prefer to delete the statement and import afresh.
I dont see an audit problem if is a manual import anyway.
2.
Alternatively, you should be able to amend the amount if it is a manual import.
From the audit integrity point of view once you are manually importing you may as well allow amendment accompanied by an explanation.
Perhaps until reconciliation after which amendment could be disabled.
0 votes -
Meaningful print headings
Meaningful Report headings for pdf or exls saves.
Is it possible to have a file name on a report with a meaningful file name.
At the moment the file are 1448828000000502350.pdf
The report heading is:
Reconciliation Details
Reconciliation Period
01 Jan 2019 To 31 Jan 2019File name could be - Recon_01012019-31012019.pdf
or csv or xls or ods etc
Say the first 5 letters of the report name plus the date.
Then you know what the file is going to be called by looking at the title of the printed report.0 votes -
bank account view
On the bank account screen view that comes up when you click on bank in the bank overview.
Please can you add the >200 per page option at the top of the screen so that we dont have to go to the bottom all the time when we know that the entry is on the 9th page.
Please can you do something to stop the screen reverting to the begining every time you work with an entry because it means we have to find our place again every time we query an entry. Even with a refresh if you can.
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Date calandars
Please will you standardise the date selection calendars.
Some are different and some are tricky to select custom dates.
Also it would be nice to have an "ALL" feature so you can select all the transactions for a report without having to put the dates into the custom calendar. A customers of vendors entire history on the system.
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Template
The report templates take up a huge amount of space and are a waste of precious paper.
Please could we have some control over the layout such as size of print, spacing of lines, spacing of columns, page numbers titles and headers.
We definitely need headers and page numbers on the report pages.
0 votes -
bill approval by user
We would love to be able to allocate bill approval by user please
0 votes -
Recurring Invoices
Why was the "next" option removed when the recurring invoice is stopped. It was just there the other day. Can you please put it back? It only shows up now when the invoice is active.
0 votes
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