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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6629 results found
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Create User Roles and Hide aspects (i.e. modules) of Zoho Books from Certain User Roles
I would like to create user roles with certain restrictions to certain modules such as 'Banking'. This would allow for access control to vital company information.
5 votes -
Categorize the Estimate in PDF view
Can you let us to categorize the Estimate with the functions to be more clear for customers for example :
I am working in smart home solutions and need to categorize the estimate for Lighting section to contain all lighting equipments and HVAC to contain all materials it need and so on just one bar line to identify the content of the following itemsand this option should be marked from setting to enable or disable it and add different category for each Estimate
5 votes -
Better Paypal integration
When paypal feed is integration it only had the customer name, transaction number and amount. Other services like Godaddy bookkeeping transfer customer name, transaction number, amount, and item. When you don't include the item which is sold from through ebay, reverb or amazon it requires you to access those account to figure out what what sold.
5 votes -
Allow a contact to be associated with multiple estimates / invoices etc.
Each contact should be able to view all the estimates / invoices they are associated with, because once they start to be a part of different projects with different clients, we will not be able to have so many email ids for one contact for them to view all estimates / invoices etc. they are associated with.
So when a contact is associated with many different estimates / invoices etc. he / she will need only one email and login to access the portal and view all associated estimates / invoices etc.
Alternative on the same lines I suggest the…
5 votes -
when I enable the portal for a contact, the possibility to restrict the view to one or more specific projects and not for all items
As subcontractor, it would be great to allow one or more contacts to see specific project and not all stuffs in the portal. For example we often have projects which involve 2 differents companies and several departments and it would be important to authorise more contacts to have access to specific projects and not to all items.
5 votes -
that we be flexible on adding rows and columns on the invoices and purchasing so we can tailor to our needs.
adding rows and collums and etc in the templates
5 votes -
Interest Income - Tax
Income is taxable therefore interest income is taxable. Can you please add the tax field to Interest Income.
5 votes -
Ability to set a default payment option for online payments.
When multiple payment methods are accepted, (eg Credit Card, PayPal) we need the ability to set a default for the customer online payment experience. If a customer decides to pay online via the link supplied to them in the Invoice email, currently PayPal is selected by default. 99% of my customers will pay via credit card, so that's an additional step for them. Additionally, I wish to encourage payment via credit card since my business receives a better transaction fee for CC over PayPal.
So either Zoho is pushing PayPal as the preferred option, or it's random, but either way,…
5 votes -
Make Purchase Orders show up in Zoho CRM if the supplier is in the CRM as either an account or supplier.
It would be useful to have purchase orders associated with a sale show up in the associated Account, potential, sales order or invoice.
5 votes -
Daily report
Daily report
5 votes -
Improve scheduled reports
The scheduled reporting feature could be improved a lot. Currently the reporting period start dates/end dates are not obvious and don't work as expected (you have to wait for a report to arrive to see if it gives you what you want). The reports should be customisable. It should also be possible for a user (eg book-keeping emplpoyee) to press a button to "send scheduled report now", so that they can trigger the reports being sent to management/directors etc. Scheduling reports doesn't always make sense if the book-keeping person has not completed the data entry and reconciliation for the reporting…
5 votes -
add a placeholder of the current date to include in email templates
I want to inform my costumer that we have checked our bank untill today and have not received the outstanding amount yet. Currently we copy the current date in every mail, would be much easier if it was included as a placeholder.
5 votes -
Allow incremental billing
Add the ability to bill in increments. Allow us to set the number of minutes by which to increment by so if you set your increment to 15 minutes and you have a task that took 13 minutes, it would automatically round up and bill at 15 minutes.
5 votes -
Vendor Payment option for Indian Edition
One of the customer requested this feature. With GST rolling in, why not attract more indian customers with vendor payment option? Many people are looking for One Platform to have both payments and receivables.
5 votes -
items on sales order report
I would like to be able to get a report on items that are on sales order.
5 votes -
Pin Favorite Reports
I was going through a bunch of reports, each time I go into reports, I have to crawl through different set of reports and find my favourite one. How about we give an option under reports to pin it so that the report show up on the left panel or somewhere on the top as a drop menu or something (You guys are already on clouds of creativity) that is always visible as my favorite reports.
Best Regards,
Syed H5 votesHi there,
We now have the option to set up favourite reports. This would work similar to pinning a report. By doing so, the reports you have favourited will be listed at the top under the the ‘My Favourites’ section. Please take a look at the screenshot below.
Hope this helps.
Regards,
Ann -
Develop a report to Group bill/expenses based on custom fields
Even though we are entering data in custom fields for bills or expenses we are not able to generate any report in books or even in reports( custom fields don't get imported into reports). I would like to see a report where we can group it by data in the custom fields.
5 votes -
I would like to see an option within invoice/packing slips enabling a customer to digitally sign for a delivery on my pda/phone.
I have several customers that require a signed hard copy of the paperwork to pay us. Emailing the invoice without the sig is not allowed. Access to a printer is rarely an option. Asking the customer to print out the invoice and sign is unprofessional.
This would be similar to signing for a credit card purchase on Square. The digital signature would then be incorporated into the packing slip and/or invoice and emailed to the vendor.
5 votes -
Need to create item groups (this will have multiple items in a group)
Items will be grouped into an item group and the item group needs to have the ability to have an price list adjustment as well. As of now you can only add price list to the whole contact account and not the individual item (or group)
5 votes -
make a provision of importing three different price list for each product - cost price, manager selling price & sales person selling price
Requesting a provision of importing three different price list for each product - cost price, manager selling price & sales person selling price
This will help us to control our Sales team who can't quote or invoice low prices without manager's approval.
Price Authorization while invoice and making estimates - Min. price level for Sales Team ... beyond which they are not allowed to sell or quote their customers
5 votes
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