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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6817 results found
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Double taxation
There are cases where two taxes needed to be added to the invoice. On the sale amount, first excise duty needs to be added and then sales tax on the total amount after excise duty. There should be a system that allows that to happen.
4 votes -
add freetext for emails not present in contacts
in email templates should be good to be able to put a freetext address (not a contact) in the cc or bcc field
4 votes -
marking customer as inactive automatically
Option for marking customer 'Inactive' automatically if there is no transaction in the account or invoice goes unpaid after custom specified no of days.
4 votes -
Increase dropdown custom fields limit for Invoice Estimate and Purchase Order
Hi,
It would be great if you could increase the limit of dropdown custom fields for Invoice ,Estimate and Purchase orders ..right now it is not enough to meet requirement where Purchase order can have only one dropdown fields.4 votes -
Unit cost should appear in FIFO report
Unit cost should appear in FIFO report
4 votes -
Automatic quantity totals
I bill on a daily rate on a monthly basis. it would be helpful to be able set up in reoccurring invoices the option to have a field to total the amount of days in the previous,current or following month that gives a total bill for that month
4 votes -
alert x days in advance of the next invoice date
recurring invoice: I would like an e-mail to alert x days in advance of the next invoice date
4 votes -
enable us to see account registers
In Quickbooks I can see an account register for any balance sheet account (asset, liability or even equity), including postdated transactions. That's pretty essential for us.
4 votes -
Stripe - Canadian Address
When you click on "PAY NOW" then click on "Credit Card", under address you are asked to provide State and Zip Code.Customers in Canada should get Province and Postal Code. This is with Stripe integration.
4 votes -
Have items auto-populate under Retainer Invoices
I'd love for our items/products to be auto-populated similar to the normal invoices. I'd simply love for the retainer invoices to be structured exactly like a regular invoice.
4 votes -
VAT on task items on invoice
Currently on Zoho if you invoice for a project with itemised items you have to go through every item and change the dropdown to include VAT, this can be annoying when you have 20+ itemised items on the invoice, if you're VAT registered in the UK you charge VAT on eveything, there are only a few items that are VAT exempt, so it would make more sense for the default to be VAT charged and the drop down to be VAT exempt.
4 votes -
Add a way to template invoice preferences for projects
The majority of our projects are invoiced with the same fields.
We have a project template that we clone.
The cloned projects inherit the invoice preferences of the original.
But - if you edit or rename the project after the initial clone, the invoice preferences re-set.
It is annoying to have to constantly re-set the invoice preferences.
If we could set our default preferences we would only need to deal with them occasionally4 votes -
Customer makes orders from his Client Portal
As admin we can send and order to the customer to be accepted, Why the customer cannot make an order directly from his portail account
4 votes -
Hi! we're having a problem printing our custom invoice and estimate templates. Having too much content in those templates to print only on "
Hi! we're having a problem printing our custom invoice and estimate templates. Having too much content in those templates to print only on "usLetter" format, I'm asking you to unlock the "usLegal" printing format at least for our personnalized custom templates. We"re a franchisor and we're about get our franchises to implement with your system after testing completed and meet our standard. Thanks
4 votes -
block customers
Give an option to block certain customers. For example make sure that sales can't enter an order for a customer that didn't pay his bills. Now you can put a customer on inactive but if you create an inactive customer as a new contact the system allows it (even if you uncheck the box for allowing duplicate contacts) and the order can be entered anyway without sales knowing that the customer is blocked.
4 votes -
Bulk Add Expenses Add a project and Customer field. Or make it custom so I can add any field I want to.
When adding Bulk Expenses, could you add a feature where you can select any field you would like to add or remove from this view. For example I require the entry of Customers and Projects which isn't currently available.
4 votes -
PayPal Plus integration
PayPal Plus integration
4 votes -
Allow tasks to have due dates attached to them and then be able to show all tasks in a priority list (to-do list).
Right now, we list projects and then have tasks within each project. When allocating resources, it would be helpful to have a bird's-eye view of what tasks need to be completed and when for all projects. But have this list not sorted by client or project, but rather as the due date -- (and have each task reference its project and client).
4 votes -
Need to have users profile in a different language to the main file.
Need to have a users profile in Chinese while others can have their profile in English.
4 votes -
Apply Available Retainer Fee to Invoice From Mobile App
When you have collected a retainer for an estimate, then convert the estimate to an invoice, you apply the retainer to the converted invoice. You cannot currently do this from the mobile app. Its a core functionality for those using retainer invoices (which is currently automatically created when the customer accepts the estimate).
4 votes
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