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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6592 results found
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sales person assign customer
why do we have to select the sales person every time when we create the invoices. it should take default sales person. and also customers balance due in sales person report is not total balance.
can you guys update this feature as early possible.
thank you
4 votes -
Hide columns while creating transactions
Would be great to hide some of our columns (esp. customs fields) while creating transactions. This will be very useful on smaller screens as well as split screen, when you don't need all that extra info!
Custom fields are not always required and it's annoying that you're stuck with them once you use them and only eventually realise you no longer need them!4 votes -
Change tasks and projects while timer is active
Change tasks and add notes while timer is running. Also, the ability to pause the timer and even start a second timer for another project while the first is paused. Currently it requires too much navigation and generates too many entries to use the onboard timer.
4 votes -
duplicate item in invoice
Is there anyway that we get an error when an item with same sku is entered again in an invoice? This was instead of making two enteries of the same sku only the quantity of the item can be increased.
4 votes -
Can we have the portal access for vendors too so that they can fill in their details
Can we have the portal access for vendors too so that they can fill in their details
4 votes -
Add a report showing how "Cost of Goods sold" journals are calculated.
So you have journals hitting "Cost of Goods Sold" account but users do not have access to see the make up of that journal.
And there is currently no report for this.
The system is doing the calculation in the background, but users just do not have access to it.
4 votes -
Widen scroll bars(to, say, Excel width) and increase colour contrast on slider
Widen scroll bars(to, say, Excel width) and increase colour contrast on slider
4 votes -
Apply credit note to retainer invoice
In the scenario an invoice is disputed on a retainer invoice, and a credit note is applied to the invoice in question, it would also be good to reduce the amount drawn on the retainer with the credited amount (a second option should appear after the credit note is applied to an invoice that is linked to a retainer invoice - "The invoice you credited is applied to a retainer invoice - do you wish to reduce the amount drawn of the retainer with this amount (increasing the balance on the retainer invoice to be drawn later) or do you…
4 votes -
Select multiple line items and move to New or Existing invoice
Often times clients ask me to split a large invoice (with many line items) into separate ones.
It would be amazing to be able to select multiple line items and from a pull down menu choose from 2 options:
Option 1: Create new invoice from selected items
Option 2: Add to existing invoice4 votes -
Structured payment reference
Hello,
In Belgium we often pay invoices with a structured payment reference, for example:
+++123/1234/12345+++
It's always the same structure: +++xxx/xxxx/xxxxx+++
This is made for each invoice with a formula.
In CRM we can create custom fields with formula, but in Books I can't find it.
Is it possible to add a formula field in the template field for invoices or somewhere else
so that on each invoice a specific payment reference is created due to this formula?4 votes -
Status (seen) of the invoices.
View the status (Seen) of the invoices without the customer having to register in the customer portal. Like QB. Almost 80% our of the customer don't do the register on customer portal.
4 votes -
Filing ITC 04
I would like to request for the feature of Filing of ITC 04
4 votes -
SALES INVOICE INCLUDING GST
NEED FEATURE IN SALES INVOICE LIKE INCLUDING OR EXCLUDING GST
4 votes -
PDC Control and Assets Management
Weather big or small, it is vital for any organisation to map and track post dated checks payments made or received. I wish Zoho will make serious take on this important feature called Post dated payment within both Purchase and Sales.
And, any organisation must deal with assets that need to be capitalized and amortized over period of times. It makes life harder depending external tools such as Excel spreadsheets. Time exceeded already that it would have equipped in Zoho Books.Hoping that Zoho would add these feature within short while as these are standards internationally prevail. Thanks for chance to…
4 votes -
total recurring invoice amount
Under the recurring invoice list, have a total recurring invoice amount. Not just in the reports area, but on the actual recurring invoice list, a total amount or even total amount next month. It's hard to have an idea of your next month cash flow and having to manually add every invoice is time consuming
4 votes -
Create a simpler refund system
The current system is ridiculous and doesn't really make sense. Having to create credit notes, apply them to invoices and then refund them to show it or delete payments, and so on. Half the time it seems like the Zoho tech support can't even figure it out and they end up doing something different like deleting payments then making a credit note to balance the account. There should be a simple way to process partial and full refunds. For example just a button that you click refund, choose the amount being refunded, where the money is being refunded from and…
4 votes -
Automatically set expiry date on Estimates
A feature to automatically set the expiry date on Estimates. For example,
if all estimates are set to expire in 30 days, have the expiry date automatically set 30 days from the estimate date.4 votes -
Dropdown selection of contacts within a company
There are multiple contacts within a company. However, current we are only able to select the default contact person. As such, we have to keep changing the contact default contact which is not practical at all.
4 votes -
support import of 3rd party timesheets
I have subcontractors. They submit invoice and timesheets to me, which i must record as time entries and submit invoices for. Right now, i need to manual recreate the timesheets they send me in Books. I am amazed that there is no way to import the timesheets - project, task, date, hours and avoid this manual entry.
4 votes -
default items for Estimates
There are some items needed for almost every Estimate, so it would be great if we can default them, instead of adding them into an estimate each time.
4 votes
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