Zoho Invoice
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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1139 results found
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Zoho Invoice - Location/IP restriction for user access
Currently, users of zoho invoice can access their account from anywhere. This is not good as we would not want our staff to access company data when they are not present in the office.
An IP restriction would be a great feature helping to safeguard company data.
Regards,
L1 voteHi there,
We understand your concern and we would like to let you know that it is possible to set a restriction based on the IP address from which the user is trying to access the app.
Kindly drop an email to support[at]zohoinvoice[dot]com so that we can assist you on this.
Regards,
Reshma. -
Add a.m. or p.m. instead of entering time as military time
When entering time in the timesheet that we would have the ability to enter the time as it is instead of having to convert it to miltary time
1 vote -
Add inventory to Estimates
When building an Estimate, it would be helpful to be able to view the amount on hand, that way the salesperson knows how much of an item they can offer
3 votes -
1 vote
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Contact Image
I'd like to be able to upload an image for my contacts. Whether it be an individuals photo, a business logo, or something else. This gives me a visual way of quickly finding a contact.
If this is not possible it would be nice to have the icon next to a contact change to a company icon (warehouse, office building, etc.) if the contact has been set up as a company.
4 votes -
Proxima Nova as a font option
Template Properties
It would be nice if this was an option for PDF font. It is already partially shown on the online version of the Invoice but not in the template settings.3 votes -
Export filtered results
I need the ability to filter invoices and sales based on things like "date range", Status" and export just those those results.
Currently, If I want just a week of invoices to import into my accounting system, I have to export 2 years worth of invoices.
And unfortunately the report does provide me with all the info I want.
3 votes -
7 votes
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Project Timesheet - Retain "View By" selections on Item Edit
While reviewing a Project, I consistently go to the Timesheet to either create or edit items. Everytime I create or Edit, the filter I had in place, is reset to the default load values.
Would it be possible to retain the filter values for the "View By" Filter under the Timesheet?
Steps to reproduce:
1. Login to ZOHO and goto "Timesheet"
2. Select a Project to review
3. Click the Timesheet Tab, next to Overview
4. For the "View By" filters, select a value no auto-selected.
5. Click an Item in the resulting view
6. Either make an edit or…4 votes -
calendar
Using Timesheets, user can view all projects as calendar view.
Using the project view, there is no calendar view.
Please add the same ability under the project/timesheet view.
Thank you.
2 votes -
Idea
Firstly Thank you for creating so amazing application. I have Organization and in which I have 3 division of business, if there can be an option in invoice, if I can see my outstanding in each division it will help me me as all 3 division are managed by 3 different Managers.
1 vote -
Include stats of how much you tax you have to pay
In holland we have BTW, an amount you have to pay to the government. I want to see in the stats how much I have to give to the government, instead of counting it up with a clculator
1 vote -
Linking logged sales person/Users with warehouses
Provision to configure Salesperson/User with warehouse so that if that sales person do invoice inventory should be deducted from respective warehouse and while making invoice warehouse field should be editable for only those users where default warehouse is not defined
3 votes -
Auto select of sales person through from logged in sales person
In invoice there should be a feature to take logged user as sales person. Option can be given in settings to relate sales person with user
3 votes -
have delivered a customer and a customer invoice
have a customer for delivery and a customer for billing invoice. We would have in CRM information on both "clients"
1 vote -
Pay Now: skip extra step if there's only one payment method
When clients click Pay Now
Zoho shows an extra step:
Select your payment method to proceedIf there's only one payment method, just skip that please.
2 votes -
Auto-complete Item Details
In the item field, show an auto-complete with recent items.
This would allow us to click on that item, instead of typing everything again.PayPal does this.
3 votes -
Provision to distinguish multiple brands and assign user permission w.r.t. brand names.
Provision to distinguish multiple brands and assign user permission w.r.t. brand names.
We deal with Multiple brands and many items under each brand having a sales mgr for diff brands. I want to have provision by which I can restrict or provide permissions to individuals for chosen brands' Estimate preparation / invoices.
1 vote -
Include invoice attachments when printing or exporting PDF
I really like how PDFs for expenses are included in exports and printing.
However, I often need to attach additional documentation to an invoice that is not directly tied to an expense. I notice that these attachments are not exported or printed. It would be a great improvement to include invoice attachments in the export process.
3 votes -
Customizable Lists that contain user identified drop down fields
Is this a possibility?? I have created several drop down lists on my invoice template and I'd like to have drop down lists be active in some/all of these fields..... thanks
1 vote
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