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J.S.

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  1. 6 votes
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    J.S. commented  · 

    Has this been released?

  2. 118 votes
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    Dear customers,

    Thanks for your feedback.

    Though there is no direct ‘bulk update’ option as such for items, there is a workaround that serves exactly this purpose.

    You can export all the items to a CSV/XLS file in one shot, make the necessary changes and import the file again. While re-importing them, you have the option to ‘overwrite’ existing records based on the data in the file you are importing.

    Here is the best part: Earlier, you could overwrite the items only based on the ‘Item Name’. Since it’s possible that the item name itself needs a bulk update, we have supported two more options – in addition to ‘Item Name’, you can now overwrite the existing records with the ‘SKU’ or the ‘Item ID’ as the base field for identification.

    If you have any questions on this, feel free to drop an email to support@zohoinvoice.com

    J.S. supported this idea  · 
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    J.S. commented  · 

    Pretty basic feature that should be available.

  3. 64 votes
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    J.S. commented  · 

    Agree on printing deposit slips and automatically moving funds to the correct bank account. It's called making a bank deposit, which is basic stuff. I, too, am surprised this hasn't been implemented especially seeing this request dates back to 2015. I moved from a 'legacy' software platform and Zoho has the old legacy system beat hands down, except for this tiny little feature!

    J.S. supported this idea  · 
  4. 180 votes
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  5. 13 votes
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    J.S. commented  · 

    Agree, we have the same situation.

    J.S. supported this idea  · 
  6. 3 votes
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    0 comments  ·  Zoho Books » Payments  ·  Admin →
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    J.S. shared this idea  · 

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