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Lucy @A2ZCloud

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  1. Allow multiple currencies per client

    1,198 votes
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    Not For Now  ·  97 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Lucy @A2ZCloud commented  · 

    @reshma @pavritha - Don's comment hits the nail on the head when you look at it from a Zoho perspective
    Right now, currency is set at Account level in CRM, which then push down to Contacts in Books, and all of transactions .... Sales Order, Invoice, Payment.

    We have cross-border customers, who would buy goods online with USD website, then later would buy goods thru sale reps in Canada (in CAD).... Now we have to create a new CRM account in CAD for that same customer.... And then in DESK, we also see 2 Acct (one in USD and one in CAD) for the same customer....

    Another million vote for multi currency at SO, INV level, instead of at Account (in CRM) or Contact (in Books) level.

  2. Zoho cliq accessible from within Books

    9 votes
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    1 comment  ·  Zoho Books  ·  Admin →
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    Lucy @A2ZCloud shared this idea  · 

  3. Customer Portal Combine

    1 vote
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    1 comment  ·  Zoho Books  ·  Admin →
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    Lucy @A2ZCloud commented  · 

    This is the same request as another one I just voted on

    Lucy @A2ZCloud supported this idea  · 

  4. Account overview screen needs to show link to recurring invoices/subscriptions

    1 vote
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    0 comments  ·  Zoho Books » Customers  ·  Admin →
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    Lucy @A2ZCloud shared this idea  · 

  5. Proejct Recurring Revenue Reporting

    17 votes
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    2 comments  ·  Zoho Books » Reports  ·  Admin →
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    Lucy @A2ZCloud supported this idea  · 

  6. Custom Field Type - need "look up" eg Contact name

    3 votes
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    0 comments  ·  Zoho Books  ·  Admin →
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    Lucy @A2ZCloud shared this idea  · 

  7. Backorder view/report at product level

    62 votes
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    7 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Lucy @A2ZCloud supported this idea  · 
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    Lucy @A2ZCloud commented  · 

    This doesnt just apply to products/items but can be applied to services.
    eg I take an order for £10000 of services of which 25% is payable upfront and the rest as milestone payments. I need to be able to se the balance outstanding by client/project or across the organisation

  8. Link SO, Invoice & POs with a common value

    180 votes
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    19 comments  ·  Zoho Books » Transactions  ·  Admin →
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    Lucy @A2ZCloud supported this idea  · 

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