Skip to content

Lucy @A2ZCloud

My feedback

8 results found

  1. 1,189 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    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. 9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Zoho Books  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Lucy @A2ZCloud shared this idea  · 
  3. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Zoho Books  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Lucy @A2ZCloud commented  · 

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

    Lucy @A2ZCloud supported this idea  · 
  4. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Zoho Books » Customers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Lucy @A2ZCloud shared this idea  · 
  5. 17 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Zoho Books » Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Lucy @A2ZCloud supported this idea  · 
  6. 3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Zoho Books  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Lucy @A2ZCloud shared this idea  · 
  7. 62 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Lucy @A2ZCloud supported this idea  · 
    An error occurred while saving the comment
    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. 180 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Lucy @A2ZCloud supported this idea  · 

Feedback and Knowledge Base