Michael K

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11 results found

  1. scheduling of email in Zoho Books

    5 votes
    2 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Michael K commented  · 

    Please add this option to estimates as well. For some reason I can only schedule emails on the initial invoice, and there is no options for estimates. Please enable email scheduling for Estimates as well as already sent invoices, I work in the off hours updating estimates and invoices but would like them to be sent during business hours.

    Michael K supported this idea  · 

  2. post delivery of estimates and invoices

    16 votes
    3 comments  ·  Zoho Books » Estimates  ·  Admin →
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    Michael K commented  · 

    This request is From 2015 and I still cannot do this in Estimates! How can you add this feature to invoices(only new ones) and not do it for estimates, the coding cannot be that different!

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    Michael K commented  · 

    Its finally here for the original Invoice but not Estimates yet! Lets make this happen!

  3. Allow the "Use In Future" option when editing Items in Invoices

    2 votes
    1 comment  ·  Zoho Books » Items  ·  Admin →
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    Michael K commented  · 

    Again I edited an item while creating an estimate, and wanted to make it a permanent change. Unfortunately there is no way to do it at the Estimate or Level, so I have to remember what I want to edit, save the invoice, go to items, find the item I want to edit, open it and make changes!

    A Much simpler method would bewhile editing an item inside Invoice/Estimate if changes are made have a check box appear to allow "Save in future" like you already have for Customer Notes and Terms & Conditions in Invoice/Estimate edit screen!

    Michael K supported this idea  · 
    Michael K shared this idea  · 

  4. Item PDF attachment & Order Revision Freeze

    8 votes
    3 comments  ·  Zoho Books » Items  ·  Admin →
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    Michael K supported this idea  · 
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    Michael K commented  · 

    Allowing attachments would be a big help with Items. Working in the service industry my items tend to be long and detailed, and I usually have attachments that go along with he item.

    I would like to be able to attach spec sheets and PDF's directly to an item so i do not have to add attachments at the invoice/Estimate level each time i use that item! Lets make this happen ZOHO!

  5. Cashflow forecasting Reports

    465 votes
    31 comments  ·  Zoho Books » Reports  ·  Admin →
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    Michael K supported this idea  · 

  6. item search

    551 votes
    59 comments  ·  Zoho Books » Items  ·  Admin →
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    Michael K supported this idea  · 

  7. notes in estimates over to sales orders

    6 votes
    1 comment  ·  Zoho Books » Estimates  ·  Admin →
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    Michael K commented  · 

    This would be a great feature, then I dont have to find the estimate to see any notes that are not in the invoice.

  8. Read notifications for invoices

    1 vote
    0 comments  ·  Zoho Books » Invoices  ·  Admin →
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  9. Give the option to "Add New" email contact while editing Estimate

    2 votes
    0 comments  ·  Zoho Books » Estimates  ·  Admin →
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    Michael K supported this idea  · 
    Michael K shared this idea  · 

  10. Add more criteria choices to "Edit Custom View" on Invoices and Estimates.

    3 votes
    1 comment  ·  Zoho Books » Invoices  ·  Admin →
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    Michael K commented  · 

    Thank you for finally adding the "OR" operator!

    Michael K shared this idea  · 

  11. let us pick our bank acct as the default "Deposit To" on the Record Payment page.

    25 votes
    4 comments  ·  Zoho Books » Payments  ·  Admin →
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    Michael K commented  · 

    I think I figured it out...in Banking section, click on the drop down arrow of the bank you want to be primary....choose edit bank...check the "make this primary" box

    after doing this, it looks like it has been using my bank as main option instead of Petty Cash

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    Michael K commented  · 

    Still waiting on this to be incorporated. I cannot figure out why they use "petty cash" as the default

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