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JLR

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  1. 15 votes
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    JLR supported this idea  · 
  2. 7 votes
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    JLR commented  · 

    I agree with this suggestion, greater flexibility on a per-gateway at the invoice-level would be greatly appreciated. For example, being able to set either ACH and/or CC for Stripe on an invoice.

    At the moment, it's limited to per gateway. So a current workaround is to have one gateway (Stripe) for ACH and another for (Authorize.Net) for CC but ideally we'd like to just have one gateway, Stripe, but be able to set either ACH or CC or ACH/CC per invoice.

    There's another similar suggestion that this could possibly be merged with: https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/40429957-payment-methods-via-portal

  3. 20 votes
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    JLR commented  · 

    I agree with this suggestion, greater flexibility on a per-gateway at the invoice-level would be greatly appreciated. For example, being able to set either ACH and/or CC for Stripe on an invoice. At the moment, it's limited to per gateway. So a current workaround is to have one gateway (Stripe) for ACH and another for (Authorize.Net) for CC but ideally we'd like to just have one gateway Stripe but be able to set either ACH or CC or ACH/CC per invoice.

    There's another similar suggestion that this could possibly be merged with: https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/42350386-ability-to-disable-credit-card-but-allow-ach-using

  4. 3,052 votes
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    JLR commented  · 

    There's another feature request here advocating for integration with Gusto payroll (https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/17996800-integration-with-gusto-payroll).

    Given how quickly Payroll can get complicated, especially after rolling in benefits, insurance, 401(k), 1099s, etc in various jurisdictions, I think Zoho's best approach would be to develop integrations with third-party payroll services in different regional areas instead of investing heavily in rolling out their own.

  5. 12 votes
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    JLR commented  · 

    Yes, 100x yes on this. If numerical fields could support mathematical functions, that would really quicken entries and streamline so many things. Support for the standard functions such as +, -, /, * would be a great feature.

    From a developer's perspective, should not be too complicated to implement as it would just be a frontend feature while a numerical input box has focus.

    JLR supported this idea  · 
  6. 36 votes
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    JLR supported this idea  · 
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    JLR commented  · 

    I second this... there's also another suggestion similar to this that should be merged into this one (https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/37470790-auto-generation-of-bill-numbers). Either auto generate or make the Bill # optional.

    Bills are not always associated with received invoices as mentioned in previous comments; ie. Employee expense tracking/reimbursement, proper accrual accounting, vendors that don't issue invoice/bill #'s, etc.

  7. 27 votes
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    1 comment  ·  Zoho Books » Items  ·  Admin →
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    JLR supported this idea  · 
  8. 5 votes
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    JLR supported this idea  · 

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