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Jo Seawright

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  1. Asset register

    377 votes
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    Not Planned  ·  28 comments  ·  Zoho Books » Expenses & Bills  ·  Admin →
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    Jo Seawright commented  · 

    This is very much needed, even if a partial solution at first. Currently looking at using a custom module in CRM to be able to log assets against building sites (Deals) but the CRM doesn't let you pull in POs / Bills in the finance section, which would greatly help this issue and a few other. Because we need to know what expenses are against both assets and deals.

    Jo Seawright supported this idea  · 

  2. Integrate Supplier / Client zoho invoices with your own.

    1 vote
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    0 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Jo Seawright shared this idea  · 

  3. Pro Forma Invoice

    42 votes
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    7 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Jo Seawright commented  · 

    That's what retainer invoices are... and they have a specific state for tax purposes so that they are kept separate from taxable revenue. If you research the definition of Pro-forma versus Retainer invoice there is virtually no difference other than one is considered marginally more legally binding than the other. The tax treatment is the same.

  4. link purchase orders to projects

    16 votes
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    0 comments  ·  Zoho Books » Purchase Order  ·  Admin →
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    Jo Seawright supported this idea  · 

  5. Multiple Zoho Books accounts without creating new organisations

    3 votes
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    0 comments  ·  Zoho Books » Users & Roles  ·  Admin →
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    Jo Seawright shared this idea  · 

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