Skip to content

Jo Seawright

← Feedback Forum

My feedback

5 results found

  1. Asset register

    370 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Not Planned  ·  27 comments  ·  Zoho Books » Expenses & Bills  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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
    Vote

    We're glad you're here

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

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Jo Seawright shared this idea  · 

  3. Pro Forma Invoice

    42 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    7 comments  ·  Zoho Books » Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Zoho Books » Purchase Order  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Jo Seawright supported this idea  · 

  5. Multiple Zoho Books accounts without creating new organisations

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Zoho Books » Users & Roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Jo Seawright shared this idea  · 

Feedback and Knowledge Base

(thinking…)