ReshmaAdminReshma (Community Manager, Zoho Corporation)

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  1. 10 votes
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      1 comment  ·  Zoho Invoice » Expense  ·  Flag idea as inappropriate…  ·  Admin →
      ReshmaAdminReshma (Community Manager, Zoho Corporation) commented  · 

      Hello Everyone,

      You can now permit your TimesheetStaff to record expenses for associated project(s).

      To know more- https://www.zoho.com/invoice/kb/timesheet/users-add-expense.html

      Do give a hands on try and if you have further queries feel free to get back to us at support[at]zohoinvoice[dot]com.

    • 9 votes
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        1 comment  ·  Zoho Books » Projects  ·  Flag idea as inappropriate…  ·  Admin →
        ReshmaAdminReshma (Community Manager, Zoho Corporation) commented  · 

        Hello Everyone,

        You can now permit your TimesheetStaff to record expenses for associated project(s).

        To know more- https://www.zoho.com/books/kb/timesheet/users-add-expense.html

        Do give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.

      • 1 vote
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          0 comments  ·  Zoho Books » Payments  ·  Flag idea as inappropriate…  ·  Admin →
          ReshmaAdminReshma (Community Manager, Zoho Corporation) shared this idea  · 
        • 10 votes
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            1 comment  ·  Zoho Books  ·  Flag idea as inappropriate…  ·  Admin →
            ReshmaAdminReshma (Community Manager, Zoho Corporation) commented  · 

            Hello Everyone,

            You can associate customers to Bills or expenses and later invoice them for the same.

            User guide link - https://www.zoho.com/books/help/bills/#bill-customer

            Do give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.

          • 37 votes
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              3 comments  ·  Zoho Books » Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
              ReshmaAdminReshma (Community Manager, Zoho Corporation) commented  · 

              Hello Everyone,

              You can associate customers to Bills or expenses and later invoice them for the same.

              User guide link - https://www.zoho.com/books/help/bills/#bill-customer

              Do give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.

            • 2 votes
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                0 comments  ·  Zoho Invoice » Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                ReshmaAdminReshma (Community Manager, Zoho Corporation) shared this idea  · 
              • 23 votes
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                  4 comments  ·  Zoho Books » Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                  ReshmaAdminReshma (Community Manager, Zoho Corporation) commented  · 

                  Hello Everyone,

                  You can associate customers to Bills or expenses and later invoice them for the same.

                  User guide link - https://www.zoho.com/books/help/bills/#bill-customer

                  Do give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.

                • 4 votes
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                    1 comment  ·  Zoho Books » Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                    ReshmaAdminReshma (Community Manager, Zoho Corporation) commented  · 

                    Hello Everyone,

                    You can associate customers to Bills or expenses and later invoice them for the same.

                    User guide link - https://www.zoho.com/books/help/bills/#bill-customer

                    Do give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.

                  • 7 votes
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                      0 comments  ·  Zoho Invoice » Projects  ·  Flag idea as inappropriate…  ·  Admin →
                      ReshmaAdminReshma (Community Manager, Zoho Corporation) shared this idea  · 
                    • 4 votes
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                        0 comments  ·  Zoho Invoice » Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                        ReshmaAdminReshma (Community Manager, Zoho Corporation) shared this idea  · 
                      • 7 votes
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                          0 comments  ·  Zoho Invoice » Recurring Invoice  ·  Flag idea as inappropriate…  ·  Admin →
                          ReshmaAdminReshma (Community Manager, Zoho Corporation) shared this idea  · 
                        • 3 votes
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                            0 comments  ·  Zoho Invoice  ·  Flag idea as inappropriate…  ·  Admin →
                            ReshmaAdminReshma (Community Manager, Zoho Corporation) shared this idea  · 
                          • 7 votes
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                              1 comment  ·  Zoho Invoice  ·  Flag idea as inappropriate…  ·  Admin →
                              ReshmaAdminReshma (Community Manager, Zoho Corporation) shared this idea  · 
                            • 594 votes
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                                38 comments  ·  Zoho Books » Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                ReshmaAdminReshma (Community Manager, Zoho Corporation) commented  · 

                                Hi Everyone,

                                We've happy to announce that we're giving early access to the sub-account feature in Zoho Books. This is currently available for the 'Expense' module. If anyone is interested to try this feature, please drop us an email to support[at]zohobooks[dot]com.

                                We will be working on the other modules as well. Keep an eye on this space for more updates.

                                Regards,
                                Reshma

                              • 808 votes
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                                  46 comments  ·  Zoho Books » Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                                  ReshmaAdminReshma (Community Manager, Zoho Corporation) commented  · 

                                  Hi All,

                                  We are working on Payroll. We are trying to open it for one state(California) in the United States of America this year. After that we will progressively cover other states and countries.

                                  Regards
                                  Prashant

                                • 1 vote
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                                    1 comment  ·  Zoho Books  ·  Flag idea as inappropriate…  ·  Admin →
                                    ReshmaAdminReshma (Community Manager, Zoho Corporation) commented  · 

                                    Hello,

                                    We do support 5 drop-down custom fields, apart from the 'salesperson' field which is already available in Estimates Module.

                                    Can you elaborate more on your requirement? Do you need more than 5 drop-down fields in estimates?

                                    Look forward to hearing from you. You can also email us at support[at]zohobooks[dot]com.

                                    Regards,
                                    Reshma

                                  • 37 votes
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                                      10 comments  ·  Zoho Inventory » Feedback  ·  Flag idea as inappropriate…  ·  Admin →

                                      There was a confusion on the earlier comment. Zoho CRM Sales order and Zoho Inventory SO for now won’t integrate. With all existing capabilities and with more tax handling capabilities finance SO would be developed and Zoho Inventory would be made available from Zoho CRM interface.

                                      ReshmaAdminReshma (Community Manager, Zoho Corporation) commented  · 

                                      Sure. Will keep you posted on the updates.

                                    • 3 votes
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                                        1 comment  ·  Zoho Books  ·  Flag idea as inappropriate…  ·  Admin →
                                        ReshmaAdminReshma (Community Manager, Zoho Corporation) commented  · 

                                        Hello Everyone,

                                        We've introduced a new Zoho Books module inside Zoho CRM. You will be able to view modules like Estimates, Invoices and Sales Order of Zoho Books inside Zoho CRM.
                                        https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/10642125-early-access-to-zoho-books-zoho-crm-integration

                                        The new module is now available in your Zoho CRM. To try the it, please update your Zoho Books integration in setup.

                                        Please refer to the help document for more details.

                                        https://www.zoho.com/books/help/integrations/crm-books-integration.html

                                      • 268 votes
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                                          Work In Progress  ·  16 comments  ·  Zoho Books » Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                          ReshmaAdminReshma (Community Manager, Zoho Corporation) commented  · 

                                          Hi All,

                                          We will provide early access for the Zoho Reports and Books integration soon.

                                          Regards
                                          Prashant

                                        • 69 votes
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                                            Work In Progress  ·  5 comments  ·  Zoho Books » Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                            ReshmaAdminReshma (Community Manager, Zoho Corporation) commented  · 

                                            Hi Ofelia,

                                            Thanks for sharing your request with us.

                                            We do have something similar on what you've suggested but we will not sync the SO, Estimates and Invoice fields of Zoho CRM with Zoho Books. Instead, we will show Zoho Books modules inside Zoho CRM which will be far better.

                                            If you're interested to know more about it, read the link below.
                                            https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/10642125-early-access-to-zoho-books-zoho-crm-integration

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