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Emily

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11 results found

  1. Vendor Credit and Credit Note - Set Expiration Date - Write Off when Expired

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

  2. Sales reports by state

    4 votes
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    1 comment  ·  Zoho Books » Reports  ·  Admin →
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    Emily commented  · 

    This sales by State report would be really useful for things like State taxes etc. I tried to export the entire back up and pull out the info I needed and still wasn't able to condense it enough to be useful. I exceeded Excels maximum cell count in a table and had to remove a lot of unnecessary columns to retrieve the info required.

    For record keeping purposes, it would be much better to have 1 report to check for a breakdown of invoices elements such as shipping charges, sales tax, product amount, with filters for shipping country, shipping state and shipping city.

    Thank you fellow Zoho users. Please vote this Feature Request up to the top!!

  3. Show Open Vendor Credits in new Payment Made Screen

    12 votes
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    2 comments  ·  Zoho Books » Payments  ·  Admin →
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  4. make reconciling easier!

    25 votes
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    3 comments  ·  Zoho Books » Banking  ·  Admin →
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    Emily commented  · 

    Zoho, you added Closing Balance and Difference and the Save Reconcile for Later button to the fixed position on the bottom! That's so awesome! But what about the Cleared Amount? Can that be added too? Pretty please?! And as always, thank you!

    Emily shared this idea  · 

  5. Invoices track with the amount

    1 vote
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    1 comment  ·  Zoho Books » Invoices  ·  Admin →
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    Emily commented  · 

    You can search by amount in Advanced search already for invoices or in any of the sections like purchases expense etc... just click the magnifying glass to access the Advanced search. It's a lifesaver!!

  6. Link the Bill to the PO

    2 votes
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    0 comments  ·  Zoho Books » Purchase Order  ·  Admin →
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    Emily shared this idea  · 

  7. email tracking

    287 votes
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    Planned  ·  15 comments  ·  Zoho Invoice » Integrations  ·  Admin →
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    Emily commented  · 

    Have emails sent through Zoho Books show up in gmail "sent" folder :)

    Emily supported this idea  · 

  8. Customizable packing slips - attention field, special instruction field

    44 votes
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    9 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Emily commented  · 

    (1) This would be great if we could modify the quantity of the items as well.
    (2) Ability to split a packing slip into multiple packing slips. For example, we have one invoice that is shipped in 12 boxes and we want to show which sizes/quantities are in which boxes.

  9. Improve Email Confirmation for Paid Invoices

    2 votes
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    0 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Emily supported this idea  · 
    Emily shared this idea  · 

  10. Link SO, Invoice & POs with a common value

    180 votes
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    18 comments  ·  Zoho Books » Transactions  ·  Admin →
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  11. Create PO from Invoice

    264 votes
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    Under review  ·  26 comments  ·  Zoho Books » Purchase Order  ·  Admin →
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    Emily supported this idea  · 

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