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gina@catstrat.com

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  1. Comments: Make window larger

    1 vote
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    1 comment  ·  Zoho Books » Invoices  ·  Admin →
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    gina@catstrat.com shared this idea  · 

  2. Connect existing invoice to a project

    10 votes
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    1 comment  ·  Zoho Books  ·  Admin →
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    gina@catstrat.com commented  · 

    AND if the invoice was created thru the Sales Order --would like to tie SO to project

  3. Mark SO as invoiced

    19 votes
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    2 comments  ·  Zoho Books » Invoices  ·  Admin →
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    gina@catstrat.com commented  · 

    This would also apply to Supplier Purchase Orders, "fully invoiced" when no more bills are expected against an open PO.

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    gina@catstrat.com commented  · 

    Yes, as it is now we have to adjust the sales order which reflects incorrect sales reports in order the 'close' the SO.
    OR also add a 'closed' ability to the Sales Order as in some cases where a customer ends a project and we are not going to fully invoice them.

  4. A project related report that lists all transactions

    15 votes
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    3 comments  ·  Zoho Books » Reports  ·  Admin →
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    gina@catstrat.com commented  · 

    This is really killing us...we have multiple projects with same customer and the export of ALL expenses that Zoho Books creates is useless when we cannot cull thru by project. Manually adding up expenses for reporting is costing us a fortune in time and is often incorrect ....please please add the project field to the export report please!!!! or we may have to leave ZB :(

    gina@catstrat.com supported this idea  · 
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    gina@catstrat.com commented  · 

    Currently we are only able to export expenses and invoices by ALL (no filter for specific Project), as mentioned no report -bonus if in P&L based format! We track project cost & profit and manually calculating is not acceptable much longer.

  5. Split Transactions for Check payments and Credit card feed

    160 votes
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    11 comments  ·  Zoho Books » Banking  ·  Admin →
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    gina@catstrat.com supported this idea  · 
    gina@catstrat.com shared this idea  · 

  6. For me it would be perfect if i could customize my dashboard. For example, i don't need report for billable hours and i would replace it.

    390 votes
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    17 comments  ·  Zoho Books  ·  Admin →
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    gina@catstrat.com supported this idea  · 
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    gina@catstrat.com commented  · 

    Yes, even if a list of 'favorites' for reports (another feature would like to see) would show up on dashboard. Each user should be able to customize their dashboard for tasks they use on a frequent basis. For instance, I would like to see "Aging Summary" instead of the current widget for receivables.

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