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Aniel

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  1. 4 votes
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  2. 18 votes
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  3. 118 votes
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  4. 205 votes
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  5. 14 votes
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    Greetings from Zoho Subscriptions!

    This follow-up is to inform you that we’ve been hearing your reviews and as per your request Custom User Roles is now available in Zoho Subscriptions.

    With this feature, you can create custom roles and assign them to users. For example, you can create a role for your accountant or salesperson and give them only specific access to the modules inside Zoho Subscriptions.

    Refer the link to know more https://www.zoho.com/subscriptions/help/set-users.html#custom-roles.

    Please give it a try and send us your feedback.

    An error occurred while saving the comment
    Aniel commented  · 

    Like to see a Read only variation for role "Staff"

  6. 2 votes
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    Aniel shared this idea  · 
  7. 484 votes
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    26 comments  ·  Zoho Books » Items  ·  Admin →
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    Hi there,

    We now have a Zoho Inventory Add on option for Zoho Books. You can take a look at that. You can achieve a lot of these features using Zoho Inventory.

    https://www.zoho.com/in/books/help/items/advanced-inventory.html

    Regarding your requirements,

    1- You can use the backtracking option to achieve this in Zoho Inventory. https://www.zoho.com/in/inventory/kb/sales-order/so-back-order.html

    2- We have default shipping status based on the carrier in Zoho Inventory
    You can refer this link – https://www.zoho.com/in/inventory/help/sales-orders/shipments.html

    3- You can use the custom function feature to calculate the sales commission.

    4- sales profile and commission rate linked to different items – We currently do not have this option

    5 – search of the items should be enhanced – For queries on this you can send us an email at support@zohobooks.com

    6- We are working on item category in Zoho Inventory and will definitely update you.

    If you have any further questions you can write to support@zohobooks.com

    Aniel supported this idea  · 
  8. 946 votes
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    Hey,

    The Budgeting feature is live now. You can plan for the upcoming financial periods by creating budgets and evaluate your business performance. 

    To know more about this feature, check out our:

    Blog: https://www.zoho.com/financeplus/blog/budgets-in-zoho-books.html
    Help Document: https://www.zoho.com/books/help/accountant/budgets.html

    If you need any further assistance feel free to reach out to us at support@zohobooks.com.

    Aniel supported this idea  · 

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