Skip to content

Montgomery Business Solutions

← Feedback Forum

My feedback

14 results found

  1. payment information on estimates

    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…)
    1 comment  ·  Zoho Books  ·  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
    Montgomery Business Solutions shared this idea  · 

  2. Zoho Books - Sending "reminder" emails for expiring estimates

    22 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…)
    3 comments  ·  Zoho Books » Estimates  ·  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
    Montgomery Business Solutions commented  · 

    Yes, please add. But maybe in mean time we, Books users, can create an automation?

  3. Tax payable account in manual journal

    15 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…)
    Gathering Information  ·  5 comments  ·  Zoho Books » Transactions  ·  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
    Montgomery Business Solutions supported this idea  · 

  4. Add serial numbers to the packing slip and invoice

    7 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…)
    Gathering Information  ·  2 comments  ·  Zoho Inventory  ·  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
    Montgomery Business Solutions supported this idea  · 
    An error occurred while saving the comment
    Montgomery Business Solutions commented  · 

    This is crucial and amazing that they don't pull through to packing slips. It requires us to create a custom field and then re-enter the serial numbers. Customer service said they're working on this but no timeline.

  5. Zoho cliq accessible from within Books

    9 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…)
    1 comment  ·  Zoho Books  ·  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
    Montgomery Business Solutions commented  · 

    They turned it on but it only posts comments/actions that customers take in Books' Customer Portal. It would be nice to be able to ask my coworkers questions about specific transactions within Books.

    Montgomery Business Solutions supported this idea  · 

  6. Create Budgets plans and reports for the real and for the plan..

    946 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…)
    86 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
    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    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.

    An error occurred while saving the comment
    Montgomery Business Solutions commented  · 

    I think Zoho wants you to use their CRM, Projects, and Analytics products for budgeting and forecasting. These functions really are planning tools which need to originate from sales and management departments. Books is just the tool to track the ins and outs of your after-the-fact budgeting choices.

  7. Allow multiple currencies per client

    1,196 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 For Now  ·  91 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
    Montgomery Business Solutions supported this idea  · 

  8. associate sales order on a recurring invoice

    5 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…)
    1 comment  ·  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
    Montgomery Business Solutions shared this idea  · 

  9. convert retainer invoices to invoices

    4 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 » 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
    Montgomery Business Solutions shared this idea  · 

  10. I would like to be able to email Zoho Books reports from Zoho instead of first downloading then sending via my email client.

    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 » Reports  ·  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
    Montgomery Business Solutions shared this idea  · 

  11. Integrate with Elavon

    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…)
    1 comment  ·  Zoho Subscriptions » Payment Gateways  ·  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
    Montgomery Business Solutions supported this idea  · 

  12. Customer Statements

    41 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…)
    9 comments  ·  Zoho Books » Customers  ·  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

  13. Tasks within Project priced by different methods.

    9 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…)
    1 comment  ·  Zoho Books » Projects & Timesheets  ·  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
    Montgomery Business Solutions supported this idea  · 

  14. Allow fractional hours in project budgets

    5 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 » Projects & Timesheets  ·  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
    Montgomery Business Solutions supported this idea  · 

Feedback and Knowledge Base

(thinking…)