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  1. payment information on estimates

    1 vote
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    1 comment  ·  Zoho Books  ·  Admin →
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    Montgomery Business Solutions shared this idea  · 

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

    22 votes
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    3 comments  ·  Zoho Books » Estimates  ·  Admin →
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    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
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    Gathering Information  ·  5 comments  ·  Zoho Books » Transactions  ·  Admin →
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    Montgomery Business Solutions supported this idea  · 

  4. Add serial numbers to the packing slip and invoice

    7 votes
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    Gathering Information  ·  2 comments  ·  Zoho Inventory  ·  Admin →
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    Montgomery Business Solutions supported this idea  · 
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    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
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    1 comment  ·  Zoho Books  ·  Admin →
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    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
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    86 comments  ·  Zoho Books » Expenses & Bills  ·  Admin →
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    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

    1,198 votes
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    Not For Now  ·  92 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Montgomery Business Solutions supported this idea  · 

  8. associate sales order on a recurring invoice

    5 votes
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    1 comment  ·  Zoho Books » Invoices  ·  Admin →
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    Montgomery Business Solutions shared this idea  · 

  9. convert retainer invoices to invoices

    4 votes
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    0 comments  ·  Zoho Books » Invoices  ·  Admin →
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    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
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    0 comments  ·  Zoho Books » Reports  ·  Admin →
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    Montgomery Business Solutions shared this idea  · 

  11. Integrate with Elavon

    16 votes
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    1 comment  ·  Zoho Subscriptions » Payment Gateways  ·  Admin →
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    Montgomery Business Solutions supported this idea  · 

  12. Customer Statements

    41 votes
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    9 comments  ·  Zoho Books » Customers  ·  Admin →
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  13. Tasks within Project priced by different methods.

    9 votes
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    1 comment  ·  Zoho Books » Projects & Timesheets  ·  Admin →
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    Montgomery Business Solutions supported this idea  · 

  14. Allow fractional hours in project budgets

    5 votes
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    0 comments  ·  Zoho Books » Projects & Timesheets  ·  Admin →
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    Montgomery Business Solutions supported this idea  · 

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