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Clifford P

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11 results found

  1. 1) Add total to Account report groupings; 2) Able to run Account report filtering by Contact

    1 vote
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    0 comments  ·  Zoho Books  ·  Admin →
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    Clifford P shared this idea  · 

  2. Integration with Gusto Payroll

    87 votes
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    8 comments  ·  Zoho Books  ·  Admin →
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    Clifford P supported this idea  · 

  3. allow split expenses to be allocated to split customers

    10 votes
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    1 comment  ·  Zoho Books » Expenses & Bills  ·  Admin →
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    Clifford P supported this idea  · 

  4. Zoho Books' view to have same image orientation as Zoho Expense

    4 votes
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    0 comments  ·  Zoho Books » Expenses & Bills  ·  Admin →
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    Clifford P shared this idea  · 

  5. Set hourly rate for a client

    90 votes
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    6 comments  ·  Zoho Invoice » Projects  ·  Admin →
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    Clifford P supported this idea  · 

  6. Payroll Options

    3,052 votes
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    169 comments  ·  Zoho Books » Expenses & Bills  ·  Admin →
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    Clifford P supported this idea  · 

  7. Allow clients to review service even without the client portal access

    8 votes
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    0 comments  ·  Zoho Invoice » Client Portal  ·  Admin →
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    Clifford P supported this idea  · 

  8. Contact person needs to be separate for invoicing, estimates and client portals

    5 votes
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    0 comments  ·  Zoho Invoice » Client Portal  ·  Admin →
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    Clifford P supported this idea  · 

  9. opt out paper invoice

    5 votes
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    0 comments  ·  Zoho Invoice » Client Portal  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi,

    We would like to know more about your requirement. It would be great if you could drop an email to support[at]zohoinvoice[dot]com, explaining the flow you would like to achieve in Zoho Invoice.

    Looking forward to your response.

    Regards,
    Reshma.

    Clifford P supported this idea  · 

  10. Allow portal to be embedded onto external website

    19 votes
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    0 comments  ·  Zoho Invoice » Client Portal  ·  Admin →
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    Clifford P supported this idea  · 

  11. Automatically enable Client Portal through CRM

    39 votes
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    1 comment  ·  Zoho Invoice » Client Portal  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hello everyone,

    Thank you for posting on our feedback forum.

    By setting up an automation workflow in Zoho CRM, you can enable the client portal access for your contacts (in Zoho Invoice) as and when you create them in CRM.

    Kindly drop an email to support[at]zohoinvoice[dot]com so that we can help you set it up.

    Regards,
    Reshma

    Clifford P supported this idea  · 

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