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  1. View sent estimates and invoices

    12 votes
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    1 comment  ·  Zoho Books  ·  Admin →
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    Anonymous commented  · 

    I cannot believe that this essential traceability feature has not been implement.
    It's SUPER SIMPLE to implement and quite essential.

    Anonymous supported this idea  · 

  2. Allow renaming files in documents section: https://www.screencast.com/t/rVCVgANm8

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

  3. Portal access to more than one account

    63 votes
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    11 comments  ·  Zoho Books » Customers  ·  Admin →
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    Anonymous commented  · 

    This is really needed. Please add it!

  4. subtotal expenses on invoice

    54 votes
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    6 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Anonymous commented  · 

    I second this request but it should also be available on Estiamtes and PO's, even on client Credit Notes.

    It's very simple: add the ability to create a subtotal item that we can use whenever we wish to inside an Estimate/Invoice/Bill/PO/etc.

    Whenever we'd use that item, it would not calculate its amount or taxes on it. It would just sum up the items before it. So if you add two sections:

    HARDWARE
    - list of items
    - subtotal item

    then

    SOFTWARE
    - list of items
    - subtotal item

    then you add one last subtotal item, we'd have 3 subtotals:

    1. for the hardware
    2. for the software
    3. for the hardware + software

    Quickbooks desktop was offering this in 2007.
    Please Zoho, add this feature. It's essential for clarity.

    Anonymous supported this idea  · 

  5. Profit Margin

    835 votes
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    35 comments  ·  Zoho Books » Estimates  ·  Admin →
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    Anonymous commented  · 

    I simply cannot believe that in EIGHT YEARS you have never built such a basic feature. It's *completely insane*. It is essential to specify your cost on EACH item of an invoice and markup (in % or in $). This is in ALL quoting systems ever invented for the past 25 years. Even Quickbooks desktop 1998 has it! How is it even possible that Zoho doesn't?

  6. Would like to see a report of all unbilled hours not associated to a project.

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

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