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Dale

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13 results found

  1. Allow child/parent contacts

    257 votes
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    26 comments  ·  Zoho Books » Customers  ·  Admin →
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    Dale commented  · 

    NEED THIS!!!!!

    Dale supported this idea  · 

  2. Make pre-existing fields Mandatory

    37 votes
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    6 comments  ·  Zoho Books  ·  Admin →
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    Dale commented  · 

    PLEASE!!!!!!!

  3. OFFLINE BILLING

    13 votes
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    0 comments  ·  Zoho Books » Transactions  ·  Admin →
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    Dale supported this idea  · 

  4. give users the ability to print refund checks from credit memos and over payments under a customer

    47 votes
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    6 comments  ·  Zoho Books  ·  Admin →
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    Dale supported this idea  · 

  5. Need more options than billing address and shipping address.

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

  6. Portal access to more than one account

    63 votes
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    11 comments  ·  Zoho Books » Customers  ·  Admin →
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    Dale supported this idea  · 

  7. Additional Address custom name

    1 vote
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    0 comments  ·  Zoho Books » Customers  ·  Admin →
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    Dale shared this idea  · 

  8. Unit of measurement

    33 votes
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    5 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Dale commented  · 

    Not sure if this will help but here we go. In "Settings->Preferences->Items" you can "Add" custom columns with many types of data and any label you would like to give it.
    I have a pest control company and I add a column for "Pests" so I can type in the type of pest we serviced.

  9. Group multiple bank transactions to multiple transactions in the books

    11 votes
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    1 comment  ·  Zoho Books » Banking  ·  Admin →
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  10. Print deposit slips

    64 votes
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    11 comments  ·  Zoho Books » Banking  ·  Admin →
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  11. Bank Deposits

    78 votes
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    7 comments  ·  Zoho Books » Banking  ·  Admin →
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    Dale commented  · 

    Let me make this clear. When I click on "deposit" button, I select say 12 checks. I set the Date for the deposit, the account for the deposit. Then hit the save button. When the bank feed shows the deposit, I hit "Match" and ALL the checks get the "Matched" status.
    This should show all "Paid" but "Not Deposited" invoices/Sales.

    I am sorry, but as financial software goes, this is banking 101. How has this not been implemented from day 1

    Dale supported this idea  · 

  12. CUSTOMER > Overview > sales > TOTAL ????

    4 votes
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    0 comments  ·  Zoho Books » Customers  ·  Admin →
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    Dale supported this idea  · 

  13. Create sub-customer accounts

    126 votes
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    17 comments  ·  Zoho Books » Zoho Integrations  ·  Admin →
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    Dale commented  · 

    Would like this also. I have a lot of customers (apartment complexes) that have a parent company who pays the bills.

    Dale supported this idea  · 

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