We're company within the professional services industry in North America, and we have recently signed-up for the Zoho Books trial. I have to admit that the product's features and user experience is the best we've seen during our evaluation so far. Very impressive, so congrats on a job well done.
We're ready to sign-up for the paid version, but there are a few key features missing. We're hoping the folks at Zoho could provide feedback on the possibility of implementing these features (along with an estimated implementation date)?
01. Reports: All Payments Collected for Invoice Payments
Must include all payments including payments from retainers. Ability to pull ONE report for all full and/or partial payments received for invoices or retainers by client/date. This feature is critical and a must have for bank reconciliations, especially when managing retainers and Trust funds for clients. We cannot sign-up without this feature.
02. Reports: Sales by Task
The current "Sales by Item" report is great for selling products, but what about selling services?
03. Reports: Invoice Details by Date Paid
Currently, report only allows by "Invoice Due Date" or "Invoice Date". Some employees receive commissions and/or bonuses based on invoices paid in full.
04. Invoices: Batch Invoicing
Send invoices for multiple projects/clients in one click, especially for companies with several hundreds/thousands of clients/invoices to send every month (such as our company).
05. Invoices: Automatic Late Fees
Automatically add late fees based on late reminder templates. Huge factor in having a high collection rate.
06. Payables: Print Cheques
Integration with Checkeeper.com would be a great solution.
07. Projects: Visual Timer/Stopwatch
Pop-up timer for better UX and ability to see hours/minutes/seconds visually.
Most companies within the professional services industry would definitely benefit from the above features, so I'm hoping Zoho can prioritize these features? We look forward to your feedback/comments.