Hi,

We are getting very close to the point now where we are ready to go live with Zoho Books as our invoicing system (OrganizationID: 643856304). We have however had a few issues related to localization - we have customers who use different languages. We went with a different set of templates for each language but there were some issues that this approach could not address. I will explain them here and would appreciate details of any existing workarounds or an expected date that they will become available if they are on the roadmap.

1. Date Format - I have only found one place (Settings | Organizational Profile) that I can specify the date format that should be used. This applies to all templates and is therefore incorrect for some customers whatever I choose. Is there a way that I can specify the date format per template?
2.Custom Fields. Any custom fields that are included in the template will include the name of the custom field. This name will not be correct in all languages. Ideally, we would be able to supply a name per language for the custom fields or be able to supply a name under which the custom field should be displayed in the definition for each template.
3. I could not find any means of setting the Attention field in the Shipping Address using either the API or Deluge calls. I resorted to misusing the Fax field for this purpose.
4. The address formats seem to be organization wide. I tried changing the address format in for example the German template so that the post code came before the city but found that this also change it for the English template. Whatever I set it to, it was wrong in at least one of the templates.
5. Delivery Note and Packing Slip Settings - I was able to adjust the labels that were used in the documents that were produced but only once for the whole organization. I would need to be able to do this once per language or template to ensure that each customer gets the labels in their language.
6. Terms and Conditions and Customer Notes are organization wide. It looks like we will need to copy and paste the correct text for the language each time that we create a document.
7. I found that if I overrode the label for Shipping Charges in an invoice template and then cloned that template as a sales order template that the Shipping Charges label override would apply in the new invoice. I could not find any way to change it though in the sales order template. I am probably going to have to re-clone (and apply all the other changes that I made to the sales order template post clone again).

I also have some feature requests.

1. Group templates by language (for example) so that it is possible to assign a set of templates to a customer and not have to assign a template for each document type individually.

2. Bill one contact but deliver to another. I wrote a custom function which copies the address for a second contact into the shipping address on the invoice.

Many thanks,

Scott Munro