Now that I am teaching my book keeper how to use Zbooks I see the following little items would help immensley

Now that I am teaching my book keeper how to use Zbooks I see the following little items would help immensley

More info and links on Dashboard

-Message showing Open Bills and Overdues w link to go there
-Message notifying of scanned receipts in documents awaiting to be made into bills w link
-Terms for vendors should show in thew contact overview page, must go into edit to find it
-Ability to open lists (contacts, invoices, items, bills) in Sheets like CRM does, much easier editing
-Functionality to sit down and pay a bunch bills in a session. Mass or batch updating (pay via check). See the Paging arrows below, that would get us halfway there.

The dashboard is the Work Hub. A few favorite reports we can place there (like the account watchlist).

IMPORTANT- Paging arrows on transactions (Invoices, Bills, Items etc). This is crucial to bookkeeper work flow. Currently it is click back to the main module view after each action.

100% of the bookkeepers on the west coast are QB fluent and they hate to take on new software. The general sentiment is Xero is no good, QB has gotten cocky and isn't as good as it used to be but everyone knows it and it does everything. Zoho is unknown and there is interest but skepticism. Give them the things they need for a good workflow. A good bookkeeper is fast and accurate.

You really came through with the invoice export, the autoscan is awesome, the invoicing and payment links are much better than QB. The current dashboard works very well with its clickable graphs.