Zoho Books
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6194 results found
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Vyapay merchant services - ACH Payments
Add Vyapay to the available providers. This is a new company and their rates and services are really groundbreaking! They currently tie into QuickBooks Online. The rates and services are so superior to anything else we have seen that it is making us take a long look at QBO. We would hate to leave ZOHO and really don't plan to, but it would be an absolute plus for ZOHO to enable Vyapay.
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Add contact or option onthe fly
In journal entry there is a field for Contact. This is important field and great. But, if the contact doesn't already exist the user must exit that screen, setup the contact and return to screen. Should be an option to clieck and setup new contact on the fly.
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Setup contact
Currently a contact must be either a Vendor or Supplier. No other choice. There should be "free"contacts that are not tied to particluar currency or sale or purchase. For example, shareholder, employees, counterparties. This will allow much more flexibility when associating transactions.
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Transaction input, sales and payables
A sales invoice need not be only for posting transaction to a revenue account. Sale invoice can be used for posting transaction to an equity account, i.e company sells shares to a shareholder, sales invoice credits equity account, debits receivables.
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Benchmarking to Quickbooks
Quickbooks does many things better and easier than Zoho, but also somethings Zoho does better. If Zoho wants to be the better product Zoho needs to look at the quickbooks functionalities and improve on those functions. In some ways Zoho is clumsy and too flexible. In other things it is briliiant. I use both QB and Zoho. I thought Zoho could be THE solution, but now I see there are instances where I should be using QB.
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Delete auto feed bank transactions
Transactions manually added to bank can be deleted. However, transactions brought in via feed or upload cannot be deleted. Only they can be excluded or first unmatched and excluded and then they will stay around for ever and ever and create a more and more useless data. Just enable transactions to be deleted or at least, allow deletion of excluded transactions.
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purchase order from quote/estimte
Please allow the ability to convert an Estimate/Quote into a Purchase Order.
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Apply correct rate table to invoices created from bills
We use rate tables for our clients. When an invoice is created for a client tagged to a rate table we expect that pricing to be applies. However if we import a vendor bill the rate table price is not applied unless we remove and re-tag the rate table to the invoice. We need to have an option, or prompt, to enforce the rate table pricing and not default to the vendor bill line total.
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Migrate from Xero to Books AU
Has anyone done this? Seems a fair bit of work re chart of accounts..
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Clubbing of Bank Accounts & Cash Accounts in Banking Overview page
We Have 15 Petty cash accounts & 15 bank accounts.
Can you provide an option of grouping and sub-grouping to consolidate all relevant accounts under one head.0 votes -
Foreign currency Adjustment IMPORTANT
Foreign currency adjustment matching routine sets up the adjustment transaction for the current dat, i.e today. This is not correct. The adjustment date should be same date as the actual underlying transaction. Or the system offer the opportunity to the accountant to set the adjustment date.
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Using Khmer language in organization level
We need to choose Khmer language in the organization level. It means that we can have the interface with Khmer language.
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Sales & Purchases - Should be Customers & Suppliers
I am not sure why on ZoHo books - Customers are called Sales and Supplieres are called Puchases??? This root is adding 2 extra clicks 100's of times each and every day we use books. We have to click on sales then on customers and the same thing for the suppliers.
You should replace Sales with Customers - when clicking on customers tab then the tab will open with Estimates, Sales Orders, Packages Invoices etc.
Can zoho team make this change asap as it will save zoho users hours of work for every user each year????
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Bank Feeds - reduce the number of clicks and default to todays date
It takes 5 clicks to update a bank feed:
1. Select the account
2. Select Refresh Feeds or Sync now
3. Select Date
4. Pick the date
5. Click RefreshThis is very time consuming when you have multiple accounts (I have over 10).
It would be better if:
a) There was a quick refresh option on the Banking Overview screen defaulting to todays date - ideally for all bank accounts at once, or next to each accountb) the date pop-up automatically defaulted to todays date - one can always move it back if required
0 votes -
The ability to pay multiple invoices with a credit card
Please add the ability to select and pay multiple invoices with a credit card in one transaction.
0 votes -
Ability to clone transaction from list view (instead of only when viewing the trans form)
When looking at an expense, bill , or invoice (heck, make it sales order and estimate also) and the select boxes are available, make an option to clone. Immense savings on workflow, eliminate going to a more detailed view of a transaction to clone it.
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Disable requirement for a custom subfolder on portals with custom domains
I find it ridiculous that if I have a custom domain setup with CNAMES (books.zylker.com) that I then have to add ANOTHER folder on top of portal AND it can't be something basic because it needs to be "unique." So now I have the custom URL of
books.zylker.com/portal/zylkerWe should just be able to do books.zylker/com/portal
To add insult to injury, you can't do something like books.zylker.com/portal/books because the system says someone else already has that. No, they don't. That was the whole point of setting up a custom domain. The custom URL looks trashy. Sorry.
Thanks.
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sorting
Allow sorting by created custom field in Sales module.
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Convert Quotes to PO!
Just requesting this again for like the 5th time.
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Filter Reports Based On Business/Individual
It's no good having the option assign sales as business & individual if there is way to run reports. We would need to know how much business we are getting through the Individual customers and how much we are getting from business customers.
0 votes
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