Zoho Books

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  1. Sub-Accounts in Chart of Accounts

    This feature would allow users to classify accounts in the Chart of Accounts as "Parent" and "Child". The Parent account is the sum of all the Child, or sub-accounts, under it. This structure would be applied for every type of account (COGS, Expense, Income, etc). The feature would also allow users to re-classify existing accounts as "sub-accounts" or Child accounts of existing Parent accounts.

    This feature is the basic structure which can be used to create more powerful reporting. For example in the Profit & Loss a user could see the detail and summary views of the P&L. The detail…

    585 votes
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      36 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

      Hello Everyone,

      We’ve got an update for all of you. The sub-accounts feature is now available in early access for all account types.

      If anyone is interested to try this feature, please drop us an email to support[at]zohobooks[dot]com.

      Regards,
      Reshma

    • Payroll Options

      Would like to see a payroll service implemented; Maybe not a true payroll but at least the ability of tracking payments to employees without making them a vendor.

      523 votes
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        33 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
      • Profit report by project

        As time entries are linked to projects, invoices, expenses and bills should also be assigned to projects. That way a profit report by project could would also be possible.

        315 votes
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          Under review  ·  40 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
        • Custom Reports

          Allow to create custom reports. That would be great to create reports that fit different countries and tax regulations needs.

          235 votes
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            Work In Progress  ·  14 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
          • Create Budgets plans and reports for the real and for the plan..

            On financial we need to plan the budgets eased on periods ( day, month or years), that help a lot to compare the budget plan for a different periods.

            214 votes
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              Not For Now  ·  13 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
            • Stock & Warehouse management + sales commission

              1) different stock can enter the item list with expire date
              2) add shipping status
              3) sales commission features upon payment received.
              4) sales profile and commission rate linked to different items
              5) search of the items should be enhanced.
              6) add item category + sub-category

              197 votes
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                10 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
              • Allow multiple currencies per client

                Why do we need to set up a different client, should our client request to pay different invoices in different currencies?

                176 votes
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                  10 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                • Add a column for "balance" in bank accounts

                  Add a column for balance so that I can see what my balance is with every listed transaction. This would be much easier for scheduling and re-arranging bill payments and projecting account balances without having to run a report every time I reschedule or change a bill payment date.

                  156 votes
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                    2 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                  • Integrate with GoCardless payment gateway

                    There is a system called Direct Debit in the UK and is great low-cost way for businesses to collect money from their customers. GoCardless is an online Direct Debit payment gateway and they take all the complexity out of setting up Direct Debits between customers and vendors. Look here - https://gocardless.com/direct-debit/introduction/ please, please, please do this! This would be a great addition to ZoHo Books/Subscription.

                    141 votes
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                      12 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                    • Add automatic late fees on past-due invoices

                      Ability to automatically calculate, add and track late fees on overdue balances (with email notifications/reminders).

                      138 votes
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                        4 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                      • 111 votes
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                          7 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                        • For me it would be perfect if i could customize my dashboard. For example, i don't need report for billable hours and i would replace it.

                          For me it would be perfect if i could customize my dashboard. For example, i don't need report for billable hours and i would replace it.

                          95 votes
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                            5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Create PO from Invoice

                            PO From Invoice - Not only from SO

                            93 votes
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                              Under review  ·  6 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                            • Profit Margin

                              Include a way to show the profit margin for each item as it added to estimates as well as show the total profit margin near the total for the estimate. The profit margin should be dynamic in a way so that you could adjust your price and see the change in the item margin and total margin for the estimate. This would also work for invoices. Of course this would only be viewable to the business side.

                              84 votes
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                                2 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                              • Link SO, Invoice & POs with a common value

                                Linking Sales orders, invoices and purchase orders would enable easy tracking of the transactions between all three.

                                We'd like to see one common value that links all there and can be used as reference # for invoice and PO at the same time. This common value can be used by the "organization" to track related transactions between customers and vendors

                                74 votes
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                                  6 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                • Invoice numbering per client

                                  When you have clients billed on a regular basis it's very important to maintain automatic invoice numbering per client rather than across multiple clients.

                                  It makes it easier to reconcile with clients in case some of the invoices went missing.

                                  Additionally, it makes it impossible for a client to guess the size of your company by guessing how many invoices you create each month.

                                  74 votes
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                                    4 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Have chapters in estimates and invoices

                                    When you have long estimate, it is important to divide it in chapters for the customer. An estimate with 30 position without chaptering is very difficult to understand for the end customers. With chapter, and subtotal per chapter, it is easy to understand estimate from construction for instance.

                                    73 votes
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                                      9 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Integración with the moduls of "Products Details" of CRM

                                      In the integration between CRM and Books, the CRM Potential close win generate an invoice in Books, but the format of forms is not compatible between this modules.

                                      The integratión should enable to equivalent modules, I mean;

                                      *CRM quotes with Books estimates
                                      *CRM sales order with Books sales order
                                      *CRM invoice with Books invoice

                                      The idea that I propose is that the user can choose between the modules to integrate, if is an user the CRM estandar versión his only option is integration with potential module, but in CRM profesional o enterprise must be possible integrate with the moduls that…

                                      64 votes
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                                        Work In Progress  ·  4 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Include proforma invoice

                                        Please create proforma invoice link to enable a user to create a PI.

                                        While taking out the reports like sales or P&L, then allow the user to either select PI or de-select PI for report generation.

                                        Also allow the user to generate invoice based on the Proforma Created. This feature is almost simalar to Estimates.

                                        56 votes
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                                          1 comment  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Cashflow forecasting Reports

                                          Is it possible to add some forecasting reports so we can get a picture of future months & years based on existing data within Zoho Books?

                                          There would be the option to select which data such as recurring Invoices or Expenses or budgets are included in the Cashflow forecast (or Projection) report?

                                          I'm new to using Zoho books but would like accounting software which allows a future look at the business.

                                          Ideally the report would also allow us to
                                          Define if we want to include
                                          Only certain aspects of the business such as certain customers.

                                          As an example elsewhere I've…

                                          52 votes
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                                            4 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
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