Zoho Books
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68 results found
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GSTR 2A Mismatch
While reconciliations with GSTR 2A, We cant add the invoice which has been Submitted by the Vendor in their GSTR 1 but have not "filed" it. This shall be changed and we should be allowed to add our Value. Due to this problem we are not able to file 3B.
1 vote -
products
zohocrm products selected in a Deal should auto populate an Estimate Sales Order or Invoice created using the zoho finance integration. Otherwise i cannot see any purpose for adding items to the Products module in a Deal in CRM.
1 vote -
1 vote
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can we use your payroll for daily wages employees
daily wages for payroll
1 vote -
Show custom statuses from Books in CRM view
Customer Statuses, such as those on Sales Orders, cannot be viewed in CRM. This confuses users that work in CRM because it appears an action has not been taken, even though it has, and the custom status in Books added by Finance staff indicate this.
1 vote -
1 vote
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CRM-Books Sync Error Logs | More information needed
When syncing CRM to Books, the error logs only have two columns invoice and error - which means everytime we look at the error log, we have to click on each error to see if it needs to be corrected. There is no way to remove these errors. I suggest you add the following:
Company/Client
Date of error
All columns need to be sortable so we can see the most recent errors at the top and can sort by error or by the company or by date.
If there could be a checkbox to "Disregard This Error" that would be…
1 vote -
Option to add expense from books to a ticket in Zoho Desk, like Project.
Provide an option to associate an expense created in Zoho Books to a Zoho Desk support ticket.
Right now we can associate spending only with projects.1 vote
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