Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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110 results found
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PEPPOL
PEPPOL is international standard, which is now widely adapted by European, and Oceanic. However, recently Singapore has starting to initiate the standard.
When will Zoho book be comply with PEPPOL
41 votes -
Create/Edit Account Type under Chart of Accounts.
We need an option create new account type and modify the existing account type as per our requirements under the Chart of Accounts.
35 votes -
Investment in shares and Investment in MF
Hi,
Investment segment is missing .
For Investment in share and MF required Accounting Like Stock.
Please consider this feature in Zoho Books
24 votes -
users customization
Small organisations/professionals do not like giving access to all the accounts to their data entry bookkeepers
For example I have 6 bank accounts, 2 of which are personal. I only want my office staff to have access to 4 accounts for data entry through manual journals or banking categorisation.
However, once i give access to banking or manual journals, they can view all my other accounts and transactions as well.
Lack of this feature prohibit me from maintaining my books of accounts in office though zoho books and still depend fully on my CA for full bookkeeping.
The simplest solutions…
15 votes -
11 votes
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Allow for all types of accounts to be denominated in Foreign Currency
Many international companies borrow in a currency outside the base curreny. Such transactions create liabilities. The system doesn't allow for accounts to be currency denominated. This means the system doens't allow for anything other than a bank account or trade receivable / trade payable account to be revalued automatically. Quickbooks is far ahead of Zoho in this regard.
11 votes -
Link 26AS to Zoho Books
Hello Zoho Team,
Kindly add one most important feature which is Link 26AS to Zoho Books, this is needed to all clients, so kindly add this as soon as possible.
10 votes -
Display amounts in Zoho Books without VAT added.
In Zoho Books there is no option to display amounts excluding VAT. SO on my dashboard (and in the total amount of invoices) all amounts are including VAT. So if I want to know my turnover or profit I first need to manually distract the VAT percentage. THis is not normal for accounting because VAT is no part of the turnover or expenses.
10 votes -
Merging Chart of Accounts.
Please add the feature of Merging Duplicate or Multiple Chart of Accounts Into Single Chart of Account. It is much needed feature in Zoho.
9 votes -
Ability to budget for ALL Types of Accounts
We would like the flexibility to enter budgets for any type of account (not only P&L).
Considering we have significant capital expenditures, it is important that we:
- have robust budget to actual reporting capabilities for a variety of reports (BS, CF and P&L)
- can track timing of expenditures by specific account (i.e. cash flow purposes)
- project timing of capitalization (asset balance & depreciation)
This will help determine performance but allow us to make important business decisions.
9 votes -
Debtors and Creditors reconciliations
Much like a Bank reconciliation but for your DRS and CRS. Can we have this as its vital from an audit perspective
8 votes -
Budgeting Improvements
I see the new budgeting enhancement. It is a bare-bones functionality. It needs the following to really be helpful:
- Assign budgeted amounts to clients for sales that roll up to specific accounts
- Assign budgeted amounts to employees that roll up into payroll account budgets
- Checkbox to hide accounts that area not being used in budgeting, or for a specific budget.
- Alternately, allow for specific budget views, where user selects which accounts they want to use for the budget
- Functionality to send to Excel
- button to compress all sub accounts, then allow for uncompressing individual…7 votes -
Gift certificate set up and usage within Zoho books
I can’t figure out how to do this correctly so maybe it’s there but I really need to be able to document my sales of gift certificates.
7 votes -
Would like to have .xlsx export options under GSTR1 filing details for all invoices
In new GST update made in the Zoho Books, the option of exporting as xlsx under GSTR1 is not available. We are able to only upload and not able to export the transactions in excel format for records and to reconciling purposes.
7 votes -
Fix Chart of Accounts Sort by Type so it sorts in Balance Sheet / P&L order
Right now when you sort the Chart of Accounts by type, it sorts in some random order. The types should sort balance sheet and P&L order, grouped by type. When I sort by type now, I have "Other Current Assets" on the top, followed by Cash and Bank account types. If I reverse the order, it makes no more sense. Quickbooks sorts by type with balance sheet accounts first, in the order they would show on a balance sheet, followed by COGS and then Income/Expense accounts in order we'd see them on a P&L. Very logical, very usable. This seems…
6 votes -
Discount Account
I would like to suggested that you have to make separate ledger for Purchase Discount as Indirect Income and Sales Discount in Indirect Expenses
I have can not add discount on the purchase of goods individually.6 votes -
allow description of line items on the budget
On the budget you can put in a dollar amount but it doesnt let you write in what the dollar amount is for. For example, if i have a budget of $300 for Dues and Subscriptions per Month, i would love to have a note or separate line items for what that entails (say $50 for Zoho, $150 for canva, $50 for shakr, etc) so you could see what the budget includes.
5 votes -
Sales module, need to see the balance qty
Sales module, need to see the balance qty that we haven't and have shipped/invoiced to client
for example : the SO qty 5 pcs, shipped/invoiced 2 pcs, balance 3 pcs
thank you
5 votes -
multi branch account
Hi,
it would be great if we could use one organisation with the facility of multiple branches/ group companies, registered using a single PAN,
5 votes -
Allow an Accounts Receivable ledger which shows Customer total (currently the total per customer does not show)
Four our auditors it is a requirement to show a ledger which shows the Accounts Receivables sorted by Customer with a total balance for each Customer. Currently the ledger can only be created without the total per Customer.
5 votes
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