Zoho Books
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108 results found
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EASIER WAY TO EDIT ENTRIES
When reviewing the reports or general ledger or trial balance, the accountant or auditor or the user may want to edit some entries from one ledger to another.
While reaching the voucher is easy from the reports section - coming back to the reports section or the ledger is not as straightforward.Please provide 2 short cut buttons - showing access to ledger that is being edited. And second showing access to the report page - be it trial balance, balance sheet, general ledger or pnl page.
1 vote -
no need for logo in purchase bills
logo needs to be on only invoices and not needed on bills and purchases
1 vote -
Allow GL Mapping/Group/Nesting as WE want, not how Zoho wants
It is infuriating that I can set up my GL and nest accounts within parent accounts as I want except for a few Zoho accounts which cannot be moved or grouped. Case in point - why am I unable to move the bank charges account into my general and administrative section? Please allow for us to move all of the accounts to where we want them for a financial reporting perspective. I'm left with financial statements that look great, except for your random accounts which are presented. This makes the system generated reports useless and I have to manually regroup…
1 vote -
1 vote
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Book TDS without payment received from client
There is an disadvantage in Zoho Books that at the time of closing books of accounts, clients whose payment is not received at the end of Financial Year, but i have to book TDS (Advance Tax) for that client, it is not possible in Zoho Books, so my request you to add this feature in Zoho Books
2 votes -
Ledger Account enquiry
Currently the only way to enquire on a ledger account is to produce a report.
Why can't we view the chart of accountant, see account balances and then look at transactions.
Seems very poor to have to produce a report to see this information.1 vote -
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 -
1 vote
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Upload Budgets in Zoho Books from Excel
Creating budgets (sales, expenses, etc.) in ZOHO Books is manually 100% except for auto complete. Also, if you want to download it, you'll only have the PDF option not Excel or CSV option, which is not friendly. Please create the option to upload and download budgets from Excel or spreadsheets because that's the software most people use to create, analyze and modify budgets. Thank you!
4 votes -
Establish control over the actual spent against budget
Please add a feature to control the actual cost for not exceeding the budget. This is very important for any organization to avoid surprises at the end of the reporting period. It should not allow at first instance for an accountant to book cost if it exceeds the budget.
1 vote -
Pls add integration of API on Zoho Books, I have whatsapp API
Pls add integration of API on Zoho Books, I have whatsapp API which I have integrated with Zoho CRM but not able to integrate with Zoho Books
1 vote -
1 vote
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Please allow us to switch from GST Registered to GST Unregistered in Australia.
Please allow us to switch from GST Registered to GST Unregistered in Australia. The Australian Tax Office allows us to switch, as well as the Australian software Xero and I would prefer not to have to switch.
1 vote -
would like Zoho Books to add 2 features 1) profit and loss sheet in percentage 2) Balance sheet all month wise
We want 2 separate features should be added by ZOHO , Balance sheet and profit and loss sheet . So that we can compare month wise easily . Integrate these 2 ideas in ZOHO
3 votes -
1 vote
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I need team access in Zoho One in order to give my employee access to work on all of my clients
I need team access in Zoho One in order to give my employee access to work on all of my clients
4 votes -
1 vote
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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 -
TAX management in Books
The possibility to track taxes in 2 separate accounts for inbound / outbound is a nice feature, but it needs to be improved to make it more usable (at least for EU)
1 - be able to have sub-accounts in the inbound / outbound tax accounts. All EU accountancy uses different VAT accounts for different TAX % + intra EU tax + outside EU TAX which have to be declared differently.
2 - for the items, it is highly possible that the inbound and outbound tax are different. So a separate field for Purchase tax would be a great addition.4 votes -
in Accounts Transaction Report, i would suggest to add a column for "Project" or "Customer". It would be really valuable for us and for othe
in Accounts Transaction Report, i would suggest to add a column for "Project" or "Customer". It would be really valuable for us and for others in order to analyze the total spending's on particular project or customer.
1 vote
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