Zoho Books
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108 results found
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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 -
add vehicle asset tracking.
In most of our organizations, there would be few vehicles which are run for business purposes / leased for business purposes. It is necessary to keep track of these and ensure periodic maintenance and proper monitoring. So the ability to add upto five vehicles with registration number would be great. So the entries under this would be
1) Periodical mileage(km/miles run) update with date
2) Expenses for fuel/service - link to bank/petty cash, driver DA/TA
3) Preset service intervals ( eg: every 10000 kms/ 3 months from last service) etc2 votes -
Allow other Balance Sheet account reconciliations like Customer Deposits and Vendor Deposits
Allow other Balance Sheet account reconciliations like Customer Deposits and Vendor Deposits
1 vote -
I have multiple Companies in Single Zoho Account. I want to give password to each Company (in Single Login)
I have Zoho Partner account and I use same user for all my work. But now my client base is increasing, I want to give different password to each of my client Company (ie. in the Single login)
1 vote -
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 -
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 -
VAT VALUE GAINST A BILL SHOULD BE NOT FIXED AS SOME ITEMS IN THE INVOICE SOME TIMES ARE ZERO RATED.
VAT VALUE GAINST A BILL SHOULD BE NOT FIXED AS SOME ITEMS IN THE INVOICE SOME TIMES ARE ZERO RATED.
1 vote -
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 -
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 -
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 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 -
Add additional explanation about adding an accountant.
I assume this is an invite with Admin permissions. It is referenced in the help section, but there's no explanation
1 vote -
Add an other type of account in tax payment fields other than a bank account
Adding other type of account in tax payment fields. I have to produce a remittance to reverse the taxes in the built-in tax payable then make an other entry to have the right balance of taxes accrued at the end of the month.
1 vote -
there should be Trading Account
there should be Trading Account is it available in this Zoho books
4 votes -
Please add account type accumulated depreciation. Thank you.
Please add account type accumulated depreciation. This will permit us to track the accumulated depreciation from year to year.
4 votes -
1 vote
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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.
0 votes -
Custom field change
In Preferences/Account/Chart of Accounts Custom Fields - make the options editable. A typo is otherwise hard to fix. Also would be good to have a way of recategorizing all or some accounts at the same time.
1 vote -
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.
9 votes -
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
35 votes
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