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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1006 results found
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17 votes
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GST Tax feature for Malaysia
The feature i requested is GST Tax feature for Malaysia.
- Easily manage GST payable/receivable, and produce our GST Form 3 in one-click.58 votes -
Billable Bank Charges
It will be perfect if you add the (Billable) checkbox beside the Bank Charges field when an invoice is paid (either through the Invoice itself, or by Invoice Payment inside the Contacts and any other possible place).
I found this Billable checkbox inside the Expense which is very good, but having it beside the Bank Charges will make things easier for us.
For our business, we do put the bank charges on the customers, so if they issue the payment with putting the charges on us, this fees will be added to their next invoice.
For now, if they send…
3 votes -
Purchasing / sales by item reporting for customers in the client portal.
I would like to see a feature that you can select in settings for the client portal to reflect sales / purchases by item type and date range. I think several entities like to provide customers with custom monthly reporting of purchases / services by item both in numeric form and pie chart / graphic form not just by having to go through each invoice one by one. We have been considering zoho books / invoicing and would be more adept to switching if this were a feature.
Thanks for your consideration!
12 votes -
Unit of measurement
after Quantity there should be UOM (Unit Of Measurement) Column to mention the quantity is nos or meter or Square meter or Lot. Presently nothing is there
33 votes -
Customer company Tax details
TIN, CST, Service Tax, CIN numbers of the customer companies needs to be added for customer invoice. Invoice can not be done for companies without these tax details.
11 votes -
Tracking pixel for invoice - shows open
Each invoice e-mail sent to EACH user should have a tracking pixel embedded so the administrator can tell when an e-mail has been view as well as when an attachment or link has been clicked to track viewing of invoices as attachments as well as opens by users. This information would then be presented as part of a color coded history shown for each invoice just like Freshbooks (shown here). This way your customers can NEVER say they haven't seen an e-mail when you know they have downloaded the attachment and opened the e-mail multiple times (all tracked by user).…
19 votes -
More details of activity on an invoice (similar to Freshbooks)
Every activity on an invoice (credit card charged, credit rejected, invoice sent, etc) should be listed in a history area for each invoice. This is similar to what you see in Freshbooks here: http://screencast.com/t/cAFr0gIG
As part of this I also suggest the following general codes to be shown (and color coded for easier viewing): http://screencast.com/t/VSRURH6xHD
23 votes -
Credit card rejections - send e-mail to administrator
Right now credit card rejections are ONLY sent to the end user(s) whose card has been rejected. Ideally the administrator (or an identified user) should also receive a rejection notice via e-mail when credit cards are rejected along with the reason code. Really all you need to do is CC the client rejection e-mail to the administrator.
18 votes -
to have a feature to automatically create interest invoices for unpaid invoices
Please add a feature to automatically create interest invoices for unpaid invoices . this is urgently needed
5 votes -
Customised Number Formatting as per South Africa Regional - R # ##0.00
There is 1 234,56 but not 1 234.56 (dot vs comma)
1 vote -
bi-monthly option in the "Date Range"
INclude an option in the "Date Range" drop down menu for reports to select bi-monthy periods
6 votes -
Different tax accounts per tax code
It would nice to define variable tax G/L account per tax code.
40 votes -
Mass update of invoices
I would like to be able to mass update my invoices, for example the date of the invoices or due dates of invoices.
19 votes -
Calculation of multiple Commissions per Sales Line Item or per Invoice Total
Allow the possibility of allocation of a Salesman code per Sales Line Item , whole Order, Subscription and per customer/subscriber.
- Calculation number one would be done for an individual Order or Line item according to the line item or order code. The Line Item Salesman would override any Order based Salesman.
- A second calculation would be based on the Customer/Subscriber allowing for a second commission to be calculated for one order line.Calculations would be accrued at invoicing time with payments being generated on receipt of payment.
A matrix would define the calculation based on either Product Code…31 votes -
flexible search option in the field 'customer name'
while generating invoice, it should search customer name extensively. We are in a business of N number of customer dealing. for e.g. if the customer name is Dr Ajay wakhloo, it accepts the search only if we type Dr aj..... but if we search straight by wakhloo it will not show the name. Kindly advise what to do with it, since we have many a customer and searching a customer name by the way its been fed is very tough. Kindly advise.
31 votes -
Customizable packing slips - attention field, special instruction field
Invoice & Packing Slip - more customizable
(1) Attention Field - essential for billing and shipping products attention to the person who placed the order
(2) Item & Description - not all items on an invoice can be shipped, ie design service, packing charge, etc, so best to make it modifiable on packing slip
(3) Shipping Address - client might have multiple shipping location, it would be great if this field is modifiable or if we are allow to save multiple address under the same contact44 votes -
invoices must have a prompt to bill the liability to the vendor
When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.
2 votes -
invoices
When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.
2 votes -
in
When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.
1 vote
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