Zoho Books

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  1. Sales breakdown by vendor

    Please can you add a feature where we can generate sales reports by Vendor.

    15 votes
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      1 comment  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
    • We need Zoho Point of Sales

      We need Zoho Point of Sales

      9 votes
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        0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
      • Apply discounts while recording Vendor Payments

        Being able to apply the discounts while recording the payments received from a vendor.

        7 votes
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          Under review  ·  0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
        • Create an edit button against the vat rate in bills as in the bank

          This would allow the Zoho user to amend the vat rate manually, at the moment it is at a set rate ie Standard Rate etc. If vat on the bill is different to the amount Zoho has calculated then the vat is wrong and currently you have to make a manual adjustment. If there was an edit button you would be able to do this without creating another line item

          7 votes
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            0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
          • Multi-currency Vendor

            It will be nice to have a vendor multi-currency,
            1-Invoices in different currency (foreign and default)
            2-To make payments with diffent bank account currency (foreign or default)

            6 votes
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              1 comment  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
            • I would like to allow my vendors to log in the client portal

              We can allow access currently to the customers to the customer portal. I would want to allow my vendors too

              6 votes
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                0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
              • Ability to attach document to Vendor Credits

                When a vendor issues me a credit note/refund statement etc I enter it manually into books however I have no way to attach the actual statement to the credit as I would if I were entering a Bill.

                This seems like something that was overlooked and easily remedied, I'd love to see it integrated so we can better keep a full record of our business.

                6 votes
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                  0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                • VAT option for non-VAT registered users

                  Please allow VAT in purchases even if the user is not registered for VAT, to avoid having to calculate the amount inclusive of tax each time.

                  5 votes
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                    0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                  • 4 votes
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                      2 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                    • Auto-pay vendors

                      Add a check-mark box to vendors to indicate if you have selected auto payment. It would be helpful to add the last 4 digits of the credit card on file for the auto pay and the frequency and the amount of the automatic payment. It would also be helpful if you could run a report of the auto-pay vendors so that you could have a list if and when you need to update credit card details or check payment dates.

                      3 votes
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                        0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                      • vendor payment terms

                        This is basic accounts payable procedure. as a purchaser, we have many accounts with many different vendors and we get different payment terms from each vendor, for example, 30 day terms, 15 day terms, COD, etc. we should be able to enter the payment terms per vendor so that when we create a bill it will not automatically show 'payment due' but rather will determine when the payment is due based on the terms we pre-defined with each vendor we create. maybe also send an email reminder a few days prior to due date of the payment.

                        3 votes
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                          0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                        • Bank Charges for International Vendor Payments

                          When paying Vendors, especially International ones, there's always a bank charges involve. There should be a separate box to enter this figure on the payment page.

                          At the moment, I have to go to 'Bills', then create a separate bill for these bank charges. I feel it will be faster to simply be able to enter the bank charges at the same time when the payment to the Vendor is being made.

                          Hope I'm making any sense, thanks for your support.

                          3 votes
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                            0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                          • Make it possible to turn a Vendor easily into a User for Timesheet

                            In the case where a Vendor is basically an Employee/Sub-contractor, it would be very helpful to be able to convert that Vendor into a User so that I could make Timesheet entries based on that User. If that was synced to an existing Vendor, the billable timesheet hours for that User could be converted directly to a Bill for that Vendor.

                            3 votes
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                              0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                            • zoho books can be set and related products suppliers do?

                              zoho books can be set and related products suppliers do?

                              1 vote
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                                0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                              • Filter : Quotes by sales person

                                Hey, it would be great to have a filter on quotes by sales person. I can't see how many quotes (and the amount of the pipeline) have been done by salesman for a specific period.

                                1 vote
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                                  0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                                • vendor payment terms

                                  Hi. Please as a matter of urgency make it possible to enter vendor payment terms. That way we will nor have to enter two dates on supplier invoices which will save a lot of time,

                                  1 vote
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                                    0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Default Account for Vendors

                                    Default Account for Vendors set on the Contacts (Vendor) so that when I am recording a bill and I select this vendor, the Account defaults to the Account set on the Vendor details. This will reduce errors of using wrong accounts on vendor bills

                                    1 vote
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                                      0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                                    • we really need you to fix this silly thing where you have to enter both invoice date and payment date on supplier bills. we need payment ter

                                      we really need you to fix this silly thing where you have to enter both invoice date and payment date on supplier bills. we need payment terms

                                      1 vote
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                                        0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
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