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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203 results found
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Have the option to share items between different organizations under the same account
Have the option to share items between different organizations under the same account. This avoid the need to do duplicate work if both organizations provide the same items.
4 votes -
Multiple Image Attachements on an Item
Allow the attachment of Multiple Image Attachments on an Item. Sometimes Technical Drawings or multiple images need to be attached to an Item. Current functionality only allows for 1 Image to be attached to an Item.
12 votes -
Have Items view option for just images in both Book and Inventory
Have the option to view the items by just their images or with large image with small name underneath.
1 vote -
Custom field calculate between numerical fields
need ability to create a custom field that can process calculation between Numerical fields... this functionality is a giant gap
7 votes -
Balance Sheet
When we take Balance sheet in reports, Even Zero accounts are appearing. If the account balance is Zero no need to display. Please check.
4 votes -
Time tracking for service items
the ability to track time for service items
13 votes -
Integrate Composite items from Zoho Inventory
Add the composite items option box/unbox feature from Zoho Inventory into Zoho books
12 votes -
Historic of sales and purchase prices of an item
When changing item price eiteir sale or purchase , it will be helpful to have the list of prices applied since it creation to evaluate the price trend for the item .
5 votes -
price list
When a price list is de-activated, all the contacts that had that list assigned automatically just stop having an active list assigned. Now I need to go contact by contact by contact re assigning the new list... so that I don't need to do it every time that contact makes a purchase.
My solution:
If a new price list is created and the old one is deactivated, the system should ask something like: "do you want to re assign a specific list to all customers who had assigned this list you're about to disable"?.
Thanks
bye!5 votes -
Item PDF attachment & Order Revision Freeze
Greetings,
I would like to add a .pdf or .dxf/.dwg attachemnt to specific items
This would contain the 2D drawings for this item or the dxf aka 2D flat layout for laser cuttings for example.And a way to freeze the item if it's undergoing a 3D/2D model update/change, so it cannot be ordered while it's being altered.
This would be handy for ordering repeating custom parts without our engineering having to send the files afterwords in a seperate mail on each purchase order.
8 votes -
Add Closing Stock Option, So that in year end accounting profit and loss calculated according to that
if we can add "closing stock value" at the year end that it will be more beneficial to Indian Accounting
we can see our actual profit with this feature
37 votes -
"Tax Inclusive" by default
In the settings there is an option, which we can choose (1) tax exclusive or (2) inclusive or exclusive. Now the GST has implemented and we are all supposed to raise tax inclusive invoices. So along with these two options, there should be an option which is always tax inclusive.
4 votes -
I'm a distributor for multiple companies, but here i'm unable to generate the reports of stock movement company wise
I'm a distributor for multiple companies, but here i'm unable to generate the report of stock movement company wise. when we check report all items are coming, we should have grouping of items.
4 votes -
Display quantity sold and received in return against and item
Items section should have fields showing QTY of an Item bought, sold and received back in return (not only show the final stock).
Same should be available in sale by item report(customisable).
It will also help analysing the best selling/low selling/satisfactory/Nonsatisfactory Item etc.
4 votes -
TO ADD UNIT
WHEN WE ADD UNIT VALUE OF A PARTICULAR ITEM SAY DOZEN OR KG BUT WANT TO SELL IN INDIVIDUAL PIECES OR IN MILI LITRES IN TERMS OF A LIQUID ITEM WHICH IS NOT POSSIBLE IN ZOHO BOOKS,I REQUEST YOU TO PLEASE MAKE UNIT COLUMN EITHER AUTOMATIC,FOR EXAMPLE IT SHOULD KNOW HOW MUCH PIECES A DOZ CONTAINS ETC.,OR PROGRAM IT IN A WAY WHERE USER CAN DO IT.
THANKING YOU
VISHAL JAIN4 votes -
Ability to assign one/multiple product categories to Item and filter for same while searching for products
Ability to assign one/multiple product categories to Item and then ability to filter items by category while adding line item to order/invoice. This filter should be available both in web and phone apps.
This way those users can locate product items faster who have huge product list. Also user will see a short list of products if they are looking for specific category product only.
1 vote -
edit item
Should be able to link a downloadable document from the documents folder to items. For example - we have items that when selected always require the same PDF to go out with the estimate. Would be helpful to be able to attach these to the item to save keep reattaching every time!
4 votes -
zoho app for scanning QR/Bar Code
For Inward & Outward of items, instead of typing, please add zoho app for scanning QR/Bar Code to quickly add in the Bills & Invoices through mobile camera/picture or web camera instead of using third party bar code scanners.
5 votes -
6 votes
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Automatic assignment of price lists to clients
Something very simple and VITAL is missing in Zoho Books which a lot of accounting systems have as standard, if you could implement it, I will gladly become a client: -
Price Lists created in: Items / Price Lists, should be able to be assigned to a specific client automatically if required.
For example, a new customer is created, an option should be available to automatically assign a specific price list to that particular client. If this optional feature is not selected, default pricing applies to the client when creating an invoice.
The system as it is currently setup, requires…
17 votes
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