Zoho Books
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202 results found
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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 -
item list with price tag
we need a template in excel so we may upload our 869 items.
1 vote -
Plural form for item units
It would be very helpful to save an item unit with its singular and plural form.
For example:
Item unit is "piece":If we quote for 1 piece, invoice/estimate shows "1 piece".
If we quote for 2 and more pieces, invoice/estimate shows "2 piece".It should change automatically to the saved plural form and mention " 2 pieces". Looks more professionell to clients.
6 votes -
Items - Estimates History
In every item page there are tabs of Overview, Purchases and History. It is very important to include Estimates to know how much items where quoted in the past and to whom. It will help for Price Reports.Thanks.
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 -
Ability to create sequential SKU
Ability to create sequential SKU
3 votes -
Associating a default template for a Item
For a set of line item by default I want to use spreadsheet template and for another set of line item i want to use spreadsheet plus template. Can we associate default template to line item.
Eg.
Spreadsheet Plus - Have around 40 Items (Paper Products).
Spreadsheet Plus - Only One Line Item Wood Pellet.When in the invoice Wood Pellet item is there, on saving by default spreadsheet plus template is the format.
When the invoice has the remaining 40 products, the format should be spreadsheet.1 vote -
general notes from field employees
need a place where all our employees from field to write a required items in a sheet date wise and a admin can take actions on that
Reset1 vote -
While creating New Item - There should be option not check Any of the Purchase / Sale rate (Black value should be acceptable)
There should be option not check Any of the Purchase / Sale rate (Black value should be acceptable)
Say If We have Designing Service - Rate vary from client to client
So rate are not be mandatory to put at first place1 vote -
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 -
Stock Summary in Tally ERP 9
I Want Item Adjustment As Same Stock Summary in Tally ERP 9
1 vote -
Group Products by Product Category in Zoho CRM - Quotes
For the very long list of Products in CRM Quotes, it is very hard to view them. So the should be grouped by Product Category.
2 votes -
items sales history
Ability to view Item history for SALES as well as PURCHASES when viewing any individual item. It's great to see the purchases history but SERIOUSLY lacking that you can't see a SALES history of various items.
3 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 -
Sales Report
Grouping/sub grouping of Items, so that we can get reports of totals per group. Visible in a graph as expenses are shown in dashboard
4 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 -
ORDER STATUS BY ITEM
An order view based on status by item would be great. When you view the transaction section of an item it'll show open/closed for each order, but the order could be open due to a different item. The same problem applies when doing an advanced search by product and status.
4 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 -
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 -
Add Total count to custom search results.
As a user I want to be able quickly count results when I performed Advanced search.
Standard list has total count – https://www.dropbox.com/s/15sur7tpep7c41e/Screen%20Shot%202017-09-01%20at%202.56.21%20PM.png?dl=0
Advanced search doesn't – https://www.dropbox.com/s/b2hpo7lomq05tcf/Screen%20Shot%202017-09-01%20at%202.56.15%20PM.png?dl=02 votes
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