Zoho Books
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202 results found
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Synchronisation
Need to be able to synchro de QTE of the stock in the CRM
2 votes -
Why can't we delete or post the original accounts into subaccounts? This is driving my crazy
I want to be able to delete all accounts even the original ones that are included in the chart of accounts by default. I also want to be able to put all accounts into subaccounts. Is anyone else annoyed by this?
2 votes -
Reporting Tags, It would be nice to be able to select more than 1 option from each tag group
It would be nice to be able to select more than 1 option from each tag group
3 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 -
Need to create item groups (this will have multiple items in a group)
Items will be grouped into an item group and the item group needs to have the ability to have an price list adjustment as well. As of now you can only add price list to the whole contact account and not the individual item (or group)
5 votes -
be able to catagorize inventory items
Be able to catagorize inventory items. Like example all bolts under "Hardware" All hose clamps under "Clamps" ect.
1 vote -
Restriction for sales staff to view different items from different vendors
Restriction for sales staff to view different items from different vendors
3 votes -
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 -
items on sales order report
I would like to be able to get a report on items that are on sales order.
5 votes -
time series based item pricing
Is their any way to specify the time series based pricing, i.e vendor providing different prices for same item on different period in time. how can we record these prices and how this impact the inventory valuation.
1 vote -
The option to export an Item list that include all item details plus the inventory should be added.
The option to export an Item list that include all item details plus the inventory should be added. The current export tool only includes the opening inventory and this information needs to be supplemented with up to date info on the current status of inventory per item.
3 votes -
Multiple pricelists for an estimate
being a whole sale organisation, it would be helpful to have 3 price ranges for customers to choose when sending estimates.
1 vote -
inactive item
Please make another color for inactive item like red or etc....
13 votes -
Multiple Tax in Item. In India We have 3 taxs, 1 Services tax, 2 Swachh Bharat Cess and 3 Krishi Kalyan Cess
Krishi Kalyan Cess, which was announced during the 2016–17 Budget, has become applicable from 1 June. A tax of 0.5% would be levied over and above the Service Tax and Swachh Bharat Cess. Till 31 May 2016, the Service Tax rate was 14.5%. With Krishi Kalyan cess, the service tax would increase to 15%.
1 vote -
Airline tickets
selling Airline tickets is a commision based thing, or flat rate thing, this means i may sell 2 tickets on the same plane , both economy class, both sits next to each other , but one cost/sell 800/1000 , and another one is 1600/2000, so when invoicing each of these client i will have to go to the items menu and change the cost and selling, otherwise i can never know my true profit.
someone suggested me that i create a new item each time i create an invoice that would be easier BUT this way i will be having…3 votes -
There should be option to enter multiple units for a single item. Alternate unit like 1 box = 4 Pcs.
my items come in a box pack and each boxes contain certain numbers. So sometimes a customer buys a box and sometimes loose pieces.
I use busy for my billing and inventory and it has options to add certain quantity as primary units and then the same as alternate units.
18 votes -
Create Services In Items
The ability to add services in items.
2 votes -
make items searchable by transaction.
I need to be able to find invoices, estimates and bills by item number or description. being unable to edit items that have existing transactions, I would like to be able to search for the existing transactions that the items has been used for.
3 votes -
Allow Supplier Item Pricing in a Different Curency
I distribute products from suppliers arounmd the world. Their price lists are not in my base but their local currency - USD, JPY, EUR etc.
I need to be able to enter supplier currencies for each item. At the moment their prices have to be converted into the base currency. This means that when a Purchase Order is created in their currency the pr9ices are always wrong (as exchange rates change) resulting in me having to manually update each price from a paper price list.
This wastes a lot of time and could be avoided.
9 votes -
SKU
I'd like to display the Sku on every documents that shows items (invoices, orders, etc.).
It would be great if CRM and Books could sync every fields they contains.
Tanks!
4 votes
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