Zoho Books

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  1. Link SO, Invoice & POs with a common value

    Linking Sales orders, invoices and purchase orders would enable easy tracking of the transactions between all three.

    We'd like to see one common value that links all there and can be used as reference # for invoice and PO at the same time. This common value can be used by the "organization" to track related transactions between customers and vendors

    101 votes
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      9 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
    • Printing of Vouchers

      Generally in accounting packages you can print vouchers. Payment Voucher / Receipt Voucher etc. This also has the signature of the person approving the payment and any second signature for checking, and receiving (if payment). This is then filed physically in the files for audit along with supporting documents. Normally auditors look at physical vouchers.

      Right now we will need to print vouchers manually from Excel or use preprinted vouchers. This is an old accounting this but still needed for audit and tax purposes.

      18 votes
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        0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
      • Departments and/or Locations

        Allow transactions/reports by department/location. In my case I have an engineering business and a farm that I run together but need to be separated out for the taxman. Other users may have several shops (for example).

        11 votes
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          2 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
        • Map Accounts for WePay Transactions

          Currently, you can map your accounts for Stripe transactions using the edit setting button which allows you to select the account to use for fees, sales and taxes. When you setup the WePay integration, you are not able to select the account settings. As an example, when a payment is made through WePay, the fee is put into the account Bank Fees and Charges. It would be nice to select a different account such as WePay Fees.

          7 votes
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            0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
          • Create/Edit Account Type under Chart of Accounts.

            We need an option create new account type and modify the existing account type as per our requirements under the Chart of Accounts.

            7 votes
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              0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
            • Increase the number of decimals for FX conversion rates

              We work on an organisation dealing with two currencies: USD and LAK (Lao kip), the base currency being USD.
              The USDLAK exchange rate is in the 10,000 order of magnitude, meaning that the LAKUSD rate needs a lot of decimals for all conversions to remain accurate.

              Example: Current USDLAK = 8,160
              A LAK 1,000,000 amount should be booked as USD 122.55
              Right now it is being booked at USD 123 because Zoho caps the number of decimals in the exchange rate to 6.
              To be safe with LAKUSD we would need at least 8 decimals.

              My question is: would it…

              7 votes
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                0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
              • Make reporting tags visible on all SOs, POs, Invoices, and Bills

                As it is, you have to click on Edit for each transaction, and then on the ellipses next to each item, just to make sure every transaction is being reported correctly. You should be able to see if a reporting tag is assigned to an item just by looking at the item table on the transaction.

                6 votes
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                  0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                • Item History for Customer - Prices for Items Invoiced and Estimated

                  Zoho Books - Customer - Transaction gives an overview for a customer as per Invoice.

                  I suggest to have an Item History for each customer which will allow us to see existing prices quoted or invoiced to individual customer in the past

                  6 votes
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                    1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                  • sales person commission on sale payment received

                    sales person commission on sale payment received
                    1. commission % depends on item
                    2. it will be payable on sales payment received
                    3. commission % is different for each sales person depends on performance of sales person

                    6 votes
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                      1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                    • Export data with attachements (invoices paiements & attachements)

                      It will be perfect for us to export all informations (not only csv) but attachements two.
                      Best

                      4 votes
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                        0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                      • Split and expense or deposit to different categories.

                        It would be nice to be able to split transaction items into different categories after downloading from my check register.

                        4 votes
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                          0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                        • Cross exchange rate, please!

                          I'm using Zoho Books in Serbia with EUR as the main currency. But the exchange rate for example 1 RSD = 0.008113 EUR is very unuseful because I need to setup an accurate end value in RSD. In this case usually we use cross-rate, for example 1 EUR = 123.0023 RSD.

                          4 votes
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                            0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                          • Allow the assignment of tax rates to different expense and payable accounts

                            When setting up tax rates, these are accounted for in the Sales Tax Expense Account and Tax Payable Account. We need to be able to account tax rates in different accounts in order to track the correct tax payable for each type of tax. For jurisdictions with different tax types, this is essential.

                            4 votes
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                              0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add Selector Tool for Companies to Choose the States they Ship to

                              Currently I only ship to a couple states but I have no way of stopping a purchase if a customer orders from a state I don't ship to. I really need this service to prevent bad customer experiences where I have to cancel orders. - Thank you.

                              3 votes
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                                0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                              • Territory based tracking for transactions & contacts

                                i need every transaction & contact to have an assigned territory. then i need to be able to filter & organize my reports by territory. this field should be per line item on the transactions for max flexiblity, but a transaction level field is fine too if it means the feature is available sooner.

                                additionally i want to control user permissions by territory too (but that can come later).

                                3 votes
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                                  0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                • Posting Periods on Transactions

                                  i need a posting period on transactions so that i can track transactions by period regardless of the date of a transaction. for example, i have an invoice dated 1/1/2015 & another invoice dated 3/4/2015, and i want them both to post in FEB 2015 (because what period both are charging for). then i want to select FEB 2015 from a dropdown on each transaction. i want calendar months as my choices, but others may want years or quarters.

                                  & reports should be able to filter & aggregate data based on desired periods.

                                  3 votes
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                                    0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Bulk re-assignment of expenses into new COA categories

                                    When a Zoho Books user decides to reorganize the Chart of Accounts (COAs), existing transactions cannot be easily moved to new COA categories. You literally have to edit each and every transaction. This is crazy. We just spent a couple of days editing hundreds of individual transactions because there is no bulk edit option. Why is this not being prioritized. We often update our COA categories, to align with our changing business model and IRS tax form categories. We like to align our COAs with IRS categories, so we don't have to pay our accountants extra money to move reclassify…

                                    3 votes
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                                      0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Need Number Format for INR- Need 1,23,400.00 (one Lakh twenty three thousand four hundered

                                      There is no Indian Currency Format available in ZOHO Books, Please develop this option as your customer I need this option.

                                      3 votes
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                                        0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Estoque

                                        Boa tarde,

                                        Não consigo localizar o estoque das compras feitas e lançadas no sistema.

                                        Meu ramo é venda de cinemas e para isso, nós damos entradas no pedido de compra, após fechar com fornecedor, fazemos o contas a pagar, para que no final quando formos vender o produto CINEMA, incluir todas as peças ou objetos que demos entrada no sistema, isso que dizer, o estoque precisa ser baixado.

                                        Obrigado.

                                        3 votes
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                                          0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                        • New option

                                          good morning! wondering if the app of books in the business section was possible to create the voice receipts due to the exercise of a work without being registered as payment of a customer against an invoice issued. Thanks Gianluca Pulcini

                                          3 votes
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                                            0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
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