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

    100 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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          1 comment  ·  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 →
                • 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.

                  6 votes
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                    0 comments  ·  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 →
                        • 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.

                          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 →
                              • 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 →
                                  • Reconciliation Filter

                                    Filter transactions by In-Progress Reconciliation - unchecked/checked items.

                                    To find transactions easier that you are working on, rather than 'searching' for individual items or long scrolling of all transactions.

                                    2 votes
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                                      0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Add Scanned Documents To Existing Transactions

                                      The newly added ability to scan in documents is great but it only gives the ability to add the scanned documents to a new bill or new expense. if there are recurring bills in the system it will not allow you to attach to that existing bill. you would need to delete the recurring bill that was entered and create an entirelly new one.
                                      the ability to add to a scanned document to an existing transaction would be great

                                      2 votes
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                                        0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Increase the decimal places for Exchange rates

                                        Increase the decimal places for Exchange rates - 6dp is too few, this in not in line with banks currency conversion.

                                        2 votes
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                                          0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Simple oData Feed for Excel

                                          The Rest Api is simply to complicated for novice user without development skills.

                                          Add support for oData and allow Excel to easily connect to Tenant Service

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