Zoho Books
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92 results found
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user ID should be included in each transaction,
user ID should be included in each transaction,
2 votes -
More information on Ship Notices to prevent confusion.
When our shipping department packs and ships an order, they send the ship notice to the customer saying the package has shipped. Problem is it only shows a Shipment number and this confuses the customer. They expect to see their Order # and their PO #. Customers call back thinking it is not their order, confused and wanting explanation about the notice and the new document number ZOHO generates for the shipment. That notice should include the Order # and the PO #.
1 vote -
Ability to clone transaction from list view (instead of only when viewing the trans form)
When looking at an expense, bill , or invoice (heck, make it sales order and estimate also) and the select boxes are available, make an option to clone. Immense savings on workflow, eliminate going to a more detailed view of a transaction to clone it.
0 votes -
Ability to clone transaction from list view (instead of only when viewing the trans form)
When looking at an expense, bill , or invoice (heck, make it sales order and estimate also) and the select boxes are available, make an option to clone. Immense savings on workflow, eliminate going to a more detailed view of a transaction to clone it.
0 votes -
We NEED to block some Accounts in the Chart of Accounts, BECAUSE there are some Accounts that SHOULD NOT have any transactions
We NEED to block some Accounts in the Chart of Accounts, BECAUSE there are some Accounts that SHOULD NOT have any transactions (Parent Accounts) , but just those under them .
Example:
General Expenses (Parent Account) : $20
Sales Expenses : $10
Office Expenses : $10In this Example "General Expenses" should just SUM the total amount of those Account under it.
My concern is why I couldn't disable these parents accounts from being chargeable in the transactions , to collaborate what accounts should viewed in the transactions and to avoid charging on inappropriate General Ledgers accounts.
22 votes -
Templates
I'd like to have templates for any transaction. For example, my credit card payment gateway deposits money into my account every day, except weekends and holidays. Instead of entering the dollar amount, account, category, etc...manually, every day, I'd like to open the template, set the amount and click save. Done. No invoice. No hassle.
1 vote -
Export Attachments when exporting the Journals, Invoices.. in PDF
When we make a manual Journal, or invoice, we already have the option to attach files. We want to have an option to download the Journal/Invoice with the attachments we uploaded in one single PDF.
4 votes -
Transactions approval at Zoho Books
To be able to enable approval for each type of transaction and able to establish approval criteria, in such a way that each case had different approvers and that even certain transactions will be approved automatically.
20 votes -
Excise Tax
Excise Tax has been implemented in UAE since 2017 and now businesses dealing in certain additional products must comply with Excise tax reporting by 1 Dec. 2019.
We must have the capability to have multiple tax recording for UAE users!
Currently unable to comply, makes your system non-FTA compliant!1 vote -
Debit and credit note transactions cannot see under cash basis.
Those who are following cash basis they didn't get a proper GST and TDS details when they raised debit or credit note in any month. There may chance of missing to consider those figures at the time of calculating GST and TDS.
1 vote -
Using Khmer language in organization level
We need to choose Khmer language in the organization level. It means that we can have the interface with Khmer language.
0 votes -
Has image column on categorization page
Show whether there is an image attached to a transaction on the categorization page
1 vote -
1 vote
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1 vote
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Pls provide module wise transaction locking system
Pls provide module wise transaction locking system
2 votes -
USE UNUSED CREDIT IN SINGLE CLICK
Please allow credits to be applied to next recurring invoice automatically.
With auto pay there is not a time slot to apply credits to next invoice.1 vote -
Transaction input, sales and payables
A sales invoice need not be only for posting transaction to a revenue account. Sale invoice can be used for posting transaction to an equity account, i.e company sells shares to a shareholder, sales invoice credits equity account, debits receivables.
0 votes -
Configure multi-level approval with specific approvers for Sales Approval.
It will help people to create a checker in between maker and approver of the transaction for Sales. which help to avoid errors while recording the transaction.
6 votes -
Transfer Order
Custom Fields on Transfer Orders.
1 vote -
provide an undo option in order to retrieve accidentally deleted data
I just deleted a quotation that I had spent some time working on. Unfortunately there was no way to undo deletion. There should be someway to retrieve data that has been accidentally deleted. You could create a window of 1 day or 1 hour or even 5 minutes for which the data will be temporarily backed up in order to give the person a chance to rethink and undo his action.
1 vote
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