Zoho Books

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  1. matching

    Allow two manually added transactions to be matched with each other.

    15 votes
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      0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
    • Switzerland QR-Invoicing

      You might know that Switzerland is moving towards ISO 20022. Recently, some local Swiss Banks provided CAMT.053 which is working perfectly fine in ZBooks. Now, as a next step, old Swiss pay slip (Einzahlungsschein) is moving towards QR-Invoice.

      25 votes
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        4 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
      • cheque printing

        cheque printing

        10 votes
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          0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
        • import items matched on SKU

          When importing item, we need the ability to match existing items on the SKU or the hidden Zoho code. At the moment, you can only match on the Item Code (Name). This makes issues when trying to update item names.

          8 votes
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            1 comment  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
          • 1 vote
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              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
            • Required Monthly Invoice Report With GST and HSN Code for Manual GSTR Filing

              Hi,

              It'll be very use if we get Monthly Invoice Report With GST and HSN Code for Manual GSTR Filing.

              6 votes
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                0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
              • Cash Sales Option should be given

                Currently we have to record the Invoice any then record cash received this is Tedious job hence give cash sales option

                2 votes
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                  0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                • Expenses/Money IN and OUT/ Manual Journal Entry Printout Option

                  I would like to request zoho to create option for the printout of
                  1. Expense recorded
                  2. Manual journal entry
                  3. Money In and Out

                  for avoiding making manual vouchers it will save the time of clients who are using zoho books.

                  As it is very dificut to make an entry in zoho books after that making a manual voucher to take sign of person who is making deposit money to company or taking money from company.

                  9 votes
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                    1 comment  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                  • want discount column in purchase bill entry

                    At time of sales invoice we can see only three unpaid invoices instead of that all unpaid invoice should be display

                    4 votes
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                      0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                    • while adding items in the invoice if we can see the stock while typing the product name then it would be really helpful

                      in the invoice when i start typing the item name, if it shows the qty available while typing the item name,then it would be great.

                      2 votes
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                        0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                      • There should be an option to enter transport details for goods sold out of state an dispatched through transport.

                        we should be able to enter transport details while generating invoices. your invoice format should also include the consignors complete contact details (not just address) and consignor name should be highlighted a little better.

                        4 votes
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                          0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                        • 4 votes
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                            1 comment  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                          • Templetes not available for Payments Made

                            In the templetes menu, there is no option to customise the "Payments Made".

                            Please do the needful at the earliest.

                            6 votes
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                              1 comment  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Discount column in purchase bill after the subtotal and then GST should be calculated

                              Discount to be deducted after the subtotal provided by the vendor in the purchase bill entry and then GST SHOULD BE CALCULATED

                              4 votes
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                                0 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                              • 4 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add HSN Column in Item List

                                  Add HSN or Customized Column in Item List in Invoice

                                  6 votes
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                                    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Please give option of printing payment vouchers and invoices for purchase from non registered dealers

                                    Referring to purchase from non registered dealers in GST

                                    We have to raise an invoice with reverse charge and also issue a payment voucher.
                                    Kindly give provision for the above request.

                                    Regards
                                    Varun

                                    3 votes
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                                      1 comment  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Hi, i suggest you to add a feature by which we can also sort the items by their current stock available .

                                      i suggest you to add a feature by which we can also sort the items by their current stock available which is not available right now.

                                      1 vote
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                                        0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Allow for estimated ship date per line item or per PO (with associated items) from Sales Order

                                        There is a software I used in the past (Duoplane) which has an amazing function for keeping track of sales order shipping dates.

                                        It allows you to set a promise date (Estimated shipping date) per PO that is associated with an order, so that if you are not shipping from currently on hand inventory you can note an ETA before the order ships out. In the event you have items arriving from two separate locations, you can track them individually allowing you a more thorough overview of the order status.

                                        I think this would be extremely helpful in Zoho Books/Inventory.…

                                        1 vote
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Allow automation triggers from Custom Sales Order Status as well as Estimated Ship Date

                                          It seems you can create automated triggers from every status or field a Sales Order offers except for these two.

                                          Estimated ship date would allow us to create automated emails to either notify our customers, or our own team of missed deadlines for shipments.

                                          Using the new custom sales order status will allow for automation to be fine tuned to specific orders.

                                          1 vote
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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