Zoho Books

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  1. Stock/Inventory Value in hand at the Dashboard

    The first items at the Dashboard are Receivables and Payables, it gives a good overview of the business currently, but for a products dealing company like ours, it is incomplete without the stock value in hand.

    1 vote
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      Not For Now  ·  2 comments  ·  Inventory  ·  Flag idea as inappropriate…  ·  Admin →
    • Zoho docs integration to allow customers to upload files

      I have the need to share (send & receive documents) beyond just an estimate/invoice through the client portal. If it just had a link for the customer to access a shared read/read-write folder that would work too. But it would have to have the ability to create a folder and set permissions from the backend. This is so I can use one place to communicate documents with the customer related to their account, it would be preferred over having to also send them a docs folder invite separately.

      9 votes
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        1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
      • 6 votes
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          0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
        • Trial Balance: Initial and final balance for each account

          In the trial balance of the reports section, it would be very good if there was a column before the debit with the balance of the period selected and a column after the balance with the ending balance of the period selected of each account

          38 votes
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            0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
          • Combine multiple bank entries for single transaction

            When there is an uncategorised bank transaction it can be associated with multiple transaction for matching. The vice versa is not possible. For e.g. when payment to 2 or more telephone bills are made number wise, separate entries is recorded in bank statement. Whereas in Zoho books one entry is sufficient to record it as telephone expenses. This does not help in matching the expenses entry with bank entries, as in bank there are multiple entries. It would be better if multiple bank entries can be combined for matching a single transaction.

            6 votes
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              0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
            • HSN Summary at Invoice level

              If we have got 10 items in a invoice with 3 HSN codes, I would like a column to be displayed below the invoice with HSN Code wise summary of the items in the invoice, which will help us with easy Bulk generation of e-waybills, all existing softwares such as tally and cleartax have this feature running.

              8 votes
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                0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
              • Grabar automáticamente estimates o invoice cada vez que se da ENTER, si pierdo el internet lo pierdo todo.

                Grabar automáticamente estimates o invoices cada vez que se da ENTER, si pierdo el internet lo pierdo todo.

                3 votes
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                  1 comment  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                • reconciliation highlight

                  Reconciliation screen, highlight checked transaction for the whole line, so it's easier to spot which transaction is checked, and which one is not checked.

                  3 votes
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                    1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                  • 1 vote
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Delivery challan

                      please remove the desimal from delivery challan,now showing .00 like this i want only simple 1

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

                        In delivery challn give me option enable/disable the ruppe symbol from

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

                          delivery hsn code is showing but when print the challan hsn code is not showing below the item description please add the HSN code by default as invoice

                          1 vote
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                            0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                          • Printer Notificacion

                            Please is posible add notificacion if invoice printing and the user send printing, this idea is not double printing invoice.

                            1 vote
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                              0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                            • automate syncs with gocardless

                              Sync gocardless automatically currently you have to select sync eveytime like banking fees would ideally be automatic update

                              1 vote
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                                0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                              • Restrict Banking Transactions not banking module (Editing,creating,deleating)

                                This way sub accounting won't be able to change previous transactions and only main accountants will be able to that. Or simply lock transaction editing for previous months.

                                3 votes
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                                  0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                • Need New Module "Debt collecting"

                                  Need New Module "Debt collecting". I am a finance manager and use Zoho Books for the invoicing process. But i found a big pain for us is absence of such module "debt collecting".
                                  Currently it is very uncomfortable to monitor the customers debts. Now we use Zoho Books "Reminders" to remind the debt. But we also need to call the customer and notify somewhere the results of the negotiation:
                                  - to enter expected payment date for the invoice. Now its possible only in one place in invoice where i can enter expected payment date (Invoice/more/expected payment date). But we need…

                                  1 vote
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                                    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Zoho books and zoho reports integration- please allow a sync field for current item stock from zoho books

                                    I would like a report for items that have no sales or low sales... i would like to identify these items to have a stock clearance. Item on stock needed in books and reports sync.
                                    Please consider.

                                    1 vote
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Create an option to choose whether the "Paid Through" field should be restricted to Cash and Bank accounts only.

                                      Under settings for Payments, there should be an option to restrict the GL codes that can selected under the "Paid Through" field. Same for Expenses and Bank transfers.

                                      1 vote
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                                        0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • pls include a way to know the actual/real profit of the business on the basis of total purchases and sales

                                        pls include a way to know the actual/real profit of the business on the basis of sales and purchases.

                                        1 vote
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                                          0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Allow Clients to view Sales Orders in their Client Portal

                                          Currently when a customer logs in through their client portal, they can see Estimates and Invoices. In my business, many clients keep asking about their orders and when they will complete, in my sales orders, we always update the "Expected Shipment Date" as the estimated completion date, but they cannot see their sales orders. Why not allow them to see their open sales orders as well as the other stuff?

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