Zoho Books

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  1. New fields for Honduras tax invoice

    Honduras Tax Administration Service require some new fields on invoice document, like:

    Total summary
    - Exonerated amount
    - Exempt amount
    - Amount taxed {tax 1}
    - Amount taxed {tax 2}
    - Tax amount {tax 1}
    - Tax amount {tax 2}
    - Total amount

    This is a requirement that will be apply on march 1st and basically is that main reason that I will need to migrate from Zoho Books to CloudbBiz

    7 votes
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      1 comment  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
    • Adding reporting tags to projects

      I know you can associate reporting tags to contact and items, but when you use projects, you may have multiple projects for a client, it would be helpfull to be able to add tags in the project so all transactions related to the project can be posted to the selected tags

      15 votes
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        0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
      • use automated payment matching rules

        MYOB and Xero both have smart matching and rules.

        Customers bank account names are consistent so the system learns (or allows you to create a rule) that matches the customer name with the payment reference. It will either match the payment automatically, or only suggest invoices from the right customer.

        Or if one payment doesn't match an invoice amount they look to see if multiple invoices from the same customer may equal the amount of the payment. This is a common situation that customers make more than one purchase over a month.

        6 votes
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          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
        • Add budgeting to Zoho Books

          a mirror of the COA, with a periodic budget (preferably against a budget model - i.e. you can make different budget models such as best case, worst case, most likely case, and a Monte-Carlo) - budgets can be set manually, or via a formula (i.e. times x% of previous period, based on actuals of that period, or based on previous budget). Budgets can be assigned monthly, quarterly, or yearly. Reports on budget performance - budget versus actual.

          27 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Bank Integration SEB (Sweden)

            Hello, we love your product but would have loved to see more Swedish bank integrations available.

            I found Nordea but would have liked it if you could support SEB as well. There are four major banks in Sweden: Swedbank, SEB, Nordea and Handelsbanken. If you support them you cover more then 95% of the Swedish banking market.

            Please visit the SEB development portal for more information: https://sebgroup.com/developer

            Best regards,

            Stefan

            7 votes
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              0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
            • 6 votes
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                0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
              • Need a way to specify the live of a fixed asset and it should automatically post depreciation to each month or year at predefined rate

                Need a way to specify the live of a fixed asset and it should automatically post depreciation to each month or year at predefined rate

                3 votes
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                  1 comment  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                • Unearned Revenue

                  My issue here is reporting—my Balance Sheet would not show Accounts Receivables balance correctly, and My Ageing Summary Report balances are also wrong since it will omit any unmatched Customer Payments which are shown under Unearned Revenue account in Current Liabilities.

                  For Ageing Summary it becomes difficult. For example, an instant where I have so many customers and a number of them have unmatched credits means I will be showing unreal outstanding balances for customers.

                  Suggestion:
                  1. If the Ageing Report would have an option to include the unmatched payments, or;
                  2. If there was a configuration option to choose,…

                  6 votes
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                    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                  • MULTIPLE ITEM SELECTION

                    IT WOULD BE GREAT IF WE CAN SELECT MULTIPLE ITEMS FORM THE DROP DOWN MENU WHILE GENERATATING INVOICES AND BILLS

                    9 votes
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                      0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                    • msg91 is common SMS Gateway Please addon

                      msg91 is common SMS Gateway Please addon that feature

                      now here only twilio gateway, we are using last 3 year zoho books please consider as valuable request

                      4 votes
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                        0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                      • Debtors and Creditors reconciliations

                        Much like a Bank reconciliation but for your DRS and CRS. Can we have this as its vital from an audit perspective

                        3 votes
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                          0 comments  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →
                        • Bill to Destination Place of supply as Other Territory 97

                          Change in the new IGST law requires Courier and Cargo moving transportation companies to consider destination as the place of supply for international shipments. Would be nice if we can have the flexibility to choose destination as the place of supply in which case we need to record our bills and sales for international shipments as Other territory - 97.

                          3 votes
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                            1 comment  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                          • Show Open Vendor Credits in new Payment Made Screen

                            We regularly order garments from distributors. We create Purchase Orders for the garments and Bill each PO individually. When we receive the goods, sometimes tshirts are damaged and we ask the Vendors for credits and we enter Vendor Credits and apply them to the bill. We have 30 day terms with the Vendors and pay multiple bills at once, when the garments have been received and accounted for.

                            When we want to pay the Vendors, we go to Payments Made + and search for that Vendor to see and pay all the Bills at once. The problem is when the…

                            6 votes
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                              1 comment  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Check template

                              We need more check template. We don't have possibility to customize the template we already have. We have different template in others accounting program for more flexibility we need the same in zoho

                              5 votes
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                                1 comment  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Print signature on a check when it prints.

                                Check Signature
                                It would be nice to have the signature print on checks when they print.

                                4 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Allow the "Use In Future" option when editing Items in Invoices

                                  When I make an edit to in item in Invoice or Estimate It would be nice to have the option to "Use in Future" (Like you offer for notes) that would save the edited Item description for future use

                                  2 votes
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                                    1 comment  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Create a simpler refund system

                                    The current system is ridiculous and doesn't really make sense. Having to create credit notes, apply them to invoices and then refund them to show it or delete payments, and so on. Half the time it seems like the Zoho tech support can't even figure it out and they end up doing something different like deleting payments then making a credit note to balance the account. There should be a simple way to process partial and full refunds. For example just a button that you click refund, choose the amount being refunded, where the money is being refunded from and…

                                    1 vote
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                                      0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Auto Backup in ZOHO BOOKS!

                                      Need auto backup in zoho books!
                                      currently the backup is only initiated once the user requests. This has to be automated, every 7 days or 15 days.

                                      4 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • can you short close a purchase order in zoho books?

                                        Suppose I bought 100mt of goods and my supplier only loaded 98MT. The purchase order shows partially billed. Although, my supplier won't we loading any more material. So how can I short close the purchase order?

                                        1 vote
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                                          0 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                                        • E waybill printout

                                          This time e way bill directly generated in zoho books its very easy.
                                          I want Generated Eway bill print out in ZOHO Books.

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