Create ability to set tax at vendor level so purchase orders template can be assigned with correct default tax.
Our situation: Purchases from vendors in our country are taxed at one rate, while other countries are taxed at a different rate. It's too easy to create a purchase order with the incorrect tax rate on it, and it's extra work to have to select it for each item, when the whole purchase is taxed as the same rate.
Idea: 1. In Contacts / Other Details, add field for Default Tax Rate (dropdown of Taxes from Settings/Taxes); 2. In Purchase Order template, pre-populate tax field with the Default Tax Field (from item 1).6 votes
Would be nice to have the option for custom status on quotes so we can set automate emails based on the status of the quote.
At least have one more option then just Expected or Declined.
What we are looking for is the option for indecision making so we can send customer automated email reminders based on the status of the quote/estimate.9 votes
Integrate the possibility of paying in Bitcoin with Stripe
The customer can already access a specific invoice in the customer portal via the direct URL, but to navigate the portal the customer still needs to log in.
It's unlikely that anyone wants to bother remembering another login, so it would be great if there was a portal option to allow full access just by the custom link.2 votes
We often have customers who are re-sellers or a systems integrator. In these orders, the items are not shipped to the paying client, they are shipped to their end user at a different location. Many of which have different company names.
Please add an additional field when creating shipping addresses that allow us to have a separate company name for shipping address and one for billing address.6 votes
This would be a nice option to split say car insurance into business and owner draw without having to make manual entries.1 vote
There should be an option to edit tax when creating bills, it is available in expenses, please add it in Bills as well3 votes
In the invoice page where it list all invoices, I have created 3 custom view namely
Nov when inv date is after 31-OCT-2017 and before 30-Nov-2017
Dec when inv date is after 30-Nov-2017 and before 31-Nov-2017
Current - when invoice date is 'This Month'
Now in nov 2018 the view needs to be recreated.
In addition to 'ALL' by default zoho books should come with monthly view of the invoice.0 votes
I would like a simple way of logging my incoming assignments in Zoho Books so I know what work I have on and what I need to invoice.
I am a translator and need a way of simply keeping track of the work projects I have on. The project function is too complicated. It does not allow me to order the projects by date for a start. It also doesn't allow me to delete the projects if there are connected invoices. I just want a simple way of entering project information in a list form.
Word count (for me)
1. Pls provide option to Remove tax in Delivery Challan
2. In invoice option provided in shipping addr field to copy billing addr the same not there in delivery challan. Pls provide this option0 votes
Print Setting > Document Copies > 2 Copies Selected
However in the invoice click 'Send and Print' only one copy printout.
The way it should work is
When click on 'Send and Print' according to the print setting that many copies should be printed1 vote
We want to see the accounting posting that Zoho Books is going to post, before saving the transaction.. As of now, we have to manaully go to the Reports Section and see the Account Journal.. This is very cumbersome
All leading accounting softwares have this provision. We are disappointed the same is not available here
Ajita SAP Consulting Pvt Ltd1 vote
Optimizar el escaneo de facturas también para el idioma Español1 vote
As far Shipping Charges/Freight Charges is also GST applicable, wherein, in your current software if you want GST to be calculated for Freight charges it is not possible. Your call center team suggest us to add as another line item this shipping charges which is not the right way of doing it1 vote
Scheduled automation of invoices export to google drive or other cloud services.1 vote
"balance due" is not a proffesional way to show in tax invoice1 vote
Don't need all contacts, only the primary contact1 vote
I'd like Zoho Books to be able to integrate with Etsy. Many e-commerce shops that sell handmade or vintage items sell on Etsy, and it would be very useful to have Etsy integration. Especially as I charge in USD but pay fees in CAD, using Zoho's functionality for multiple currencies would be ideal for Etsy transactions. Having to manually upload a formatted CSV each month adds to my bookkeeping time.1 vote
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