Zoho Books

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  1. 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
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      2 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
    • Estimates status

      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
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        2 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
      • Stripe and Bitcoin

        Integrate the possibility of paying in Bitcoin with Stripe
        https://stripe.com/bitcoin

        18 votes
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          0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
        • thamu

          periyasiruvattur

          1 vote
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            2 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Simplify customer portal access / auto log in

            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
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              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
            • Allow us to address a different company name within the customers shipping address.

              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
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                0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
              • B

                1 vote
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                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                • Itemize an transaction to split into owner draw and expense

                  This would be a nice option to split say car insurance into business and owner draw without having to make manual entries.

                  1 vote
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Modify / Edit Taxes in Bill

                    There should be an option to edit tax when creating bills, it is available in expenses, please add it in Bills as well

                    3 votes
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • invoice view

                      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
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                        0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                      • 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.
                        Date
                        Client
                        PO number
                        Word count (for me)
                        Deadline

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

                          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 option

                          0 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Send and Print

                            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 printed

                            1 vote
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                              0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                            • Show the Accounting Posting (Simulation) before the posting is made

                              Hi

                              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

                              Regards

                              Ajita SAP Consulting Pvt Ltd

                              1 vote
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • El escaneado automático de facturas optimizado para español

                                Optimizar el escaneo de facturas también para el idioma Español

                                1 vote
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                                  0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                • GST on Freight Charges

                                  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 it

                                  1 vote
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                                    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Automate exporting invoices

                                    Scheduled automation of invoices export to google drive or other cloud services.

                                    1 vote
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                                      0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                    • kindly remove balance due from tax invoice

                                      "balance due" is not a proffesional way to show in tax invoice

                                      1 vote
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                                        0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Sync primary contact only from Zoho CRM to Zoho Books

                                        Don't need all contacts, only the primary contact

                                        1 vote
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                                          0 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Integrate with Etsy

                                          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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                                            0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
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