Zoho Books
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6194 results found
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Add retail print template to sales orders.
Hello, I Would like to have retail receipts with the sales order module in Zoho books. I currently use the Shopify integration and it sends my receipts to sales orders. I want to print a retail receipt for the customer and i cannot do it without converting it to an invoice. Thank you.
1 vote -
Button to Apply Credits from Vendor Advance
Apply Credits from Vendor Advance (same for Customer Advance), If there is a button to Apply Automatic the available balance from top to bottom, instead of punch in amount individualy, it would be much easier.
3 votes -
payments received
balance on payment receipt screen after payment received
1 vote -
Allow Expenses to be refunded from within the Expenses tab
We have an employee who enters and processes our Expenses. Sometime we return items we've purchased and need to account for the refund. As it stands now, we can only created Expense Refunds from the Banking module. However, we don't want to share the banking module with our employees. There should be another way to create Expense Refunds (either a negative expense, or just directly from the Expenses module.)
4 votes -
exchange rate
Add exchange rate column to the Detailed General Ledger report (as an available column)
3 votes -
Fix the period selection of reports once selected. Now every time I check any report, the dropdown menu select this month by default.
Now every time I go for a report, the period is "This Month". During month end we take a lot of reports and every time I need to change this to previous month. So If you can save the previous selection it would be great help.
Thank you1 vote -
Debit and credit note transactions cannot see under cash basis.
Those who are following cash basis they didn't get a proper GST and TDS details when they raised debit or credit note in any month. There may chance of missing to consider those figures at the time of calculating GST and TDS.
1 vote -
i wud like to c pre defined order quantity for every item
i wud like to c pre defined order quantity for every item,foe example if my reorder level is 10 for X item then once current quantity gone below 10 then system shud be automatically recommend predfined quantity wch we have mentioned
1 vote -
inventory age
Inventory Ageing Report:
It is quite important for a business holding inventory to know its age so appropriate business decisions can be taken on OLD inventories.
Kindly consider it in your roadmap ASAP.
Sincerely,
Gaurav1 vote -
We need a profit report by item, Invoice, Customer, and etc
We need a profit report by item, Invoice, Customer, and etc
If my Customer "X" has 300 invoices with Discount, Tax, Adjustment, i need know how profitable is my business with that customer.
Like product profitable or collection of products.
4 votes -
Increase the number of files you can associate to a customer
Currently there is a limit to the number of items you can attach to a customer. The limit is 10. It should be more.
3 votes -
Payment made - apply a discount if customer pays earlier / e.g : 2% if paid within 7 or 15 day
Hi,
would be great to be able to apply a discount on the payment interface without having to enter it bill by bill.
e.g : 2% if paid within 7 or 15 day
1 vote -
customised reports
According to our business requirements, P&L is required to be checked every month seperately for main business and side projects and there is no feature in zoho to do the same thing. It woud be very helpful to see the reports seperately for main business and for the projects.
1 vote -
Purchase price as percent
We are retail storekeeper where we have commission percentage in MRP. The commission percentage is not fixed and is usually decided at the end of the financial year. In such scenario what should be the purchase price.
1 vote -
Hindu Samvat Date
Can we also have a custom field named Hindu Samvat in the Zoho Inventory. We need this date as reference.
1 vote -
enter a notepad to write pending things or query
should have some notepad to have pending things or queries
1 vote -
enter a notepad to write pending things or query
should have some notepad to have pending things or queries
1 vote -
Take into account Committed Stock in Reorder Report
We have a longer shipping delay and a lot of orders coming in daily. We need the reorder report to include committed stock in order to be ahead of our inventory.
Example:
Items in stock: 50
Reorder point: 40
On Sales Order: 35 (Committed Stock)
On Purchase Order: 10That's 50 items in stock, minus 30 committed stock we're at 20 available stock.
I already have 10 on a PO so to get back up to 40 I would need to order 20 more.Basic inventory management equation:
In stock items - Committed Stock + On Purchase Order - Reorder…3 votes -
customer statement based on shipping address.
My customer has multiple delivery addresses based on their contract works. It will be very useful if I can generate statements based on the shipping address so that the customer finds it easy to have a track of invoices being sent to different places
5 votes -
Export bank statement for offline reconciliation and information gathering from the concerned team about the nature of expense.
Need functionality to export the bank statement from Zoho for offline reconciliation and information gathering.
1 vote
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