Zoho Books
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6159 results found
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Enable click on income graph in customer overview to show the related transactions of that income
In customer Module -> customer View there is no way to see any sales without invoice.
In the overview tab, the Icome Graph show the income by month, and the amount if over with the mouse.
However you can't know to which transaction are related this income unless you go to search for this transaction in the banking module, or you generate a report that include the sales without invoice in the report.It will be much easier and faster just to click on the month income bar of the graph, to show all the related transaction of that customer…
3 votes -
Task Notifications
Please let users know when a task has been modified or created.
6 votes -
BUG - No date is showing on screen for P&L with custom date selection
BUG - No date is showing on screen for P&L with custom date selection
1 vote -
Day book should be available with period and all option of Cash Book, Bank Book, Journal etc. Like Telly and it will be add value in your pr
Day Book will be available with all day book and period from date to to date. It will be add value to your product
4 votes -
Option to take digital signature on Delivery Challan using mobile phone using Zoho books Android App.
It will save alot of paper. Thanks to Zoho Book we now send most of the invoices thorugh email, its quick and easy and Eco Friendly. However, some clients place multple order and require challan along with the invoice, for which we need to handle it manually using conventional methods (hand made delivey challan). If we can take their signature direclty on the delivery challan in mobile, it will make the work very eco friendly and again time saving.
7 votes -
Zoho Books Inbox, have multiple email adresses that redirect to the scanned documents
If we have multiple email adresses that can redirect to the Inbox of Zoho Books, we should also be able to automatically redirect each emails received to a specific folder to already filter if it is a sales order, purchase order, bill, ... So that the designated person can take care of the transaction.
3 votes -
in Zoho Books Inbox, the amounts of the scanned document and matching transaction do not match
From the Inbox in Zoho Books, if the amount of the amount of scanned document and the existing transaction do not match, we should be able to compare both, to see what doesn't match and modify the existing bill.
3 votes -
Autogenerate invoices based on when invoice sent, not created in draft mode.
It would be useful to have the option for the auto-generation of invoices to occur when an invoice is sent out, rather than prepared in draft format. Every time I prepare an invoice it autogenerates, even if I then delete that draft ('cos I make a mistake).
2 votes -
mileage
I have requested this many times and I don't think it would be hard to do. But when I add my mileage into the odometer reading on the app it does not keep the entry for when I am finished. So, I have to write the number on a piece of paper to add at the end of the trip . It would also be nice to have an easy way to take a photo of the odometer before and after.
3 votes -
Zoho doesn't have progress claim options so far.
Progressive claim for every item. we are waiting for your roadmap/pipeline to be included in this Zoho Books.
3 votes -
1 vote
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Mentioning TDS when Invoice is created
Provide an option to mention TDS recievable when the invoice is being created.
14 votes -
Auto generation of Bill numbers.
When we purchase from unregistered suppliers, we have to rise bill by our own. Hence auto generation of Bill number is must. Especially when Purchase is made under Reverse Charge Mechanism.
13 votes -
Enable in the setup if a custom field should be available for templates, but can select it on demand in the design of them
We know that currently custom fields can appear in the PDF, however a custom field tant is required to appear in a template does not necessarily need to appear in another one, that is to say, the suggerency is that in the setup of field can be enable if the field must be available to be used in templates, but until the setup of the templates the users must be able to select when the field is required or not.
9 votes -
Add dynamic statement descriptor in Stripe API for payments through ZOHO.
Stripe supports dynamic statement descriptors with their API. This will enable customers (with applicable banks) to see a dynamic reference on their credit card statements. This can be incredibly useful for corporate or government card holders in their reconciliation processes. Highly suggest using the Invoice# as the number to report in dynamic reference.
The relevant API data field is: "statement_descriptor". Currently in Stripe API, this is being reported as null.3 votes -
Categorize Transactions in iOS and Mac Apps
I mostly use Zoho Books for keeping books, and as such, the vast majority of the time I spend with the service involves categorizing transactions. It would be extremely nice if I could do this on my iPhone, my iPad, or in the new Mac app, given that it's 99% of what I want to actually do with Zoho Books.
I understand that the new Mac app is based on the iPad app, and that the lack of categorization carries over from there. However, it does feel a bit odd to have to leave a Mac application and go to…
3 votes -
Option to add a new rule to an existing rule
make it possible to add an unrecognized transaction to a existing rule
1 vote -
automate settings the EXPENSE currency to the VENDOR's default currency when entering expenses.
Currently a vendor can be assigned a default currency, but when entering expenses the default is always to the organization's default.
I would suggest that the expense currency auto-update to the default vendor setting.
This would remove the risk of accidentally entering in the wrong currency.
1 vote -
Add % metrics on management reports
Most accounting packages give reports with an option to show %, eg;
each sales heading as a % of the total, and then each cost head as a percentage of sales.1 vote -
reports user filed
On the 'Purchase Order Details' report. Create a reporting field that shows the "User" that created the Purchase Order
3 votes
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