Zoho Books
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6155 results found
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Please give the option to arrange the Invoices by Date, Invoice No, etc in GST Filling under GSTR-1 (When clicked on Number of Transactions)
Its Helpful for checking the No of transactions correctly, if filling Manual Returns....
1 vote -
Flexible sales approval process
While we turn on the "sales approval" process the approval is applied on sale orders, sales invoices, credit notes etc by default,
It must be more flexible as to on which modules we want the approval like in our organization we only want Approval for sales order not on Invoice & credit notes.
2 votes -
Client Portal - Projects - Bills
I have a client, who buys distressed mortgages & houses, then rents the property back to the house holder, over a long term lease, with an option to buy.
He would like to be able to record all the maintenance costs on each property over the lenght of the lease (Time Tracking / Projects).
He would also like to have this information available to the tennant via the portal.
Currently, bills are not shown on the projects area of the portal.
I suggest that they should be.17 votes -
reclassify expense into itemized
The ability to reclassify an expense into an itemized SPLIT expense after it has been invoiced (and paid). You can currently change an expense category, but you cannot edit a single expense into an itemized expense for the same total.
1 vote -
price to retailer column ,Free scheme supply column,
price to retailer column ,Free scheme supply column, In the template.
1 vote -
Allow discounts to be posted to multiple accounts in the general ledger
Currently discounts are posted to one account. I would like to be able to have discounts posted to different accounts per item
4 votes -
Expected payment date to be transfered to payment gateway (especially GocardLess)
Expected payment date (or payment term) is a big part of a BtoB sales and is used in the negociation with the customer. It is supported by the Z Books invoice but the date is then not transmitted to the payment gateway. The gateway then triggers an immediate payment and do not respect the information in the original invoice.
That's a big problem for the BtoB markets!Please add the latest payment date in the gateway interface (I know that Gocardless accepts a date in the future to trigger the payment)!!
1 vote -
1 vote
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Please allow the CRM to autopopulate the estimate and invoice signature for the sales person just like it is done in Zoho Books
Please allow the CRM to autopopulate the estimate and invoice signature for the sales person just like it is done in Zoho Books
1 vote -
comparison for custom dates on profit loss
we want to be able to define custom dates, then compare those dates to previous year. as the system is now, you can only compare to previous years or periods when using the last month, last year, last quarter, year to date options.
6 votes -
integrate multiple payment methods through Braintree
Braintree processes payments via Paypal, Venmo, Apple Pay, Google Pay, and more. It would be convenient to be able to accept all those payment methods using just the Braintree gateway.
1 vote -
Show company name in Tooptip while select custome as i have same customer name
Show company name in Tooptip while select custome as i have same customer name, as you have not use this field in Invoice Display. This will help the customer to select proper customer with different location with different GST.
Advance search is good but every time customer not select that option as you provide auto suggest on customer name, please understand my concern.
I raise my concern many time.
1 vote -
Cheque Print Need
I need cheque print, Zoho made feature for USA then why not not India.
Please reply1 vote -
Merge estimates and Create PO from multiple Sales Orders.
It would be nice to be able to merge multiple estimates so we can convert into ONE Sales Order.
Also, it would be nice to be able to select multiple Sales Order and convert into one PO.
22 votes -
Integrate WorkDrive with Email/Books/etc.
Most Zoho Apps allow easy file attachment from Zoho Docs and other cloud services but currently does not support WorkDrive.
1 vote -
PDF format to customers automatically
We should have the option to send recurring invoices to customers as a link or PDF automatically. We can only manually do that right now.
4 votes -
Foreign currency Adjustment IMPORTANT
Foreign currency adjustment matching routine sets up the adjustment transaction for the current dat, i.e today. This is not correct. The adjustment date should be same date as the actual underlying transaction. Or the system offer the opportunity to the accountant to set the adjustment date.
0 votes -
Xero
Full ZohoBooks and Xero integration. I have to use Zapier at the moment. This is silly as the Discounts don't pull through, so we overstate revenue in Xero
6 votes -
allow out of the box fields, such as Timesheet Notes, to be required
Often, for a timesheet entry to be complete, a note needs to be entered to indicate what was done during that time. It would be helpful if there were an option to make Notes required when stopping a timer or submitting a timesheet entry.
2 votes -
Invoice report with cost of sale for every invoice individually,
Every item has a cost price recorded, I need an invoice report per sales person that include a column indicating to cost of sale on every invoice
3 votes
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