Zoho Books
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6168 results found
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Give the option to round off the sales tax liability
When we report sales tax with our state, the state has us round off all of our numbers. Such as Gross Sales = $45,650.13 would become $45,650.00. Our Exempt Sales = $9,235.55 would become $9,236.00.
When we apply a tax payment in ZOHO, we always have to apply an adjustment for the rounding difference.
Having the option to run the liability report rounded or not would be appreciated.
6 votes -
Reporting Tags for COGS
I am using Advance Inventory. Need to associate the reporting tag for an invoice to all income and expense accounts. Currently reporting tags are allocated to the sales account but then when you run a P&L and filter on the reporting tag, you end up with no COGS
9 votes -
Custom field change
In Preferences/Account/Chart of Accounts Custom Fields - make the options editable. A typo is otherwise hard to fix. Also would be good to have a way of recategorizing all or some accounts at the same time.
1 vote -
Make Order Number field a valid %placeholder% in templates
In the invoice we use the order number field to display a readable description of the order. It would be beneficial to allow this field to be used as placeholder in the email template. This placeholder can be used in the email subject to describe the order.
1 vote -
1 vote
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Items need to have both a Sku and a UPC code option for scanning out sales
Items need to have both a Sku that identifies them with the manufacture for Purchase orders. Items also need to have UPC codes as well.. Manufactures have both of these codes for items not just 1.. The barcode (UPC "Universal Product Code") would allow to you scan the item out and the sku is for reorder and product identification.
27 votes -
item wise discount in purchase invoice
please provide an option like sales invoice to add discount item wise in purchase invoice .currently we dont have that option
1 vote -
Configure multi-level approval with specific approvers for Sales Approval.
It will help people to create a checker in between maker and approver of the transaction for Sales. which help to avoid errors while recording the transaction.
6 votes -
GoCardless US
Ass support for GoCardless in the US as they are now offering their services in the US.
3 votes -
Provide option to limit sales persons to only using composite items
Provide an option in user roles to only allow the sales team to view/use composite items.
This way you can use normal items as inventory assets and composite items as finished goods. Zoho inventory will be able to effectively keep track of all types of inventory without having to burden the sales team with a long list of items
3 votes -
Reset for Books
When we do reset - It should delete all the information as it works in the smart phones. ( All Data should be cleared)
When we are implementing / migrating any data from legacy systems
either directly or through excel sheets. if we update a incorrect data unfortunately a measurable volume. It is very difficult to delete all the data again. ( when we update with all parameters like - Invoice with Payment, Bills with Payment details)1 vote -
taxable purchase from urd what it is now
We have purchase taxable service from un Registered person what type of this service Exempted, Nil Rated or Zero Rate or Els.
1 vote -
1 vote
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Trading account reports
We need to Trading account reports please update.
Phone no - 9650395541 vote -
1 vote
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change the way that you can edit expenses in foreign currencies when you get the matching bank transactions. Rather than having to calculate
You should change the way that you can edit expenses in foreign currencies when you get the matching bank transactions. Rather than having to calculate the new exchange rate to get matching figures you should be able to add the home country amount directly and let Zoho calculate the exchange rate
1 vote -
Allow expenses to reconcile with multiple banking transactions. When I have overseas expenses for a client my bank posts two transactions, o
Allow expenses to reconcile with multiple banking transactions. When I have overseas expenses for a client my bank posts two transactions, one for the transaction and one for the bank charge. When I bill the expense to the client both sums combined make the expense so to be able to apply both transactions to the expense would make it clearer for the client.
5 votes -
Remove the Vendor Category from the Payment Portal
Since I am sending my Customers to the payment portal, I do not want them to mess with the Vendor Category drop down when they edit their contact information.
1 vote -
products
zohocrm products selected in a Deal should auto populate an Estimate Sales Order or Invoice created using the zoho finance integration. Otherwise i cannot see any purpose for adding items to the Products module in a Deal in CRM.
1 vote -
Would like to see one ledger if you are purchasing and Selling to Same Customer.
Would like to see one ledger if you are purchasing and Selling to Same Customer. Like its in Tally or Busy. in zoho this feature is not available. We have to manually add payment receive or payment made in both ledgers.
1 vote
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