Zoho Books
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6133 results found
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bill approval by user
We would love to be able to allocate bill approval by user please
0 votes -
Add a [Save and Continue] button
I know Zoho Books has an auto save feature but it is never clear when it actually saves. Sometimes I work on long invoices that can take me several hours so having a [Save and Continue] button gives me peace of mind that what I just did is saved.
Note: I can always save but to continue working I have to open the invoice again.
2 votes -
Allow customization of the Bank Reconciliation Details report.
Both of my businesses have multiple bank accounts. It would be helpful for my CPA to identify the business and its corresponding bank account in the main title section of the Reconciliation Details report. Without this customization it becomes a tedious task to manually write or stamp on each page which business and account this particular report belongs to.
4 votes -
optional items in ESTIMATE
Include possibility to add "optional" items in ESTIMATE... where the price can be shown (rate), with Qty. entered as zero.
At the moment, as per help center, it is only possible to zero the optional items' value... which to the customer can mean items are also included.
18 votes -
Remark to Populate in sales orders it does shows up in Invoice
Remarks that you set in customer details do show up when you create a invoice. They do not show up in sales orders. Can this be fixed please.
6 votes -
Hi. I need to see a payment gateway called: PAYFAST. its a South African gateway
Hi. I need to see a payment gateway called: PAYFAST. its a South African gateway
6 votes -
New fields for Honduras tax invoice
Honduras Tax Administration Service require some new fields on invoice document, like:
Total summary
- Exonerated amount
- Exempt amount
- Amount taxed {tax 1}
- Amount taxed {tax 2}
- Tax amount {tax 1}
- Tax amount {tax 2}
- Total amountThis is a requirement that will be apply on march 1st and basically is that main reason that I will need to migrate from Zoho Books to CloudbBiz
7 votes -
Email alerts when bank feeds haven't been refreshed for a long time
Since Zoho won't automatically refresh my bank feeds for some reason, it would be nice if I could receive an email reminder if I haven't manually refreshed for some time (ideally a time period set by the user), e.g. if my bank feeds are more than a week out of date, then send me an email
3 votes -
Акт выполненных работ
Добрый день. В связи с тем, что во все странах СНГ до сих пор используются для закрытия работ акты выполненных работ, а при продаже ПО акты приема - передачи ПО, пожалуйста реализуйте возможность создания актов выполненных работ и актов приема - передачи на основании (с) Инвойса
3 votes -
Opening Balances correction
I am new to Zoho Books. While creating a client account, I saw a opening balance field and entered the opening balance for the client.
While my accounting year starts on 1st Jan 19, transaction got posted as 20 April 19.
Help tells me, I can not modify the balance and should pass a Journal Voucher to correct it.
There should be warning message on this field will behave or should accept a date at the time of account creation2 votes -
REGISTER UNPAID OR CHARGEBACK DIRECT DEBIT
SEPA direct debit is very usual in Europe, and it's normal to get up to 10% of unpaid or chargeback. In Zoho that means that the client invoice is paid, and then some days or weeks later it has to be unpaid. Ant this operation which should be very easy (and it is in any accounting program) is incredibly complicated in Zoho Books. Let's suppose you send a group of 20 direct debit. First, you match and categorize all them with the bank account and the corresponding invoice, then when one direct debit is unpaid, you've got to unmatch all…
7 votes -
Allow for alias for zoho receipts on my domain
All that would have to be done is a additional account be added to the Zoho Mail and that account would be set up to forward all emails to the system generated email address for the receipt inbox. I know this works i did it on my mail server before going to zoho one. And now i cant do it with out creating a additional license on zoho one.
Why? Well the inbox is essentially a AR@yourdomain email that way all incoming invoices goes to it. Only issue is if someone emails that account that is not a receipt. So…
6 votes -
Unable to inactive resources from the project
when the user switches one project to another project we are not able to stop their access for the current project.
6 votes -
bank reconciliation
there should be a option available to change entries after bank reconciliation. because sometimes it happens that we have to change debtor ledger in that case we are unable to the change entries. in that case first we have to delete whole reconciliation the can edit. it is very painful.
so request you to do the needful
9 votes -
Show Total Outstanding on each PDF invoice.
Zoho Books on customer/client's invoice should show up the total outstanding amount as option. It's much more easy to track customer and customer easy to find it if they don't us "Client Portals".
6 votes -
3 votes
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One Product with all basic features
I found Zoho to be more like if you need this feature use this.. like if you want accounting use Zoho Books, if you need Serial No tracking then use Zoho Inventory..
Most Small Business like MSME in India, don't need heavy features that you have independently but they require basics of all in one place. This is why Tally ERP 9 or Tally 18 stands out in Indian Market.
3 votes -
1 vote
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Customer and Vendor account numbers / urn
System field for account number
6 votes -
Inventory Pool
As a service provider we do a lot of little jobs and a lot of jobs with a lot of parts. When it comes to invoicing we would love to be able to do a purchase order and create a pool of active parts that we can drag into an invoice without complicating our jobs by creating a project for each one.
So we can go to the supplier and purchase a range of products and then add them to a "quarantine" area. We can then keep track of what's in the quarantine area and if we've missed invoicing anything.…1 vote
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