Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6163 results found
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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 -
Domestic reverse charging of VAT functionality
Zoho books has an option to account for reverse charging VAT when buying/selling products from Europe. However, there are several products that are reverse charged domestically. It is not possible to account for these in Zoho Books. Later in the year I understand that certian building activities will be dragged into the reverse charging category. I want to but I can't use Zoho Books until this feature is added, others may have to stop using it if it is not added.
9 votes -
Description in quantity
Make an Optional Text Tab under the "quantity" in Invoice.
This will allow the user to define the quantity as per their client requirement.1 vote -
Allow new Chart of Accounts numbers to be added on the fly from the new journal entry screen
Allow new Chart of Accounts numbers to be added on the fly from the new journal entry screen
1 vote -
Template
The report templates take up a huge amount of space and are a waste of precious paper.
Please could we have some control over the layout such as size of print, spacing of lines, spacing of columns, page numbers titles and headers.
We definitely need headers and page numbers on the report pages.
0 votes -
- Search Bank Transactions Description / Filter possible duplicate transactions in Bank Feed
This option will fix quite few issues related to banking feeds sync
1- sometimes bank doesn't display full description until transaction is fully approved, upon resync it appears as new transaction
2- if we Sync bank transactions when travelling in different country timezone, it display same transaction twice with 2 different dates
3- we should have an option to use search / filters using dates, description to find a transaction if we need to
10 votes -
Auto Backup in ZOHO BOOKS!
Need auto backup in zoho books!
currently the backup is only initiated once the user requests. This has to be automated, every 7 days or 15 days.8 votes -
Date calandars
Please will you standardise the date selection calendars.
Some are different and some are tricky to select custom dates.
Also it would be nice to have an "ALL" feature so you can select all the transactions for a report without having to put the dates into the custom calendar. A customers of vendors entire history on the system.
0 votes -
Multiple Item Within a Single Item with Different Rates
I want to add multiple service in same Item. This will help in adding different Tax Rates for each. Further this feature will helpful for service provider.
Example: if any service include government challan [PART 1] and it is part of service fees then it should be taxed NIL, but the professional fees [PART 2] has to be taxed.
1 vote -
Custom accounts in customer statement
There should be an option to add specific accounts to the customers' statements.
For example I give loans to my clients and would like to include an outstanding balance
5 votes -
default items for Estimates
There are some items needed for almost every Estimate, so it would be great if we can default them, instead of adding them into an estimate each time.
4 votes
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