Zoho Books
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6175 results found
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Rename Sales Order to Repair Order
Would like to Rename heading of Sales order to Repair Order
1 vote -
Customizable Dashboard
Please make the dashboard customizable.
I should be able to create a report, and be able to throw it on to the dashboard for me to see as soon as I enter Books.The variable fields should be more easy to choose. E.g. Date Range, Year range.. Graphs that allow Year-on-Year / Month-to-month comparisons between multiple years
46 votes -
Roll up / Hide Line Items
To have the ability to ROLL UP / HIDE Line Items.
We manufacture bespoke products, that are made up of individual parts,
We do not want to SHOW the individual parts or their cost.
However the cost will still be added to the total on the estimate
The hidden line item price - can be added to the first line item price...
6 votes -
Multiple Currency option while creating items
Multiple Currency option while creating items
1 vote -
Allow us to configure multiple contacts to be emailed EVERY time I invoice a SPECIFIC client
Some of my clients want their invoices emailed to multiple contacts (email addresses). For example they might want their invoices emailed to the company owner and their bookkeeper. Inside of Zoho Books I already associate multiple contacts with their account and hence the multiple email addresses appear at the bottom of each invoice.
The small difference that I would like is the ability to configure specific client accounts ONCE, so that their invoice goes to multiple email addresses every time thereafter.
8 votes -
Print from mobile device
Mobile printer
2 votes -
ability to send test emails
After updating an email template I'd like to send it to myself to see if all parameters are showing correctly.
1 vote -
Timesheet Filter
It would be helpful when using the All Timesheet screen to filter out inactive contacts from the customer drop down menu.
6 votes -
VAT
Default VAT code to standard rated on all items unless the item is specifically exempt or standard rated.
Of course, this only applies to VAT registered businesses.
In the sales invoice template/settings, there should be a "default VAT rate" so sales invoices can't be sent out without VAT being applied.
3 votes -
Legend on Banking page
It would be really nice to have a legend that quickly shows what each series in the graph on the Banking tabs...
1 vote -
Align the item's unit in the same row as the item and not under the Qty
In a sales invoice template, you should allow users to easily add the column Unit separate from the Qty column. This is to align the item's unit in the same row and not under the Qty of an item.
Ideally Qty and Unit are in two separate columns and the corresponding value for the item's Qty and Unit should be in the same row. The Unit should not be added as a custom field since this is just a workaround. Unit value should automatically be displayed in the Unit column based from the Item's master data. refer to Chat transcript#…1 vote -
GST tax rate change for multiple skus
How to make changes in tax GST rates for a skus when the items are active
1 vote -
1 vote
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To Assign Customer more then One User
Dear ZOHO Team I want to Assign Specific Customer more then One User (Operator). for example We have two User One Enter Invoice and One Received Payments from Invoiced Customer so i want to assign that customer to Both User but it is not working mean Specific customer can be assign to one user only...
so Pleas Update the following option . thanks1 vote -
2 warehouse in zoho book
Need to add 2 warehouse in zoho book. its very easy to control
2 warehouse inventory from single zoho book.
At the time of create estimate/ invoice ask option for select warehouse name .1 vote -
Retainer vs. retention
Retainer invoices are like deposits. Retention money held by a builder is where they hold back a proportion of the payment and these are typically for 12 months. These can be a) difficult to track, and b) impact on cash flow if there is a large number of them. There is an online system in Australia called Retention One, that assists in tracking and collecting such payments. If there was something similar within Zoho .....!
1 vote -
How about providing examples suitable for the UK rather than for a US/Californian entity?
I'm not convinced how well you support UK businesses given your examples are for a US entity paying Californian taxes.
1 vote -
ITEM SALES BY SALESPERSON
Kindly Add a Feature
ITEM SALES BY SALESPERSON Report.
BY this feature Company will see the report of sales person wise sell of Item or product .3 votes -
Allow recurring expenses to be itemized (split between different accounts)
Zoho Books now supports itemized/split expense accounts for manually added expenses. However, this feature is not currently available when creating recurring expenses. As a result, recurring expenses that have more than one component (e.g. a recurring payment made with principle and interest components, or direct-cost and tax components) need to be set up as distinct recurring expenses.
It would be nice if recurring expenses offered the same feature set as manually added expenses.
10 votes -
增加扣款单的功能
- 当货物有后期发现的零星不良时间，需要扣款处理（此时间款项已付，需要从其他的款项中扣回）
- 当来料导致其他额外的损失时间，需要扣款处理！
目前的系统无法实现此功能！需要增加！
1 vote
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