Zoho Books
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6170 results found
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I could not see Rack and Row concept in Inventory
Rack and Row concept in Inventory
4 votes -
Create integration with upwork
Integrate with www.upwork.com to pull in customer name, contacts, invoices, and payables.
7 votes -
1 vote
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export and import function to change specific items in PO, SO, INV, Bills, etc.
I would like to be able to export to an excel file, make changes to specific items and import back again without affecting existing entries. Or if not Excel, maybe to a list within Zoho that when saved would reflect a new entry. For example; changing or adding to an invoice number. Or in sales a change of sales assignment. It would be so much quicker than opening each individual PO, SO, INV, Bill etc.
9 votes -
Di visualizzare i totali quando si generano le "viste personalizzate".
Visualizzare i totali quando si generano le "viste personalizzate".
1 vote -
For the customer address format customization on a template level.
For the customer address format customization on a template level. where in it will only applied to where template you customize it. Because we are using different format or layout in specific templates. Hope this feature will be applied. Thanks.
3 votes -
Enable multiple currencies for CONTACTS
We are a fashion retail business and our customers can shop different sales channels. We can only attribute 1 currency to 1 customer so when a client wants to pay in different currencies we have to create a new contact for them. Please allow customers to pay in multiple currencies under 1 CONTACT
1 vote -
HSN Summary at Invoice level
If we have got 10 items in a invoice with 3 HSN codes, I would like a column to be displayed below the invoice with HSN Code wise summary of the items in the invoice, which will help us with easy Bulk generation of e-waybills, all existing softwares such as tally and cleartax have this feature running.
14 votes -
accounts balance showing window on transactions
while selecting an account the balance of that account should showcased under. those features are available in tally erp 9 . it would be very helpful while making transactions.
0 votes -
While converting estimate to invoice, I want invoice number to be auto-generated to same as estimate number.
While converting an estimate to invoice, I want invoice number to be auto-generated and it should be same as estimate number.
Reason - once I have sign off from buyer and procurement team, I convert estimate to invoice. Now, procurement team has dealt with estimate number, while dispatching we need to put invoice.
Estimate number and invoice number being different creates misunderstanding.6 votes -
One Inventory for multiple Books
Currently only one book can be synchronized with an inventory. We want to connect one Inventory with multiple Books licenses.
1 vote -
Number range
We need our own number range for the delivery note.
1 vote -
The salesperson should not be adaptable
The salesperson should not be adaptable, it should be filled automatically. This way it can be avoided that someone writes invoices or creates credit notes in the bottle name.
3 votes -
Logging the exact time a sales order is made
Add a feature to log the exact time a sales order is made which is only seen by someone as an admin user.
2 votes -
Modo de llevar presupuesto de gastos vs gastos reales
Modo de llevar presupuesto de gastos vs gastos reales
1 vote -
Purchase Bill entry
I've an issue with Purchase Bill entry.
While adding an Item under the Purchase Bill, Item details tab shows no item (I've already entered the items and created Sales Invoices with them). And then I clicked "Add New Item" and entered the details, while saving that Item details its showing "Item already exist". I cant add item details to the Purchase Bill.
Stuck with this issue. Please help me to fix this.
6 votes -
Grouping Line Items in consolidated Invoice from multiple Sales Order
lets say we have monthly billing for the daily service rendered to a client. we provide similiar services every day to the client by creating Sales Order. At the end of the month, we create consolidated invoice (single Invoice for a month) aganst daily sales order created. Currently all the lines from sales order are append to the Invoice Lines. It would be fantastic if we can group the sales order line items at the Invoice lines so that we can reduce service line repetition.
4 votes -
Generate a pop up alert when a customer is chosen when creating an invoice or quote
It would be helpful if a pop up alert is generated when a customer is chosen when creating an invoice or quote. For example if customer is no longer able to purchase due to a bad debt or past due account.
1 vote -
Deleted Record
There should be an exception report which only shows the deleted record so admin can know immediately that some transactions are deleted from the system. This should be on top priority so should have separate report option.
0 votes -
Statement of Account
To Customize SOA for the customers and vendors is very important as the current standard template does not show the ref# and description.
Right now we adding the descript in the ref# filed so we can get it the statement in the notes filed ( we made across records ) !!!.
Please, we need to customize statement of account to be included ( Date, Ref, Description, Dr, CR, and balance).12 votes
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