Zoho Books
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6163 results found
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Account Titles Associated With Items
I just discovered that "Items" can only be associated with Income and Expense accounts only. If the user wants to associate the item with another account title, the user has to do it manually which is a great hassle especially if there are a lot of entries to create.
Let's take for example: Rent Sales Invoice
Rents require "Security Deposit" which is a Liability Account and not an Income Account. If we are going to reflect this in the invoice, we still need to add Additional Account which is a hassle especially if we have a lot of invoices to…27 votes -
1. The alias and description options, like in Tally, are not available 2. Binary search or part of Item name search is not available. For eg
- The alias and description options, like in Tally, are not available
- Binary search or part of Item name search is not available. For eg, if the SKU or Item name is ' D.C. motor plug' then if I write motor, plug or dc in search/bill creation then it doesn't show/populate in the field
- If I create composite items then it has to be bundled each time, so the option of auto-bundle should be available. More importantly, if I create a bundle or if it will get auto-bundled in the future release then the items used in this bundle should at…
6 votes -
Support for XML and digitally signed documents
My request is to add additional file formats as allowed attachments to transactions. There cases where I have to attach an XML file or a .P7M file (a digitally signed file) to a transaction. Since those documents are generated by government agencies (Italy), they cannot be converted in other formats but must be kept in their original format.
16 votes -
Payments Made Statement shows the net balance after deductions like TDS etc.,
Payments Made Statement shows the net balance after deductions like TDS etc.,
Please redraft the report to show the original invoice amount, deduction if any, then amount payable and Payment made
3 votes -
Under GSTR1 Return, the Documents issued details should be fetched from Zoho Books Itself.
There should be a separate category GST RETURN.
Under GSTR1 Return, the Documents issued details should be fetched from Zoho Books Itself. This shall avoid manual intervention of fetching document details manually.4 votes -
show on the New Invoice screen whether-or-not a customer has an available credit that should be applied.
When creating new invoices, I would like the invoice screen to show if customers have available credits that can be applied to their new invoices. I have lots of customers with available credits on their accounts. Every time I create a new invoice, I have to back out of the New Invoice screen and verify whether-or-not a client has a credit that should be applied. Even better, I would love it if Zoho automatically asked me if I would like to apply an available credit to the invoice before saving and emailing it to the customer!
10 votes -
The statement of accounts needs separate columns for invoice numbers and purchase order numbers
While it's great to have a statement of accounts feature, it isn't serving it's purpose since the isn't an option to show the purchase order number. Also the invoice numbers should be mentioned in a separate column.
Thank you!
15 votes -
Add serial number for items already in transaction
Hi,
currently Zoho only allows you to include serial number for items which have not had any transaction. We would like this changed.
We have not been keeping our inventory well until we started seeing the benefit of zoho. When we put our stocks in zoho and requested for strict serial number tracking, some items had the error "this item has already been transacted", so we could not do anything.
kindly make it possible for us to make sure at every stock count, we are able to confirm, edit, delete etc to make sure ONLY serial numbers that are available…
13 votes -
credit note
Kindly, why when i make credit note for a customer for a specific items, does not appear last sales prices for this customer for a specific items.
the only way we have we need to we go to advance search to check the invoice and the items price.9 votes -
Managing the inventory within the warehouse so that I know at which particular area or rack a particular item is located
Managing the inventory within the warehouse so that I know at which particular area or rack a particular item is located
This would help in better internal management of the warehouses11 votes -
TDS Return filling,
Hi,
I want to file TDS return zoho books likewise GSTR return.This feature should be there for more effective of Zoho books.
37 votes -
JOB SHEET for service organisation.
We do sales and service so please give an option for creating the job sheet for repair systems
4 votes -
Profile Name optional on new Recurring Invoices
It is inconvenient (waste of precious human time) to manually specify a unique value for Profile Name when creating a new recurring invoice. Freshbooks does not require one to specify a unique Profile Name. Zoho Books should either make this field optional or automatically populate this field with a default value which can be optionally altered.
3 votes -
Ability to sort Uncategorized Transactions by other fields
Need ability to sort Uncategorized Transactions by other fields such as Details, Deposits,Withdrawals in asc/desc order during reconciliation. Would also be great to have an Add link next to each transaction so it's easier to quickly add a transaction without the side panel popping up.
4 votes -
CONSIGNMENT STOCK
A large number of producers supply on consignment to their distribution partners. This is not a taxable sale, and if it is treated as warehouse inventory then you will not know where it is or must treat hundreds of distributors as warehouses. You need a consignment feature with Sales that allows you to park and track stock at your resellers
33 votes -
Provision for Tax collected at source
There should be a provision for TCS in invoices.
13 votes -
4 votes
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Integrate NMI gateway
Integrate Zoho Books and Zoho Checkout with NMI payment gateway
31 votes -
While recording vendor bills, only the vendor invoice date (bill date) is available, please provide for a posting date option also.
While recording vendor bills, only the vendor invoice date (bill date) is available. For all accounting entries, please provide for a posting date option also. The accounting reports should be based on the "posting date" entries. This will help us recording bills in the current month / period, even if the bills for previous months are received late.
17 votes -
Generate report that shows invoice date, number, item number for each part invoiced
Ability to generate a report of invoices generated that includes all of the data found on the invoice. i.e. item name, quantity, total, customer name etc.
4 votes
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