Zoho Books
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6196 results found
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custom price list
The ability to create a Custom Price List that contains only the products you require for a particular project, scheme, or group of customers. Easy to use, quick to find the products required and removes ambiguity or error.
6 votes -
20 votes
Hi,
We have raised a site request for Punjab National Bank Corporate Login. We will update you once the full site gets developed and when the bank is available for connection in Zoho Books.
Regards,
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Allow of early payment discount processing in bill payments
There should be a way to process a bill payment with an early payment discount. We pay our main vendor on net 30 terms, but if we pay in net 10, we can take a 5% discount. There is no option to do this in the bill payments....I will need to create a journal entry, which is an inefficient use of time, where the software should be able to do this for me
19 votes -
VAT Returns for other EC Countries - Configurable VAT Reporting
Implement System whereby you support either by countries filing of VAT returns or a 'module' where you can configure it yourself (ie link VAT Rates to a VAT box(es).
14 votes -
Purchase order, invoice, sales order item keyword search
when i input items to the Invoice, Purchase order, saler orders or any.. i have to input the exact words from the beginning of the item name.
example
Item name: Apple Watch
search item: apple
in order for it to appear in the dropdown list.
i would be great to just write "watch" and also be able to select from the dropdown list
PC, and Android app, must write the exact first word.
iOS, can write "watch" and the product is listed in the dropdown list to be selected.
10 votes -
put an option to convert a Sales Order to Delivery Challan. At present only option is to convert Sales order to Sales Invoice
Make Sales Order - Convert to Delivery Challan - Convert to Invoice
At Present You can't convert from Sales Order to Delivery Chalan16 votes -
create retainer invoice from sales order
There needs to be a way to show the trail Estimate (Retainer Invoice) to Sales Order (showing retainer payment) to Invoice.
Currently, you can set auto accept to invoice, but not sales order and there needs to be a way to show the retainer payment on the sales order.
4 votes -
GST on Freight Charges
As far Shipping Charges/Freight Charges is also GST applicable, wherein, in your current software if you want GST to be calculated for Freight charges it is not possible. Your call center team suggest us to add as another line item this shipping charges which is not the right way of doing it
5 votes -
Automate exporting invoices
Scheduled automation of invoices export to google drive or other cloud services.
6 votes -
envelope
It would be interesting to have the possibility to print address of contact on enveloppes #10. Let say we have our business envelope we could print contact information directly on the enveloppe to send check or invoices.
14 votes -
CUSTOM CHARTS OF ACCOUNT
I would for Zoho team to allow suscriber to customs the chart of Accounts as they wish. Some Accounts in the Charts of Accounts are not useful in some countries and also the chart of accounts is not the same in all countries. Therefoe except fews account that could not be renamed, we should have the ability to delete what we do not need as account and organize the chart of account as we wish according to our local chart of account and legal provisions
25 votes -
Estimate Status- Add a closed or completed option. Invoiced is not enough as we can invoice for part of an estimate and it is not completed.
Estimate Status- Add a closed or completed option. Invoiced is not enough as we can invoice for part of an estimate and it is not completed.
17 votes -
Add new Data feild
Please add CGST AND IGST data field to be pulled in customize reports from ZOHO Books. It will resolve 2 issues:
1.Item Total will not be wrong
2. Item TAX % break up will clearly be visible in the report.
3. The same data feild is already present in Sale module of reporting2 votes -
Integrate with Etsy
I'd like Zoho Books to be able to integrate with Etsy. Many e-commerce shops that sell handmade or vintage items sell on Etsy, and it would be very useful to have Etsy integration. Especially as I charge in USD but pay fees in CAD, using Zoho's functionality for multiple currencies would be ideal for Etsy transactions. Having to manually upload a formatted CSV each month adds to my bookkeeping time.
10 votes -
Ability to Auto Import
Look at a feature of allowing auto import into zoho books through other conventional accounting softwares. Most companies are on ERPs or other traditional softwares but which supplement their core manufacturing or service activities. It is not practically easy to change those softwares. Allow an option wherein data from those softwares can be imported through FTP or even an auto email with attachment. An API cannot be used or integration method will also fail as in most cases these software companies do not want users to shift from their softwares to Zoho. Zoho Books is a good product but unless…
6 votes -
Indicate the estimate number on the invoice
I need to automatically enter the corresponding estimate number on the invoice. I do it manually but I think it has to be simple to automate?
1 vote -
Invoice Template-Details printed on the first page like PO no,Invoice No,Organisation Info to be printed on all pages
When the line items exceed 1 page,want details printed on the first page like PO no,Invoice No,Organisation Details to be printed on all pages of invoice and estimate.
7 votes -
kotak bank integration needed
The same way ICICI bank integration is done can kotak also be done as we are planning to open a kotak account
4 votes -
Custom field calculate between numerical fields
need ability to create a custom field that can process calculation between Numerical fields... this functionality is a giant gap
7 votes -
custom status in Invoices
We must be able to create custom status just like that of Sales Order.
Eg : 1. Printed
2. Acknowledged etc...........3 votes
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