Zoho Books
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6725 results found
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inventory custom fields
In the European Union, when a company's sales is over €650k p.a., and its purchases are over €500k p.a., that company must report for VIES, and Intrastat.
Intrastat requires certain fields such as
Commodity Code
Country of Consignment
Weight
Mode of Transport9 votes -
Allow rename of Projects and Tasks
After a project or task has been invoiced, you cannot rename it. While I can understand why (referential integrity in the database), this is a terrible restriction. Prior invoices with the old name shouldn't need to be affected, but sometimes details of a project evolve, and renaming is helpful (especially if you discover a typo).
8 votes -
Allow for an itemized list on printed check stubs
I would like to have an itemized list on printed checks' stubs. The vendors & employees that I pay like to see amounts + descriptions that are going into the total
8 votes -
ADD A FEATURE FOR LOAN RECIEVED FROM ANY ORGAINSATION OR PERSO
I didn't found any feature for receiving/giving loans from/to any organization or any person. Please add it
3 votes -
Inventory adjustment - Search
When looking for an existing adjustment, it gets very complex because you have to go through all the list which just grows over time. It would be great to be able to select and item and date range to see only the adjustments that fall in that selection.
13 votes -
Include invoices and receipts in backup
although the backup function provides some usable output there are no invoices included in the zip file.
It would be very relaxing to take a backup and also get:
=> all invoices as PDF
=> all uploaded receipts for expenses, billsThis would reduce the overhead of saving everything twice.
18 votes -
Allow Supplier Item Pricing in a Different Curency
I distribute products from suppliers arounmd the world. Their price lists are not in my base but their local currency - USD, JPY, EUR etc.
I need to be able to enter supplier currencies for each item. At the moment their prices have to be converted into the base currency. This means that when a Purchase Order is created in their currency the pr9ices are always wrong (as exchange rates change) resulting in me having to manually update each price from a paper price list.
This wastes a lot of time and could be avoided.
10 votes -
Kindly provide estimate follow ups and remider for sent estimate
It will very useful to increase sales for small business to follow up his quotes/estimate timely.
3 votes -
post delivery of estimates and invoices
I might be working on an Estimate at 10pm and it is ready to go.
So I just want to send it.
But I don’t want to send an email to my client at 10pm.
And I don’t want to have to remember to come back to it the next day, or maybe in 2 -3 days time.
So it would be really helpful to be able to SCHEDULE the delivery of an estimate email at some future date and time.
In addition to the SEND button, there would be a SCHEDULE SEND button with a date and time pop-up.
…
16 votes -
Create PO from Invoice
PO From Invoice - Not only from SO
264 votes -
LivePlan Integration
Integrate with LivePlan Software to keep track of Actual P&L, Balance Sheet and Cash Flow vs Budgets on LivePlan's ScoreCard
25 votes -
Easy-fix Reports: Simply add Date Customization a "Project Details" as already in "Timesheet Details"
We need to generate (for clients and ourselves) an overview of the Timesheet details for a certain project and period.
However, under "Reports" / "Projects & Timesheets" / "Project Details" the "Customize Report" Setting as in the next menu below ("Timesheet Details") is missing.
It is currently not possible to generate a report based on projects just for one month. It currently simply states it for the whole lifetime! This just doen't make sense an is certainly very easy to fix.
Just please please please add the "Customize Report" Setting on top also to "Project Details" so one can change…
8 votes -
Show credit terms for various vendors and integrate it into when bills are due.
Ideally, you would be able to set terms for a vendor. When a Purchase Order is created for a given vendor, it will notify you of how long you have to pay it.
11 votes -
Mark UP in expense
There should be mark up option while recording on expenses . For exmaple , We purchased a service/product $10 and sold to our customer @15$. Both field should be present while recording expense.
Same is present in other online accounting software like quickbooks etc21 votes -
Implement Cost Center Management funcionality
Cost Center Management is a vital tool to analyze each units profitability, por the cost impact of an específicamente unit of your bussiness.
11 votes -
Assign items to a vendor
Assign purchased items to a vendor. The purchase information can be entered for an item, but the vendor field is not visible. When the items are exported, the field is in the export.
8 votes -
Retail POS platform
Zoho Corp can integrated new third parties to have a solution when you have point of sales.
14 votes -
37 votes
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Link SO, Invoice & POs with a common value
Linking Sales orders, invoices and purchase orders would enable easy tracking of the transactions between all three.
We'd like to see one common value that links all there and can be used as reference # for invoice and PO at the same time. This common value can be used by the "organization" to track related transactions between customers and vendors
180 votes -
27 votes
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