Zoho Books
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6409 results found
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Allow more than one Subscription/Books company to sync with CRM.
We have more than one company we use for billing our customers because we offer more than one type of service.
Example:
1. We do marketing and advertising for customers for our classified ads website and
2. Build websites for people. Which are two completely different companies for us but sometimes they overlap.
Meaning they do Advertsing/Marketing AND Website building/SEO, etc.
So it would make it easier if in the CRM it showed ALL of what the client has subscriptions for. I hope this makes sense! :)3 votes -
Add project details for expenses on invoices
Although you can associate expenses with a Project. On customer invoices there is no way to display the associated project with an expense line item. Therefore the customer has no way of knowing which expense is associated with a particular project. My customer invoices contain multiple projects and their associated line items.
1 vote -
Trial balance should have option to show all accounts
Trial balance should have option to show all accounts even if there is no movement. Currently asset & liability show all accounts but not income & expense.
When copying & pasting trial balance data into a spread sheet it is important that ALL accounts are shown or the alignment of rows changes all the time.
1 vote -
banking integration for Banque de Savoie
Add french Banque de savoie :
It is part of Banque Populaire Group and should be the same integration.
Thanks you ;)
3 votes -
sales reports by brand
Could it be possible to build a feature where we could see sales reports by brand or manufacturer or maybe we could use a filter to do so?
4 votes -
item groups
Hi Reshma, Grouping items helps in adding different discounts % to different customers and different discounts % groups to same customer. Without grouping feature applying a % discount to select Items is not possible. It has to be done manually & could be error prone. Same with GST too. At least 1 level of Item grouping is absolutely essential.
2 votes -
supplier name not reflected in summary of inward supplies, but customer name is reflected in summary of outward supplies!!!
customer name is reflected in summary of outward supplies - great it gives a complete picture in a singlesheet with all the data including the tax breakup.
Then why the supplier name not reflected in summary of inward supplies?
2 votes -
1 vote
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VAT IN ZOHO BOOKS
We have retail outlet of Essar oil limited and in petrol & Diesel vat tax is levied as per Indian government rules.So vat tax should be in zoho books
1 vote -
Chart of accounts:
Is it possible under the chart of accounts to select which account is visible when you are entering in an expense. It is a pain to have to wade through all of the accounts to select which one to categorize an expense.
1 vote -
If theres is a provsion for "Customer ID" it would have been much better
If theres is a provsion for "Customer ID" it would have been much better
1 vote -
specific customer can be seen by the certain salesperson
Hi
Please add 1 feature in which some specific customer can be seen by the certain salesperson.0 votes -
3 votes
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Transactions posting
Please create a batch transactions processing for bank and cash , customer invoices supplier and other module transactions, such that we can enter transactions rapidly or import large volume of say 10,000 on lines basis like you will see in sage one and sage evolution (SA).
There should also be a feature for importing on this module3 votes -
Tracking products expiring date
Tracking products expiring date
At the point where we buy and sell.
I should be able to pick items based on there expiry date when raising customer invoices.
There should be reports that shows movement, valuation etc with the ability to filter those reports using diff criteria.
Ability to filtering at a glance, the report per expiring date in week, month and years. Also the system should generate alerts mail or displayed on dashboard.1 vote -
I want suggest products expiring date
I will like to suggest that inventory items should have expiring date at the point when you buy (supplier invoice) and when you sell. (cust. Invoice). there should also be a set of reports that show me movement and valuation report as per expiring. The report such that I can filter reports in weeks month and year.
1 vote -
get the 2 factor authentication to work with sonicwall hardware/software
you have two factor authentication. It would be nice if we could integrate it with the VPN unit (sonicwall firewall).
1 vote -
3 votes
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Tags Assigning to Particular User
Tags Assigning to Particular User
We have different locations and want to assign each user a particular Tags so that he doesn't see and use other Tags for transactions belonging to their particular location.
This will help us in a better control of transactions belonging to different locations and will help in generating class-wise reports user, Tags (locations) belonging to other users.
Since this feature is not currently available in Zoho Books and Zoho Inventory.
It is requested that this feature may please be incorporated in Zoho Books and Zoho Inventory.
4 votes -
Qty. Ordered should also be visible in Inventory Item.
You should also display "Quantity Ordered" below Stock on Hand or below Committed Stock in Item page.
This will give better visibility for material Purchase planning.
1 vote
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