Zoho Books
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6729 results found
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Printing of Vouchers
Generally in accounting packages you can print vouchers. Payment Voucher / Receipt Voucher etc. This also has the signature of the person approving the payment and any second signature for checking, and receiving (if payment). This is then filed physically in the files for audit along with supporting documents. Normally auditors look at physical vouchers.
Right now we will need to print vouchers manually from Excel or use preprinted vouchers. This is an old accounting this but still needed for audit and tax purposes.
72 votes -
set the default ship to as the customer on purchase orders
set the default ship to/deliver to as the customer on purchase orders.
6 votes -
Create users without inviting them
I don't need you to confirm that my company email addresses work.
I do want to confirm that Zoho works before everyone gets an email inviting them to join a system that is not ready for them. I want to set up all of my users and their projects and make sure everything works before I bother them with emails. But for no good reason, you're forcing me to send email invites to their actual email address.
13 votes -
Enable Role where the user can't see transaction done by other users
I want to enable a user to encode expenses, but without them viewing other transactions done by other users.
The same limitations is needed in Invoices and other function.
9 votes -
include a VAT return report for non UK based business (i.e Ireland)
VAT reporting is slightly different in Ireland from the Uk, so I wonder is it possible to produce an Irish VAT report to cover Bi monthly vat returns. if not could you at least produce a total vat value report for sales and purchases separately. FYI a full VAT report included reverse charges for inter EU purchases.
38 votes -
Projects - Bulk Actions
Ability to bulk add/edit/delete tasks and users within projects. For example, when a new employee joins our company, we have to manually add this user to each existing project - one by one - which is time-consuming when you have 500+ projects. There should be a way to add the new employee to projects without having to edit each project individually.
33 votes -
Integrarte CRM & Books/Invoices at Quote/SO level rather than potential
Current,y Opportunities are synced to create invoice/estimate through Trigger. However, there is no point as there is no detail on it - so I suggest you do it at Quote and/or Sales Order level. This keeps sales out of books or won't require them to start quoting through books/invoices.
37 votes -
Ability to apply total budgeted hours per customer, not just project
I have a client that does not want to exceed XX hours per month over all of their projects. It would be beneficial if limiting the total monthly (or whatever time period), could be applied at the top level of a customer and not just at a project level.
2 votes -
Add multiple payment to Retainer Invoices
Add an option to allow multiple payments for a Retainer Invoice.
18 votes -
mark estimates as invoiced or create invoice from multiple estimates
I frequently create invoices from multiple estimates. It would be nice to either be able to mark an estimate as "invoiced" manually or be able create an invoice from multiple estimates.
4 votes -
Allow PO numbers in projects
Currently the PO number can only be entered on invoices. It could be defaulted from a corresponding project.
19 votes -
Salesperson should not see the entire company's numbers
Sales people should not be able to see the entire company's sales figures. They should only see their numbers so they will know how far they are at achieving their quotas.
Sales people should see their own sales and receivables but certain user levels (sales managers) should see the total figures for their team.
39 votes -
Hide discount column when not used.
When discount on item level has been chosen in the preferences a column will appear in the estimate and invoice templates.
As discounts are not always given it would be great for the column to disapear in the pdf when no discount has been added for any of the products.
4 votes -
Please add date rage selection for invoice list view.
Can you please add date rage selection for invoice list view. This will help in bulk print of invoices with date range.
7 votes -
Negative amount on Invoices
To make cancellations, corrections, and others.
6 votes -
Portal access to more than one account
We have customers who have more than one site and therefore have multiple accounts set up in order to manage their costs. At present an email address can only have access to the portal for one contact / account it would be useful to be able to have multiple accounts accessed from a single email address.
63 votes -
DISCOUNT COLUMN IN PURCHASE BILL
DISCOUNT COLUMN IN PURCHASE BILL
42 votes -
Sub-ledger account in Tax payable
The feature of creating a sub-ledger account in Tax payable should be made available to track whether the tax is paid or not.
8 votes -
Please consider adding PayFast online payment gateway to your app as the others dont work in South Africa.
Please consider adding PayFast online payment gateway to your app as the others don't work in South Africa with ZAR
22 votes -
Booking of combined tax within a Tax Group
I have created a Tax Group to combine two different taxes existing in Spain for certain small companies:
• Value Added Tax, which is a positive tax
• Withholding Income tax, which is a negative tax
So, when I create a bill from a supplier who is subject to that tax group, Zoho Books calculates correctly the net amount payable to the supplier. However, both tax types, the positive and the negative, are booked over the same book account, the VAT payable account, which is, accountingwise wrong. Even being calculated from the same tax base, both tax types are conceptually…7 votes
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