Zoho Books
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6409 results found
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Invoice Number and Date should be Bold.
You should give the option to BOLD the INVOICE Number and INVOICE date.
1 vote -
1 vote
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Userwise Report Report
user wise report is a must as in the office 3 to 4 Staff who are operating one Id will have confusion if any entry get misplaced then its become very complicated so it will be very important to have user wise report and i want to know till when i can get such report ?1 vote -
WHILE ENTERING ITEM...ONLY KEYWORD SHOULD WORK
IF A KEYWORD OF ITEM IS ENTERED DURING BILL MAKING IT SHOULD SHOWN IN DOWN LIST TO CHOOSE.
CURRENTLY ONE HAS TO ENTER EXACT WORDING TO FIND PRODUCT FOR BILLING. VERY IMPORTAN. IT IS VERY HARD TO FIND SPECIFIC ITEM FROM NUMEROUS PRODUCTS.
1 vote -
memorized transactions
The memorized transaction feature is handy when the item has a single expense account. It is less so in cases where transactions are split among several categories, such as payroll tax withdrawals. Currently the form only allows a single expense category. It would be great if the memorized transaction allowed the splits to be memorized as well.
1 vote -
Reclass
Auto create projects based on products in accepted estimates,invoices, and sales receipts. Templates for projects will already be created in ZP, in invoices and estimates, give option to create projects when invoice is paid or when it is created and estimates when it is accepted or when invoice is issued or when invoice is paid
1 vote -
should allow to download gst valid state code in excel format
should allow to download gst valid state code in excel format
1 vote -
Regarding Statutory Transactions
For easy Statutory compliances, Reporting and Reconciliation. I suggest that, separate fields like custom labels or custom buttons should be made available at the time of recording and saving any business transactions. These new custom field names may be GST Return Acknowledgement Number, TDS Provisional Receipt Number, Tax Challan Details such as BSR Code, Challan Number, Challan Date. Based on these custom fields excel report may be generated to know which GST out put is accounted and reported in which Challan Number or Return Number. In simple words, Government Authorities will ask "When and How did you remit this Output…
1 vote -
Add an option for close on estimates under the more tab. This way we can see which ones are still active
Add an option for close on estimates under the more tab. This way we can see which ones are still active
3 votes -
3 votes
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1 vote
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Need to add MRP (Sales Price) Column in the PO, please add the feature of adding MRP (Sales Price)
Need to add MRP (Sales Price) Column in the PO, please add the feature of adding MRP (Sales Price)
1 vote -
Label for Retainer Payment
Is there a way to add the word "Retainer" in front of "Payment" when you pay an invoice from retainer funds? It would be helpful to show my clients that the payment was made via retainer. It would also be helpful to have an accounting of the retainer balance on the invoice somewhere so that clients know how much money is left in their retainer account.
1 vote -
Option to generate the amount total in words also.It is available in Sales portion.Please include the same in Purchase area also.
Option to generate the amount total in words also.It is available in Sales portion.Please include the same in Purchase area also
3 votes -
insert estimate contents into an existing draft invoice
we recently switched from Quickbooks and miss the feature were we could create estimate for a client (we add all the services we perform for them in the estimate) we then copied their last invoice and insert the finished estimate into the draft invoice. Here is how it works in Quickbooks - https://cl.ly/372y3v2g2y44
1 vote -
Recurring expensive to use exchange rate set in profile
The option or feature to have all expenses that are linked to a recurring expenses profile to use the exchange rate manually specified in the profile.
At the moment, if an exchange rate is manually set in the recurring expenses profile it is not used when the expense is created. Instead the expense uses the auto exchange rate at the time of creation.
I would like the option for expenses to only use the rate specified in the recurring expenses profile.
3 votes -
Recurring invoices should keep same shipping address when creating a new child invoice
When I'm in a recurring invoice and I choose to create an invoice, why won't it keep the shipping address I used in the recurring invoice? Instead it will revert back to the address that is at the top of the list of shipping addresses. If I don't pay attention and switch it, I may bill for the wrong property. The address chosen on the recurring invoice should automatically stay the same when you chose to create an invoice.
0 votes -
Vat to shipping charge
shipping in the UK must have 20% added to it but when quotes the vat to shipping is 0%
I need this altered asap please1 vote -
Approval Button for autoscaned bills
It is necessary for this function to have an approval button so that the accounts department can approve bills into zoho books.
3 votes -
1 vote
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