Zoho Books
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6409 results found
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RESTRICTION TO INVOICE WHEN STOCK DROPS BELOW A CERTAIN QTY
This is an EXTREMELY URGENT REQUEST especially for organizations that deal with hundreds of items. I've never heard before of an accounting system that allows invoicing when items become unavailable in stock. How can this be possible? Qties dropping under zero & people still being able to invoice. PLEASE MAKE SURE THIS FEATURE IS IMPLEMENTED THE SOONEST.
Our sales team is not aware of our stock situation, invoicing unavailable items to customers & therefore not being able to deliver, losing the SALE & THE CUSTOMER!!!1 vote -
Addition in Invoices
1.Adding discount at item level in each line even if price list is selected.
2. I should be able to block a user to view my purchase price for all items. Thats ways if a user is assigned for generating invoice only, he should not be able to see my purchase price.
3. When making price list, instead of selecting individual item , i should be able to select Item Group, that ways making a price list will be much faster. (just imagine going through 500 items every-time
when you are making multiple price lists.
4. in Custom rate in…3 votes -
3 votes
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1 vote
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1 vote
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1 vote
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If "Other" address populated in Zoho CRM, allow Zoho Books ship to address to be populated with the CRM Ohter Address
If "Other" address populated in Zoho CRM, allow Zoho Books ship to address to be populated with the CRM Ohter Address.
At least in our business, there is no reason for a 2nd address, unless the customer had a different ship to address than the billing address. I would like it if there is an address in the other field, that when that client is pulled into Books from CRM, that it uses that other address as the ship to address, so it doesn't have to be entered manually again.
1 vote -
Dashboard 'Your Top Expenses' Pie Chart and 'Expenses by Category' report to include manual journal expenses
The 'Your Top Expenses' pie chart and 'Expenses by Category' report are deceptive because they ignore expenses that have been created via manual journals.
Expenses created via manual journals are perfectly legitimate expenses and should be included in this pie chart and report - just as they are included in the P&L report and the other two graphs on the dashboard.
Even if there were a particular reason why this pie charge and report should not include expenses via manual journals, then why would the P&L report and other dashboard graphs include these expenses?
This is not a feature request,…
3 votes -
I would like to add cost to items already created
I create items when my supplier invoices me. However, the transportation bill comes from a different company like one month later. Then depending on the sale I make there are different costs involved. So If I could keep adding costs to a particular item, I would be able to figure out the total cost of that product which would be very convenient.
1 vote -
Add a revision system to the estimation system
so that you can issue revised quotes but still be able to "convert to invoice" any of the previous revisions. This way you dont have to recreate the estimate when the customer goes with an earlier version.
3 votes -
Add billable/non-billable hours indicator to timesheet calendar view.
We can see the total number of hours recorded for a given month on the calendar view of the timesheet. It would be very helpful to see a split between billable and non-billable hours on both the overall monthly total as well as the weekly totals. As it stands, we need to run reports any time we want an accurate total of billables for the month. This is cumbersome.
3 votes -
An image of signature should be posted while generating invoices, estimates and documents
An image of signature should be posted on all generated invoices, estimates and documents
1 vote -
Print out in A5 Format
to save paper need prinout in A5 format. that will save papers usage and would be environment friendly also.
3 votes -
city and county tax
can we add additional tax rate for city and one for county jurisdictions, not just state?
1 vote -
enter amount and Books finds rate
Enter a amount in the Amount column (Total Price of an item) the Books calculate the Rate (Price each)
3 votes -
BS account mapping for Service Sales
This is a simple enough one. While mapping the account for a service, the system allows only the P&L items of Revenue nature. While there are certain business cases where a BS item should be used. (Accrued Sales)
Hence please enable this feature.1 vote -
Cancellation of Partially used sales order
I can cancel partially used sales order with items as goods.
But when the items in the sales order is services, I am not able to cancel partially invoiced sales order. Don't know why they kept it. The answer I am getting from the support team is that currently it is not possible. I don't know what logic is behind it. And don't know if the option is available for goods, why they can't roll it out to services. We are an IT services company & because of this issue, I am creating all items as GOODS. Hope you will…1 vote -
Quick Edit for Sales Orders/Invoices to edit summary data only
We have many Sales Order/Invoices that contain hundreds of line items, which makes them very slow to edit. We would like to see an option to edit only the Sales Order / Invoice summary details in order to speed up the edit, as it can take MINUTES to edit 1 field eg Salesperson as the system can be exceptionally slow for these large orders.
3 votes -
Invoice status "DUE IN XX DAYS"
I suggest to see the status "DUE IN XX DAYS" in the mobile app like the website version.
1 vote -
Improve the email tracking
I can see only the address in the "to" field and not the "CC" when i check the "story" of, for example, an invoice.
I cannot see the email content (if i have write something dedicated to the receiver).1 vote
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