Zoho Books
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6729 results found
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allow an expense to be moved to another organization/business
If I have a small business and home account, I'd like to be able to transfer an expense or transaction from one to the other. This is a feature in Wave that is very helpful when I've added an expense/transaction in the wrong place. I don't have to delete and reenter. I simply click the "move to personal" button.
8 votes -
be able to choose for an item to go into liability instead of sale or expense.
We have to collect gratituity tips from customers and pay them out to workers but that money should be going into liability account not as income and i have to manually move it through journal entries and it's a pain. Most accounting programs let you add an item straight into liability.
11 votes -
Comments in client portal
Add an indication in the portal as to whether a comment posted in the portal is private or public. As of now (as far as I can tell), you are given the option of checking "display in client portal" when making the comment, but once the comment has been made, there is no indication as to whether the comment is viewable by the client (public) or only by the user (private).
2 votes -
5 votes
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Editable type of account (Asset, Liabilities, Equity, Income, Expense, COGS, and so on)
The "account names" in chart of accounts are totally editable, but somehow not the "account types".
Since I am originated from a non-English-based country, the reports generated will look off cos they have some English terms in them.
7 votes -
Revenue Recognition on Contracts
Since the software allows for annual recurring of invoices, it makes sense to have the revenue recognition feature available so that the invoice can be recognized into income of its life.
9 votes -
Show timer in lock screen
It would be great if once you run the timer in the app, that it shows the timer while in Lock screen on the iPhone. At the moment, you forget if the timer is on or off. need some sort of way to see this quickly or access it while in lock screen.
4 votes -
allow time sheet users to add tasks to a project
When I have a time sheet user work on a project, I always have to have the specific task already in there for them. It would be nice if they could add a task to the project to help detail what they are working on.
6 votes -
Sales Reports by Cash
Sales Reports Category should have an option to Report either accrual or cash.
2 votes -
Bulk actions in timesheets
Not only delete but change the project assigned, the task, the billable status, ...
Also enhance the selection criteria to manage timesheets, not only by status and dates, but by client, project, staff name, task,... in order to perform bulk actions more effectively.10 votes -
Add profit margin in sales and inventory reporting
1) Report margin based on sales by item
3) Report average margin based upon inventory summary, allow expansion to see individual related transactions.
4) Report average margin on sales by Customer, allow expansion to see individual related sales transactions.4 votes -
hide/archive bank transactions
Archive of bank transactions / easy inline filter.
It would be good to be able to archive/hide transactions of complete months/listing. After I have reconciled a statement, when searching for discrepancies I find I have to manually scroll through the records from my previous years first.
Yes I can re-arrange date order etc, but when i am looking for a record 12months ago, but there are multiple entries in a month I am repairing entries on, all i really want to do is hide all records previous to a certain date.
OR maybe a quick filter for In-Progress reconciliation transaction…2 votes -
a single export to PDF option that PDFs reports for specific periods to their individual reports instead of having to generate each report
a single export to PDF option that can generate a PDF report for each of the reports for a specific period eg a financial quarter so that they can quickly be shared with accountant
7 votes -
Allow better reading of .csv information from quickbooks
Allow me to import all of my inventory data from quickbooks enterprise solutions.
-Item Name/Number
-Manufacturers Part Number (MPN)
- Unit of Measure (U/M)
- Description on Purchase
- Description on sales
- Cost
- COGS Account
- Preffered Vender
- Sales Price
- Income Account
- Asset Account
- Reorder Point (Min.)
- Max to order
- Quantity on handAlso easily editing multiple items at a time would be very helpfull. Like using an excel program within the item list.
4 votes -
Viewing Invoices : Needs 'Back to Customer Invoices' button
When clicking on an invoice to view it you are transferred to the 'invoices' section. It would be nice to have a simple 'back to customer invoices' link or button at the top instead of having to scroll down to the customer's name, and click on transactions again to view their invoices.
2 votes -
Simple oData Feed for Excel
The Rest Api is simply to complicated for novice user without development skills.
Add support for oData and allow Excel to easily connect to Tenant Service
2 votes -
Track Cost per Task, or Resource
Calculating realtime profit via Timesheet, requires Tasks and Resource Cost
5 votes -
Email packing list to warehouse
It would be helpful to be able to email a packing list (invoice) to the warehouse. We have two different warehouses, so we would want to choose which warehouse to email. We do not want the packing list sent to the customer, just the warehouse.
4 votes -
Allow for PayPal Payments Pro to integrate with certificate, not solely by signature.
My shopping cart system requires that my API is linked via Certificate with PayPal Payments Pro rather than a signature. Because of this, and since PayPal only allows 1 option for API access I am unable to integrate with ZOHO as it requires the signature option. I am sure that other people are in the same position as me, I think offering the option of either or is a a great thing to integrate so that users in my position can better utilize the amazing zoho books system.
5 votes -
Change tasks and projects while timer is active
Change tasks and add notes while timer is running. Also, the ability to pause the timer and even start a second timer for another project while the first is paused. Currently it requires too much navigation and generates too many entries to use the onboard timer.
4 votes
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