Zoho Books
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6409 results found
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add stock on hand filters for items.
Make it so i can sort by stock on hand.
3 votes -
Add the ability to edit a scheduled invoice email
When I create a scheduled email for an invoice by pressing "Save and Send Later", I would like to be able to edit the scheduled email.
Right now, there's no way to edit the scheduled email. When I click the Email icon after I've scheduled the email, I can only "Send" or "Cancel". "Send" sends the email immediately, cancelling the scheduled email. "Cancel" deletes my edits. A "Save changes" or "Save Draft" button would be really helpful.
2 votes -
Ability to send out more than 50 invoices at once
Please have the option where we can email more than 50 invoices at one time.
Also, an option to select "Send Later" on an invoice.
1 vote -
1 vote
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Kashmir
Poor jjfbjjjkc nufv man onE vote
1 vote -
Create a Report for Advance Tax Payment on Invoices
While recording the payment, We also record TDS (or) Advance Tax for each of the payment, that we received from our customer. This is amount, that we have an option of getting refund from govt, based on our P&L Account. I prefer we should have report to show how much is TDS (or) Advance Tax with held. This will give an Indicative refund summary
1 vote -
Add a line for the Paypal fee on invoices
PLEASE add a line for the Paypal fee to be automatically calculated and added to the total amount on estimates and invoices. Then it is passed on to the customer and simply part of the total cost, so there is no mismatch with amounts in Paypal.
5 votes -
Develop payment gateway for Tsys Bank.
It’s just another payment gateway but when Authorize.net wants to be a pain it’s always good to have a backup that is direct to the bank.
4 votes -
LInking of Bills with Invoices for easy reconciliation and margin
LInking of Bills with Invoices for easy reconciliation and check on margin
1 vote -
How do I record Pre Incorpopration/startup/prelimininary expense
How do I record expense before company incorporation such as company formation expense, R&D expense and Market Research.
Company act:
1) To records the preliminary expense incurred prior to incorporation of the legal entity following entry should be passed on the first day of the incorporation : Debit the preliminary expenses A/c and Credit the Profit & Loss A/c for the amount determined as preliminary expenses.
- As stated above the preliminary expenses can be written off in five years, to record that following entry should be passed : Debit the Preliminary expenses written off the credit the preliminary expenses A/c…
1 vote -
Document specific custom attention field
Lets have option to select the customer information on the attention field on document basis...because a contact can have multiple persons info and for every order document the concerned person will vary and at times we have to have attention of multiple person from an organization. So, provide an option to have the person/persons to be selected whose attention is required.
1 vote -
Populate Customer and Project fields in Expense Details report for Bills also
When i generate Bills and expenses report, we get the customer and project fields populated for expenses where as the fields will be blank for bills. Due to this we are able to track only expenses for a customer or project if we enter it as a expense. If we enter it as a bill and the exported report is not capturing both customer and project details even though we enter that info for bills.
1 vote -
6 votes
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Allow defaults for projects notes that are imported to invoice - for all customers
allow default template of information for projects when converting to invoice - apply defaults from project notes imported to invoice for all customers
1 vote -
Link expenses to invoice without my client seeing the price I have paid. Keep link between expenses/client - to not forget to bill back exp
Be able to Link expenses to invoice without my client seeing the price I have paid. So i Don't want a line about the expenses. Want to change the name of item of invoice to choose from my income account. Keep link between expenses/client - so be able to not forget to bill back expenses to that client. So bill won't show as unbilled after invoice are done.
1 vote -
estimate default time under date for every estimate
need a default estimate time for every estimate date
1 vote -
vehicle number in sales invoice
We required text box for vehicle number in sales invoice form.
1 vote -
subitems under the main Item
Give a option to add subitems under the main Item
3 votes -
include bold italics highlights subdivisions for numbers etc
include bold italics highlights subdivisions for numbers etc
6 votes -
View uploaded Documents and Receipts in Expense Edit mode
I would like to be able to quickly view the files I have uploaded while on the "Edit" screen of an expense (or other Item). As it is, I have to save the edit, return to the main entry, then click on the uploaded files to view them. If I want to add a note or change something based on what is in the document, I have to re enter "Edit" mode to do so.
TLDR: Open/Preview uploaded documents from the "Edit" screen.
3 votes
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