Zoho Books
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6719 results found
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make it in that way that only opening balances of all parties can be entered. no need to enter all purchase and sales invoices of previous
no need to enter opening balances bill wise
1 vote -
Permitting to change invoices structure (blocs alignements, margins) like Zoho CRM canvas view
Canvas View, in Zoho CRM lets us sculpt an exclusively personalized view of our CRM records.
It will be great to adapt it on Estimates, Invoices, orders...pdf export. This will be great to customize the way the invoices structure are displayed depending on the business necessity. Changing the alignments, margins of field types, grouping similar field types and much more4 votes -
Invoice size
We should have more freedom in configuring the size of the invoice template. Also what we can make bold and and what is not highlighted. That control should be with us.
4 votes -
slider type sales overview in contacts
just as you have the feature to view an invoice in the ewaybill page without changing the page itself...we need to have a similar feature in the sales overview page of a contact where we can just rollover a link to see a slider showing the relevant invoice, dc, quotation,etc without leaving the overview page.
1 vote -
Zero convenience fees to the customer paying directly from zoho interface using linked banks with auto-recorded payments
Instead of payment gateway providers like RazorPay or others, if it was a linked Bank like State Bank Of India, HDFC, ICICI, etc from which customers could pay directly which would be auto-recorded in zoho journals with no convenience charge to either customer or the merchant. Similar to direct bank transfer, through zoho with auto recorded payments. It would save a lot of time for small businesses who usually do a lot of multitasking to run their business, like me.
4 votes -
DEBIT NOTE FOR FREIGHT
Sir, Many times i pay freight for the goods i sold and then i issued DEBIT NOTE FOR FREIGHT to the client. Plz ad this feature
4 votes -
Sales Person Reports
Add Sales Person Option in ADVANCE Filters Column in Invoice Details .
It is Important Options.0 votes -
The ability to automatically attach pdf on a customer base.
Some customers want / require to have the pdf attached to the invoice e-mail, others find it ok to click the portal link.
So would be a great plus to have this option as an option on the Customer instead of doing this for all customers or none.3 votes -
Grabar automáticamente estimates o invoice cada vez que se da ENTER, si pierdo el internet lo pierdo todo.
Grabar automáticamente estimates o invoices cada vez que se da ENTER, si pierdo el internet lo pierdo todo.
3 votes -
total in tax summary
For the report on tax summary, please display the total at the end
1 vote -
1 vote
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Allow department allocation on line by line basis for journal entries & bills
We want to track expenses by department to get profit/loss for each department. Many expenses like payroll, benefit insurances, etc. have many department allocations by employee. Right now we can't enter them on one bill nor even do it through a journal entry without creating a journal entry number for each department. We would like one GL number on the chart of accounts and then report it by department.
3 votes -
NO IDEA
YUGFY7
2 votes -
Statement of Account for CUSTOMER
pls add in all outstanding details: invoice no, date, custom field, total amount..... or let us choose what we want to show in our SOA for customer (Hide/Show). Thank you and have a nice day.
3 votes -
Please allow other file extensions to be attached to purchase orders.
When attaching files to purchase order please allow for different file type. My specific file extension is EMB and is not allowed. This is a make or break for me as Zoho is the only accounting app that I have found that allows you to attached files to purchase orders.
1 vote -
Linear
Look like a society. Uniting
1 vote -
add hours into weekly time log
Add Hours into Weekly Time Log for another user (not yourself)
3 votes -
detach user login with account owner, so as to be 1 email can have multiple zoho books/companies
having 1-on-1 linked between userlogin and account of the zohobooks or any module is BAD ideas, single user access login means ONE person
1 vote -
Would like to add Google Map Pin in the Billing and shipping bill
We are a Turnkey Projects Company, so face real time issues of goods reaching the address late due to unknown territory when delivered by New People. So Our idea is that we should be able to send a Google Maps 📍 loaction in Shipping & Billing address
1 vote -
The ability of tracking payments to employees without making them a vendor is must be added.
LIKE ADDING CUSTOMER AND VENDOR..........FEATURE TO ADD CONTACT AS AN EMPLOYEE SHOULD BE GIVEN ,SO THAT ONE CAN DO PAYROLL MANUALLY.........TREAT EMPLOYEE AS VENDOR IS VERY CONFUSING.
1 vote
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