Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6185 results found
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Exportar Lista de pecios
Que podamos exportal la lista de precios a un PDF con logo de la empresa para enviar a los clientes y por otra parte, que el cliente pueda verla desde su portal
1 vote -
multiple currency invoice for braintree
Braintree currently only supports a single currency even when the account support multiple one.
Could you please have this updated so customers can pay in a currency of their chossing.
4 votes -
Date range filter incorrect in 'Match transactions'
Hi there,
The default date range for 'Match transactions' is always incorrectly placed in the future. Could you please fix this so that the end date is the current date and the start date perhaps 1 month in the past?
Thank you.
4 votes -
what is your transaction security e.g.public key
public -private key encrypt decrypt
1 vote -
challan for consignment sale
Ability to create challans for consignment sale and show the inventory in your partner's account. Once sale is done by them then ability to make invoices and book sales
3 votes -
Add Payment Evolution in Canada
It would provide a payroll solution sand supplier payment gateway.
Integrations already exist for
Kashoo
Xero
Quickbooks
SAASU
Freshbooks
Liberty4 votes -
Pouvoir gérer les pourcentages positifs (Ex. +5%)
En suisse les avocats doivent envoyer des notes de frais au Tribunal avec les honoraires du Timesheet +5%.
Actuellement dans Zoho, on peut gérer (+) 100 , (-) 100, (-) 5% mais pas (+) 5%.
Il est indispensable de pouvoir créer des (+) x% dans les sous-totaux avant ou après la TAX.
Merci d'avance.
3 votes -
Clasify whether the items is a reoccuring cost or a one-time cost
Make it so I can include in the estimate the difference between a one-time cost and a reoccurring cost. And have this be a check box when adding a new item into Books.
Items Check Box: "Is this a reoccurring cost"
5 votes -
annual account
Can we have a report button that shows all the three financials on one page - The Income statement, cash flow and balance sheet.
It would really be nice for managerial reporting purpose.
Thank you
1 vote -
2 votes
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i have the following suggestions
Chart of Accounts maintenance : I am sure many people would like to use their own chart of accounts. Appreciate if you could please provide a better maintenance option, e.g; multiple selection of accounts for deletion. Some time one could make mistakes in uploading set of accounts and deleting them a painful task as we should delete it one by one and it takes time
6 votes -
Track Start and Stop Times on Timesheets and Reports
I'm mostly satisfied with Zoho Books even though I find the timesheet interface somewhat confusing. But there are a couple of things that keep me looking around at other software.
First: Time entry notes don’t accumulate and generate into the invoice per task, but per entry. I just cannot have dozens of task entries on my invoices.
My current workaround is to export a timesheet details report into excel, hunt and peck for the notes per task entry, then cut and paste them one by one into the fields on the invoice. Big time suck. I don’t even see why…
2 votes -
what i was looking for is that if the remaining billing cycle reached 1 we will get notified that there is only one billing cycle left
what i was looking for is that if the remaining billing cycle reached 1 we will get notified that there is only one billing cycle left
1 vote -
sales orders notes
Sales Order Notes should have checkbox to say transfer to Purchase Orders and/or Invoices. It is a big problem when customer specific notes like delivery instructions do not get transferred to PO or Invoice for packing slips
1 vote -
For recurring expenses include a new category under Repeats - "Weekdays"
For recurring expenses include a new category under Repeats - "Weekdays"
1 vote -
Add the ability to import state tax tables from CSV.
I can download an Excel spreadsheet from my state Department of Revenue with the tax rates for every jurisdiction (358 in total, paid per the point of delivery, not the point of sale, Washington State). Anyway, I would like to be able to simply import the rate sheet as a CSV to avoid manually entering 358 tax rates every quarter.
I see that you have already integrated Avalara, and I would use them if they weren't asking for $695 per year for their bottom end package.
Perhaps you could make their hooks available for other cost conscious users to import…
1 vote -
4 votes
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To be able to select Items as Tasks in the project creation.
We have created a series of items in order to create estimates. But I would like to be able to select these 'items' i the same way when creating a project.
3 votes -
ODBC Data Connectivity
Currently I run my reports and manipulate all the data manually. It would be much easier to have ODBC connectivity to Zoho Books so all my charts can be updated automatically.
9 votes -
Estimates Section
In the Estimate Section , I would like to have the status update when its converted to Sales Order " From accepted to Converted to sales order"
Please do the needful as we are getting confused which estimate is accepted but doesnt convert to sales order.
We have it in the activity history but we would like to see in the estimation status itself before opening it.
4 votes
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