Zoho Books
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6163 results found
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Carry delivery address over from SO to invoice.
Multiple delivery addresses are a great improvement but would be even better if the alternate delivery address that is selected on the SO is carried over to the invoice created from the SO.
As it stands Zoho is changing the delivery address to the default (billing address) when the invoice is generated which can result in the goods being sent to the wrong address.4 votes -
1 vote
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Enter a Purchuse order received from Customer
Create a facility of adding a PO received from Customers. Sometimes one gets a PO with the full details but one invoices from that PO over a said period of time.
3 votes -
synchronize user
synchronize zoho CRM users with zoho books.
Similarly how you can synchronize proudcts and accounts, we should be able to syn users so when an estimate is created in either books or crm the user can be selected from a list, or auto-selected with the current user.
then the information such as signature, phone number, email, etc. can be mapped into zoho books and used in templates and emails.
1 vote -
Implement organization of line items when combining multiple POs to a single invoice.
It would be super helpful if there was an organization system implemented for invoices that are generated from multiple Purchase Orders. I create invoices to pay my vendors for multiple POs at once, but the line items just scatter randomly when I combine the POs on the invoice. I need the line items to remain together, preferably with the PO #s intact as well. I can rearrange the line items manually, but this takes forever when I'm grouping several POs, each containing multiple line items.
4 votes -
Remove all of the ZOHO marketing and 3rd party marketing. We pay for the product. Seeing ads is inappropriate.
To see the ads for Zoho products in various spots and 3rd party (Fundbox) in the system along with the getting started link and refer a friend link that we can't remove is annoying. I'm fine with it being there if there was an option to remove it. I also do not mind at all the notifications that appear at the top every once in awhile that I can read and then remove/close. But the permanent ads and the two other links should have an option to remove them.
1 vote -
Please add CC Avenue to ZOHO Books.
We have been using CC Avenue for our ecommerce portal, but CC Avenue is not available to get integrated with zoho books.Please add CC Avenue to ZOHO Books to make it seamless.
11 votes -
Adding Bills and Expenses to Projects in windows mob app
Ability to add Bills and Expenses to Projects in Windows mob app. We have many Windows app users and they need to associate bills and expenses to projects through their mobile app.
1 vote -
html
Hello, I need to edit my invoices and budgets, since in my company we use different images thanks
1 vote -
Suggestion 5
Time sheet reporting:
Provide better time sheet reporting.
- It is very difficult to take a time of an individual for a whole month and check where he / she has captured time for all days. A time sheet report with days of the month as columns with number of ours in each column and on the left column the project he / she entered time for will give a better view of the time sheet. Grouping them by employees where i can select and expand the name i want will help me to under stand this better. Also an excepting…
1 vote -
Suggestion 3
Dashboard and other expenses related reports:
All posting to expenses accounts (accounts that are defined as expenses) are not getting reflected on the dashboard and or in the expenses related reports. There will lots of Journals would entered for booking expenses especially when one follow an accrual system. Instead of checking the accounts, it seems ZOHO books reporting, including dashboard, is checking whether the expenses are entered as expense transaction or category. Appreciate if you could please check this and update the system accordingly.
1 vote -
Suggestion 2
AR and AP Accounts:
ZOHO Books have hard coded the AP and AR accounts and hence even if i have to use my own coded Chart of Accounts , I can't define an AR and AP account of my choice. I suggest, you could provide a this as a configuration item (initial setting) where-by the user will provide the desired AR and AP account name from the list of accounts created and you could mark this for automatic posting only.
Also, I should be able to use supplementary accounts for , i.e; when i define employees as vendors, i should…
1 vote -
Sales Order Status Update
How about making 'Don't show this again' button on the 'Sales Order Status Update' popup actually do what it says, and cease bothering me every time I open the SO page?
1 vote -
Allow optional automatic generation of reference numbers for expense, banking and related entries that have columns for reference number
Instead of having to create and enter refernece numbers manually, let there be an option for user to chose either for automatic generation of reference numbers in a particular format according to teh need of the user, or for the user to enter the refernce number manually if it is created from elsewhere. Let there be the two options.
1 vote -
Create Recurring Invoices from Zoho Projects
The ability to associate Zoho Projects with Recurring Invoices to be able to create recurring invoices from hours in a Zoho Project (i.e. weekly invoice for hourly work for project).
6 votes -
Will it be possible to add an option in Estimates to hide the SKU?
Hi,
I know it is possible to hide the SKU on all PDF's, but will it be possible to add an option only to hide it in the Estimates module?
3 votes -
New option
good morning! wondering if the app of books in the business section was possible to create the voice receipts due to the exercise of a work without being registered as payment of a customer against an invoice issued. Thanks Gianluca Pulcini
3 votes -
Items added to Sales Orders that are not maintained in Zoho MUST STILL be included on Packing Slips, PO, etc.
Many many times companies sell products that they do not typically carry in stock or even have formally setup in their systems. These products are ordered from vendors who then ship to customers. When these Sales Orders are created, they are converted to PO and sent to the vendor. These products MUST show up on the PO. They must also show up on Packing Slips and it must be possible to print shipping labels for them. This is how business works. It's not good at all that Zoho doesn't show these items on PO's, etc.
0 votes -
Bill entry could be easier.
When entering bills you shouldn't have to go into each item to make it billable and link it to a contact. It should be simpler. Maybe add a check box at the end of each item or a check all box. At the top you should give the option to pick the contact to link the bill to. This would streamline the entry.
2 votes -
to have reports in the System Mails concerning emails sent by the system related to Purchase Orders and other modules.
a Report for emails sent manually concerning Purchase orders and other modules
1 vote
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