Zoho Books
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6408 results found
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In Invoice print,Invoice Amount in words needs to be included.
Invoice Amount in words needs to be included. Line spacing also need to be reduced.Blank Lines may be deleted from Invoice Figures - total taxes etc.
3 votes -
Statement of Account sent to customer to show in reverse sign
Can we have option for Statement of Accounts to show figures on the reverse sign? Since Statement of Account is meant to for the customer to know what he/she owes and what is creditable to them, it makes sense to reflect the figures in reverse sign. The currenct Customer Statement is in the context of the sending company rather then on the context of the reading customer.
3 votes -
Quotation Via SMS
Sending Quotation of items to vendor mobile number and send other offers to end customers.
1 vote -
Making it easier to retrospectively add a sales person to a categorized invoice
If you forget or miss adding the sales person to an invoice it is a pain to retrospectively add them in. (you have to uncat the payment, edit invoice, re cat payment blah blah blah) Add a button on the invoice to assign an invoice to a salesman - very easy - very simple to impletment, saves a load of rubbish tweaking to add the salesman back in.
2 votes -
Allow the "Your Top Expenses" pie chart to be removed from the Dashboard
If a company has a payroll that it's posting into Zoho Books through Manual Journals, which is the only way to do it, then the combined gross payroll and labor burden is most likely a large expense.
However, the "Your Top Expenses" pie chart won't recognize an expense unless it is entered through the Banking module. In that case, the pie chart is both annoying and deceptive because it won't display the payroll expenses.
First and foremost, this is completely unacceptable in terms of being part of an accounting software, and further displays an incredible lack of insight on somebody's…
1 vote -
CC On Contacts for Sending Multiple Invoices
At the current time, there is no way to automatically send multiple copies of digital invoices to a customer. However, I have customers asking me to send more than one copy of each invoice to their organization. So I have to remember to select an additional contact person whenever I'm sending out invoices.
Please add a new field (call it CC or something similar) to the Contact Persons screen that, when selected, will tell the system to send an invoice to the primary contact AND to each secondary contact that has the CC field selected.
2 votes -
same Item name with multiple description / batch no.
possibility of same item name with different batch no. and different packing size
3 votes -
Convert Delivery Challan to Invoice
we supply the material on Delivery Challan and then need to convert the Delivery Challan to raised the Invoice modification should be allowed while raising the Invoice
1 vote -
Email Several versions of the same quote to Various Head Contractors that are all Tendering on the project
Email Several versions of the same quote to Various Head Contractors that are all Tendering on the project
3 votes -
Option for handling charges/carting charges in bills...
Vendor charge carting and include it in bill which he payed while transferring material from his warehouse to transporters go-down. Please provide this option below subtotal in bill.
4 votes -
Aging Summary report: Make own custom intervals default
At present ( as of 4 Aug 2017 ) the aging summary always defaults to 15 days, whereas in our company we always need it to be 30 day intervals. Make it possible to set 30 days as default, for example? Certainly it's easy enough to switch from 15 to 30 days, but annoying when we forget and run a report for 15 instead of the required 30 days.
1 vote -
A link back to current project being timed in the bottom left counter area.
A link back to the project being currently timed in the bottom left counter. Sometimes I will accidentally leave a timer go
1 vote -
Service charges (in %) on individual item and total bill; then the GST addition
Please add this feature asap.
This is already present in form of Discount.I need exact same feature, the only changes would be instead of deduction in case of Discount, it should be addition of the amount in the total.
1 vote -
retroactive recurring payments or expenses
I setup a recurring monthly/daily/whatever expense or payment and it is only effective for dates in the future. Even if I specify a start date of the beginning of the year I still have to manually go back and create expenses for every previous expense period. One would think that the start date would actually start the expense at that date instead of only dates in the future of the date it was entered. This means it only makes sense to setup your service at the beginning of the year and not any other time without having to do a…
1 vote -
recurring
Invoice recurring
Add feature "jump period of payment"Those who use recurring billing often find themselves in a situation where they do not have to invoice "a billing interval" for example: birthday parties, summer holidays etc.
It would be convenient to decide to set non-billable times.1 vote -
Ability to affect watchlist on dashboard
It would be cool to have the ability to show all projects with unbilled hours onto the dashboard. This would provide a way to easily get an idea of clients who have used a lot of hours in a period vs. those who have not. Plus, give a way to make sure someone isn't getting totally overextended.
2 votes -
Report showing items on bills not invoiced
There is not a report to show items on bills associated with a client/project that have not yet been billed. This means each month going through and checking all the bills from the prior month to make sure everything has been re-billed to customers. Having a report showing purchases, via bills I've entered, that are not yet billed to a customer, if there is data there for it would be helpful.
3 votes -
Add an appendix/index opyion
Certain bills will consist of more or less 30 to 50 items in a single bill, thus while taking print it goes to more than 3 to 4 pages. This honestly is a waste of paper and is a environmental issue.
1 vote -
Please consider notes option on the dashboard. personal notes or set a reminder.
It would be great, if there is an option available on the Zoho dashboard screen where we can make notes or self alert like company license expiry date, Staff medical insurance renewal date etc.etc. It would be very easy, if all those important notes all available on the dashboard with reporting option would make life easy!!
1 vote -
When matching/manually entering customer part payment, I see option to Pay in full which nicely
When matching/manually entering customer part payment, I see option to Pay in full which nicely takes full invoice value as payment received but it should also ensure that amount entered is not more than the payment received!! It gives an error later that payment entered is more than the payment recieved an then forces us to manually calculate the difference!!
It can be much nicer if automatically enters:
full invoice value or
amount of payment left to be adjusted
(whichever is more)!!2 votes
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