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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6729 results found
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Every time asking TAX selection in Expense recording
in expense record window every times we have to select TAX so if we are dealing with a registered vendor that tax should me come default ..In UAE tax here always 5% only then why should its ask every time of expense recording?
1 vote -
one party vendor and coustomar both set-off transction auctomaticlly
one party over vendor and coustomar both we purchase good and supply goods both but transaction not set-off each other
3 votes -
Clone an Item in zoho inventory
The ability to clone an ITEM is Zoho Inventory (which is available in Zoho Books)
2 votes -
Quarterly GSTR-1 return filing
Please implement quarterly filing of GSTR-1 returns
9 votes -
Show items and contacts based on User Profile
I am looking for a feature in Zoho Books and Inventory.
I want to sort items and contacts based on profile. We have two teams which work for separate products. Team A work for X product and Team B work for Y product. I don't want to show X products and contacts to team B and vice versa. We have this feature in Zoho CRM in Roles under Users and Roles. My customer have big team and we really need this feature in Zoho Books as well as in Zoho Inventory.
1 vote -
Optional article
Hello,
it would be great to say for an article if it's only optional in the offer so that it's inside the quote but not included in the whole price at the end.
Good to implement feature ideas and add on's for the client but not on the whole price. Like exclude factor. Perhaps at the end of the offer an extra amount of optional articles as well.
Can't wait to see this "little" but necessary feature in Zoho Books.
Please vote for it!Thanks, Markus
1 vote -
Individual filter for quotes and invoices as default
It would be great to set an individual filter like ours „Company name“ as default so that’s not necessary to select everytime again and again to save time during the day. A better and faster workflow.
For quotes and invoices.
Screenshot:
https://www.dropbox.com/s/r3gmif6l19xrljw/Screenshot%202018-02-20%2017.56.28.png?dl=0
Hope you like the feature idea to get a lot of votes to see this feature soon in Zoho books!
Best Regards,
Markus3 votes -
Date specific price lists
We require to be able to load a price list to a clients account - but to ask the system to only apply the new prices during a specific date period. At the present time we have to remember to cancel it when the offer period has passed. This would be very helpful
1 vote -
Page Setup
Page setup should be added under the Templates, current templates are using more spaces between line items, if we enter more than 10 line items, it will move to the second page.
some applications have the features like Fit to page option. so we are expecting the same1 vote -
Make all caracters of a project searchable when creating a new invoice
Make all project name searchable when creating an invoice.
We create project by writing the client number, the project number, and the client name.
It would be much easier when creating an invoice if we could search by entering the name of the client, not the project number.
Now, only the first caracters of the projects are searchable when creating an invoice.
3 votes -
TB Upload option for Opening Balances
Currently we have to manually upload all balances. If a template is made available where I can specify the opening balances against the ledger and upload the same into Books, it will be helpful.
2 votes -
to provide 2 Selectable options in Terms and Conditions
I Just want 2 Different Terms and Conditions in one invoice.
If it is possible please make 2 selectable options from which we can select any one according to our need.1 vote -
inflexible and rigid reports
The report module does not allow to view and extract information by putting in various criteria and configuration like in Tally.
There is very good feature in Tally which allows you to configure any report using different criteria like sort by debit or credit vouchers, detailed or condensed, with or without narrations, with or without running balances, sort by name or date and host of other features.
Also, there are options to populate reports on intelligent queries for entries meeting a particular criteria eg: all entries with XXX amount
The absence makes working in Zoho very slow and cumbersome to…
1 vote -
no totals in reports
provide totals in every report that is generated eg: in GSTR 3B form there is no total for amount, IGST, CGST and SGST Columns.
This makes the checking and verification of any report a very cumbersome task.
1 vote -
Add a secondary status for time logs.
Because time logs are both used to pay employees and to pay clients, we would like a simple check that can be toggled (en mass) for logs. this would allow us to know which entries have been paid while leaving the invoicing status for customers.
3 votes -
Allow bank charge account to be specified when receiving customer payment against invoice
When I receive payments, I would like to include the credit card processing fee when entering the customer Invoice payment.
Invoice payment allows for "bank charges" to be specified, but they are hard wired to use a generic bank charges account, which is not applicable if the charge is part of Cost of Goods Sold (COGS) - I would like to have the flexibility to change this, so that it goes to a (COGS) credit card charges account.
A benefit of this, would be that I would not have to enter a separate transaction to mop up the difference between…
1 vote -
Add a flag to identify accounts on stop
I have to communicate any accounts which are put on stop (due to late payment/credit limited exceeded etc) to the sales team via email and add a remark to the contact. I'm relying on the sales team remembering who is on that list/noticing the remark.
A feature that enables you to mark a contact as 'On Stop' which prevents estimates/invoices being raised and has a large red flag would be really useful. (I cannot see that this is currently a feature, apologies if it is please feel free to point me in it's direction!)
9 votes -
Why no bank transfer option in retainers? ONLY CC options there? Make no sense.
Why no bank transfer option in retainers?
ONLY CC options there? Make no sense.
Bank transfer should be possible on all invoices and retainers.1 vote -
Email full invoices for selected periods.
I want zoho to email me specific month invoices, not just the list, i want it to email the full invoices for selected periods i choose.
3 votes -
Apply Discount in the Estimates after total instead of item basis
Feature which should be added because its very common when creating quotes to show the discount applied after the total as a lump sum
1 vote
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