Zoho Books
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6729 results found
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Zoho Books: Would Like to send email alert to accountant email id if cash balance is <1000
Cash vouchers are being entered at Branch Level, so that whenever Cash balance goes certain limit , email alert to be send to Accountant email id
2 votes -
invoice view
In the invoice page where it list all invoices, I have created 3 custom view namely
Nov when inv date is after 31-OCT-2017 and before 30-Nov-2017
Dec when inv date is after 30-Nov-2017 and before 31-Nov-2017
Current - when invoice date is 'This Month'Now in nov 2018 the view needs to be recreated.
In addition to 'ALL' by default zoho books should come with monthly view of the invoice.0 votes -
Show the Accounting Posting (Simulation) before the posting is made
Hi
We want to see the accounting posting that Zoho Books is going to post, before saving the transaction.. As of now, we have to manaully go to the Reports Section and see the Account Journal.. This is very cumbersome
All leading accounting softwares have this provision. We are disappointed the same is not available here
Regards
Ajita SAP Consulting Pvt Ltd
1 vote -
Send and Print
Print Setting > Document Copies > 2 Copies Selected
However in the invoice click 'Send and Print' only one copy printout.The way it should work is
When click on 'Send and Print' according to the print setting that many copies should be printed1 vote -
El escaneado automático de facturas optimizado para español
Optimizar el escaneo de facturas también para el idioma Español
1 vote -
kindly remove balance due from tax invoice
"balance due" is not a proffesional way to show in tax invoice
1 vote -
Contact report which shows all categorised income from bank statement import
I'm the treasurer of a busy, volunteer sporting club.
Our members pay each month by bank transfer. We do not invoice or send out any other paperwork - we just wait for the payments to come in and check who hasn't paid.
This is a long and laborious process.
In Zoho Books, I have added all our members as Contacts, and I have set rules up to categorise every bank transfer from that contact as a Sale Without Invoice.
This means that when I click on that Contact, the bar graph shows me how much they've paid over the last…
1 vote -
Hulp gevraagd
Wie kan mij helpen?
Hoe kan ik bankrtransacties in ZOHO verwerken?
Ik weet dat het mogelijk is, maar niet meer hoe het moet.1 vote -
Approval of Invoices from Senior
Please have approvals of invoices made by Junior. The Reporting authority should have approve the invoice before it is sent to the accounts dept.
4 votes -
Would like to have the option in financial reports to sort accounts according to account code, but not sort by account type only.
Sorting by account code in financial reports
4 votes -
Ability to create sequential SKU
Ability to create sequential SKU
3 votes -
better way to deal with vendor invoices
There should be a way to create an invoice with a mark up directly from a Bill. Currently, these are not linked. A mark up can only be done on an item with one set rate - the mark up should apply to whatever you change the rate to on the invoice, not the set rate.
3 votes -
Prompt adding yourself as a user to a job after attempting to log time
When logging time for a job, if you're not a user in the job (even if you have the ability to add yourself to it) it's super frustrating if you enter your time into a task with notes and realise you aren't involved in it. Which means you have to exit out, lose all the info you put in, add yourself in, go back, redo it all. I think if you have the ability to add yourself to the project, it should prompt you right then and there if you'd like to add yourself to the project so that you…
3 votes -
Alowing for diffent expenses to be added for importing of products like customs duty / transport etc with different vendors
Allowing for different expenses to be added for purchase /importing of products like customs duty / transport etc with different vendors
1 vote -
To have better reports for different locations/reporting tags
I have Multiple Locations. I need to be able to seperate them for tax purposes. By seperating them i can see how well a store did and submit docs to accountant.
3 votes -
Date Period to Appear on Invoices
We are a subscription and we bill in advance for the month. We bill monthly, quartery, bi annually and annually. We need the date to appear on the invoice that the invoice covers.
For example: It is a monthly invoice, so every month the invoice automatically says: Covers From December 1st to December 31st 2017.
Or if its quarterly: Invoice Covers from December 1st 2017 to February 28th 2018 etc..
The dates are very important for our clients to know how long they have actually paid for.
3 votes -
Associating a default template for a Item
For a set of line item by default I want to use spreadsheet template and for another set of line item i want to use spreadsheet plus template. Can we associate default template to line item.
Eg.
Spreadsheet Plus - Have around 40 Items (Paper Products).
Spreadsheet Plus - Only One Line Item Wood Pellet.When in the invoice Wood Pellet item is there, on saving by default spreadsheet plus template is the format.
When the invoice has the remaining 40 products, the format should be spreadsheet.1 vote -
Reconcile accounts that are not bank or credit card
Having a reconciliation feature for accounts that are not bank or credit card accounts (petty cash or un-deposited fund/holding accounts for example)
6 votes -
offer post code search
I would like to be able to search transactions using a UK post code.
Customers do not always know what name the invoice was generated under, personal name or business name. A post code is a very easy search to ask for.12 votes -
Field Labor Users
We love Zoho and appreciate what you have created! In our line of work (Electricians), Phone Numbers and Addresses are the most basic things that FIELD LABOR USERS would need when they get time to start and try to complete a PROJECT. As they finish up with one Project, they need to call the next Customer to make sure they are home, ready, etc. Field Labor cannot do this right now. We've had to copy and paste the Contacts phone number and then go back and copy and paste the address into the Project Description. At that point our Techs…
3 votes
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