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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6408 results found
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1 vote
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Filter : Quotes by sales person
Hey, it would be great to have a filter on quotes by sales person. I can't see how many quotes (and the amount of the pipeline) have been done by salesman for a specific period.
1 vote -
Matched transactions
In addition to viewing recognized transaction, I would like to see a list of transactions that have a match.
1 vote -
1 vote
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Upload from All Files and not just from Inbox in Bills/Expenses
Please Offer the option to upload from All Files and not just from Inbox within the Documents section when attaching receipts to a bill
1 vote -
Automatic quantity totals
I bill on a daily rate on a monthly basis. it would be helpful to be able set up in reoccurring invoices the option to have a field to total the amount of days in the previous,current or following month that gives a total bill for that month
4 votes -
re-arrange the sequence of rows in app
in the app there is no option to rearrange the sequence of rows in estimates or invoices. eg. its not possible to take the last row of the estimate to the top of estimate. or insert a new row between the existing rows.
1 vote -
Provision to Add Supplier Name & Supplier Amount While Creating Invoices
We have cases wherein we also sell third party products. In such cases currently we need to create an Invoice in Sales and concurrently in Purchase.
This process exposes of possibilities wherein accounts forgets to update the supplier details under Purchase Invoices and is only realized once an invoice is received from our supplier.
Further if the supplier does not send the invoice for a quarter (in our case they have not bothered to send us the invoice for 8 months) the monthly balance sheet would emulate incorrect data. Hence we would propose if there can be a provision wherein…
1 vote -
For Payments allow a setting to not allow credit cards over a certain amount
For some of our larger invoices, we lose a lot on the credit card fees, having an overall dashboard setting to not allow credit card payments for invoices over a certain amount would be helpful
3 votes -
Provide the ability to keep track of Discounts given on Invoices
Keeping track of discounts on invoices would let us show ourselves and the customer what they have gotten
3 votes -
Unit cost should appear in FIFO report
Unit cost should appear in FIFO report
4 votes -
arhab
merci
1 vote -
Comments: Make window larger
Invoices, Sales Orders, Purchase Orders--we would like to see a larger window (vs. only 3 lines available in view) when adding a comment.
1 vote -
Surcharge on VAT
Please add surcharge on VAT IN Invoices option. After that we can plan to buy this software only. Without this option, this is not helpful for us,
1 vote -
Add Petty Cash to Bank Reconciliation Transaction Difference Adjustment
Scenario - Customer pays say Rs. 6215 in cash against an invoice, which is usually deposited into a Bank account. however, while depositing in a machine based bank, the change is not accepted, hence only Rs. 6200 is deposited and the Rs. 15 is handed over to the office for petty cash expense. The current system allows to add an expense or income, please add petty cash also to this allowed list.
7 votes -
Share Invoices and Bills with other Zoho Books trading partners
We love using Books. We also have customers and suppliers who also use Books. It would be great if we can all send each other Invoices and Bills and have the automatically entered, uploaded or shared in Books.
1 vote -
Social login in - client portal
The clients are hesitant to use client portal - Can you pls integrate social log in in client portal.
1 vote -
marking customer as inactive automatically
Option for marking customer 'Inactive' automatically if there is no transaction in the account or invoice goes unpaid after custom specified no of days.
4 votes -
to make it possible to create a customer and to divide it by its branch like a chain supermarkets.
For example we had a costumer that has 5 supermarkets around the country, and at the end of the year we need to have a statment for all transactions in one place.
1 vote -
Double taxation
There are cases where two taxes needed to be added to the invoice. On the sale amount, first excise duty needs to be added and then sales tax on the total amount after excise duty. There should be a system that allows that to happen.
4 votes
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