Zoho Books
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6185 results found
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Serial Number Tracking
Allow items to have a serial number Entered in the System.
1. Enter Serial of Items/Goods and dated purchased.
2. Warranty Periods for Serial Numbered Items
3. Pick Items by serial number when doing customer invoices (it helps when items get faulty during their warrant period and to know where there goods where bought from and return to original supplier or manufacturer.) We are having look check the items if there are returns and start opening files to see where we bought from and is it still under warranty.
4. Being able to see Faulty Items when returned by customer…57 votesHi All,
Serial Number Tracking and bar code scanning are not planned in Zoho Books. I have some good news though!
We are launching a new product called Zoho Inventory. That will address your requirement. And what’s more Zoho Inventory and Zoho Books are tightly integrated.
Jump to below forum and vote to get an early access:
https://zohofinance.uservoice.com/forums/294735-zoho-inventory
Regards
Prashant -
Add "semi-monthly" as a schedule for recurring expenses.
Recurring expenses may be set weekly, monthly, every x months, on particular days, or on a custom schedule, but there is no means to make a single expense recur twice in one month on fixed days.
This functionality is useful for expenses associated with payroll (e.g. recurring reimbursements) for organizations that have semi-monthly payroll cycles (e.g. 5th and 20th).
Presently, accomplishing this result requires the creation of two distinct expenses, one for each of the two recurring days, each of which recurs on a monthly basis. This works, but it is burdensome to manage.
1 vote -
Grouping of transactions for matching
The way some banks post transactions, they break them down and only by grouping them can they be matched with actual postings.
5 votes -
allow for auto created invoices to be marked sent (not just as draft) so they show up on receivables
1 vote -
invoices must have a prompt to bill the liability to the vendor
When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.
2 votes -
Segmentation of accounts to user specific sales people to manage those accounts in say a different country or 3rd party distributor
So I have a distributor in the United States which I would like to have a zoho books login. I want to segment my overall account details such as turnover and only have this information available thats specific to him/her.
So when he or she logs in they can see the following:
Which customers are allocated to them
How many sales that customer has against their name
How many pending, sent and outstanding invoices their are.
Their overall turnover etc etcIn roles and specific roles this cannot be done as I keep seeing when I log into a test…
3 votes -
Hide or remove invoice number on invoice.
Allow hiding or removal of invoice number on the invoice so that customers cannot determine how many customers you have had since their last invoice. This would be ideal for small or part-time businesses that do not handle a lot of volume.
2 votes -
Archive Invoices
We need to archive some invoices
8 votes -
I suggest to make a filter icon ( by item name ) in the inventory valuation summary report
valuation summary report filer icon
1 vote -
in
When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.
1 vote -
Central Excise duty billing format
Recently registered for Central Excise duty
Since separate fields are to be displayed for Central Excise teams, we need 2 compound tax functions in a tax group and display additional tax fields in both estimate and invoice. If possible Subtotal to be made so the final VAT calculation can be seen separately. In government not all bodies are agreeing to the compound tax format as displayed in our Invoice. They insist to follow the same old format though the total sum display the same value. I follow only Zoho Books for all calculations and no separate billing format followed. Kindly…7 votes -
Add Totals to Billed and Unbilled Amounts in Reports
On Reports -> Projects & Timesheets -> Project Summary report under "Billed vs UnBilled" there is total row that shows the totals for the hours (both billed and unbilled) but not a total for amounts. Not sure if this is a bug or something that was not fully completed during development. I want to be able to see on my projects the total for unbilled.
Here is a screenshot: https://www.dropbox.com/s/60gjrxmztzeb92p/Screenshot%202015-04-11%2017.06.35.png?dl=0
10 votes -
Allow me to convert my estimate to an invoice for any client, not just the one who received the estimate.
Sometimes customers request estimates and find foundations to pay for the work, etc.
1 vote -
Add new URL to the online banking System
There Is a new online product from Kasikornbank PCL (Thailand) available with the seem features as K-cyber banking.
It has however a different portal adress :
https://online.kasikornbankgroup.com/K-Online/login.jsp?lang=en&type=sme
Please add this url to your system in order to use it.
1 vote -
Re:- "Attach Reference File" on Invoices need to be able to attach more than one file
"Attach Reference File" on Invoices need to be able to attach more than one file.
2 votes -
Hyperlink telephone numbers with <a href="tel:______"> </a>.
Hyperlinking telephone numbers with a tel: link causes the voice software on our computers (Cisco Jabber, MS Lync, Google Chat) to automatically dial out to the number.
2 votes -
Combine multiple invoices into 1 Invoice or 1 PDF file.
I have several customers who want 1 big invoice at the end of the month instead of several small invoices which we create for different days of the month.
10 votes -
Sort by transaction date in "Recent Activities"
Details listed in recent activities list for the contact are order by the date the transactions actually happened. It would be useful to be able to sort these by accounting date instead.
6 votes -
Toggle imported Transactions
In quickbooks online edition, when you download transactions from your bank, it gives you option to toggle mulitple transactions if are putting in same category. be nice if this feature is available
3 votes -
Allow fractional hours in project budgets
Currently, when editing a project with a budget of the "Hours per Task" type, Zoho rejects any number of hours that is not a whole number. For some small projects, it would be great to budget, for example, 1.5 hours for a task, instead of having to round to 1 or 2.
5 votes
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