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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6407 results found
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4 votes
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To update Zoho Invoice
Keep main account maintaining all the accounts, but have an option that each account can access only its invoices and do not be involved into other invoices.
3 votes -
scanning invoice
Currency Format - The listed options are only in the US style format and not for lakhs.
For eg :- 2 lakh can be displayed only as 200,000.00 which is US format
But according to Indian format we require to display for the clients as 2,00,000.00
How can this be done?
2 votes -
Print expenses button
It would be great if we can print expenses. Currently it is not possible
4 votes -
Move columns in templates
It would be great to be able to customize layouts by switching the sides of the columns. So if your template has a logo on the right, you could move it to the left, and if you have the client address on the left, you could move it to the right.
In our case, we want both the logo to the right and the contact address to the left below and the templates we use don't allow for this.
7 votes -
capture receipts offline
Hi,
it would be great option if we able to capture a pic of a reciept of purchase order or expense in offline mode in zoho books.
when they have WIFI we can sync it later.2 votes -
4 votes
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I want the option to change the currency with the live exchange rates at the invoices, estimates
I want the option to change the currency with the live exchange rates at the invoices, estimates. The product prices in my inventory is in EUR and with the current system I should change every product price manually to GBP, USD etc.. Please fix that
2 votes -
Notes in Banking transactions
Add a note feature in each bank transaction to explain to Accountant the item was for, especially useful when one transaction covers multiple payments or receipts. This would allow accountant to work without being on the phone asking how to match the transaction.
2 votes -
AR Invoice Discounts Applied During Payment Posting
I have a client who allows for a discount on his invoices if they are paid by a specific date. Because there is no way to know if the invoices will be paid by the earlier date, the discount cannot be applied at the time the invoices are created. If the invoices are paid early and the discount taken, I have to edit each invoice and apply the discount and then provide a mandatory reason for the edit upon saving the edited invoice.
That is so inefficient and wastes my time. Would it not be MUCH easier and convenient to…
2 votes -
Refunds/Credit Notes to reflect on Sales by Sales Person Report
We have to manually deduct any refunds/credit notes from each persons sales totals to calculate commissions properly. Also, there is no field to specify sales person when creating a Credit Note. This would at least make the tracking of refunds much easier!
1 vote -
Json cml
Hi. In Croatia we are obligated to send transactions to IRS servers using xml json and security kry, and get responses from goverment servers with security code. Can books api do this.
0 votes -
integrate zoho with dochub free digital signatures/pdf edits
work with dochub for digital signatures. it's free!
https://dochub.com/1 vote -
Reports Account Transactions
In the Transaction report for a particular A/c you need to show the expenses and description details.
As of now it only shows description5 votes -
Add Sales Channel in addition to Sales Person
It would be helpful to have a default report to get all sales per Sales Person and also per Sales Channel (where neither person or channel are exclusive). This would make it easier to view sales across various channels without forcing it to be tied to a specific Sales Person. (Today my workaround is just to use "Channel - Person" in the Sales Person field, but this method won't work for more complex sales operations)
6 votes -
1 vote
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delivery and packing report
Hi,
By 10 pm all our salesmen will update the Purchase officer for the list of items they want for next day delivery and at 4 AM our purchaser officer will go to fruits and vegetables market and buy all the required items for that particular day.
when delivery boys receive all the items from purchase officer, they should have list of customers to whom and what they should deliver.
customers will sign in the appropriate row that they received the product.
2 votes -
Bulk Corrections Tool
In general, it would be nice to have an intelligent 'find and replace' to go and fix broad database data entry mistakes. Like if you enter 200 invoices, send them, take payment on them, then release that you neglected to put the sales person's name on the invoices. Currently, it looks like you have to do this by hand on every entry.
9 votes -
Low and high range for estimates.
I usually give a range of costs. For example, $500 to $600. It would be nice if there were a slick way to do that without adding it to the comments or description of the line item.
1 vote -
i have added employee Name to Map the expanses, request you to add the into Shortcut while categorized the Banking Feeds
Employee name has to be shown While mapping the Banking Transjection Feed thru shortcut
3 votes
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