Zoho Books
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6405 results found
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1 vote
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4 votes
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Create a Bill for each Resource during Timesheet Invoice creation
The ability to assign a Cost per Task, or Resource. Task currently track rate per hour, but not cost per hour.
During the "Create Invoice" from Timesheet process create a Bill and associate it to the respective Client and Project.
The Bill could in the future, be "Wired", "Check Created" etc. and reconciled to the respective project.
4 votes -
Easily allow mechanism to offset withholding tax from tax payable.
I can see how much tax I have to pay based on income and deductions however I cannot offset my withholding tax from this so I do not know how much I should keep for tax.
1 vote -
Recent Items Floating Tab
I'd like to see the recent Items floating side tab that we see in Zoho CRM giving quick access to recent contacts/bills/invoices etc as I find it speeds navigation tremendously
1 vote -
Email Reminders based on Service or Product
We have different services so it would be great to send a payment reminder based on the type of service.
ie: Consulting: payment reminder
backup service: payment reminder.. data will be deleted
exchange: email services disconnectedetc....
2 votes -
1 vote
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1 vote
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Filter Chart of Accounts by COGs
Currently, you can not filter in Zoho Books the Chart of Account listing by Cost of Good Sold (COGS). The only option is Expenses. There should be an option for each sub-category (ie Expenses, COGs, Other Expenses).
1 vote -
3 votes
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2 votes
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Enable customers to be segmented
We would like to segment retail/warranty and wholesale customers. The relationships, politics, payment terms, and internal training and responsibilities involved is different with both customer types. We currently use 2 Zoho invoice organizations to keep the 2 universes separate, but we would like everything in 1 accounting system. Another issue is reporting. Right now, I can see how many of what I sold to resellers, and how many of what we sold/served to retail customers. I would like to retain this ability, while using Books.
1 vote -
Add more Bill pay through options
Option to pay bills through Equity and other current liability accounts
4 votes -
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0 votes -
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1 vote -
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1 vote -
Add alphabet search bar for customer and vendor views
On the Zoho Desk App, there is an alphabet on the right side of the screen for the customer tab. You can click on a letter and it quickly pulls up all the customers that begin with that letter. It would be great to have the same function in Zoho Books. Then I wont have to always use the search bar to find customers. I can click on the letter, and then scroll down using my mouse. It would be quick and save time. I get tired of using the search bar to find everything in zoho books.
1 vote -
Retainer Invoice options to be same Invoice
I cannot find the following options in the Retainer Invoice:
1. Product selection in Table rather than just text fields.
2. Fields in Table like HSN/SAC
3. Payment reminders
4. Tax
5. When Retainer Invoice is paid, convert Retainer Invoice directly to Invoice and mark it as paid.I can understand that this is just an advance payment. Still, we critically need these options to be implemented as soon as possible.
3 votes -
Create and lodge Company Tax Return to Australian Taxation Office (ATO)
Many small companies prepare their own accounts and use Zoho Books - next step after producing P&L, BS, Cash Flow, BAS (Zoho reports) is to submit Company Tax Return to the Australian Taxation Office. A tax return is relatively easy for small businesses (e.g. assets, liabilities totals and COS/expenses) but you need to either use another accounting system which has SBR (Standard Business Reporting) functionality with machine credentials into the ATO or fill in the PDF (paper) version of the return.
Please consider or let us know if this in development.
Please vote.3 votes -
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1 vote
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