Zoho Books
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6198 results found
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Change in company name at Sales Order Stage
I think that changing the client name is something very common to have especially when they change it into their company name from their personal one.
So the client should be able to decide to change on whom he would like these invoices.
Since its not permeted to change the client name once its converted from ESTIMATE to SALES ORDER, to delete a sales order I need to Delete all the PACKAGE SHEETS done and shipments its a very complicated and time-wasting process.
Not to mention if three were changes from Estimate to SALES ORDER you will need to make…3 votes -
Record expenses from SMS received
I pay for most of my expenses by UPI and thus receive SMS for amount paid. I would like Zoho Books to be able to read SMS and automatically create expense. Also an option internally to force read SMS which would then force creation of expense based on SMS received from Bank or Credit Card Company.
3 votes -
Allow AR and AP in Manual JVs
We have been using Zoho Books for multiple clients and there is one challenge that everyone faces. We cannot use "Accounts Payable" and "Accounts Receivable" while passing a JV.
There can be multiple use cases when effect is required to be given through a JV in Accounts Payable and Accounts Receivable account. I don't know the reason why the same is restricted in zoho books. Quickbooks allows you to do the same and it works well.
Apart from above there are some small suggestions-
1) One should be able to create a ledger while passing a JV. This is possible…7 votes -
Expense Refund section to review the transaction directly reconciled from the bank feeds
Expense Refund section to review the transaction directly reconciled from the bank feeds.
The refunds are not showing in the vendor dashboards and these transactions cannot be viewed directly in Zoho like expense transactions.
the workaround available now is to filter the bank transactions or check the account transaction report.
Which again will not include the vendor names and references.
2 votes -
1 vote
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Print Deposit Slips
Now a days banks accepts deposit slips generated from Accounting software.Please add the feature of printing deposit slips.
8 votes -
07
07
1 vote -
Party to Party balance transfer voucher
Dear Team,
Some times we may need to transfer the balance from one party to another party. that option is not available.
1 vote -
3 votes
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I filed gst online, but zoho, though connected to my gst account, says its unfiled
I filed gst online until November 2020, but zoho though connected to my gst account says returns for gstr3b for october 2020 is not filed. Thats pretty wierd. I should just get a feature "Sync GST" button and it should just download all status.
Also Zoho should send email reminders automatically before respective due dates of GST and annual filing on both email and mobile.
1 vote -
1 vote
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35 votes
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Feature for passing entries in manual journals for Accounts Receivable & Accounts Payable.
For Example:
A & B are the parties,Here "A" uses Zoho books & "B" uses other than Zoho Books.
"A" sells the good "X" to "B" for 1000 on credit & "B" sells product "Y" to "A" for 1500.
Here "B" asks "A" to pay balance 500 so balance 1000 shall get set off.But when i try to pass entry in manual journal it does not allow to pass the entry because you have not provided option of passing manual journals related to Accounts Receivable & Accounts Payable.
There is no option to adjust bill amount in the…
12 votes -
Ability to enter manual journals inclusive or exclusive of GST in the price.
Hi - please allow us to enter manual journals inclusive or exclusive of GST in the price. Currently it is only exclusive and its very frustrating and error prone to have to manually calculate the ex GST price of all entries.
3 votes -
Add income tax filing to the zoho suite.
Add income tax filing to the zoho suite. Or atleast have an integration to another company that you can use Zoho details for importing into the income tax software.
3 votes -
month wise and year wise sales comparison
we should be able to download month wise and Year wise sale data to easy comparison to analyse sales . also give options to see month wise data - Customer wise/ SKu wise etc,
2 votes -
Stripe payments to be marked as paid only when Stripe deposits funds,
Allow Stripe payments to be marked as paid only when Stripe deposits funds, this can be updated manually or by direct bank feed. When reporting on a cash basis, this needs only be reported on when funds are in bank. Perhaps an option of PAID/AWAITING FUNDS, to remove the invoice from overdue
1 vote -
Need to separate access for Invoices and Recurring Invoices
I would users to be able to create Invoices for a customer but, not see or edit any recurring invoices.
2 votes -
Associating Pricelist with Customer
We can have custom pricelist for each customer so that while invoicing & we already know the pre set prices for any customer.
1 vote -
Sales module, need to see the balance qty
Sales module, need to see the balance qty that we haven't and have shipped/invoiced to client
for example : the SO qty 5 pcs, shipped/invoiced 2 pcs, balance 3 pcs
thank you
5 votes
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