Zoho Books
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6163 results found
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Estimate Revision
Estimate usually have manage changes along he bidding process. I have a proposal team to prepare the estimate, So when the 1st revision sent out. The proposal engineer will change to Sent. But there will be clarification comes from client and we will change the Estimate and this will be Revision 2. Two things here,
1)There is no option to have Revision of Estimate, Currently using custom field with Manual input
2) The estimate always shows sent even after editing, So when i check the estimate list i consider this as sent but actually it was not. SO if there…7 votes -
milestone invoicing
A billing method should be added to be able to bill by milestone/phase of a project. Basically, when a milestone is complete the fee for that milestone comes over to Books as an amount ready for invoicing and then get placed in the invoice when an invoice is created.
4 votes -
Be able to distinguish between TIME and ITEMS when exporting invoices
Be able to distinguish between TIME and ITEMS (Cost price and selling price) when exporting invoices so that you can workout your profit and loss account.
1 vote -
Access to change Account type
Chart of Accounts:
Allow access to change an Account type even after data has been fed into it as we may want to classify the expenses under a different account later.1 vote -
Edit Layouts in Books vendor module
We need to be able to edit layouts (like we can in crm) in books vendor module, so we can create rules of what data to show. Also would like roles and profiles so we can restrict certain info to certain users.
1 vote -
1 vote
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We are not able to edit the transactions after it is been reconciled, please add this option as it is difficult to undo all the previous rec
We are not able to edit the transactions after it is been reconciled, please add this option as it is difficult to undo all the previous reconciled accounts and do the reconciliation again
Please look into the matter at the earliest3 votes -
Must be a setting that e-mails sent from the system is sent from the users e-mail addy and not the primary e-mail address of the system.
Customers are responding to the wrong e-mail address and we cannot set to automatically send emails out of books from the users e-mail. Only the Primary e-mail addy.
4 votes -
Track employee/Contractor payments
Hi, we do not truly have employees, we have consultant who have access to projects, we then invoice for their time (i.e. we issue an invoice to the client with the person's name and their billing rate), then upon receipt of payment we pay the consultant a portion of the moneys received. is there a way to also trigger an accounts payable for the consultants in the invoice?
It would be great if you could add features like these, so you can handle the professional services (consulting) industry. An example is I invoice a client US$100, this is turn mean…3 votes -
Retainer Invoice show value of taxes
We need to show the value of the taxes on the retainer invoice.
3 votes -
Retainer Invoice and Invoice
Hi, we need the PDF of the final invoice to show the amount that was paid on the retainer invoice and the new balance due. Right now we see it in Zoho books but when we prepare the PDF to send to the client the value already paid does not appear. This is a problem for our client's accounting department.
1 vote -
Please add Tax collected at source(as per income tax act) in the tax Invoice in india
We are collecting TCS from our customer so please add this feature
2 votes -
Integration of Zoho Books multi-organisation with only multi-organisation in Zoho People
We wish to create multiple organizations with different countries [Different Entities with different GST Numbers] in Zoho Books under a single account. [Entities can be Indian or International]
This module should work across all applications in Zoho One. We should be able to identify users & their respective data based on their respective entities [should have a drop-down for selecting entities].
At the same time, there should be one master employee database so that in future if we wish to migrate from Zoho to another platform it should be easily migrated.
Can anyone suggest what can be done ?>
1 vote -
Pending Sales Orders Customer and Item wise
Please add report which can give us details of pending sales orders customer wise and also item wise with available stocks, so that we can make purchases if there are any short of items.
7 votes -
1 vote
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include a feature to enable a mandatory hierarchical approval for inventory adjustments.
I see this as an important feature to control unauthorised adjustments, incorrect stock adjustment and/or stock loss.
3 votes -
Update invoicing to align with Projects
Currently, I have Projects set up for billing. I set each Task to the revenue account to which it belongs, a sub-account of Sales. Each month when the invoices generate, your automated workflow overrides my setting and classifies all revenue to Sales rather than the sub-account I've selected. I should be able to set the revenue account once in Task and expect sales to show up there. Please address this shortcoming.
1 vote -
Add Total Discount Overview for Transaction Level Discounts
It would be really great if we would be able to see the total amount of discount given for transaction level discounts as well. At the moment, we just see for example the percentage but it's not possible to see the overall discount given nor total price before discount. It would be enough if customers would be able to see the display of total discounts given at the "subtotal" or even below "Total" in smaller letters. It's a simple detail that would really bring more value to the whole thing. Thanks a lot!
1 vote -
Integration with Bluevine
They work with a variety of bookkeeping software packages to feed the invoice to them for approval.
4 votes -
1 vote
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