Zoho Books
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6163 results found
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Need banking in mobile app
Really need the ability to interact with the banking section from within the mobile app. I didn't have my laptop and wanted to make updates from the app. No joy!
3 votes -
We should have the ability to view bank registers without ANY filtering so that we can look for any item. Currently it's too limiting.
The current filtering options are very limiting. Coming to you from Quickbooks Online, I am a bit surprised at some of your limitations. When I want to look at the bank register, I need to see ALL of the register. No filters. All transactions. PLEASE!!!!
3 votes -
Month wise Data Reporting like Tally
We want you to Update All Reporting and viewing also by Month wise as happens in Tally as it help to compare and analyze it
1 vote -
Option to change colour of part payment received from client in an invoice
When your client pays part of an invoice it features as (-) $000.00 in Red text. This can be confusing for a client as they may interpret this as an outstanding figure that is owed when it is the opposite.
We need the ability to change the colour of this text in the invoice template as opposed to the current system wide set up that can not be changed.1 vote -
Associate one contact person to multiple companies
Ability to associate one person to multiple companies and optionally adding relationship type (for example owner, manager, accountant) and/or e-mail (the same person can have many e-mails depending on the company)
Useful in many business cases:
Create reporting at the group level. For example show me revenue generated to this managers companies
Less data entry and less errors in data. Entered/fixed once, correct everywhere.
Better customer management. You know all activites with this contact person
3 votes -
Customized Reports from the Invoice and schedule report
Require a fully functional customized report from invoice and Bills. It could be really helpful in analysis.
Analytics Report is not really helpful in certain way as it not real time and 2 way sync. Hope this may implemented soon.3 votes -
create a report to show which items are reordered by customers
I'd like to see which items are reordered by customers. I can see which items are popular for at least one order but it would help to know if repeat customers order them again. This could be a "Sales by Item" report but instead of customer names with a sum total ordered over a period, it would show specific invoice numbers/customers/dates so I could see if a customer ordered that item more than once.
1 vote -
1 vote
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Export invoice content as .xls and .csv file
I need to make some calculations on invoice contents. Multiple items invoice takes lots of time to work on..
1 vote -
like purchase and sale price can I have different name of an item for purchase and sale
I purchase an item as A and want to sell the same item as . so like defining purchase rate and sake rate in item there should be an option to have sale item name
1 vote -
supplier credit notes need to show on deposit slits
we need to see amounts of supplier credit notes on deposit slits
3 votes -
Permanent test organization
Please allow subscribed users (at least with Professional subscription) to have a permanent 2nd small company with full features, in order to do sandbox testing.
As is, I'd have to double my Professional subscription cost to have a full-featured sandbox. Or else, create a new trial company every few weeks, which is quite inconvenient.2 votes -
use the customer/payee name to narrow down possible matches.
it is ridiculous how bad the possible match feature works. It wastes so much time.
1 vote -
Ability to call Custom Functions from Custom Buttons
We have written several Custom Functions that work in the Automated Workflows, but some of these we also use for Custom Buttons so they can be called on demand.
Right now, even though it's the same code, we have to manually copy and past the complete code into the Custom Button. This can lead to problems if the code is updated and we forget to update all the custom buttons.
Solution: Provide a way to call the Custom Function from buttons, for example if we name the custom function "po_userevent" call it from the button by doing something similar to:
…
1 vote -
Fetch GST of Customers based on PAN and update all Invoices with their GST respectively
We create recurring Invoice for our cutomers, their PAN is updated, but we have to manually check for GST number at the end of every month and update GST in Invoice. If Zoho could directly link to GST portal and auto fetch GST number for customers, it will be a beneficial feature
1 vote -
COMMITED STOCK COLUMN IN ITEM VIEW
there should be a committed stock column in item view bases on
sales order1 vote -
Item variation
There should be an option for variations in Items. For example If I select item as "scooter" then another column should have variations to select as "Activa" or "Aviator" or "Scooty" or etc. to make the work process fast and easy.
1 vote -
different according to customer for same product
Add different rates for same product according to customers, wholesale, retail and consumer, also show history of rate according to each cus.
1 vote -
is there any way we can do Delivery order before do invoice ?
Singapore construction line we will send the quotation once the quotation approved we will send the goods for installation for that time we need Delivery order the site supervisor will sign the document then only we can create the invoice is there any way we can do the delivery order before invoice
1 vote -
1 vote
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