Zoho Books
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6159 results found
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I need E-NACH facility from ICICI Bank implemented on ZohoBooks for payment collection. Please advice.
I need E-NACH facility from ICICI Bank implemented on ZohoBooks for payment collection. ICICI Bank will be able to activate this for us. But it will be successful only if ZohoBooks triggers the E-NACH collection on the Invoice due dates. Please advice.
1 vote -
Payment Link Automation
I want to generate payment links (while adding gateway margins to payee) as soon as I mark the invoice as sent.
3 votes -
Direct paying my bill in Zoho
We like it in the global Zoho books the Payment like in this Zoho Video: https://youtu.be/BEAX2aG7ES0 is possible?
3 votes -
Syncronize documents between diferent Zoho Books organisations
When two companies work using Zoho Books, and one is vandor , it would be great that vandor can just chose and sync created invoices to his clients zoho books acount. In that way client account will automatily recive those invoice as bills / expenses and vandor will be sure that all invoice are surely sent.
So both companies would in more easier and secure way work, without need of manually adding those invoice in Zoho Books or scaning them using document scaning feature.
2 votes -
and shipment tracking info to customer portal
if invoice and/or portal simply would show the tracking information for each order or invoice then customer can view and track themselves anytime they have question about "where is my order" - which is like ALL THE TIME
6 votes -
Allow GL Mapping/Group/Nesting as WE want, not how Zoho wants
It is infuriating that I can set up my GL and nest accounts within parent accounts as I want except for a few Zoho accounts which cannot be moved or grouped. Case in point - why am I unable to move the bank charges account into my general and administrative section? Please allow for us to move all of the accounts to where we want them for a financial reporting perspective. I'm left with financial statements that look great, except for your random accounts which are presented. This makes the system generated reports useless and I have to manually regroup…
1 vote -
Purchase return order
- Purchase return ( When we created purchase return order and Credit SMS to the vendor on Final approval ) . I wan to create a workflow rule for Purchase return order but the option is not getting in automation.
1 vote -
How to send only unpaid invoice under sales by sales person
please how to do ?
1 vote -
Purchaser Order field for customer to populate when approving estimates
When a customer reviews an estimate within their portal and they wish to accept they should be prompted to provide a Purchase Order within a specific field as this is the authority number given for the purchase by the customers finance team. This PO should then be pre-populated into both the Sales Order and the Invoice
1 vote -
2 votes
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better font types for Traditional Chinese PDF
I think zoho books can have one or more options for better Traditional Chinese Characters to be shown in PDF.
Example:
https://fonts.google.com/specimen/Noto+Sans+TC#standard-stylesThanks.
2 votes -
Need a way of knowing what invoices were paid via a single deposit
When doing a reconciliation - it is preferred that there's a column that indicates what invoices were paid by a single deposit.
Or - preferably - a way to show the Payments Received report that is grouped by actual deposit.
It is a little difficult right now being able to align multiple payments to a single deposit.
2 votes -
input credit
Automatic calculation of Input Credit available based on Rules 36(4) as amended
0 votes -
Sales person contact number shall be displayed in the invoice
Sales person contact number shall be displayed in the invoice
4 votes -
Salesperson sales by quantities report
All companies calculate sell target for salesperson one once by total amount send once by quantities
So all need to appear sales by quantities report for salesperson please3 votes -
3 votes
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I want to add Dispatch address
Dispatch Address
1 vote -
Name and Mobile Number in Retail Invoice PDF
We request you to incorporate Name & Mobile number to be printed in PDF.
1 vote -
1 vote
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Add "remove salesperson" option.
One should be able to remove a salesperson
1 vote
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