Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6159 results found
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Have Maker - Checker - Auditor workflow for all entries made in Books
All transaction recorded in the books, are registered by a maker, then it goes to the Checker for approval, and finally whenever the auditor edits the accounts they mark as Audited transactions.
This approval workflow of entries needs to be there.4 votes -
Create sub-accounts for clients so that there is a main client from which sub-clients flow
Create sub-accounts for clients so that there is a main client from which sub-clients flow
1 vote -
Why can't I view items by vendor? When I add an item there should be an automatic field attaching it to a specific vendor.
Why can't i view items by vendor? When I add an item there should be an automatic field attaching it to a specific vendor.
1 vote -
Non Integratoin of Bank Account Details
I just want to display my VPA, QR and NEFT. The client would pay the invoice.
I do not want to pay the integration charges to the Bank for receiving money online.
3 votes -
Creating single PO for 2 Sales Oder
Creating single PO for 2 Sales Oder
1 vote -
Apply Tax Witheld without Payment
Hi, will really appreciate if you can add a feature wherein we can manually enter Tax Deducted at Source (TDS) / Tax Witheld amounts without recording a payment received as in some cases Tax Witheld is credited by Customers much before they make payments, hence this would provide exact outstanding amount from a customer.
1 vote -
THE PRINT PACKING SLIP
IF I PASTE THE PACKING SLIP ITSELF ON THE BOXES OR CONTENT HOLDERS SO THAT IT CAN BE EASILY TRACED OUT FOR WHAT ARE THE CONTENTS OF THE BOXES AND HOW MANY TOTAL BOXES ARE THERE FOR THE INVOICE.
NEED A MANUAL ADDITION OF NUMBER OF BOXES, BOX NO( 1 OF 20 LIKE WISE), BOX CONTENTS CAN BE ADDED WHILE PRINTING THE PACKING THE SLIP4 votes -
indicate overdue balance of customers
indicate amount of overdue balance in a different color when we open the customers book
3 votes -
Book TDS without payment received from client
There is an disadvantage in Zoho Books that at the time of closing books of accounts, clients whose payment is not received at the end of Financial Year, but i have to book TDS (Advance Tax) for that client, it is not possible in Zoho Books, so my request you to add this feature in Zoho Books
2 votes -
Delivery Challan address
Give an option to change delivery challan address. currently only customer address can be selected from dropdown list, similarly multiple addresses should be possible to "Dispatch From" address.
3 votes -
Pls add lorry/ truck no. and eway bill no. column in Invoice
Pls add lorry/ truck no. and eway bill no. column in Invoice as it is necessary in my all invoices.
2 votes -
Ledger Account enquiry
Currently the only way to enquire on a ledger account is to produce a report.
Why can't we view the chart of accountant, see account balances and then look at transactions.
Seems very poor to have to produce a report to see this information.1 vote -
E-Way Bill generation for Import Goods from Zoho
Request to help us Generate E-Way bill for import goods from cargo
1 vote -
GSTR 2A Mismatch
While reconciliations with GSTR 2A, We cant add the invoice which has been Submitted by the Vendor in their GSTR 1 but have not "filed" it. This shall be changed and we should be allowed to add our Value. Due to this problem we are not able to file 3B.
1 vote -
Display amounts in Zoho Books without VAT added.
In Zoho Books there is no option to display amounts excluding VAT. SO on my dashboard (and in the total amount of invoices) all amounts are including VAT. So if I want to know my turnover or profit I first need to manually distract the VAT percentage. THis is not normal for accounting because VAT is no part of the turnover or expenses.
10 votes -
Put more information on normal invoice of the retainer invoices already paid
In final normal invoices, when a retainer invoice has been paid, it is shown at the right bottom of the invoice the amount of the retainer invoice paid in red, ok.
In order to be more clear for us and for the customer to remember which retainer it is, could you please add more information about that retainer invoice paid like :
Retainer invoice Number
Retainer invoice date
Retainer invoice % (percentage of the total final invoice)example :
Retainer already paid : RET-0001 - 01/24/2020 - 50% 10 500 $
Thanks for taking in consideration that request
9 votes -
1 vote
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Customizable Import Field Identifiers
When importing invoices, I'd like to be able to choose which field is the unique identifier they should be associated with.
I have client accounts with the same name but with unique account numbers. The platform I use to process orders/generate detailed invoices requires the legal entity name on the account so we differentiate the sub-accounts/departments by account number. This creates an issue when importing and I'm unable to edit the unique field identifier.
3 votes -
Item search in transaction forms
The item lookup field in the transaction forms have to be searchable. Currently one needs to type in the item description in the right order for the item to be displayed in look up. This forces the user to remember the item in the exact same way it was created. Instead as the user types, the lookup should display all the items that contains that term. For example-if the user types in a model no of the item, the lookup should display the item that contains the model no irrespective of the location of the model no in the item…
1 vote -
Apply vendor credits to a check and not necessarily a specific bill.
Currently I have to apply vendor credits to a specific bill. I would like to be able to have the credits, along with the open bills, pull in under a vendor name when making a check payment so that I do not have to apply it to a specific bill. The credits would show as line items, just as the bills, with the deduction amount.
1 vote
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