Zoho Books
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6130 results found
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Importing Customer Invoices
When importing customer invoices:
(1) Allow the invoice "Subject" to be mapped and imported.
(2) If payment terms are not provided, default them from the customer.3 votes -
Additional Address and GSTIN for Vendors
You have recently added a feature to add additional address and GSTIN for customers. However, it is not available for Vendors. It would help to issue Purchase orders to the same vendor with different locations and GSTIN.
2 votes -
Estimates report which excludes those that are converted to Sales Orders
Estimates Report which excludes those that are converted to Sales Orders
1 vote -
PACKING SLIP CUSTOMER COMPLETE ADDRESS DETAILS
ADDRESS DETAILS OF CUSTOMER FOR PACKING
1 vote -
1 vote
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Integration with Transferwise
Integration with Transferwise for overseas transfers is very very important.
They also offer the Transferwise mastercard which is hugely useful for international business transactions, please integrate Zoho books transaction feed with Transferwise19 votes -
Link Transfer Fund transactions to their corresponding transaction in the Transfer To account.
When viewing Transfer Fund transactions in a Bank Account it would be nice to see the corresponding transaction in the other account. "Transfer to Another Account" transactions always involve a From account and a To account. To view both sides of the transfer, you have to back out of the From Account, navigate to the To Account and find the corresponding transaction. A simple hyperlink from a transfer transaction could take you directly to the corresponding entry in the other account.
1 vote -
Connection to Zoho Commerce & Zoho Books user portal
Good morning, we have an online store at Zoho Commerce and we think it would be nice to unify the Zoho Books customer portal with Zoho Commerce. Right now we are seeing that the user data is not synchronized, we have problems accessing the Zoho Books portal with the access data of Zoho Commerce. These two access portals should be linked in order to better serve customers.
1 vote -
Proforma Invoice is compulsory and should be easily convertible to Invoice
It is compulsory for Indian Accounts standards for many companies to have a Proforma Invoice generation option in any Accounts Software. But sadly we couldnot see the same in Zohobooks, and we are struggling with Excel now to create a separate Proforma Invoice for our clients. Also note that when you include this new feature in upcoming versions, ensure that it is easily convertible to 'Invoice' as in Estimation. Proforma Invoice option is used by many companies for the purpose of giving an idea to its client about the total invoice amount and payment terms etc, before receiving payments, and…
14 votes -
2 party checks or Joint Checks
In our business we regularly have to issue a joint check (or two party check) made out to vendor1 AND vendor2. Vendor 1 will provide an invoice which includes their suppliers (which are to be paid directly by us) When we make a partial payment on an invoice it would be nice to be able to easily enter the 2nd party. The real magic would be if this were available via API and we could use an integration to automatically enter the payments from our system which already captures all of the 2 party info and amounts.
3 votes -
we want to have different series of invoice numbers for different categories of client. how to do that in zoho?
Different series of invoice numbers for different category of clients.
example for small retailers 1,2 ,3 etc...
for big insitutions A1, A2, A3 etc...
for agents B1,B2, B3 etcc..
is it possible to automate such numbering in zoho.1 vote -
Allow for staged payments
We offer the following payment terms:
50% Upon Order
40% 1 Week before Delivery
10% Upon Delivery Of GoodsAll estimates and invoices to show these terms clearly with Due Dates.
When a payment is received, the invoice will show that the payment is received, the date paid and remaining balance.
5 votes -
Dark Mode
Please add a dark mode across Zoho financial and Zoho CRM!
10 votes -
Can you set up two "mercado pago" accounts in the same zoho books?
Can you set up two "mercado pago" accounts in the same zoho books?
1 vote -
Please make it possible to tag tax exemptions and rates as inactive when there are transactions associated that make it impossible to delete
Due to initial import issues, the drop down menu for sales tax exemptions and rates is lengthy and hard to navigate. I can't remove exemptions or rates with prior associated transactions. It would be helpful to hide them.
1 vote -
Allow Zero Entries in Journals
I like to clone a journal twice per month to enter my FBA payments. There are many accounts associated in this journal. However some months a field might be zero. If I delete it, then the following month it's a real pain to re-enter it because you can't just insert it in the middle. If i create a generic journal with all the fields, I can't leave it blank with zeros.
Maybe somebody has a work-around for this.
3 votes -
1 vote
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single Sales order for Multiple for Estimate
need a single sales order against multiple Estimates.
1 vote -
MTD VAT Groups - Uploading Adjustments so not manual
In the UK we can have VAT groups where several companies share the same VAT number and one company is nominated to collect the VAT figures and submit a combined return.
When MTD was implemented in Oct 2019 there was an allowance for VAT groups that meant although all the companies had to keep electronic records and the return had to be electronically submitted the calculation for combining the returns could still be manual.
From April 2020 this calculation to combine the return must be automated i.e. no manual typing and no copy and pasting.
Could Zoho allow uploading of…
6 votes -
Create project with recurring invoice and recurring bills
For our marketing sales, most projects are fixed monthly rate with fixed monthly expenses. I would like to make a project that can send recurring invoice for fixed amount and create recurring bills for fixed amounts
4 votes
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