Zoho Books
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6163 results found
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3 votes
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Intervals of month aging
Request for "intervals of" month in "Customize report". The current options are "week" and "days".
0 votes -
There should be an option of import/export to tally for accounts and inventory
Most CAs use tally and force business owners to share their data in tally
If there is an option of exporting and imporitng data as per the columns in tally as it is, it will be very helpful3 votes -
Tried linking Axis bank current account to our zoho books account. As of now, the link lands on savings account login page
Tried linking Axis bank current account to our zoho books account. As of now, the link lands on savings account login page. In the case of ICICI, it lands in a common page & we are free to select any type of bank account like savings or current account. Please help.
1 vote -
Preffered TAX Mode In Vendors
Hi,
From Selling Aspect, One can choose whether the tax is Tax Inclusive/Tax Exclusive/Tax Inclusive or Tax Exclusive
Why is it not in the Vendors Preferences Also?
3 votes -
Estimates & Invoices - SORT EMAIL option
For Estimate & Invoices in Books, when finalizing an invoice or estimate and preparing to email to a customer the email addresses are all grouped at the bottom of the page, and not sortable. This is a b ig inconvenience when the customer has multiple contacts, as one has to scan the big jumble. The current display shows contact emails from left to right, top to bottom, in order the contact was entered into the zoho. It would be a very nice feature to be able to sort this as a list, alphabetically by first / last name.
A lack…
0 votes -
Allow linking to the Invoice in Sales > Invoices for faster review of Draft Invoices in Notifications
Notifications are great to review draft documents before they are sent to clients.
Currently, when building an invoice notification for administrative purpose we don't have access to a link that would open the invoice in Zoho Books. The placeholder we have link to the invoice from a Customer perspective, not from a staff perspective.
Please add a placeholder that would allow linking to the invoice in the accounting application.
3 votes -
Capability for discount payment terms on customer invoices
Make the payment terms more robust so that discount terms can be automatically calculated. As a simple model, the ability to have a discount if paid within a certain number of days and the invoice due date in a longer number of days. For example, net 60, 1.5% 10 days: payment is due within 60 days, but if paid within 10 days the customer is allowed to take a 1.5% discount. The number of days and the discount percentage should be configurable within the terms. Frankly, this is a basic function that is surprisingly missing from the package.
10 votes -
E-way Bill Print option directly from Zoho book should be there.
E-way Bill Print option directly from Zoho book should be there.
6 votes -
Multiple Line Items for TDS in a single Bill and Payments Entry
There are certain complex transactions where more than one TDS sections are involved. For Eg. a Single Bill/ payment may contain an item with implication of section 194J along with an item with implication of Section 194I along with an implication of GST TDS u/s 51. Therefore such single Bill/ payment entry needs multiple TDS line item fields for TDS adjustments which is not ther in Zoho books and makes it difficult. It is suggested that Zoho books allows its users to put additional line items (more than 1) for TDS deductions at the discretion of the user for multiple…
20 votes -
Integrate with Intuit Online Payroll.
It would be very helpful if you could integrate the various Intuit payroll products into Zoho Books.
6 votes -
Is there a system of raising the PO from other state ( other GSTN) to the HO internally and that PO to be converted to Sales order by the HO
Is there a system of raising the PO from other state ( other GSTN) to the HO internally and that PO to be converted to Sales order by the HO so that internal purchases can be done without manually having to create the SO or Invoice for the branch again thus saving time and human errors
1 vote -
Drop down custom field: Editable, sortable.
I cannot sort the drop down custom field based on my preferences but only sorting by alphabetical order. Also, if I have data recorded in these custom field in transactions, I cannot change the option name.
I have a Customer Ranking that may be changed each year. So I hope I can edit and sort by my preference.
1 vote -
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
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