Zoho Books
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6188 results found
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I Need to change my invoice format
because of am introduced new schemes to buyers. i have to mentioned invoice also. In that we are giving a free items that will shown in beside of Qty Coloumn.
1 vote -
Please change the stamp from PAID to WRITE OFF on invoices that are written off
Please change the stamp from PAID to WRITE OFF on invoices that are written off. It is very difficult to look back and see which invoices were written off and which were actually paid.
3 votes -
Write checks outside of bill pay. This a pretty annoying over site. Very important for tracking
This is a common part of running a business and should be more streamlined.
2 votes -
Allow a Logo on P&L Statements
Why Zoho does not allow this is beyond me. This is the single most important report in the suite and I can't put a logo on it.
4 votes -
Increase Characters HTML Template to 100k
I would strongly suggest to increase the character limited in Invoice Notifications from 30k to 100k. I have simple temples which I would like to use which already have 70k HTML characters.
1 vote -
Export des données comptables depuis ZOHO BOOKS vers...
Bonjour,
Mon comptable nécessite au mieux un export au format FEC ou au pire, un fichier csv ou l'on retrouve pour chaque ligne :
- Une date
- Un code journal ("01" Achats, "02" Ventes, "04" Banque CRCA...)
- Un numéro de compte
- Un libellé
- Un montant débit ou crédit
J'ai réussi à générer toutes les informations via les champs personnalisés du plan comptable et la ou je coince, c'est pour le champ code journal! Il n'est pas possible de créer de champs personnalisés dans le plan comptable pour les banques et les CB
!!!
Ce serait intéressant que vous envisagiez cette fonctionnalité…14 votes -
allow date format in the ISO 8601 format (YYYY-MM-DD).
ISO 8601 gives a YYYY-MM-DD format, which is very helpful as it ensure s valid chronological sorting of items that use the data as a sortable field. It is also visually better (in my opinion), than the current option of YYYY MM DD, as it clearly ties all the digits together into a single entity.
1 vote -
Insightly with Zoho Mail Extension
Curious to know what needs to be improved on this extension.
https://marketplace.zoho.com/mail/insightly-crm-for-zoho-mail
1 vote -
unsettled payment details
unsettled payment further details should be avialable.
1 vote -
Discount Feature For Fmcg Wholesaler Higher The Quantity Higher The DISCOUNT.
I want automatic discount function in invoices at Item level
I have 800 items in my warehouse. Every item has different discount function.Item (A)
basic rate 80
if customer buys 1 to 3 then I will apply 2% discount.
if customer buys 3 to12 then i will apply 5% discount
if more then 12 then 7% discountItem (B)
basic rate 200
if customer buys 1 to 8 then I will apply 10% discount.
if customer buys 8 to15 then i will apply 12% discount
if more then 15 then 15% discountItem (C)
basic rate 80
if customer…3 votes -
Inventory Adjustment Bulk Update
In zoho books accountant section, Bulk update is not covered inventory adjustment.It must be inclueded in bulk update.
2 votes -
Summary of Vouchers with HSN/SAC
Detailed summary report is required (like in Tally)
0 votes -
Purchae order/inventory
1 When Purchase order is sent the Inveventory shall indicaled item status "ON Order"
2 there shall be a receive function to receive each line item on Purchase order. when received the status of item to be changed to "On Hand" irrespective of bill ststus.
3 when all items in Purchse order is received it shall prompt to close or still keep open. by defalt it shall be close "yes" if the user wants it can be left open with by selecting "No"
5 Purchase order shall be closed when all items are recieved or items that has not been…1 vote -
Invoice pdf needs Original Copy for the use of the recipient
Invoice export to pdf is excellent as it creates filename with the invoice number. To be able to send it to a client it also needs to say (Original Copy for the use of the recipient) on the top. Can this be incorporated ?
The workaround to print and save to pdf has an interesting problem.
JS code embedded in the file launches the print dialog box every time we open the pdf file.1 vote -
Multi-level workflow approval BY GROUPS
I would like to create groups of approvers. Though it is possible to set up a multi level workflow approval, the system does not allow to do it by creating groups. i.e.
1) Sales representatives create purchase order which should be approved by sales manager (1st approver) and then to finance manager (2nd approver).
2) Marketing representative create purchase order which should be approved by marketing manager (1st approver) and then to finance manager (2nd approver).
4 votes -
Agency Model Vendor Commission Reconciliation
I run a wholesale rep agency that receives commissions from our vendors based on sales within our territory. However we also act as customer service and manage order intake through our own system, ZOHO, for recording the sales. Our Selling price is the same as our Purchasing price and we do not actually take money from our customer nor pay the vendor. We act as a pass through in this regard and use ZOHO to manage sales activity for our clients.
Being able to calculate commissions owed from the vendor by each invoice and then reconcile those commissions once paid,…
1 vote -
Custom Fields for Itemised Expenses and Bills
We purchase a lot of fabric and need to see cost per unit and fabric reason when we capture our expenses. Currently we are having to add each line item from our vendor invoice as a separate bill/expense in order to see this in our reporting which seems unneccessary and time consuming.
1 vote -
would like you to add seperate tax split up in the sales by Itmes(In Report Section)
when running a sales by Item report its difficult to find out the tax details.(tax % and tax amount)
so it will be very benificaial if you add a tax column1 vote -
Customer based P&L
We can see our Bills and Invoices within the Customer in zohobooks which is great. However we would like to easily see if we have a Profit or Loss associated with the Customer. Easy filter of time ie "All Time" , "This FY" would be helpful too
3 votes -
sub total
When creating an Estimate, it would be really helpful to add sections with sub totals.
Our Estimates are often presented based on rooms/areas. Each area has a number of items contained within it. Our clients want to be able to see their estimates presented in 'sections'.1) Perhaps introduce 'section header rows'. Which are simply text labels to better present/group items on an estimate.
2) Add sub totals for every section, with the option to display a cost summary at the bottom, listing each section total and a grand total.6 votes
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