Zoho Books
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6157 results found
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Need Proper Reports
Reports Page is not helpful. for ex: if we go Bank Leger its shows all transaction but if we done any edit in one ledger after that it will not go again the bank ledger its struck only the edit ledger. so again we want go bank ledger manually.. which is taking more time and more effort. please give more modules in accounts like Sage 50
1 vote -
Memorize Customized Reports
Need ability to memorize customized reports and save as a separate report name. We waste a lot of time constantly recreating the same reports.
27 votes -
Invoices: State appearing in wrong line
I have created a customer entry in Zoho Books. However, when I download the invoice as PDF, I see that the state initials appear in the wrong place. Example:
Bill To
Customer Name
123 Main Street 2nd Floor
New York
10018 NYCorrect should be:
Bill To:
Customer Name
123 Main Street 2nd Floor
New York, NY 10018Please fix this ASAP.
Also, please add a colon after "Bill To".
Thanks.
1 vote -
Option to disable email auto populate in "Send To" field
Would like to suggest an option to disable auto populate of customer contact (email) within the Send To field under Email function of Sales Order, as Sales Order is meant for internal in my company practise. We insert cost price and ordering details in sales order, with the email function available in sales order, it reduces the hassle by sending through the system. By disabling the email auto populated in Send To field, this can avoid the user to accidentally sending the email to external.
1 vote -
Zoho Showtime : watch videos on-demand on mobile device !!
Zoho Showtime (mobile app=showtime viewer) does not allow on-demand content (pre-recorded videos) to be viewed on mobile phones, which is very annoying for users who take online courses on this device, for example. At the time of "mobile first", it seems urgent to allow this functionality.
1 vote -
1 vote
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5 votes
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Please Enable multiple options in single payment entry ( Split entry - Cash, Card, Giftvoucher simultaneosly)
Please Enable multiple options in single payment entry ( Split entry - Cash, Card, Giftvoucher simultaneosly)
1 vote -
Tracking of Import Purchases (from outside country)
Hi Zoho team,
It would be useful if we have different purchase order format for tracking import (purchase from outside country) as the same would involve tracking of shipment from shipping liners, bill of lading number, ETA and Date of departure. Below are the pecularities of the import transactions.
a. One purchase order covering multiple shipments
b. Capturing of information such as bill of lading number, ETA, container type (20 ft, 40ft) , no of cartons per container. Tracking online the ETA from shipper portal (maersk, safmarine)
c. Capturing the partial shipments against one purchase order
d. MIS report on…4 votes -
Preserve item ownership when syncing to/from CRM
When syncing products, contacts, etc, to and from CRM, the default behaviour should be to preserve the record ownership to the same user that owns the record on the other side of the sync relationship, if that user has access rights to create the record in the appropriate system.
Currently, everything synced to CRM ends up as "owned" by the admin that set up the sync relationship, and this isn't always the right thing.
1 vote -
1 vote
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Vendor Credit and Credit Note - Set Expiration Date - Write Off when Expired
For my business, we issue Credit Notes to customers which expire in varying time periods (10 days, 30 days, or 1 year). I would like a way to set an expiration date so the customer cannot use that credit note after the date.
More importantly, the credit should show on the Balance Sheet from the date of issuance to the date of expiration, and afterward should not be seen on the balance sheet. It is an actual liability if used and Zoho Books should record it as such and allow it to remain active for a certain time period.
The…
1 vote -
"Tax Invoice" written on the customer invoice.
In our country it is mandatory to have "Tax Invoice" written on the customer invoice. The available templates does not have such a template
1 vote -
user ID should be included in each transaction,
user ID should be included in each transaction,
2 votes -
Budget vs actual
Budget vs Actual Report - allow the date range to be customized. Ex: I'd like to see this report from 1/1 - 9/30. The native report with Monthly periods shows expenses for 12 months, and the revenue has 9 months. This does not help me know where I stand through the end of Q3 in profit and loss, as the additional Q4 of budgeted expenses just shows a straight loss.
9 votes -
Fully Customized Invoice Template Editable With Drag And Drop Features
Fully Customized Invoice Template Editable With Drag And Drop Features
9 votes -
Rate per Hour or Day per Task and/or per Role (Projekt-Member)
Rate per Hour or Day per Task and/or per Role (Projekt-Member)
Two Dimensions for more flexibilityA Task can have a Rate
A Role (Project Member) can have a RateThat would be also great - If the Project Member can linked to defined Roles - like - Projektmanager, System Engeneer, Architect, Working student, Manager, etc......
3 votes -
Link purchase order to Poential in CRM (Deal)
Link purchase order to Poential in CRM (Deal) like with Invoices
1 vote -
"issue date" in Customer Statement
The Customer Statement in ZOHO Books should have function to show the "issue date".
1 vote -
I need report in which i can see outward gst, inward gst, gst difference of outward and inward gst
I need report in which i can see outward gst, inward gst, gst difference of outward and inward gst in single report
1 vote
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