Zoho Books
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6174 results found
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Allow inventory tracking on purchased items
Presently all items created are listed if the sales check box is selected which provide the inventory and stock level. If the purchased check box is checked the item is not listed in the available items for sale which is useful if the item is not for resale but assemble. But you can not track the stock, which give a false business valuation
If the purchased option is check and the sales in not check there is no inventory option.
If we could have track the purchased items we can produce a simple manual assemble function, using the stock adjustment…
3 votes -
packing list with value of goods
Please add value column in the packing list while printing invoice available in zoho books. Value is also mandatory in packing list. AS of now only quantity is shown, which wont help the purpose of packing list.
Thanks in Advance4 votes -
Customer screen list stay while looking through the transactions
It is annoying when you click on a customer in the list on the left and it goes away when the screen changes/list goes away. Keep it there so you dont have to keep going back and forth or even opening another tab to keep track of what you were doing.
1 vote -
GST rate for shipping or extra charges in invoice
GST amount on shipping or extra charges has to be apportioned based on on value or quantity in purchase or sales invoice when multiple GST rate items in bill
1 vote -
Timesheets, weekly view, the ability to add a note to a time entry would be fantastic. You have go back to the list view to add note now.
Timesheets, in the weekly view, the ability to add a note to a time entry would be fantastic. At the moment you have go back to the list view to add note.
9 votes -
Add sorting by STATUS and BILLED STATUS in Purchase Orders and Sales Orders
Add sorting by STATUS and BILLED STATUS in Purchase Orders and Sales Orders
1 vote -
1 vote
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Kindly include itemwise discount option on purchase entry
Need item wise discount option on purchase entry
1 vote -
Show the last time selling price for the chosen customer
When making new seles transaction (Invoice or Estimate..etc) it's useful to show last time selling price for the chosen customer.
22 votes -
Make it possible to move a transaction from one organization to another.
We have one set of bank accounts and credit cards. We run our personal finances through these accounts, but also a therapy practice as well as a rental property.
We need to be be able to import one set of financial records and allocate to these three different "businesses" which I have set up as Organizations in Zoho or should they be sub-categorized in the chart of accounts instead?
6 votes -
Add Discounted Unit Price
We need much more customization options for estimates and all templates. Example: I want to show discounted unit price, but I'm unable to create the field, create a formula or show a custom field on the template. I also need the option to show or hide when not populated. Showing discounted unit price is common in the US. Not showing this is awkward. Needs to be on estimate, order, invoice and PO.
4 votes -
Purchases reports
At the end of the year, My Auditor needs total purchases for the year and monthly breakdown so I am facing difficulty to get this report please solve this problem as early as possible.
1 vote -
Show account affected in banking transactions
Right now you can see the Date, Reference#, Type, Status, Deposits, Withdrawals, and Running Balance columns for all transactions.
I'd like to see the ability to add an additional column - "Account" or "Account Affected"
3 votes -
GST Feild Automatic Captial letter Conversion
I want GST column feild data to be automatically converted into Capital letters . When clicked on validate the GST server is passing invalid value
1 vote -
Feature Request
We need to be able to schedule the report: "Sales Tax Liability". All the other reports can be schedule, this one needs to be as well. We have to pay taxes to tax authorities on a monthly basis and need to run this report every month. It would be more efficient to have this a scheduled reporat rather than have to manually run it every month,
1 vote -
WE WANT ONE TEMPLATE SIMILAR TO TALLY
CURRENT INVOICE TEMPLATE ARE LENGHTY AND ALWAYS TAKES TWO PAGES.
ITS WIDE WASTAGE OF PAPER JUST DUE TO BAD DESIGN OF INVOICES1 vote -
Editable Item Groups/Assemblies
We would love to be able to create groups of items (or assemblies) that we can actually view and edit while creating an estimate or invoice. Ideally this would include the ability to change the quantity and price for each line item in the group AND be able to hide the line item breakdown from the client.
For example, the client would see "Total Travel Expenses" and a price. While creating the estimate/invoice, we would see and be able to edit the mileage, meals, and lodging line items that comprise the total travel expense assembly/group.
Pretty please?!
6 votes -
1 vote
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The New Bill entry interface is very easily accessible in all monitors and there is no scroll feature for left to right for accessing fields
The New Bill entry interface is very easily accessible in all monitors and there is no scroll feature for left to right for accessing fields
1 vote -
We need to be a able to backup
Need to be able to do daily backup of Everything Everything all Invoices, Estimates, etc. I see more people have asked for this. And given the problem you are having today with attacks you had better give us this option because if something happens to you and you lose our data and we cannot restore then the lawsuits will be flying. Not to mention many businesses going out of business. This is critical.
1 vote
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