Zoho Books

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  1. Itemize an transaction to split into owner draw and expense

    This would be a nice option to split say car insurance into business and owner draw without having to make manual entries.

    1 vote
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Modify / Edit Taxes in Bill

      There should be an option to edit tax when creating bills, it is available in expenses, please add it in Bills as well

      3 votes
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • invoice view

        In the invoice page where it list all invoices, I have created 3 custom view namely
        Nov when inv date is after 31-OCT-2017 and before 30-Nov-2017
        Dec when inv date is after 30-Nov-2017 and before 31-Nov-2017
        Current - when invoice date is 'This Month'

        Now in nov 2018 the view needs to be recreated.
        In addition to 'ALL' by default zoho books should come with monthly view of the invoice.

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          0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
        • I would like a simple way of logging my incoming assignments in Zoho Books so I know what work I have on and what I need to invoice.

          I am a translator and need a way of simply keeping track of the work projects I have on. The project function is too complicated. It does not allow me to order the projects by date for a start. It also doesn't allow me to delete the projects if there are connected invoices. I just want a simple way of entering project information in a list form.
          Date
          Client
          PO number
          Word count (for me)
          Deadline

          1 vote
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Delivery Challan

            1. Pls provide option to Remove tax in Delivery Challan
            2. In invoice option provided in shipping addr field to copy billing addr the same not there in delivery challan. Pls provide this option

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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Show the Accounting Posting (Simulation) before the posting is made

              Hi

              We want to see the accounting posting that Zoho Books is going to post, before saving the transaction.. As of now, we have to manaully go to the Reports Section and see the Account Journal.. This is very cumbersome

              All leading accounting softwares have this provision. We are disappointed the same is not available here

              Regards

              Ajita SAP Consulting Pvt Ltd

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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Send and Print

                Print Setting > Document Copies > 2 Copies Selected
                However in the invoice click 'Send and Print' only one copy printout.

                The way it should work is
                When click on 'Send and Print' according to the print setting that many copies should be printed

                1 vote
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                  0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                • El escaneado automático de facturas optimizado para español

                  Optimizar el escaneo de facturas también para el idioma Español

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                    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                  • GST on Freight Charges

                    As far Shipping Charges/Freight Charges is also GST applicable, wherein, in your current software if you want GST to be calculated for Freight charges it is not possible. Your call center team suggest us to add as another line item this shipping charges which is not the right way of doing it

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                      0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                    • Automate exporting invoices

                      Scheduled automation of invoices export to google drive or other cloud services.

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                        0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                      • kindly remove balance due from tax invoice

                        "balance due" is not a proffesional way to show in tax invoice

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                          0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                        • Sync primary contact only from Zoho CRM to Zoho Books

                          Don't need all contacts, only the primary contact

                          1 vote
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                            0 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
                          • Integrate with Etsy

                            I'd like Zoho Books to be able to integrate with Etsy. Many e-commerce shops that sell handmade or vintage items sell on Etsy, and it would be very useful to have Etsy integration. Especially as I charge in USD but pay fees in CAD, using Zoho's functionality for multiple currencies would be ideal for Etsy transactions. Having to manually upload a formatted CSV each month adds to my bookkeeping time.

                            1 vote
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                              0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                            • 1 vote
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                                0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                              • Contact report which shows all categorised income from bank statement import

                                I'm the treasurer of a busy, volunteer sporting club.

                                Our members pay each month by bank transfer. We do not invoice or send out any other paperwork - we just wait for the payments to come in and check who hasn't paid.

                                This is a long and laborious process.

                                In Zoho Books, I have added all our members as Contacts, and I have set rules up to categorise every bank transfer from that contact as a Sale Without Invoice.

                                This means that when I click on that Contact, the bar graph shows me how much they've paid over the last…

                                1 vote
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                                  0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                • Print Address

                                  You are doing Well, But I want the Feature by which we can directly print the billing address of the User.

                                  3 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Add an acceptance button on estimates without giving them access to client portal

                                    Add an acceptance button on estimates without giving them access to client portal

                                    1 vote
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                                      0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Hulp gevraagd

                                      Wie kan mij helpen?
                                      Hoe kan ik bankrtransacties in ZOHO verwerken?
                                      Ik weet dat het mogelijk is, maar niet meer hoe het moet.

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                                        0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Ability to create sequential SKU

                                        Ability to create sequential SKU

                                        3 votes
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                                          0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                                        • better way to deal with vendor invoices

                                          There should be a way to create an invoice with a mark up directly from a Bill. Currently, these are not linked. A mark up can only be done on an item with one set rate - the mark up should apply to whatever you change the rate to on the invoice, not the set rate.

                                          3 votes
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                                            0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
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