Zoho Books

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  1. Hi, i suggest you to add a feature by which we can also sort the items by their current stock available .

    i suggest you to add a feature by which we can also sort the items by their current stock available which is not available right now.

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      0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
    • Allow automation triggers from Custom Sales Order Status as well as Estimated Ship Date

      It seems you can create automated triggers from every status or field a Sales Order offers except for these two.

      Estimated ship date would allow us to create automated emails to either notify our customers, or our own team of missed deadlines for shipments.

      Using the new custom sales order status will allow for automation to be fine tuned to specific orders.

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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Allow for estimated ship date per line item or per PO (with associated items) from Sales Order

        There is a software I used in the past (Duoplane) which has an amazing function for keeping track of sales order shipping dates.

        It allows you to set a promise date (Estimated shipping date) per PO that is associated with an order, so that if you are not shipping from currently on hand inventory you can note an ETA before the order ships out. In the event you have items arriving from two separate locations, you can track them individually allowing you a more thorough overview of the order status.

        I think this would be extremely helpful in Zoho Books/Inventory.…

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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • query data

          Is it possible to create a query to access specific data from Invoices?

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            0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
          • Update Books for Retail

            Hi,I suggest to add item individual code and faster invoice without emailing, Tender cash record payment update. Try it make easier to use retail business. Kindly update new Templates for Retail, Vegetables shop.

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              0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
            • petty cash voucher

              i would like to suggest you to add petty cash voucher it would be easier for me to manage my petty cash

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                0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
              • the ability to add items to projects

                the ability to add service items to projects in addition to "tasks"

                3 votes
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                  0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                • Time tracking for service items

                  the ability to track time for service items

                  3 votes
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                    0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                  • Pass Stripe Transaction ID into Payment record in Zoho Books

                    In the system I'm migrating from, every transaction has the transaction ID attached to the record, whether it's via Stripe, PayPal, etc. This is absolutely necessary! Just last month I had to go in (to my current system) and sort out some incorrect charges/payment, and the only way to find the correct records was by comparing the transaction ID. I have several monthly recurring invoices at the exact same price. As a workaround, what I'm going to do is make sure they are all recurring on different dates (as some currently are on the same day, same amount, and only…

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                      0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Add a field to show "trade discount" in bills

                      Add a field to show "trade discount" in bills

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                        0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                      • When we are in Books doing a billing action, we need the ability to add notes to CRM. We can see CRM notes in Books, but cannot add, edit.

                        Currently we can easily see CRM notes on the account we are viewing in Books, but we cannot easily add new notes. Currently we have to manually open CRM, copy and paste into CRM, click search, pick the correct contact, scroll down to notes, then add. So many steps that no one currently makes notes whenever in Books.

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                          0 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
                        • 2 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • ADD DISCOUNT COLUMN IN PURCHASE BILL

                            VENDOR GIVES DISCOUNT ON PURCHSING SOMETHING IN BULK. SO WE HAVE TO SHOW THAT IN OUR BILL IN DISCOUNT COLUMN.

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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • One page invoice

                              We request you to provide a single page invoice as in Tally ERP 9. And also provide a Tax summary for each item/HSN/SAC.

                              3 votes
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                                0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                              • A dropdown menu in customer comments in invoices would help a lot

                                A dropdown menu in customer comments in invoices would help a lot

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                                  0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                • On the Expense Details report, include the transaction entry number

                                  On the Expense Details report, include the transaction entry number

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                                    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 1 vote
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                                      0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                    • CUSTOM CHARTS OF ACCOUNT

                                      I would for Zoho team to allow suscriber to customs the chart of Accounts as they wish. Some Accounts in the Charts of Accounts are not useful in some countries and also the chart of accounts is not the same in all countries. Therefoe except fews account that could not be renamed, we should have the ability to delete what we do not need as account and organize the chart of account as we wish according to our local chart of account and legal provisions

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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Sync All Bank/Card Accounts at Once

                                        Sync All Bank/Card Accounts at Once instead of having to open each bank or card and sync individually.

                                        3 votes
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                                          0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 1 vote
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                                            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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