Zoho Books

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

      please remove the desimal from delivery challan,now showing .00 like this i want only simple 1

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

        In delivery challn give me option enable/disable the ruppe symbol from

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

          delivery hsn code is showing but when print the challan hsn code is not showing below the item description please add the HSN code by default as invoice

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            0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
          • Printer Notificacion

            Please is posible add notificacion if invoice printing and the user send printing, this idea is not double printing invoice.

            1 vote
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              0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
            • automate syncs with gocardless

              Sync gocardless automatically currently you have to select sync eveytime like banking fees would ideally be automatic update

              1 vote
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                0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
              • Restrict Banking Transactions not banking module (Editing,creating,deleating)

                This way sub accounting won't be able to change previous transactions and only main accountants will be able to that. Or simply lock transaction editing for previous months.

                3 votes
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                  0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                • Need New Module "Debt collecting"

                  Need New Module "Debt collecting". I am a finance manager and use Zoho Books for the invoicing process. But i found a big pain for us is absence of such module "debt collecting".
                  Currently it is very uncomfortable to monitor the customers debts. Now we use Zoho Books "Reminders" to remind the debt. But we also need to call the customer and notify somewhere the results of the negotiation:
                  - to enter expected payment date for the invoice. Now its possible only in one place in invoice where i can enter expected payment date (Invoice/more/expected payment date). But we need…

                  1 vote
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                    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Zoho books and zoho reports integration- please allow a sync field for current item stock from zoho books

                    I would like a report for items that have no sales or low sales... i would like to identify these items to have a stock clearance. Item on stock needed in books and reports sync.
                    Please consider.

                    1 vote
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Create an option to choose whether the "Paid Through" field should be restricted to Cash and Bank accounts only.

                      Under settings for Payments, there should be an option to restrict the GL codes that can selected under the "Paid Through" field. Same for Expenses and Bank transfers.

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                        0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                      • pls include a way to know the actual/real profit of the business on the basis of total purchases and sales

                        pls include a way to know the actual/real profit of the business on the basis of sales and purchases.

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                          0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                        • Allow Clients to view Sales Orders in their Client Portal

                          Currently when a customer logs in through their client portal, they can see Estimates and Invoices. In my business, many clients keep asking about their orders and when they will complete, in my sales orders, we always update the "Expected Shipment Date" as the estimated completion date, but they cannot see their sales orders. Why not allow them to see their open sales orders as well as the other stuff?

                          1 vote
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                            0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                          • Allow decimal time entry in Android app

                            In the web based interface, I am able to enter for example 1.25 hours of time on the timesheet. However, in the android app, I must enter this as 1:15. It's not a huge deal, but accepting 1.25 would make this more consistent and is a fair bit easier to type on phone keyboard as well.

                            3 votes
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                              0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                            • To create a feature where you can move easily up and down movements and transactions.

                              You should add a feature where you can easily move up and down transaction in the transaction list (ex. by dragging them with the mouse). This is because when I have multiple transactions on the same date, it's complicated to order them according to the bank account registration.

                              1 vote
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                                0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
                              • Please Zoho, post answers to all our BOOKS/FINANCE questions.

                                Please can you give at least a response to the suggestions and questions all the eager Zoho users make. It is noticed that most questions/suggestions in INVENTORY are responded to quite well but mostly all those in other categories especially BOOKS/FINANCE you do not respond to. Please help out all the loyal ZOHO users that help make your business a success :) :) :)

                                1 vote
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • allow split expenses to be allocated to split customers

                                  When I itemise expenses, I would like to be able to allocate each line to a different client... i.e. if I buy 5 items in one go for 5 different clients then I want to itemise that expense and then bill each client for their line

                                  1 vote
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                                    0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Stock/Inventory Value in hand at the Dashboard

                                    The first items at the Dashboard are Receivables and Payables, it gives a good overview of the business currently, but for a products dealing company like ours, it is incomplete without the stock value in hand.

                                    1 vote
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                                      Not For Now  ·  2 comments  ·  Inventory  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Multiple GST profiles for each state.

                                      There are possibilities that one customer or vendor has multiple GST profiles for each state. in such situation the customer/vendor master shall have add more button for GSTIN, Address, City, State, PIN, email & Contact Details

                                      1 vote
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Make Bidding information for Auditing purpose

                                        Like the Sales Order which starts with estimate, I would like to see a sub-module for bidding! Simply, prior to create a PO, we must create PR (Purchasing Request). Create PR, get it approved by a user role, then the PR would be converted to RFQ/RFP (Request for Quotation or Request for Proposal). When the vendors send their quotes, we enter their prices in the comparison sheet which creates one or several POs based on my choice following the lowest price and the best specs (best offer per quoted item).

                                        This will make my life (and other ZoHo clients as…

                                        3 votes
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                                          0 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Partial Invoice for Zoho Projects

                                          When creating an Invoice for Zoho Projects, it forces a project bill for the entire project. This does not allow us to properly use this feature for large projects that have several stages over an extended period.
                                          For example, project is a multi-stage construction project over 8 months. Per standard terms, we complete 50% of our work, and bill 50% after 3 months. We are forced to create 2 separate projects as the integration stands right now for billing purposes. However, both projects are titled the same.

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