Zoho Books
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6163 results found
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2 votes
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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 -
one windows for booking
Dears,
I need your help to guide me to which of your solutions will help me in my business:
How we work: we are commission agent “OTA – Online Travel Agency" usually, we purchase from the supplier once customers pay for us.
Our business nature:
As an online travel agency (such as Expedia.com), we integrated with several online suppliers. Customers book from our portal or by a call center, here we sell supplier products with our commission/Service fee/margin. So no need to enter two times for purchases and selling. So we need one window to enter the booking details.VAT…
1 vote -
Detailed P&L and Balance sheet reports
There needs to be an option for 'detailed' reports, specifically P&L and Balance sheet. Currently you have to manually click on every single account and generate the report, which could take over an hour depending on how many accounts you have. However, in QuickBooks, this option is built in and automated.
8 votes -
Zoho Books refund check printed out of the zoho books
We would like to print the refund check out of Zoho Books.
3 votes -
Invoice Detail Report.
A new Report needs for a given period lists invoice details such as Invoice number, item description, Qty and Unit Price. Current Invoice Detail report only includes Invoice summary - but not the deail.
9 votes -
Integrate with Intuit Online Payroll.
It would be very helpful if you could integrate the various Intuit payroll products into Zoho Books.
6 votes -
please add fix asset register or asset list include purchase date- purchase value- %monthly depreciation- Asset book value after depreciatio
please add fix asset register or asset list include purchase date- purchase value- %monthly depreciation- Asset book value after depreciation as of date.
6 votes -
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 -
i would like a re-arrangement of the fields on Bills
I would like the entry fields on the Bills to appearas:
Bill #
Date
Order #
etc
In all of my years of accounting that is the order of bills biill number then date or date and then bill #1 vote -
I would like a shipping date field on the AR customer invoice
I believe the AR customer invoice needs a shipping date on it so that the customer and he Finance Dept have that information on our invoices to them
1 vote -
Trash Folder for deleted Estimates/PO/Invoices etc
Please provide a trash folder where all the deleted estimates/invoice/PO document will go and get deleted automatically after 30 days or so.
1 vote -
Required Comment Option For Items
There Is an Option Of Commenting On Any Of Transactions. Like Purchase Orders, Bills, Invoice Etc. We Need The Same Of For Items Level. Requesting To Discuss This With The Zoho Developer Team And Get The Feedback.
1 vote -
Adding one Bottom to go the last page of item list and one bottom to the first page .
We have more than 50 pages of 200 each page of items . it is time consuming to move from first page to last page by clicking next each time .
1 vote -
Separating Customer ID from Vendor ID
When Adding custom field in contacts for customer ID or Vendor ID .
and when i request it to be auto-generated . there is no way to separate Customer ID from Vendor ID and i have to but the both fields for the customer and the same for the vendor .
Customer ID has different serial No. from Vendor ID .
What is needed is to separate Customers from Vendors in Preferences to get this issue solved .
4 votes -
Adding Bank Fees as expense when we make a transfer to a vendor through payments made
Adding Bank Fees as expense when we make a transfer to a vendor through payments made . in many times there is a bank fees for the transfer done by the bank . we should process these fees in the same transaction as it is in the same transfer document .
6 votes -
delivery challan to a supplier and convert the delivery challan to bills
we used delivery challan for job work. after receiving the job work. we need to convert the delivery challan to bills
4 votes -
1) Add total to Account report groupings; 2) Able to run Account report filtering by Contact
- When we run a report for Account and add a Group By Contact, we want a sum per group
- When we run a report for Account, we want to be able to add Contact as an additional Filter
1 vote -
Custom Fields on Purchase Orders
It would be nice is we could add custom fields to purchase orders. There is a field for Shipment Preference however there is no field for us to input a tracking number. It would also be beneficial if there was a Purcahse Order date, Ship Date & Received Date.
6 votes
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