Zoho Books
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6638 results found
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restrict roles
The Staff - Assigned Customers Only states Access to all modules, transactions and data of assigned customers and all vendors except reports, settings and accountant.
If you assign a customer to the user it is assumed that they can view / create purchase order, expenses, etc only for that customer. However, this user is able to see company wide expenses and Purchase Orders which is quite bizarre. This role should restrict the user's permissions across all modules for the assigned customer. Else it defeats the purpose of having this role.
4 votes -
show Net invoice amounts on views
Views only show the gross amount of an invoice. In the UK we also need to report on NET for p&l purposes
4 votes -
ENTRY POSSIBILITY FROM ONE CUSTOMER TO ANOTHER OR ONE PAYABLE TO ANOTHER. ALSO CHOOSING MULTIPLE CUSTOMER ON THE RECIPT OF THE MONEY EITHR
possibility of transfer entry fROM ONE CUSTOMER TO ANOTHER OR ONE SUPPLIER TO ANOTHER
1 vote -
Please add traditional Chinese language set.
Zoho inventory & books only have simplified Chinese language. Please
Please add traditional Chinese language.9 votes -
Discounts during customer payment
Discounts should be allowed, when the customer makes a payment at a later date
5 votes -
Show inter-branch transactions report
like inter branch transfer of materials, funds, paid on behalf of one another etc.in a single report or ledger.
1 vote -
1 vote
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Enable inventory tracking in basic subscription
Enable inventory tracking in the basic subscription. This is crucial feature and accessing it only on professional is too expensive for startups in Africa
3 votes -
Stock Journal
I am a manufacturer. Many different components are utilised to make one finished products. Tally has a feature called as Stock journal, wherein several components are clubbed to together for one finished product.
example : 1 cabinet, 1 pair of hands, 1 glass,1 movement,2 batteries, etc ( all procured from different suppliers) is converted into ONE WALL CLOCK.4 votes -
Please make YESBANK also for customer payments
To collect payments from customer include YESBANK also
1 vote -
1 vote
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We already definied the Organizations Roles, but, there is a diffence with Zoho CRM where yo can define Hierarchy. We need define hierarchy
We already definied the Organizations Roles, but, there is a diffence with Zoho CRM where yo can define Hierarchy.
We need define hierarchy in Zoho Books e Inventory, for ejemple, several seller reports to a manager, each seller can only see their accounts, contacts and potencials, but can not see accounts, contacts the anothers sellers.
The manager can see their own accounts, contaccts, potencial, and the accounts, contacts and potencial the seller what they depend on.3 votes -
Add columns to templates of packing slip/ invoice
I want to add column to packing slip- to show qty ordered as well as qty shipped or back ordered?
4 votes -
1 vote
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Inventory Items on Projects
Having the ability to added inventory items to a project would be super helpful! I know there is the option to associate projects to bills but most items we have in inventory, have already be paid for at an earlier time and so we just charge the customer at the time of the project. So, associating a project to bills, doesn't really help us.
Could this be added?
1 vote -
Allow the users the option of making line item level discount as "only in percentage" or "only in rupee" or "both" in the preferences
Settings -> Preferences -> General -> Do you give discounts? you can only select one (Radio Button) of the 3 options:
1. I don't give discounts
2. At individual item level
2a. Do you give discount in percentage
2b. Do you give discount in value(rupees)
2c. Do you give discount in percentage or value(rupees)4 votes -
Allow the users the option of making line item level discount as "only in percentage" or "only in rupee" or "both" in the preferences
Settings -> Preferences -> General -> Do you give discounts? you can only select one (Radio Button) of the 3 options:
1. I don't give discounts
2. At individual item level
2a. Do you give discount in percentage
2b. Do you give discount in value(rupees)
2c. Do you give discount in percentage or value(rupees)0 votes -
8 votes
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Need restriction branch level user role
please note that in the current software which you have provided us need some customization, as we want limited access of data to our branch/sub-divisions.you are requested kindly guide us for the same so that limited excess can be provided to the concern team.
9 votes -
1 vote
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