Zoho Books
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6629 results found
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Option to select Personal or Company when entering a Credit or Debit Card into Books. Or Equity In and Out instead of Asset and Expense
I realize that someone else has pointed out this issue. Zoho Expense has already dealt with it so I guess we have to use both packages for the time being. However, it looks like Zoho Books has incorporated a bunch of Zoho Expense features already just didn't add the ability to select personal or business when adding debit or credit cards. Many small business owners may not vote on this feature because they don't realize how seriously it affects them. In Canada, if you link your personal credit cards the same way as a business debit or credit card, CRA…
1 vote -
bank statement next page
Bank statement. Put an additional set of controls to move to previous and next page at the top of the bank statement page. It is frustrating to have to scroll right to the bottom of the list to move to another page!
1 vote -
payment to customer
I suggest including a "payment to customer" option, although this is very rare, since payments are usually received from customers or made to suppliers. However, there are situations, as in the case of bids for example. When the job is awarded to the winning bid, a payment and performance bond will then be required as a security to the job completion in which the bidder (Supplier) is asked to make a deposit to the customer, also called a guarantee good performance.This guarantee can be made by issuing a certified check, that is, it does not necessarily enter the customer's account,…
1 vote -
Zoho Books - Multiple selection for terms and conditions
We have a 2 sets of terms and conditions namely 1 for group bookings and 1 for FIT bookings. These terms and conditions need to appear on the invoices. However the invoice template only allows for 1 terms and conditions. It would be ideal if there could be an option to add more than 1 set of terms and conditions as our current option is that we have to manually amend terms on the invoice. This is very risky as it could lead to errors.
5 votes -
Zoho Books - Multiple selection for terms and conditions
We have a 2 sets of terms and conditions namely 1 for group bookings and 1 for FIT bookings. These terms and conditions need to appear on the invoices. However the invoice template only allows for 1 terms and conditions. It would be ideal if there could be an option to add more than 1 set of terms and conditions as our current option is that we have to manually amend terms on the invoice. This is very risky as it could lead to errors.
1 vote -
Auto signature on payment reminders in Accounts Receivable
Hi, whilst email signatures is well handled in Invoice notification or payment thank yous i.e. there is an easy way to edit and it is part of the template, there does not seem to be the same functionality with invoice payment reminders
1 vote -
allow exporting invoices with one click but separated PDF file
i would like to have function that can allow me to export all invoices to PDF file with one single click but, i need it to be separated one by one. currently i need to do it one by one.
1 vote -
STATEMENT OF ACCOUNT UNDER RECEIVABLE OR PAYABLE
STATEMENT OF ACCOUNT UNDER RECEIVABLE OR PAYABLE: THE BALANCE OUTSTANDING TO REFLECT ONLY OUTSTANDING against the INVOICE AND NOT BE CUMULATIVE.
1 vote -
1 vote
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Funds Received on Behalf of Customers for Paying Taxes
In case of Chartered Accountants Firm Funds are received from Clients to make payment for Income Tax, GST etc. In Zoho Books a feature is requested to park this figure under customer ledger and later on use the same to make payment to Government. As of now we need to park this amount in individual GL accounts in name of client. Since the customers are increasing day by day it is now becoming difficult to create those many ledgers. Kindly develop a feature that will handle this scenario.
1 vote -
Ability to not show show some Journal entries on Cash Basis reports
Zoho has a toggle of whether of not to show a JE on a cash basis report but we need a toggle for ACCRUAL ONLY. There are many entries that are accrual basis only. For example - amortizations of prepaid expenses. This will show up on both cash and accrual basis reports which is incorrect. Zoho makes it impossible to have a true cash basis and a true accrual basis set of reports.
2 votes -
Auto-assign customer owner based on CRM account owner
Right now we have to manually select an owner for a new Customer in Books, however this owner is identical to the Account Owner in CRM (all data is synced between CRM and Books). Please allow customer owners to be automatically assigned upon Customer creation based on account owner field in CRM.
3 votes -
1 vote
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and shipment tracking info to customer portal
if invoice and/or portal simply would show the tracking information for each order or invoice then customer can view and track themselves anytime they have question about "where is my order" - which is like ALL THE TIME
6 votes -
1 vote
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Allow override of GST values
Override of automated calculation of GST values should be allowed at least for expenses and bills as many vendors round off the GST amounts which will never be reconciled if the GST values are different in person using Zoho Books and people using other accounting softwares
3 votes -
Need Proper Reports
Reports Page is not helpful. for ex: if we go Bank Leger its shows all transaction but if we done any edit in one ledger after that it will not go again the bank ledger its struck only the edit ledger. so again we want go bank ledger manually.. which is taking more time and more effort. please give more modules in accounts like Sage 50
1 vote -
Allow input of receipts for multiple customers on one voucher
Allow input of multiple customers receipts on one receipt input voucher. For now, you can only input 1 payment per customer on a payment receipt. What if 100 customers paid on a single day and I wanted to input them. Now I would need to input 100 vouchers. I would like to flexibility to input them on one voucher, with 100 ledgers for example. Please add this feature.
3 votes -
Option to disable email auto populate in "Send To" field
Would like to suggest an option to disable auto populate of customer contact (email) within the Send To field under Email function of Sales Order, as Sales Order is meant for internal in my company practise. We insert cost price and ordering details in sales order, with the email function available in sales order, it reduces the hassle by sending through the system. By disabling the email auto populated in Send To field, this can avoid the user to accidentally sending the email to external.
1 vote -
Zoho Showtime : watch videos on-demand on mobile device !!
Zoho Showtime (mobile app=showtime viewer) does not allow on-demand content (pre-recorded videos) to be viewed on mobile phones, which is very annoying for users who take online courses on this device, for example. At the time of "mobile first", it seems urgent to allow this functionality.
4 votes
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