Zoho Books
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6203 results found
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In RCM invoicing please make sure the GST amt and percentage shows near RCM total amount instead of showing in the billing columns.
in RCM invoicing gst should be shown near rcm payable amount instead of showing in billing columns, if gst amt and gst percentage is removed we can use that space for any other options.
please add this option if u get more votes1 vote -
We need to be able to record the customer advances received. So these should be linkable to the Sales Order that is being generated.
We need to be able to record the customer advances received. So these should be linkable to the Sales Order that is being generated. This is the most common practice followed across industries, where a PO is received, and we send a Sales Order / Proforma Invoice and then the advance payment is received, which needs to be recorded and linked to a Sales Order
4 votes -
image description
In estimates and invoices we would like to be able to upload an image beside the description so our client can visually see what they're purchasing. at the moment, there isn't any way I can input an image.
3 votes -
client portal mail button
Currently, when a customer clicks the "Mail" button at the bottom of the Client Portal, it sends the message to the master user (in our case, the owner of the company). We need to redirect this to our Sales address, so the boss is not overwhelmed with emails from customers.
1 vote -
Composite items on Sales order become the single items on Purchase order as an option
When converting a Sales Order to a Purchase Order the composite items on the Sales Order should become the single elements of the composite item. An option on the composite items could switch this option on/off.
4 votes -
Sales & Purchases - Should be Customers & Suppliers
I am not sure why on ZoHo books - Customers are called Sales and Supplieres are called Puchases??? This root is adding 2 extra clicks 100's of times each and every day we use books. We have to click on sales then on customers and the same thing for the suppliers.
You should replace Sales with Customers - when clicking on customers tab then the tab will open with Estimates, Sales Orders, Packages Invoices etc.
Can zoho team make this change asap as it will save zoho users hours of work for every user each year????
0 votes -
Payment filter
I don't know if this is possible but I can't find the right option to filter payments by date.
I want to see an specific report that tells me which clients pays the first week of the month, which ones the second and so on.1 vote -
Easy Assembly for Composite Items made of Composite Items
We're a manufacturing company and we build our products.
We need to be able to assemble a composite item that is required to be in stock for another composite item to be assembled.Ex: I'm selling 3 types of tables but they all have the same legs. So the legs are a composite item (wood, glue, screws) but the table is also a composite item made of 4 legs and 1 top. How can I, in the invoice, assemble the legs I need in order to assemble the Table?
3 votes -
make a placeholder for the email recipients first name and last name.
Larger corporations have multiple contacts where estimates, sales orders, purchase orders, invoices etc need to be sent. It would be great to use the email recipients first name and/or last name as a placeholder within the email template. Using the primary contacts names is not adequate and requires too much babysitting.
3 votes -
Using Khmer language in organization level
We need to choose Khmer language in the organization level. It means that we can have the interface with Khmer language.
0 votes -
italy
Open Banking
Intesa San Paolo Grouphttps://openbanking.intesasanpaolo.com/#/bank_developer_portals
1 vote -
Display what Payment Options are "Enabled" on the Overview section of Recurring Invoices Profiles
It would be great if you were to add the field "Payment Options" (Enabled/Disabled) or the payment processor name like "Forte: Enabled" or "Forte: Disabled" as examples underneath the "Details" section under "Overview" on the Recurring Invoices individual Profiles.
I really like that we can quickly identify if the customer enabled "autopay" with the Bank icon next to the amount, but it doesn't tell us if they are enabled to pay through the portal or not on the Overview section.
Thanks,
GCIT1 vote -
VAT complaince !!!!
Hello. We have been using Zoho for over 2 years now and it has been brought to our notice that the invoice format in Zoho does not comply to legal statutory requirements of FTA in UAE.
The invoice is supposed to show individual VAT amount for each item which is not the case presently and there is AED 5000/- fine for non-compliance.
The same is the case with the Credit note format as well.Please advise.
4 votes -
Project Bills
J’aimerais avoir la possibilité d’attitrer plus qu’un projet pour un item que j’ai commandé en 25 quantité.
Exemple: 2 pour le projet # 1 , 5 pour le projet # 4 etc...1 vote -
Add read-only custom fields to client portal
What if we want to inform the customer about his status with our company (e.g. active or inactive subscriber etc.) without the need to get his input in the form? Certain custom fields should be editable by admins only while for the customer these should be read-only. Basic thing but looks like not possible right now.
1 vote -
create one single chronological pdf file of all invoices during a month
Dear Zoho Books,
I have a very important request regarding financial authorities: As of now, Zoho Books is NOT able to issue one single pdf file consisting of outgoing invoices ("Kundenrechnungen") AND incoming invoices ("Aufwendungen").
However, my tax accounting firm requires me to do so. Otherwise, they will raise the monthly fee about 30 Euro, because they do not want to handle two separate files. So, this is my urgent feature request: Enable Zoho Books to generate one single pdf including all invoices (outgoing AND incoming) and have this file ordered chronologically from "young to old" (31. Oct on top,…
1 vote -
Add the expense bar alongside the income bar on the graph in customer overview page
In the customer overview page there is a nice graph showing bars for "income". There is a little spot next to each month to insert an expense bar as well. It would be nice to have an income and expense graph and report per customer.
1 vote -
Add custom filters for IOS
Add custom filters for IOS so that Purchase Orders can be filtered.
3 votes -
Show available stock when converting sales order to purchase order
A client is complaining that when he creates a purchase order directly from the sales order (via More - Convert to purchase order) he cannot see the available stock in the quantity column. However, the available stock is shown when he creates the purchase order from scratch. He creates almost all his purchase orders by converting them from the sales order, so he definitely needs to see the available stock. Could add that functionality, please?
4 votes -
Can you please add
tave.com
3 votes
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