Zoho Books
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6166 results found
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Please give the option to arrange the Invoices by Date, Invoice No, etc in GST Filling under GSTR-1 (When clicked on Number of Transactions)
Its Helpful for checking the No of transactions correctly, if filling Manual Returns....
0 votes -
Flexible sales approval process
While we turn on the "sales approval" process the approval is applied on sale orders, sales invoices, credit notes etc by default,
It must be more flexible as to on which modules we want the approval like in our organization we only want Approval for sales order not on Invoice & credit notes.
2 votes -
reclassify expense into itemized
The ability to reclassify an expense into an itemized SPLIT expense after it has been invoiced (and paid). You can currently change an expense category, but you cannot edit a single expense into an itemized expense for the same total.
1 vote -
price to retailer column ,Free scheme supply column,
price to retailer column ,Free scheme supply column, In the template.
1 vote -
Expected payment date to be transfered to payment gateway (especially GocardLess)
Expected payment date (or payment term) is a big part of a BtoB sales and is used in the negociation with the customer. It is supported by the Z Books invoice but the date is then not transmitted to the payment gateway. The gateway then triggers an immediate payment and do not respect the information in the original invoice.
That's a big problem for the BtoB markets!Please add the latest payment date in the gateway interface (I know that Gocardless accepts a date in the future to trigger the payment)!!
1 vote -
Creating and Saving Custom Reports
Many of us that are coming from Quickbooks really need the flexibility of creating custom reports. My accountant was not happy with the default reports and asked me to create a couple of reports for him. After doing so, I was told that there was no way to save them. As a result he was unable to use the system and asked that I consider going back to QB.
5 votes -
1 vote
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Please allow the CRM to autopopulate the estimate and invoice signature for the sales person just like it is done in Zoho Books
Please allow the CRM to autopopulate the estimate and invoice signature for the sales person just like it is done in Zoho Books
1 vote -
BAS reporting to provide capital and non-capital purchase amounts
It would be very helpful if Zoho Books BAS report could provide capital (G10) and non-capital (G11) purchase amounts not just the sum of these (G12). The numbers in brackets are the item identifiers used in the BAS that business need to complete. Currently the BAS report does not produce G10 and G11 and so the user needs to calculate them out of system.
6 votes -
integrate multiple payment methods through Braintree
Braintree processes payments via Paypal, Venmo, Apple Pay, Google Pay, and more. It would be convenient to be able to accept all those payment methods using just the Braintree gateway.
1 vote -
Show company name in Tooptip while select custome as i have same customer name
Show company name in Tooptip while select custome as i have same customer name, as you have not use this field in Invoice Display. This will help the customer to select proper customer with different location with different GST.
Advance search is good but every time customer not select that option as you provide auto suggest on customer name, please understand my concern.
I raise my concern many time.
1 vote -
Cheque Print Need
I need cheque print, Zoho made feature for USA then why not not India.
Please reply1 vote -
allow out of the box fields, such as Timesheet Notes, to be required
Often, for a timesheet entry to be complete, a note needs to be entered to indicate what was done during that time. It would be helpful if there were an option to make Notes required when stopping a timer or submitting a timesheet entry.
2 votes -
Invoice report with cost of sale for every invoice individually,
Every item has a cost price recorded, I need an invoice report per sales person that include a column indicating to cost of sale on every invoice
3 votes -
Inventory Valuation
Valuing inventory to include Overhead and Labor Burden is essential part of period end financial reporting. Inventory calculations, albeit time consuming, are repeatable and could be configured within the system. Allowing the user to select which accounts to apply to overhead and at what percent, as well as burden thus allowing the system to do the valuation for the user at period end.
2 votes -
Journal Entry ability to ALL accounts in COA
Need ability to make Journal Entry to ALL accounts in COA (currently cannot do this to stock, AP and AR)
9 votes -
Clubbing of Bank Accounts & Cash Accounts in Banking Overview page
We Have 15 Petty cash accounts & 15 bank accounts.
Can you provide an option of grouping and sub-grouping to consolidate all relevant accounts under one head.0 votes -
Migrate from Xero to Books AU
Has anyone done this? Seems a fair bit of work re chart of accounts..
0 votes -
Add employee column in bulk add expenses
There isn't an option to customize & add employee column on the bulk add expenses screen.
3 votes -
Discount Account
I would like to suggested that you have to make separate ledger for Purchase Discount as Indirect Income and Sales Discount in Indirect Expenses
I have can not add discount on the purchase of goods individually.6 votes
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