Zoho Books
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6623 results found
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Purchases reports
At the end of the year, My Auditor needs total purchases for the year and monthly breakdown so I am facing difficulty to get this report please solve this problem as early as possible.
1 vote -
Inventory Adjustment Bulk Update
In zoho books accountant section, Bulk update is not covered inventory adjustment.It must be inclueded in bulk update.
2 votes -
Show account affected in banking transactions
Right now you can see the Date, Reference#, Type, Status, Deposits, Withdrawals, and Running Balance columns for all transactions.
I'd like to see the ability to add an additional column - "Account" or "Account Affected"
3 votes -
Invoice pdf needs Original Copy for the use of the recipient
Invoice export to pdf is excellent as it creates filename with the invoice number. To be able to send it to a client it also needs to say (Original Copy for the use of the recipient) on the top. Can this be incorporated ?
The workaround to print and save to pdf has an interesting problem.
JS code embedded in the file launches the print dialog box every time we open the pdf file.1 vote -
Multi-level workflow approval BY GROUPS
I would like to create groups of approvers. Though it is possible to set up a multi level workflow approval, the system does not allow to do it by creating groups. i.e.
1) Sales representatives create purchase order which should be approved by sales manager (1st approver) and then to finance manager (2nd approver).
2) Marketing representative create purchase order which should be approved by marketing manager (1st approver) and then to finance manager (2nd approver).
4 votes -
GST Feild Automatic Captial letter Conversion
I want GST column feild data to be automatically converted into Capital letters . When clicked on validate the GST server is passing invalid value
1 vote -
Customer based P&L
We can see our Bills and Invoices within the Customer in zohobooks which is great. However we would like to easily see if we have a Profit or Loss associated with the Customer. Easy filter of time ie "All Time" , "This FY" would be helpful too
3 votes -
Feature Request
We need to be able to schedule the report: "Sales Tax Liability". All the other reports can be schedule, this one needs to be as well. We have to pay taxes to tax authorities on a monthly basis and need to run this report every month. It would be more efficient to have this a scheduled reporat rather than have to manually run it every month,
1 vote -
1 vote
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The New Bill entry interface is very easily accessible in all monitors and there is no scroll feature for left to right for accessing fields
The New Bill entry interface is very easily accessible in all monitors and there is no scroll feature for left to right for accessing fields
1 vote -
We need to be a able to backup
Need to be able to do daily backup of Everything Everything all Invoices, Estimates, etc. I see more people have asked for this. And given the problem you are having today with attacks you had better give us this option because if something happens to you and you lose our data and we cannot restore then the lawsuits will be flying. Not to mention many businesses going out of business. This is critical.
1 vote -
Project based on assign the total hours to be billed
In Zoho Books, I need to assign the total hours to be billed for the project.
In my case, I need to assign 20 hours (for example) for a project and bill the customer every monthly when the last day is reached. In addiction it is important to accumulate the hours when the customer will not use the hours either by request or support for instance for the next month.
Like it,
Client, Contoso has 20 hours per monthly in contract with us it costs to him 500$ per month.
They had used only 10 hours in February in my…3 votes -
Expense Category splits mobile app
Hotel bills often contain multiple expense categories. Please provide for this in the mobile app.
1 vote -
sub total
When creating an Estimate, it would be really helpful to add sections with sub totals.
Our Estimates are often presented based on rooms/areas. Each area has a number of items contained within it. Our clients want to be able to see their estimates presented in 'sections'.1) Perhaps introduce 'section header rows'. Which are simply text labels to better present/group items on an estimate.
2) Add sub totals for every section, with the option to display a cost summary at the bottom, listing each section total and a grand total.6 votes -
it would be nice to have the " Display attachment(s) in client portal and emails" defaulted to yes.
When attaching files to invoices, the option to " Display attachment(s) in client portal and emails" is defaulted to "Not too send" and you have to manually (and every time) check it.
My business requires to add attachments regularly and its easy to miss the check box. My employees have been complaining and my clients sometimes miss those attachments. This may not be the most pressing thing to fix, but i imagine it would be very simple.
Bonus points to this idea:
1) somewhere in the settings to toggle this to a default yes or no2) be able to…
3 votes -
Payment Mode in Bank Reconcilliation
Would be extremely helpful to have payment mode viewable when doing the bank rec. Not sure why you can not customize what you want to see in this procedure.
1 vote -
When creating inventory items, would be great if the system only allowed account choices to be COG accounts.
Having junior level staff creating inventory items, and having access to full chart of accounts to select from is very dangerous. You should be able to customize what accounts show up here to minimize major errors on both the income and expense side.
1 vote -
Secured view by Sales person
when a sales person logs in they only see invoices they write and none for other sales persons an similarly when invoices are paid they do not see those or the alerts that they are paid.
1 vote -
ITR automation
It will be good if you can automate calculation of income taxes as per ITR requirements, even if it comes at a slightly higher cost. You can define categories for various income tax heads etc. and define rules for each. I had developed an automated taxation system (used to populate ITR from payslips) when I used to work with KPMG taxation. I thought this feature would have been readily available in Zoho books, but couldn't find it.
4 votes -
1 vote
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