Zoho Books
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6617 results found
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the balance sheet and the profit and loss statement may have columns by tag to see comparisons
Please i need that the balance sheet and the profit and loss statement may have columns by tag to see comparisons
1 vote -
How do I edit (reset) submitted GSTR - 3B summary, before filing
Want to edit my GSTR filing after submission in Zoho
GST Portal has option to rest GSTR 3B so Zoho too should have1 vote -
Vendor portal will help us to have communication better.
Please add the vendor portal
1 vote -
1 vote
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Estimates & Invoices - SORT EMAIL option
For Estimate & Invoices in Books, when finalizing an invoice or estimate and preparing to email to a customer the email addresses are all grouped at the bottom of the page, and not sortable. This is a b ig inconvenience when the customer has multiple contacts, as one has to scan the big jumble. The current display shows contact emails from left to right, top to bottom, in order the contact was entered into the zoho. It would be a very nice feature to be able to sort this as a list, alphabetically by first / last name.
A lack…
0 votes -
Convert Quotes to PO!
Just requesting this again for like the 5th time.
0 votes -
Change Paypal icon next to "Payment Options"
Regarding of how many payment gateways you have activated, only the Paypal logo shows next to the "Payment Options" line in the invoices footer.
This is quite confusing because you would expect that by clicking a Paypal button a Paypal page will pop up. Instead, this links to a Zoho portal page, and, in there, you can choose to pay that invoice.
Maybe using a more generic online payment icon would fix this.3 votes -
Filter Transactions for Customer Statement
Please allow us to decide which transactions (tag, specific account, etc) show up on customer statements. Or allow each transaction an option when categorizing to "Show on customer statement" or not.
3 votes -
Prior year sales tax liability transition
You need to allow the entry of an opening balance in the Sales Tax Payable account. This will allow the user to enter the payment in the current period for the prior period. Entering the history to build up to that number is a tedious/inefficient task.
2 votes -
to draw cheque multiple bank account
We need urgently : all canadian and US company (also in europe) have to be able to draw cheque in other currency. Easy to understand we are at the border and a great part of business has to deal with at least two currency.
I ref. to another demand, I think Zoho should improve their capacity for international transaction.
…''curreny. Such transactions create liabilities. The system doesn't allow for accounts to be currency denominated. This means the system doens't allow for anything other than a bank account or trade receivable / trade payable account to be revalued automatically. Quickbooks is3 votes -
To know the purchase rate while invoicing
My customers are always in a hurry and while invoicing they need to know the item price [we have 2000+ items] and we have different pricing for each customer, so we need to check the item purchase price to convince the customers in the invoicing page.
2 votes -
sorting
Allow sorting by created custom field in Sales module.
0 votes -
Bank Feeds Schedule & Address Auto Fill
Having moved from another system the one time saver was their auto look up on any address you cut/paste when setting up a new customer. Just paste the entire address and select when a match is found. Then the system auto populates the fields.
Bank feeds seem to need manual intervention to update each day. It'd be great to schedule multiple updates each day. For example once in the morning before work starts so the latest information is waiting and a couple of times during the day to check for any further payments. It would mean we could action paid…
1 vote -
0 votes
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E-way Bill Print option directly from Zoho book should be there.
E-way Bill Print option directly from Zoho book should be there.
6 votes -
3 votes
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I would like to see a bank reconciliation format be included
The ability to print a bank reconciliation in the format of
Bank balance add deposits in transit less unpresented checks will be most a welcomed addition.3 votes -
Make customizing templates easier with more options
I'm a construction contractor. Arguably, the estimate (or Proposal, as I call it) is the most important part of my interaction with a potential customer. I've tried all of your standard options for customizing templates including the "Customize Template" option which I was given special access to but it's all very difficult even for a guy with a pretty strong technology background.
This is what I'd like to be able to do:
1) Have separate "Item & Description" blocks with a subtotal at the bottom of each. Ex: One block would describe the main job with a total and a…
1 vote -
Notify the user if bank automatic syncing has been broken
My bank feed auto-sync was broken months ago -still not sure how as I didn't change any of my login/authorization info- and did not realize it. Now I have to import and manually enter every transaction since the point it was broken.
I understand that broken feeds happen and sometimes aren't the fault of Zoho. But, at the very least an email notification that a feed has been broken for 48 hrs or so could save people a whole heap of trouble later on.3 votes -
CREATE A FEATURE CALLED "PRODUCT GROUP"
WHEN CREATING ESTIMATES IT WOULD BE USEFUL TO BE ABLE TO CREATE A PRODUCT GROUP- FOR EXAMPLE - WHEN WE ARE INSTALLING INTRUDER ALARMS IT WOULD BE GOOD TO HAVE A GROUP THAT WE CAN CALL ALARMS THAT WILL SHOW ALL THE ALARM ITEMS WHEN SELECTED, THIS WAY IT WOULD BE VERY FAST FOR US TO PULL THESE ITEMS ONTO QUOTES, INVOICES ETC.
1 vote
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