Zoho Books
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6601 results found
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Modify View on Customer Record relating to Sales Data (Invoice, Payments, etc)
We add custom fields to invoices, sales orders and other transactions that help us identify what the transaction is for. A simple example is a field named "Memo". When we view all of the transaction on the Customer Screen we are not allowed to add any additional fields to this screen. So I can see all of the invoices, but I can't really tell what they are for. Having the ability to add fields to these views would help us with our efficiency
1 vote -
More information on Ship Notices to prevent confusion.
When our shipping department packs and ships an order, they send the ship notice to the customer saying the package has shipped. Problem is it only shows a Shipment number and this confuses the customer. They expect to see their Order # and their PO #. Customers call back thinking it is not their order, confused and wanting explanation about the notice and the new document number ZOHO generates for the shipment. That notice should include the Order # and the PO #.
1 vote -
Total page numbers at invoices
There should be a total page number at the footer of the invoices.
i.e. Page 1 of 8
This is very crucial and urgent.1 vote -
Can I process my UNIX website that is brand new with VISA only,. skatertrust.com and empirematrix
we have great technical support for hosting and would be glad to give you some tips to make it easy to process VISA on your UNIX website
just email us at falcondenver@protonmail.com1 vote -
2 votes
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1 vote
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Skip an recurring invoice
Let you you need to skip the next recurring invoice, I don't want to have to stop, and then have to remember to start it,
3 votes -
Run Recurring invoices early
Can you make it possible to run recurring invoice early, let say I have it set to run on the 15 but this time only I want it to run today, the 13th.
1 vote -
We need Freeform for Drop shipping that does not include our Customers address above the ship to address line.
When doing a drop ship. The Customers Business name appears above the address line. Causing Confusion.
I am drop shipping for my Customer to their customer, Only their Customer's name should appear in the Ship Address.
This also happens when I drop ship for my customer through my vendor to end user. I have to print the PO. Mark out the double name and then scan it , then send. Real hassle.
Ship to Address field should only contain exactly what I key in that field. Do not add in the account name above the ship to address.
1 vote -
Add Auto-Fill option for Expense Entries (based off previous entry for that vendor).
I'm looking for an "auto-fill" function that will automatically fill in transactions (like for expenses) when any certain vendor is selected to start the transaction entry. In other accounting packages, the auto-fill is based on the last entry made for any particular vendor. The auto-fill should include things like the expense category and description.
3 votes -
Allow inventory tracking on purchased items
Presently all items created are listed if the sales check box is selected which provide the inventory and stock level. If the purchased check box is checked the item is not listed in the available items for sale which is useful if the item is not for resale but assemble. But you can not track the stock, which give a false business valuation
If the purchased option is check and the sales in not check there is no inventory option.
If we could have track the purchased items we can produce a simple manual assemble function, using the stock adjustment…
3 votes -
Composite Item or Bundle Item, Kitting
Item buy/sell individually as usual but when multiple item will form a bundle or combinations of multiple items then how do we manage in Zoho Books ? for example I am a shop owner, selling Tea, Biscuits & Snacks. If i want to form a Bundle item namely Tea Combo which will consist of Tea, Biscuit 2 types, sugar & Milk. and that too in a different price as a offer not as in all item price, also that should be refelect in inventory individually.
7 votes -
packing list with value of goods
Please add value column in the packing list while printing invoice available in zoho books. Value is also mandatory in packing list. AS of now only quantity is shown, which wont help the purpose of packing list.
Thanks in Advance4 votes -
negative number in expense details for zoho books
Currently, negative numbers cannot be saved.
1 vote -
Android 10 - Gesture Navigation and Receipt Cropping
Recently, Google has added "Gesture Navigation" to Android. This allows you to go back to a previous screen by swiping left or right on the phone screen.
To crop a receipt in the Android app. the cropping frame is very close to the edge of the screen. On several occasions, I have accidentally navigated backwards from the cropping screen.
Could you make the cropping frame in the mobile app a little smaller so that it is not so close to the edge of the screen?
1 vote -
Add an option to select predefined texts for an estimate (or even an invoice) below the price and item list.
Please add an option to select predefined texts for the Customer Notice field in an estimate (or even an invoice). This way I can add different Customer Notes from which I can choose each time I write an estimate (or invoice).
1 vote -
Enter in an opening balance that is not imported. I have no money owed and I owe no money
Show how to enter in an opening balance that is not imported. I have no money owed and I owe no money but have money in checking.
Need to open with current balance without any accounting voodoo.
a Simple input is not needed for most because of the amount of credit taken and given by business. We don't offer or use credit. You pay, you get. I pay, I get. Simple.3 votes -
Display the total value of discount give at the end
After applying the discount at the transactional level. The total discount given should be displayed at the bottom and then the taxes have to be calculated on the discounted prices.
2 votes -
2 votes
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Make it possible to move a transaction from one organization to another.
We have one set of bank accounts and credit cards. We run our personal finances through these accounts, but also a therapy practice as well as a rental property.
We need to be be able to import one set of financial records and allocate to these three different "businesses" which I have set up as Organizations in Zoho or should they be sub-categorized in the chart of accounts instead?
6 votes
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