Zoho Books
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6599 results found
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Clone mean has to be a pure Clone, software can not have it's own input in Cloning.
Clone has to be Clone, Software can not over ride the Clone settings figures and taxes.
i also suggest that, 1 x 0 = 0 and 0 x 1 = 0 means some time in an estimate we need to keep items zero but need to show if you are buying the prices will be x, you should permit the same.
At the same time some time we are giving some items as free of cost and we need to just adjust our qty in our stock so in Estimate we might write item 1 qty 1 and prices =…
1 vote -
we should be able to attached documents like PDF and JPG files with all sales and purchase bills or invoice, which we should be able to mail
Per Entry we should be able to add related PDF / documents and Jpg files with each sales invoice and while mailing clients our invoice we should be able to attach them. i.e. when doing some projects, sending an invoice only is not a requirements, but they are also asking for challan signed copy, AWB copy or when it was delivered etc etc, getting those details from the physical files becomes hectic and time consuming job. This will help to send all the data to client via mail on a single click.
1 vote -
Change BAS frequency without having to delete and refile all previous BAS
Ability to change BAS Frequence without deleting all previous BAS filed.
3 votes -
automatically populate customer information when creating a bill from a purchase order.
When creating a purchase order I can enter the customer information, but when I create a bill from the purchase order that information doesn't populate and has to be entered again, by individual line. There should be a way for the customer tag from the PO to transfer to the bill.
1 vote -
Allow other Balance Sheet account reconciliations like Customer Deposits and Vendor Deposits
Allow other Balance Sheet account reconciliations like Customer Deposits and Vendor Deposits
2 votes -
3 votes
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Remove, the "use in future" checkbox under terms
remove the use in future option under Terms, we have the CRM integration and Sales users edit the terms and select "Use in future" by accident which changes the standard terms for the whole org, its crazy that a user with locked down access can still do this.
1 vote -
Transactions approval at Zoho Books
To be able to enable approval for each type of transaction and able to establish approval criteria, in such a way that each case had different approvers and that even certain transactions will be approved automatically.
20 votes -
PDF table update; add item SKUs to table as new column
There is more than enough room to add another column to show the SKUs for each item. Instead of the SKU being listed below the item name. This will take up less space in each row and allow many invoices to remain a single page. Also the SKU will be more visible for the customers and sales people to place future orders.
3 votes -
Include more currencies.
We happen to work also with Mexican Peso accounts, for which there is no currency addition.
1 vote -
Multiple contacts for each customer/company as a dropdown menu
We have multiple contact people for each company we do business for. They look after separate activities and we would like to keep invoices separate for each contact but still under the same company umbrella. There is currently no option to select from a set list of contacts for the same company. You can add contact persons to each customer/company but when making an invoice it's impossible to select just one person to send a specific invoice to. It's a bit ridiculous really because Zoho gives us the option to select our own salespeople from a dropdown list but not…
3 votes -
Increase accuracy of currency exchange rate
right now the zoho books uses only 6 symbols after a comma and decimal values it is so small for some currency
1 vote -
P&L Report Percentage Comparisons
How do I generate a P&L report that compares the current month with the previous month to show a percentage difference on each category?
1 vote -
A transaction that has been filed in a tax return can not be changed.
Give the opportunity to modify a transaction even if it enters a tax return. Simply indicate the difference and take it into account in the following statement.
11 votes -
Display customer number in Innvoice on the right side
Sadly, as it is Standard in Germany, it is not posible to Add the Display customer number in the Innvoice for example below DATE, on the right side. IN CRM there is a customer number but not synchron in books. Pleas at this feature as the accountat need this information
3 votes -
sales return needs to all you to specify which invoice is now unpaid
A check from a customer bounces. Your solution is to have a current liability account for the money in and out. Why not simplify? If the Sales Return page had a list of paid invoices for this customer (like the record income page shows unpaid invoices), then this bounced check could be taken care of in one step - both the journal entry and the voided payment
1 vote -
provisions for doubtful debts
we need to record an invoice as provisions for doubtful debts, but Zoho doesn't have this option !!!
3 votes -
INVOICE Template 'Spreadsheet - Plus'
Dear Zoho Team
Please kindly we inform that , Requested to Added [ Template 'Spreadsheet - Plus' ] for Invoices Template In ZOHO ONE - BOOKS .
1 vote -
Additional Reports that include "Inventory Account" it is limited to Ledger Reports
The reports that display products/items sold with their assoicated Inventory Account is limited
1 vote -
LOYALTY POINTS FOR CUSTOMERS
when customer buy anything they will get points which can be reedem as future payments or discounts or gift.......
4 votes
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