Zoho Books
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6194 results found
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Project-wise Summary and P/L Report
We need to be able to generate & export a report which shows us basically all the data that we see in the projects module - Project Summary, Expenses & Bills, Sales, Payments, and Profit & Loss. Currently, the only project related report is Task/Time Spent related.
- Project Summary
- Estimate Value
- Payment Received from Customer
- No. and Value of Invoices Raised
- Amount yet to invoice.
- Total Bills
- Total Expenses
- Payments Made to Vendors
- Expected Project Materials Cost
- Expected Project Manpower Hours
- Actual Manpower Hours
- The profit and loss for the project.
4 votes -
Partial payment made with "Pay via Check"
It looks like I am not able to create a cheque for the balance of a vendor bill with the "Pay via Check" option, for a bill on which I had already sent a pre-payment amount via an EFT.
For example, if my credit limit for a vendor is 50K and my order is for 75K. The vendor will ask for an advance payment of 25K before releasing the order, so I did this and created the corresponding payment. But once the official bill becomes due, it would be nice to be able to create a cheque for the 50K…
1 vote -
Zoho books, is missing key customer features like
- Last price auto populate during invoice preparation per Customer
- No Tamil Language support, In singapore, some of customer wants invoice in Tamil. Zoho cannot support right now
- How to know the profit per invoices. We have sales price and purchase price, why not generate report by Invoices
1 vote -
Allow discounts to be posted to multiple accounts in the general ledger
Currently discounts are posted to one account. I would like to be able to have discounts posted to different accounts per item
4 votes -
Customer authorizations
We make a lot of inventory purchases for customers, I would like to isolate PO's for specific customers and send authorizations to each respective customer for approvals.
1 vote -
provide an undo option in order to retrieve accidentally deleted data
I just deleted a quotation that I had spent some time working on. Unfortunately there was no way to undo deletion. There should be someway to retrieve data that has been accidentally deleted. You could create a window of 1 day or 1 hour or even 5 minutes for which the data will be temporarily backed up in order to give the person a chance to rethink and undo his action.
1 vote -
1 vote
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All accounting heads like tally should be created
All accounting heads same as in tally should be present by default
3 votes -
An option to CHOOSE if we want BACKUP VERIFICATON CODES instead of automatically being assigned.
If people setup enough backup phone numbers/email addresses, is there really a need for backup verification codes? Think SECURITY . Small businesses are a major target of undetected malware and if unknowingly your computer is being controlled remotely by a hacker. There are a lot of scenarios from digital security issues to disgruntled employees, where preventative measures here could go a long way.
1 vote -
1 vote
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1 vote
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customisation of delivery notes
Produce delivery notes from sales orders that can be customised to show
item weights
items delivered/items out of stock/remaining to be delivered
driver and customer signature lines3 votes -
Selecting un-billed Purchase Orders
Is it possible to have a new "Default filter" which can select all Purchase Orders that are currently not billed in the system.
When this Filter is selected, all the Purchase Orders current in the system with a grey/uncoloured dot come up in the new filter.
This can make it easier/clearer for the user to see what still needs to be billed. This can mean less Purchase Orders being missed.
2 votes -
How do I convert multiple purchase orders into one bill for the same vendor?
How do I convert multiple purchase orders into one bill for the same vendor?
3 votes -
Bill of Entry to be enabled in Standard Version of Zoho Books
There are lot of small businesses who are importing the products from abroad and selling them in India. For them buying the premium version is not affordable. If this feature is enabled in your standard version itself it will be helpful for the small businesses with turnover less than 1cr
4 votes -
When displaying a Match for importing a banking statement,Display the description.
When displaying a Match for importing a banking statement, it would be helpful to see the Description of the possible match so as not to accidentally match to the wrong entry when there are more than one possible match with he main difference being the actual receipt. I have had it where the vendor, date and amount are the same but we have several entries for the same day but each is a different category with different receipts. The only difference between the multiple entries is the description.
1 vote -
Enable use of different SKU from uploaded barcode
When I try to upload barcode from my products to items, the imbedded SKU is populated for the item. But I have a different SKU system I use on Zoho Books.
I would like to be able to edit the SKU after uploading a barcode to an item3 votes -
make comments editable.
In invoice contacts, under Comments, I can enter and delete comments, but cannot edit them once entered. It would be nice if comments could be edited.
1 vote -
Mark an invoice: in Production - Shipped - Completed
Mark an invoice: in Production - Shipped - Completed
1 vote -
1 vote
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