Zoho Books
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6599 results found
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Formula fields in Zoho Books
It would be usefull to have formula fields in Books as we have in CRM. For example, a client of mine needs to work with lb and Kg, as no conversion tool exists in Books, a simple formula field would do the job.
14 votes -
drill down
Be able to drill down in a P&L for last month compared with previous months (so the whole year by month), be able to drill down to the details of ANY month
1 vote -
Digital marketing
1.I think this paragraph(Online GST accounting software,
built for your business) infographics is old. Because year and date old.present year can make a rapo on the viewer mind.
2. Below, Not 14 day trial- that's 14 days trial.
3.i suggested the bottom of the page having some important buttons/links can rearrange that.
4.bredcrumb we can use continuation pages
5.for "learn more" internal links - we can give open in new tab automatically.make me discontinuation while i read ur webpage.
6.content is not satisfy me- why we are prefer zoho books for accounting software.
7.expecting your response ......if any mistakes find…1 vote -
Vendors should have the ability to have transactions between them especially where parent company pays invoices issued on its subsidiary.
Vendors should have the ability to have transactions between them especially where parent company pays invoices issued on its subsidiary.
1 vote -
For PO and other functions: to be able to buy in USD and sell in CDN and still calculate our margin and other ratios.
Canadian American Co need to work with multi currencies. When we order with PO, we should be able to work with a purchase in USD and my clients are Canadian, so sell in CDN. My other accounting program works multi currencies.
3 votes -
We need to print cheque in USD (our programme is in CDN). Canadian Co have sometime 2 Bank acc (CDN&USD)
Canadian Co have often 2 Bank Accounts and we need to print cheque in both currencies (CDN & USD)
3 votes -
CRM-Books Sync Error Logs | More information needed
When syncing CRM to Books, the error logs only have two columns invoice and error - which means everytime we look at the error log, we have to click on each error to see if it needs to be corrected. There is no way to remove these errors. I suggest you add the following:
Company/Client
Date of error
All columns need to be sortable so we can see the most recent errors at the top and can sort by error or by the company or by date.
If there could be a checkbox to "Disregard This Error" that would be…
1 vote -
Additional search options for reports
Please put an option for the date range for "since the creation of your zoho account" instead of inputting the date range or choosing this year or last year. I want to look at all sales for a specific item. It would be great to then be able to to sort that by date.
Also, please put an option to narrow the search down by state not just by individual customer
3 votes -
Add retail print template to sales orders.
Hello, I Would like to have retail receipts with the sales order module in Zoho books. I currently use the Shopify integration and it sends my receipts to sales orders. I want to print a retail receipt for the customer and i cannot do it without converting it to an invoice. Thank you.
1 vote -
pls add in banking liability side BANK OD A/C as a loan
I suggest u to add BANK OVERDRAFT feature as a LIABILITY under BANKING category
2 votes -
Enable expenses to be split by Project.
I do bulk shopping for multiple projects at once. I'd like to enter the expense one time only and be able to allocate the expense (from one receipt) to multiple projects.
6 votes -
Button to Apply Credits from Vendor Advance
Apply Credits from Vendor Advance (same for Customer Advance), If there is a button to Apply Automatic the available balance from top to bottom, instead of punch in amount individualy, it would be much easier.
3 votes -
payments received
balance on payment receipt screen after payment received
1 vote -
exchange rate
Add exchange rate column to the Detailed General Ledger report (as an available column)
3 votes -
Excise Tax
Excise Tax has been implemented in UAE since 2017 and now businesses dealing in certain additional products must comply with Excise tax reporting by 1 Dec. 2019.
We must have the capability to have multiple tax recording for UAE users!
Currently unable to comply, makes your system non-FTA compliant!1 vote -
Fix the period selection of reports once selected. Now every time I check any report, the dropdown menu select this month by default.
Now every time I go for a report, the period is "This Month". During month end we take a lot of reports and every time I need to change this to previous month. So If you can save the previous selection it would be great help.
Thank you1 vote -
To make automatic wage payment entry optional in Zoho Payroll
We have been maintaining Zoho payroll from the last 11 months. We are facing difficulty in matching bank transactions with automated wage payment entries. Entries are appearing without any description like to which employee we paid. We tried to stop automatic entry but it doesn't allow to run the next payroll without passing that entry.
2 votes -
Debit and credit note transactions cannot see under cash basis.
Those who are following cash basis they didn't get a proper GST and TDS details when they raised debit or credit note in any month. There may chance of missing to consider those figures at the time of calculating GST and TDS.
1 vote -
i wud like to c pre defined order quantity for every item
i wud like to c pre defined order quantity for every item,foe example if my reorder level is 10 for X item then once current quantity gone below 10 then system shud be automatically recommend predfined quantity wch we have mentioned
1 vote -
Zoho Books' view to have same image orientation as Zoho Expense
Apparently Zoho Expense auto-rotates to fix picture orientation of receipts, which is great, but zooming in on one in Books does NOT have the same/fixed orientation.
Please make them both fixed/consistent.
Apparently this is a feature and not a bug according to Zoho Books' support. I disagree but nevertheless here we are...
4 votes
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