Zoho Books
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6167 results found
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Need feature to receive payments and make payments against journal entries.
Not all entries can be passed through sales and purchases. There are many adjustments that are fairly accurate with accounting and are passed as journal entries. Stuck with few transactions. customer balances show oustanding as Journal entries as receivables and no payments can be applied to the same to adjust the account balance. Please include this feature asap. Have been asking for the past 2 years!
9 votes -
Multiple Item Within a Single Item with Different Rates
I want to add multiple service in same Item. This will help in adding different Tax Rates for each. Further this feature will helpful for service provider.
Example: if any service include government challan [PART 1] and it is part of service fees then it should be taxed NIL, but the professional fees [PART 2] has to be taxed.
1 vote -
Customer wise item name
There should be an option where part code of customer could be printed along with the item name and description. For example, item name QQQ from our company could be billed as KKK to customer X and the same item could be billed as HHH to customer Y.
6 votes -
Credit Limit - Bureau Account Integrations
Now that the Customer Client Limits feature is available our workflows need a way for our Accounting team to make credit limit decisions. Other platforms integrate with credit bureau accounts to run credit reports. Even just one bureau would help streamline things and remove a double entry of data. Simplifies business processes and reduces the manual entry. Similar to the Checkr integration in Zoho Recruit it would be a function you can run inside Zoho Books that would then tie the report to the customer account. The data from the report could then be used to make a credit limit…
6 votes -
bank account view
On the bank account screen view that comes up when you click on bank in the bank overview.
Please can you add the >200 per page option at the top of the screen so that we dont have to go to the bottom all the time when we know that the entry is on the 9th page.
Please can you do something to stop the screen reverting to the begining every time you work with an entry because it means we have to find our place again every time we query an entry. Even with a refresh if you can.
0 votes -
In bank reconciliation add sort by withdrawals ascending and deposits ascending
In Bank Reconciliation add an option to sort by ascending and descending against deposits and withdrawals. This is because dates on the statement do not always align with the date of entry in zoho expense and so if zoho was sorted by amount it it easy to see say 12.34 on the bank statement and locate 12.34 in the reconciliation screen.
5 votes -
display cheque numbers in ledger statements
the ledger statement should also show the cheque numbers, so as to verify the payments made to our vendors. this feature is already their in Tally & other accounting software. please incorporate this feature as well
1 vote -
Print to pdf, xls, ods, csv
Print to pdf, xls, ods, csv
So auditor can run his own cross checks from Excel or Libre.
Advantages for Auditors are like -
Being able to present the report in a more meaningful way;
Extract and add entries like the bank charges for example.
Run ratio stats on income and expenses
etc
3 votes -
Meaningful print headings
Meaningful Report headings for pdf or exls saves.
Is it possible to have a file name on a report with a meaningful file name.
At the moment the file are 1448828000000502350.pdf
The report heading is:
Reconciliation Details
Reconciliation Period
01 Jan 2019 To 31 Jan 2019File name could be - Recon_01012019-31012019.pdf
or csv or xls or ods etc
Say the first 5 letters of the report name plus the date.
Then you know what the file is going to be called by looking at the title of the printed report.0 votes -
Add / Delete transactions
1.
You have many errors in a bank statement imported. EG because you imported comma decimals instead of full stops.
There are too many so you would prefer to delete the statement and import afresh.
I dont see an audit problem if is a manual import anyway.
2.
Alternatively, you should be able to amend the amount if it is a manual import.
From the audit integrity point of view once you are manually importing you may as well allow amendment accompanied by an explanation.
Perhaps until reconciliation after which amendment could be disabled.
0 votes -
add current portion of long term liability under current liabilities
Long term liabilities can be easily added, however, the liabilities section in the balance sheet does not split between 'current portion' (upcoming 12 payments) and 'non-current portion' (payments made on month 13+). Some business prefer to view such classification of liability accounts.
1 vote -
Include Brand option
we have different brands in same business gst address, we need to use each brand with different invoices always
4 votes -
DATEA
I HAVE BEEN USING ZOHO. I HAVE A SUGGESTION . WHILE THE USER INTERFACE FOR B2B IS GOOD. THE PROBLEM IS ARISING WHEN INVOICING FOR ONE TIME CONSUMERS. IT IS A VERY TEDIOUS JOB TO SAVE THE DETAILS OF THE CUSTOMERS FOR SINGLE TIME. RATHER THAN THAT IT WUD BE EASY IF THERE IS A DROP DOWN OPTION AND SELECTING THE TAX SLAB RATHER THAN SAVING ALL THE DETAILS .
1 vote -
We need FULL customization (HTML) of the quote/invoices
no full customization (HTML) of the quote/invoices is a deal breaker. please enable for us!
6 votes -
Can you have one line item and severeal different quantities on the customer estimate?
I may have 2 different parts to quote with different quantity levels. For example: P/N "ABC may need a quote for price levels of 500 - 1000 - 2500 pieces.
P/N "DEF" qty levels at 25 - 50 - 100
Can each part number be only one item # and multiple quantities below it?4 votes -
1 vote
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Project Task List Management
Due to the nature of my work I have a lot of projects that are essentially always live with multiple tasks that are marked inactive when complete and billed. The task lists are getting very very long, if there is no way to hide inactive tasks (which would be ideal), then a way to sort the list would be very useful. Sort by active/inactive, hours logged etc.
2 votes -
Comments
Feature to include comments in the bank reconciliation process.
It would be helpful to flag and comment on items that have not been reconciled so the reason for failure to reconcile can be explored and rectified.
1 vote -
report page numbers
Please add a page number on transaction reports.
1 vote -
report page numbers
Please add a page number on transaction reports.
0 votes
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