Zoho Books
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6170 results found
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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 -
export select fields
Print selected fields and save as favourite report
At the moment you export 22 fiields and I have to work out which ones to delete so the print out is readable.
I would like to select on certain fields to create a quick and readable list of transaction.
It would be very helpful if you also included an option for accumulated totals so it doesn't have to be done in excel.
4 votes -
bank statements
Please add a feature to print the bank statement exactly as it is in ZOHO books. Sometimes I want to do a manual reconciliation.
I know you can do something like this from reports but please add it in the bank section
1 vote -
Bank Reconciliations
When I am working with the bank reconciliation I want to be able to print out the recon in progress from the reconciliation screen so I can work on it manually if necessary.
1 vote -
Bank Reconciliations
I am reconciling my bank account.
The recon draft includes alien transaction such as transfers from other bank accounts and bills etc that should not be in the reconciliation print because they are not to be reconciled with the bank. Only entries against the bank account will be reconciled.The reconciliation is between amounts in the bank statement and amounts taken on in ZOHO. Nothing else.
1 vote -
include a field that captures items sold in sales without invoices so that items sold by cash are tracked
include a field that captures items sold in sales without invoices so that items sold by cash are tracked.
1 vote -
Also include notes to financial statements and reference number on each item of the Balance sheet in relation to the specific notes
a reference number on each line item in the balance sheet which will refer the user to the notes to the financial statement which shows the detailed computation/explanations on that specific line item. (as required by our standards - PFRS)
3 votes -
Allow for custom footer with multiple brands (3 logos)
we have 3 companies, we want to print all 3 logos on footer
1 vote -
Detailed Sales by Customer
A detailed Sales By Customer where the items they have purchased are listed and can be grouped by Reporting Tags. This would allow faster review instead of having to look up each invoice as it is now.
7 votes -
Project users shall have limited rights
Project users shall have limited rights
In Zoho Books, under Timesheet, a user can be added to a Project.
The user's rights can be limited to view only using the roles settings.The problem is that once I add a user to a project then that user can see all invoices, expenses and bills of the entire company. It would be great if he/she could only see the invoices, expenses and bills related to the project, to which he/she was given access to.
This needs an urgent fix to comply with data protection regulations.
3 votes -
Create the ability to enter Expense refunds when working with projects. I'm perplexed as to why this simple data input isn't available.
Being a small Business contractor interested in the bottom line on individual jobs and know if there profitable; projects can accumulate a large amount of receipts, Zoho Projects allows for this data entry and the ability to run reports like Profit and Loss along with many others to actually see how the job is coming along. without the ability to input Expense Refunds inhibits any practical use for this feature in Zoho Books altogether making reports inaccurate.
1 vote -
Not be able to view Inactive Items while searching in the Active Items view
Recently, Zoho Inventory changed the way you search in the Items section. It is great because it used to be an exact wording search which was frustrating. Now it is a 'contains' search, so there is a lot more flexibility. Well... The downside is that now when you have the default view to Active Items and search something, it will pull up all of the inactive items as well. It is incredibly inconvenient and pointless. If you have thousands of items, it makes searching pointless now. Please fix ASAP
1 vote -
That if seller is ecommerce operator,then e commerce has debit of their fees which are not added into zoho books options.and is it then plea
That if seller is ecommerce operator,then e commerce has debit of their fees which are not added into zoho books options.and is it then plea
2 votes -
In Books/Inventory, please make the "Unit" optional.
Not everyone has the need to describe the unit and it only takes up space on the invoice.
3 votes -
I would like to have Khmer Unicode Font in Zoho Book and Zoho Inventory.
I can't print anything from Zoho book and zoho inventory into my language of Khmer. Therefore, I need it.
1 vote -
1 vote
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Adding reporting tags options directly into Zoho Books
Adding reporting tags options directly into Zoho Books reports, not just in Analytics as it is more complicated and less necessary for basics. Definitely, Zoho needs more capabilities in its reporting module.
3 votes -
1 vote
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