Zoho Books
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6592 results found
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Display what Payment Options are "Enabled" on the Overview section of Recurring Invoices Profiles
It would be great if you were to add the field "Payment Options" (Enabled/Disabled) or the payment processor name like "Forte: Enabled" or "Forte: Disabled" as examples underneath the "Details" section under "Overview" on the Recurring Invoices individual Profiles.
I really like that we can quickly identify if the customer enabled "autopay" with the Bank icon next to the amount, but it doesn't tell us if they are enabled to pay through the portal or not on the Overview section.
Thanks,
GCIT1 vote -
VAT complaince !!!!
Hello. We have been using Zoho for over 2 years now and it has been brought to our notice that the invoice format in Zoho does not comply to legal statutory requirements of FTA in UAE.
The invoice is supposed to show individual VAT amount for each item which is not the case presently and there is AED 5000/- fine for non-compliance.
The same is the case with the Credit note format as well.Please advise.
4 votes -
Project Bills
J’aimerais avoir la possibilité d’attitrer plus qu’un projet pour un item que j’ai commandé en 25 quantité.
Exemple: 2 pour le projet # 1 , 5 pour le projet # 4 etc...1 vote -
Add read-only custom fields to client portal
What if we want to inform the customer about his status with our company (e.g. active or inactive subscriber etc.) without the need to get his input in the form? Certain custom fields should be editable by admins only while for the customer these should be read-only. Basic thing but looks like not possible right now.
1 vote -
create one single chronological pdf file of all invoices during a month
Dear Zoho Books,
I have a very important request regarding financial authorities: As of now, Zoho Books is NOT able to issue one single pdf file consisting of outgoing invoices ("Kundenrechnungen") AND incoming invoices ("Aufwendungen").
However, my tax accounting firm requires me to do so. Otherwise, they will raise the monthly fee about 30 Euro, because they do not want to handle two separate files. So, this is my urgent feature request: Enable Zoho Books to generate one single pdf including all invoices (outgoing AND incoming) and have this file ordered chronologically from "young to old" (31. Oct on top,…
1 vote -
Add the expense bar alongside the income bar on the graph in customer overview page
In the customer overview page there is a nice graph showing bars for "income". There is a little spot next to each month to insert an expense bar as well. It would be nice to have an income and expense graph and report per customer.
1 vote -
Add custom filters for IOS
Add custom filters for IOS so that Purchase Orders can be filtered.
3 votes -
Show available stock when converting sales order to purchase order
A client is complaining that when he creates a purchase order directly from the sales order (via More - Convert to purchase order) he cannot see the available stock in the quantity column. However, the available stock is shown when he creates the purchase order from scratch. He creates almost all his purchase orders by converting them from the sales order, so he definitely needs to see the available stock. Could add that functionality, please?
4 votes -
Can you please add
tave.com
3 votes -
3 votes
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3 votes
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Remove or hide account names in system accounts that are not used in US
Some of the account types and names are not applicable in the US and should not show up in the 'chart of accounts' or on my budget sheet. We should be allowed to at a minimum hide non-relevant fields. Renaming them is of no use when they are not used.
3 votes -
Budget alerts based on percentage remaning
Add % based alerts for the budget line items. If I'm at X% of my allowed budget for that particular item I'd like to know about it without having to open up the budget to see where it's at for each project.
3 votes -
Fully Customized Invoice Template Editable With Drag And Drop Features
Fully Customized Invoice Template Editable With Drag And Drop Features
9 votes -
associate receipt with an expense in the mobile app
The mobile app allows a user to upload a receipt image. It would be very useful to be able to then associate it with an expense the same way as in the web interface.
3 votes -
Expenses by currency
Why is there no ability to filter expenses by currency?
Zoho clearly captures the information so it is just a question of adding Expense Amount (FCY) as a field that can be used in specifying the criteria for any filtering.
Quick change, quick win for me.
2 votes -
Has image column on categorization page
Show whether there is an image attached to a transaction on the categorization page
1 vote -
Control for Pricelists in Zoho Books
When Pricelists are enabled/created in Zoho Books, we are not able to restrict users from changing the default ones defined for a single or group of Customers.
The use case is as follows: A business has a standard set of price list defined for a group of customers. This is created and associated to each customer in Customer record. When a user create a Sales Order/Invoice for this customer, the associated price list is selected as default in the price list dropdown but the system also allows the users to override the selection by letting users choose from the other…1 vote -
CRM Expenditures and Orders
When you assign a Zoho Books expense to a customer, the Potential drop-down menu appears. It would be interesting if the order numbers of these customers could also be chosen from a drop-down menu.
3 votes -
Hypertext link between report lines and Zoho Books
When creating a report, it would be interesting if a hyperlink takes us back to the desired place on Zoho Books. Example: I generate an expense report in Excel and for each line a link is created to the Zoho Books expense. So, I can easily recover the attached file.
3 votes
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