Zoho Books
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6153 results found
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new service item creation with any price inside invoice.
Currently my staff is able to create items inside invoice which are not part of the predefined items which I have given. They can write anything and create an item, change the price and even put 0% GST on the item. Kindly give a solution where they can only choose predefined items from the drop down list.
3 votes -
ADD BILLS TO GST FILLING WHICH ARE NOT SUBMITTED IN THE LAST RETURN
PLEASE GIVE OPTION OR ADD THE PURCHASE BILLS WHICH ARE PENDING TO BE FILED IN GST RETURNS AUTOMATICALLY TO NEXT MONTHS GST FILLING.
4 votes -
disable inventory trackingfor items with transactions
Be able to disable inventory tracking for items with transactions like it is available to enable it in bulk through specific link.
4 votes -
Allow Merging Invoices
Allow the ability to check two or more invoices and merge the items together to form a new invoice. This would allow the ability to send one invoice for a recurring charge and then add the draft items to the same invoice, preventing having to send two invoices to the same customer.
2 votes -
incorporate a price control feature in the SO module
When a user creates a row in the item table, after selecting the item, the table will automatically populate the Rate column, depending on the Item selected, and other fields selected, and the user cannot change the Rate to a lower number than the predefined number
1 vote -
1 vote
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Button for CRM Sync
I find myself going to the Zoho CRM Sync page a lot and it takes several clicks to get there. Why not put a button in a convenient place to get to that page or it could even do an instant sync when clicked.
1 vote -
Triplog Integration
I use Triplog to track my business vehicle use via the GPS phone app. It works well, and currently has its own integrations with Quickbooks, Concur & Freshbooks. An integration with Zoho would be handy, mostly as a way of avoiding double entry on vehicle related expenses, etc. Alternatively, you busy little coders could figure out a way of having your OWN gps vehicle logging app for business. I'd switch instantly! :)
4 votes -
In Zoho Books, I'd like to add stock items to a project as I go
So, here's the scenario: I'm doing a large job that I'm keeping track of via the projects module in Zoho Books. In the course of this job over several days, I use a total of 1.5 tubes of gutter silicone, of which I have 4 tubes in stock (via inventory module). However as I can't enter this into the project as I go, like I do with timer entries, I currently have to wirtie down or remember the usage and add it manually to the final invoice. If this was a function that could be added, I'm sure it would…
1 vote -
Allow customer shipping address to be edited
1) For customers synched from CRM: a) Some of the address data being synched from CRM is wrong, b) sometimes we have to add specific info like P.O.#
2) Some orders are from one-shot customers. We don't want to make contact records for them.1 vote -
1 vote
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Allow invoice links to be valid for more than 90 days
Currently it's not possible to turn off the setting that causes an invoice link to expire automatically after 90 days. It would be great if this could be a customisable length of time, with the option for the link to never expire.
From our company's perspective, most of our invoices are sent out more than 90 days in advance which means we have to constantly resend the expired links to our customers, which is not time efficient for our business and also negatively impacts the customer's impression of our service when they are unable to make a payment with their…
1 vote -
Comprehensive Tax [GST] summary
I would like to see a simple report that shows all purchases and sales made in a particular month/quarter with the tax details. The reporting structure available right now does not serve any purpose. This is an important feature missing in Zoho and is making the application inefficient.
1 vote -
Allow download and upload of Bank information for Contacts from one Organization to another
Currently upon integration of Banking with ICICI the bank information is entered in the vendor contacts. The same is not being downloaded or there is no option to export the same into a file.
3 votes -
approval
Can you put in a appropriate approval template? I would like to see the full names ie first and second names. At the moment its only picking the surname.
0 votes -
Schedule backup
Can you put a schedule into backup? I dont want to initiate backup myself. Also why am I waiting 15 days before I initiate the next backup?? Give us the option to backup everyday or every week.
17 votes -
Log start/end time on tasks when logged through timer in Chrome extension or desktop apps (mac/pc)
When logging time by using the timer in extensions/apps, the start/end time does not log to time tracking reports. It would be helpful to be able to see what time of day things are worked on without having to enter the start/end time manually in the browser.
7 votes -
Please integrate the NMI gateway company so I can process payments through zoho.
I use NMI gateway but I dont see it as an option. It is very important to our company this is added so we can continue business. Thank you
6 votes -
'Account type' for invoices
While creating an invoice, the line items automatically get accounted under the default 'Sales' ledger. But we would like to bifurcate our sales as 'local sales' ; 'inter-state sales' ; 'exports' ; 'job work', etc. To achieve this, we are presently having to click on the three dots for each line item and then select the respective account head under 'additional information' tab. This is proving to be very tedious for our team to do this for each line item. Our invoices generally have more than 10 line items. It would be so good to have an 'accounts' tab near…
1 vote -
TDS appearing through manual journals
The TDS Summary report capturing TDS sections is a welcome improvement. But what about TDS appearing through manual journals, eg., TDS on salaries, TDS on unsecured loans. We capture these entries through manual journals in Zoho Books. But the TDS summary report does not reflect the TDS liability through these entries. This makes use of the TDS report incomplete. Would appreciate if you could address this issue.
6 votes
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