Zoho Books
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6592 results found
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Clients needs to submit order request based on quoted pricing
Once the estimate on pricing is accepted, the client needs to submit an order based on that item's pricing.
1 vote -
Page number and total page number should be a placeholder in footers (Page N of N)
There is only one option for page numbers and it puts the number way to the right of the template. The footer should include a placeholder for page and total pages so we can display them. It would look like "Page 1 of 3".
5 votes -
SMS Notification
Please make a change in sms notification. It means sms notification for bills and payments should be send in business name only not in zoho book name. Another thing please enable group message sending option for saved contacts to sending common messages like offers and etc..
5 votes -
Provide Customizable Tax Summary Reports
In Zoho Books, Reports, Tax Reports, we can only use the provided Tax Summary Reports. Can we get the cpacity to customize or create our own types of Tax Summary ? There are fields that we need to have in our reports (Customers / Vendors etc )
6 votes -
Need more options than billing address and shipping address.
Your software is not set up very well for the service industry. One of the most basic issues we have is your system has a billing address and a shipping address. as a service industry we never have shipping addresses, we have billing addresses and service addresses. I see no way in your software to change these headings or data types. When sending invoices from your software it causes confusion with our customers.
If this were my database I would add a service address for the service industry and possibly a project address for the construction industry. Then in the…1 vote -
Bills on basic plan
Hello, I'm a long time customer. Currently using basic plan. Today needed to use bill but the basic plan doesn't have that feature. Price difference between the current plan and one more higher is monthly $10 which is so much.
Please add the bills feature to basic plan with a simple price difference or free. Thanks,1 vote -
Timesheet approval by clients
Typical Workflow:
Engineer works on a project for a customer.
Engineer completes timesheet for hours spent on that project.
Timesheet is approved by customer's project manager / user
Approved timesheet is sent with invoice to customer finance.So far the Zoho process assumes hours and costs are managed internally, and not approved by the customer. This is not normal. At the moment zoho books does not allow:
Approval of timesheets by customer (hardcopy is fine)
Reporting of project time per project / customer (so that other customers cannot see hours spent on other projects)Think of the timesheet as the…
3 votes -
while invoicing a product to a customer, the previous invoice price of the same product should be displayed in a popup.
I have many customers and I sell the same product to different customers at different prices. The purchase price of the product will also changes often. I would like to have previous selling price display while invoicing a product.
15 votes -
Fix Chart of Accounts Sort by Type so it sorts in Balance Sheet / P&L order
Right now when you sort the Chart of Accounts by type, it sorts in some random order. The types should sort balance sheet and P&L order, grouped by type. When I sort by type now, I have "Other Current Assets" on the top, followed by Cash and Bank account types. If I reverse the order, it makes no more sense. Quickbooks sorts by type with balance sheet accounts first, in the order they would show on a balance sheet, followed by COGS and then Income/Expense accounts in order we'd see them on a P&L. Very logical, very usable. This seems…
6 votes -
Expense - Manage Categories
In Zoho Expense, Manage Categories, there are only two options. Neither of which I want the expenses that people enter to go to. Not really a helpful setup area if you can't apply the accounts you want to use.
3 votes -
Budgeting Improvements
I see the new budgeting enhancement. It is a bare-bones functionality. It needs the following to really be helpful:
- Assign budgeted amounts to clients for sales that roll up to specific accounts
- Assign budgeted amounts to employees that roll up into payroll account budgets
- Checkbox to hide accounts that area not being used in budgeting, or for a specific budget.
- Alternately, allow for specific budget views, where user selects which accounts they want to use for the budget
- Functionality to send to Excel
- button to compress all sub accounts, then allow for uncompressing individual…7 votes -
MAKE A DESKTOP APPLICATION FOR ZOHO BOOKS
MAKE A DESKTOP APPLICATION FOR ZOHO BOOKS
3 votes -
We need a IGST, CGST & SGST amount column in the Tax invoice report
We need an IGST, CGST & SGST amount column in the Tax invoice report. Please add this feature since our CA is not comfortable in making a return. They are saying to shift into a tally. It is a needed feature. If this feature is not included then sorry to say we will shift to Tally.
1 vote -
Timesheets, weekly view, the ability to add a note to a time entry would be fantastic. You have go back to the list view to add note now.
Timesheets, in the weekly view, the ability to add a note to a time entry would be fantastic. At the moment you have go back to the list view to add note.
9 votes -
Payment Gateway for Costco Payment Processing Converge
https://www.elavon.com/solutions/payment-gateways/converge.html
For anyone that wants to use Costco's payment processing partner in the US.
1 vote -
delivery challan to invoice
same product every day delivery challan when convert for invoice all product take new line in invoice
I need sum of all same delivery challan product and than final invoice
in case of laundry daily pick up linen list is same and month end I need final invoice1 vote -
Give access to PriceLists in Deluge (custom fucntions)
Give me access to "PriceLists" via custom fucntions with deluge
Please add the one line of code that allows zoho.books.getrecords("Pricelist"...... and zoho.books.getRecordsByID("Pricelist"......Its concerning that I can access Invoices, bank records, sales orders, purchase orders etc this way but I can not access a simple list of data for pricelists
3 votes -
Enable click on income graph in customer overview to show the related transactions of that income
In customer Module -> customer View there is no way to see any sales without invoice.
In the overview tab, the Icome Graph show the income by month, and the amount if over with the mouse.
However you can't know to which transaction are related this income unless you go to search for this transaction in the banking module, or you generate a report that include the sales without invoice in the report.It will be much easier and faster just to click on the month income bar of the graph, to show all the related transaction of that customer…
3 votes -
BUG - No date is showing on screen for P&L with custom date selection
BUG - No date is showing on screen for P&L with custom date selection
1 vote -
form
We request the ability to customize forms to meet our needs. The software we used in the past allowed us to customize forms. If we could add/remove forms, such as is allowed in CRM, it would resolve quite a few issues we are facing in migration.
4 votes
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