Zoho Books
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6155 results found
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'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 -
I create invoice number as my client number followed by project number.
I create invoice number as my client number followed by project number. Suppose my client number is 10 and project number of that specific client is 5 the my Invoice will be K010P005
1 vote -
Add ability to interact with Retainer Invoices in Deluge natively
Currently there is no way to use Deluge to create a Retainer Invoice automatically (zoho.books.createRecord) in a function and this seems an oversight since it is just simply another module of the same program as the other records that can be created.
7 votes -
Add a Role Permission for Import
Please if you could add a role permission so that only specific users can import.
Our users have made errors with importing data and we would like to only give some users access to making imports into ZohoBooks. Thank you!
1 vote -
Integrate Credit Card information with Stripe
Integrate payment information of a customer in Stripe
1 vote -
Improve the reconciliation process
Please show the transaction as the sum of the deposit or the withdrawal and not all the individual invoices or bills that make up the total. It is almost impossible to reconcile with the volume we do.
1 vote -
Enable SKU only for purchase orders
Please add the option to only show the SKU on purchase order PDFs. We never show our SKU on our quotations so our admin teams must manually enter our SKU for purchase orders. Adding the SKU manual in the description is slowing down our process and causing errors.
11 votes -
WE NEED MANUFACTURING GROUP
WE NEED MANUFACTURING GROUP
1 vote -
Off-set entry. This is a basic feature and I am surprise that Zoho books doesn't provide this option.
One of my customer paid on behalf of another customer. I received the money in bank from customer A. Now I want to transfer the money of customer B from Customer A account.
In Payable account also, one of the vendor provided the services that were awarded to Vendor B and were paid in advance. Both Vendor A & B agreed on this and the amount that was paid to Vendor B got transferred to vendor A by B.
If I want to post these adjustments in Zoho Books, how will I be able to do it without the option…3 votes -
Option to Disable Logging of Activities By User
There should be an option that some users especially admins can have a setting where their activities are not logged. Or even if there is an option to disable activity log completely for an organization - that will be great.
12 votes -
Allow renaming files in documents section: https://www.screencast.com/t/rVCVgANm8
Without this, we can't know what file is from which provider. Please fix this. With the current implementation, the documents section is almost useless.
1 vote -
E-way bill generation for Purchase Returns(Vendor Credits)
When returning products(worth more than 50,000) to vendor it would be handy if we have an option to generate e-way bill.
3 votes -
Give option of printing Ewaybill directly from Zoho Books
Integrate GST portal with Zoho books so that the ewaybill can printed directly from zoho books. Currently the ewaybill number should be copied from zoho books and the paste in print ewaybill option on ewaybill portal.
27 votes -
In customer contacts, allow designation of an account (not bank account) for all receipts
If a company sells services to a number of different clients, it would be useful, on the customer contact set-up, to be able to designate an account code to which all receipts from this customer automatically go. Thus, once an invoice is generated and the payment matched from the imported bank statement, it will automatically go to the right place.
1 vote -
Zoho Books send email by SMTP external to backup comunication
Zoho Books send email by SMTP external to backup comunication
2 votes -
Categorize bank transactions before mark an invoice as sent
You only can categorize bank transactions if previously you mark the related invoice as sent.It would be very useful to be able to categorize independently of the state of the invoice.
We sent invoice to some customers after receiver the payment (i.e bank draft) and to categorize transactions, we need to mark first as sent, then categorize and remember what invoices we categorized to send the invoice to the customers...
1 vote -
2 votes
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Need to be able to memorize basic reports with customizations without changing the basic report.
Need to be able to memorize basic reports with customizations without changing the basic report. Analytics is too complicated, not a good option.
1 vote -
i need the help regarding the tax summary, actually we are booking the total bill amount and tds is deduction on base value before gst
i need the help regarding the tax summary, actually we are booking the total bill amount and tds is deduction on base value before gst please help me
4 votes
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