Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6592 results found
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Inventory Valuation
Valuing inventory to include Overhead and Labor Burden is essential part of period end financial reporting. Inventory calculations, albeit time consuming, are repeatable and could be configured within the system. Allowing the user to select which accounts to apply to overhead and at what percent, as well as burden thus allowing the system to do the valuation for the user at period end.
2 votes -
Journal Entry ability to ALL accounts in COA
Need ability to make Journal Entry to ALL accounts in COA (currently cannot do this to stock, AP and AR)
9 votes -
Clubbing of Bank Accounts & Cash Accounts in Banking Overview page
We Have 15 Petty cash accounts & 15 bank accounts.
Can you provide an option of grouping and sub-grouping to consolidate all relevant accounts under one head.0 votes -
Migrate from Xero to Books AU
Has anyone done this? Seems a fair bit of work re chart of accounts..
0 votes -
Add employee column in bulk add expenses
There isn't an option to customize & add employee column on the bulk add expenses screen.
3 votes -
Discount Account
I would like to suggested that you have to make separate ledger for Purchase Discount as Indirect Income and Sales Discount in Indirect Expenses
I have can not add discount on the purchase of goods individually.6 votes -
Show tags on main page rather than 'behind the scenes'
Being a frequent user of Tags, I find it unnecessary to have to go into a sub-screen to allocate the bill/invoice to a reporting tag. I would like to see the reporting tag option in the main input screen for visibility and input efficiency
6 votes -
Customize invoice or estimate templates
I wish I could customize my templates. For example for an estimate, I have a template for a proposal in monthly or annual. The sales conditions change. I would also like to add columns on the quote for a monthly subtotal and then an annual subtotal on the same line.
6 votes -
Multiple Line Items for TDS in a single Bill and Payments Entry
There are certain complex transactions where more than one TDS sections are involved. For Eg. a Single Bill/ payment may contain an item with implication of section 194J along with an item with implication of Section 194I along with an implication of GST TDS u/s 51. Therefore such single Bill/ payment entry needs multiple TDS line item fields for TDS adjustments which is not ther in Zoho books and makes it difficult. It is suggested that Zoho books allows its users to put additional line items (more than 1) for TDS deductions at the discretion of the user for multiple…
20 votes -
Allow for all types of accounts to be denominated in Foreign Currency
Many international companies borrow in a currency outside the base curreny. Such transactions create liabilities. The system doesn't allow for accounts to be currency denominated. This means the system doens't allow for anything other than a bank account or trade receivable / trade payable account to be revalued automatically. Quickbooks is far ahead of Zoho in this regard.
11 votes -
rounding off on sales
round off feature on the sales invoice shall be open for edits. Some of my clients do not accept invoices with rounded off total and they finally pay us based on the un-rounded totals. It is very painful to match the payment in such cases.
Either:-
1. keep the round off values open for edits
OR
2. create a setup option against each customer to select "Rounding Off" or "No rounding off".This will save a lot of our time.
Thanks,
3 votes -
Make Order Number field a valid %placeholder% in templates
In the invoice we use the order number field to display a readable description of the order. It would be beneficial to allow this field to be used as placeholder in the email template. This placeholder can be used in the email subject to describe the order.
2 votes -
1 vote
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Bank Sella automatic feed through new PSD2 2019 in Italy
Hi,
Italy is one of the major EU countries and worldwide (GDP rank).
Please ad Banca Sella in your automatic feed through the new European PSD2 user authentication procedure.
Banca Sella in Italy is the first Italian bank for API integration and 44% of digital e-market (https://sellagroup.eu/open-banking).
The API integration is also easier through the PDD2 and Open API of the Bank (https://www.sella.it/banca-online/aziende/innovazione-e-pagamenti/api.jsp).
Also Fabrick PSD2 Portal (https://www.fabrick.com/psd2/gateway/tpp-portal) already provides API access.Thank you
19 votes -
GoCardless US
Ass support for GoCardless in the US as they are now offering their services in the US.
3 votes -
Provide option to limit sales persons to only using composite items
Provide an option in user roles to only allow the sales team to view/use composite items.
This way you can use normal items as inventory assets and composite items as finished goods. Zoho inventory will be able to effectively keep track of all types of inventory without having to burden the sales team with a long list of items
3 votes -
Reset for Books
When we do reset - It should delete all the information as it works in the smart phones. ( All Data should be cleared)
When we are implementing / migrating any data from legacy systems
either directly or through excel sheets. if we update a incorrect data unfortunately a measurable volume. It is very difficult to delete all the data again. ( when we update with all parameters like - Invoice with Payment, Bills with Payment details)1 vote -
taxable purchase from urd what it is now
We have purchase taxable service from un Registered person what type of this service Exempted, Nil Rated or Zero Rate or Els.
1 vote -
1 vote
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Trading account reports
We need to Trading account reports please update.
Phone no - 9650395541 vote
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