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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6971 results found
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include non-billable time on invoices
Please include an option to include non-billable time entries on invoices. We track all time spend via projects but can't necessarily bill for every 2 minute phone call or task - we would however still like to show our customers that we are spending time on their account, even if it's not billable.
6 votes -
show cost and profit margin percentage per each sales order
A report show sales order total cost , selling price & profit margin
6 votes -
1 vote
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Allow for staged payments
We offer the following payment terms:
50% Upon Order
40% 1 Week before Delivery
10% Upon Delivery Of GoodsAll estimates and invoices to show these terms clearly with Due Dates.
When a payment is received, the invoice will show that the payment is received, the date paid and remaining balance.
5 votes -
Ability to select specific user timesheets and turn those into a bill for the user - contractor / vendor
users enter timesheets into Zoho Books, users are either employees or contractors / vendors. The feature would allow us to take a users timesheets and create the billable side for the contractor.
1 vote -
Bank Reconciliation Reports - Cleared and Uncleared Checks
It would be useful if Zoho has:
1. Ability to print Bank recs report both for cleared and uncleared checks for certain period.
2. Ability to print report from Advanced Search under banking cor certain period with a mark of Cleared transaction and Uncleared transactions2 votes -
I would like to be able to track time without creating a project. Right now we have to bill our clients every time we do labor.
It would be nice to be able to track hours and bill clients without having to create a project.
1 vote -
To make an option to get payment recorded my generating an invoice
In your zoho books websites their should be an option to auto record payment by generating invoice or advance
3 votes -
Enable us to see the client portal from within the customer's account
I would like to suggest a feature request - add the ability to view client portal exactly as clients see it. This is the only real way to ensure a quality customer experience and assist them over the phone with problems, training, etc. Not being able to see what our customer see puts us in a blind spot and makes it very hard to support them and encourage them to use the portal. Please add this!
1 vote -
Enable default inventory account for new items
Having to now select from Finished Goods, Inventory Asset or Work in Progress leaves room for error. It would be good if in the preferences for items we could select a default account and then only change it as necessary. We only track Inventory Assets but have had recent errors in the set up of new items as Finished Goods
1 vote -
want to convert Estimate or Sales order to Proforma Invoice
Need option to create Proforma invoice
2 votes -
1 vote
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Costing & Profit Allocation
Since all the bills are accounted for in Zoho, it would be easy to automatically show how much it costs to make an item, then manually input margins for various entities such as distributor, retailer and company's to arrive at what the MRP should be. I can give a futuristic SKU for the product I am going to make with a name and tag my bills to that SKU. Even budgeting can be done for deciding how much I can ideally spend to make a product and help me choose raw materials/sourcing accordingly. I am currently doing all of this…
1 vote -
Limiting accounts that you can use on accounts payable/receivable.
Zoho Books shouldn't limit accounts we can use on any modules: accounts receivable/payable. There are cases where we need all the accounts. I understand that some of these accounts don't show due to their type/category of accounts, but because of this, there are times when I am obligated to make reclassifying journal entries on the grand ledger.
3 votes -
Opening Balances Bill wise
While entering the opening balances of customers, zoho should allow us to enter invoice wise details i.e. invoice no , invoice date and due date. This makes it east for tracking payments and also for any other adjustments
12 votes -
Ability to add GST to sales without invoice by default
Currently have to manually add GST to every single 'sales without invoice' transaction which takes hours.
1 vote -
Invoices: State appearing in wrong line
I have created a customer entry in Zoho Books. However, when I download the invoice as PDF, I see that the state initials appear in the wrong place. Example:
Bill To
Customer Name
123 Main Street 2nd Floor
New York
10018 NYCorrect should be:
Bill To:
Customer Name
123 Main Street 2nd Floor
New York, NY 10018Please fix this ASAP.
Also, please add a colon after "Bill To".
Thanks.
1 vote -
1 vote
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More Options for Invoice Status and Refund processing
To have more options for invoice status, like Canceled, Delivered, complain, ...etc ..
Also, once a credit note is created for one item, the item should be removed from the invoice and if the credit note credited for the invoice, then the invoice should be marked as canceled/Refund. this is causing a lot of issues with processing orders since the invoices will remain paid even if the credit note is created
1 vote -
Shipping Address Jumps to wrong address
When I clone a previous order, it fails to duplicate the original address on the first order. This happens with accounts having multiple shipping locations.
The same problem happens with Drop shipping Purchase orders.
1 vote
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