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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1 vote
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Remove the Vendor Category from the Payment Portal
Since I am sending my Customers to the payment portal, I do not want them to mess with the Vendor Category drop down when they edit their contact information.
1 vote -
Allow Expenses to be refunded from within the Expenses tab
We have an employee who enters and processes our Expenses. Sometime we return items we've purchased and need to account for the refund. As it stands now, we can only created Expense Refunds from the Banking module. However, we don't want to share the banking module with our employees. There should be another way to create Expense Refunds (either a negative expense, or just directly from the Expenses module.)
4 votes -
Custom Web Page in Client portal similar to Web Tabs
Allow a custom window in the client portal so that other additional info which is not present in zoho books like orderinfo,etc can be shown
7 votes -
include zaka calculation and filing for GAZT
GAZT requires all companies to file their annual tax ZAKA beside the VAT. it would be great if zoho include feature for KSA customers to calculate the amount of zaka and generate the required files.
5 votes -
products
zohocrm products selected in a Deal should auto populate an Estimate Sales Order or Invoice created using the zoho finance integration. Otherwise i cannot see any purpose for adding items to the Products module in a Deal in CRM.
1 vote -
Would like to see one ledger if you are purchasing and Selling to Same Customer.
Would like to see one ledger if you are purchasing and Selling to Same Customer. Like its in Tally or Busy. in zoho this feature is not available. We have to manually add payment receive or payment made in both ledgers.
1 vote -
Timesheet Invoices variables
Hi
We use various ways to create invoices through the timesheets and it would be great if I could click on a customers past invoice to view the "Project Invoice Information" used on a particular invoice - there are many variables and this would definately save me time. Thanks1 vote -
1 vote
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0 votes
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We need a profit report by item, Invoice, Customer, and etc
We need a profit report by item, Invoice, Customer, and etc
If my Customer "X" has 300 invoices with Discount, Tax, Adjustment, i need know how profitable is my business with that customer.
Like product profitable or collection of products.
4 votes -
Add additional explanation about adding an accountant.
I assume this is an invite with Admin permissions. It is referenced in the help section, but there's no explanation
1 vote -
1 vote
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Please add a "Customer has viewed the estimate" like you have for Invoices.
Please add a "Customer has viewed the estimate" like you have for Invoices.
1 vote -
we want to record payment recvd. for whole month's invoices AT ONE TIME. should allow to tick select all those we need and record pymt
we want to record payment recvd. for whole month's invoices AT ONE TIME. should allow to tick select all those we need and record pymt
1 vote -
1 vote
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Option to download banking transactions for a financial year
It would be great to have an option to download the categorised banking transaction for a financial year to an excel. I don't see that feature anywhere and it is very relevant for yearly accounting.
1 vote -
Split one expense into multiple payment methods.
Sometimes I purchase items using multiple payment methods. For example, I buy something for $100 and pay $30 in cash and $70 in CC. Would be nice to be able to create 1 expense entry (for the same account) and be able to provide multiple payment methods. This happens a lot when I buy from a store where I have store credit and/or gift cards.
9 votes -
Add an other type of account in tax payment fields other than a bank account
Adding other type of account in tax payment fields. I have to produce a remittance to reverse the taxes in the built-in tax payable then make an other entry to have the right balance of taxes accrued at the end of the month.
1 vote -
In the Payment Made Template to change the font color of Reference Number - Paid To - Payment Mode - Paid Through to black color.
can I edit the payment made template?
1 vote
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