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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one statement with net total for a vender is in the same time a customer.
statement for linked vender & customer..
1 vote -
(Payment in advance to vendor )make it track able!
We need to know for which PO we have paid in advance to vendor !
is there any way we connect the advance payment to vendor to PO then we register same when the bill is Ready?
something same as retainer invoice but for purchasing or any other way to track advance vendor payment !12 votes -
Scheduling for all kinds of reports in Zoho Books ( currently not available for some reports )
Scheduling for all kinds of reports in Zoho Books ( currently not available for some reports )
1 vote -
Multiple email receivers enable for Re Order qty / Low Stock notifications
Please enable multiple email receivers , when any stock below the re order level
( Having Multiple Warehouses in different locations )
Thanks
1 vote -
Please restrict multiple vendors and customers with same GST number as contact email id.
Hi, Please restrict multiple vendors and customer with same GST numbers.
1 vote -
Listing Sales Record under each contact
Under each contact, there is a tab of Sales, where it shows the invoice/ sales order/ expense record of each customer. However, if you want to know what is inside the invoice, you have to click into it individually. Is there an option to reveal all items purchased in one list in chronological order?
3 votes -
Tax override option for entire PO/Bill
Create a Tax override for POs and Bills so one tax rate can be applied to an entire batch of lines at once. Currently choosing tax options for each and every line can be very tedious...particularly on multiple bills or pos with over 30 lines.
1 vote -
Track hourly rates at the billed level and paid level in projects
If I charge my customers for direct hours and charge them $40 per hour and I pay my employees $20 then I should be able to track that just like an item.
1 vote -
add a feild for fees like=rollback(give a 2% discount to your customers if they pay invoice or when payments received using payment gateway
add a feild for fees like:
rollback =give a 2% discount to your customers if they pay invoices within 10 days from the date of the invoice
or when payments received using payment gateway
ex :
payement received 1000$
invoices amont 1020$
2% rollback = 1000$ systhem is expecting 1020$
what is to do with the 20$ ?1 vote -
Make the weekly summary report available as a standard report
Make the weekly summary report available as a standard report, so that we can rerun it for a given time period and drill into the information presented. The weekly mailing, as it is now, will always be suspect to us as the information presented is not auditable. Our only option, at this point in time, is to recreate the report on our own which to me seems counterproductive.
1 vote -
EN ESTADOS DE CUENTAS
EN ESTADOS DE CUENTAS, REMPLAZAR LA COLUMNA DETALLES POR LA DESCRIPCIÓN DEL PRIMER PRODUCTO. ASÍ EL CLIENTE PODRÁ IDENTIFICAR QUE PAGA. O EN FACTURA TENER UN CAMPO DE DESCRIPCIÓN DE LA FACTURA PARA QUE APAREZCA EN CADA LINEA DE FACTURAS EN EL ESTADO DE CUENTA
1 vote -
customer statement based on shipping address.
My customer has multiple delivery addresses based on their contract works. It will be very useful if I can generate statements based on the shipping address so that the customer finds it easy to have a track of invoices being sent to different places
5 votes -
ship from warehouse to another
between warehouses
1 vote -
Export bank statement for offline reconciliation and information gathering from the concerned team about the nature of expense.
Need functionality to export the bank statement from Zoho for offline reconciliation and information gathering.
1 vote -
Create Custom fields in multiple modules
I just discovered that if you create the same custom field in multiple modules the data automatically get push across when converting. This is awesome, however there should be the automatic prompt to create custom fields in other modules when creating the custom field. It seem crazy that the data is automatically pushed but you have to manually create a separate custom field in each and you have to make sure the name and data type is identical.
1 vote -
Drag and Drop facility for attachment
There should be Drag and Drop facility for attachment while making a bill payment instead of browsing the file. This is something similar to dragging and dropping a bill (as an attachment) in Bill section under Purchases
1 vote -
Multiple Tax Payable Accounts
Allow separate Tax Payable Accounts for each Tax jurisdiction so we can account properly for Australian GST, NZ GST, UK VAT, etc and report properly to each Government.
Currently all these transactions are mixed together in one account, and with no flexibility to post manual transactions or regular payments to the Tax Payable account our reporting is very difficult to get right.
This is critical to support Transnational organisations.1 vote -
Allow placement of any customer data on Sales Orders templates
Currently the fields you can place on the Sales Order are limited. It would be helpful to be able to include standard details like Payment Terms on the template without using a Custom Field that duplicates that information.
1 vote -
Disponibilizar a opção de cadastrar e atualizar
Fazer com que possamos cadastrar ou atualizar um contato sendo do tipo CLIENTE e FORNECEDOR ao mesmo tempo.
1 vote -
I suggest Zoho books should have Trading Account Report
I suggest Zoho books should have Trading Account Report
1 vote
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