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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6224 results found
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Sales Tax liability report
Please fix the non-taxable list to show the name of the client as an option. It only shows invoice numbers, and a blank reference # list. I can't find anywhere how to add the name under the reference list to make it easier.
3 votes -
Auto estimate generate
We should be able to select items and click on prepare estimate.
this will save lot of time. and if you have already added all the items with description, buying and selling + Tax Treatment etc. Estimate will be ready in less than half a minute.for example : select 4 items and "click on Generate Estimate"
you are done, just need to pick up the customer and send it.3 votes -
Be able to create multiple purchase order item wise / vendor wise from single sales order
Should a sales order have multiple items that may be sourced from multiple vendors, then the system should generate multiple purchase orders based on item and vendor.
24 votes -
Hi I was wondering if user can match the credit note in the banking module while matching the invoice and once the credit note is matched it
Hi I was wondering if user can match the credit note in the banking module while matching the invoice and once the credit note is matched it get close automatically. Right now user have to go to customer account to apply the credit note while that can be matched while matching the transaction in the banking. this feature would ease out everything in banking module.
1 vote -
Ability to print Refund Cheques
In order to issue a refund to a customer currently Zoho advises to follow:
https://www.zoho.com/ca/invoice/kb/credits/refund-invoice-amount.html
The credit note gets created and marked as paid. However there is no option to print a cheque for this refund to be processed. The refund to be issued is via a cheque.
I would like this option to be added.
6 votes -
Sheet fed deposit slips like Quickbooks uses.
Make sheet fed deposit slips available.
1 vote -
POS Software for Restaurant
Now that you have various modules to manage sales and expenses, it would be a good idea to introduce a module for restaurant POS.
1 vote -
when categorizing expenses, it would save lot of time, if you could check off multiple expenses (ie: meals) and then categorize all at once
when categorizing expenses, it would save lot of time, if you could check off multiple expenses using check boxes provided and then categorize a group at once time. currently you have to categorize one item at a time which requires more time.
1 vote -
Please add internal notes tags to invoices
Please add internal notes tags to invoices that should look similar to the tags created after writing notes on received payments. As in this case, the invoice tags should show when you scroll up or down the list (LIST) of invoices. This is so handy so you don't have to open each invoice individually (ONE BY ONE, waste of time) looking for notes or internal reminders. For example: not paid yet, waiting for payment, owe $10.00, 10 units on back order, etc.
1 vote -
make separate access to banking part for different user
Pls note that when Give person access to Banking Module he can access to all Bank accounts but company have main account and daily accounts and don't want to give access the staff to main accounts and need to give access only to sub accounts pls make solution for it because we have problem to use Zoho for all of our accounting purpose due for this reason
1 vote -
Add Full Custom Invoice
allow to add Full Custom invoice
3 votes -
please enable rounding off to be printed on bill in spreadsheet style invoices.
entry for invoices shows rounded figure but the invoice does not show roundoff-ed figure
1 vote -
WE KNOW ZOHO CAN FETCH DATA FROM E-WAY PORTAL THERE SHOUD PRINT OPTION FOR E-WAYBILL. WE NEED EVERY TIME LOGIN TO E-WAY BILL FOR PRINT
E WAY BILL PRTINTING AVAILABLE IN TALLY.
WE KNOW ZOHO CAN FETCH EWAY BILL DATA SO IT POSSIBLE OPTION FOR PRINTING EWAY BILL OPTION.13 votes -
1 vote
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CUstomize fonts for Organization name
Customize font options is must have, so that business owner able to match with organization logo and the name same fonts type.
Our case we have created the logo on (Cormorant SC), but Zoho books doesn't have the fonts.
The outcome of the reports looks awkward..
1 vote -
Auto generation of Bill numbers.
When we purchase from unregistered suppliers, we have to rise bill by our own. Hence auto generation of Bill number is must. Especially when Purchase is made under Reverse Charge Mechanism.
13 votes -
Write off for bills
The payment screen should give the option of writing off a remaining amount after payment (payment/exchange rate difference), which would prevent many outstanding bills with a just a small amount left.
10 votes -
Provide Transaction approval for cash expenses
It would be easy if we provide transaction approval for expenses. The person handling the petty cash can attach the expenses and the accountant or admin can approve the same..
2 votes -
Fixed Fee Project Profitability Summary
Most of our projects are fixed fee. Unfortunately, the Profitability Summary in Books does not calculate fixed fee projects profits correctly.
It is a simple equation: PROJECT PROFIT = INVOICED AMOUNT PAID - (minus) (PROJECT EXPENSES + LABOR COST).
For Example we invoice a customer $3,000; expenses total $800; labor costs total $700; total cost is $1,500; gross project profits are $1,500 or 50% margin.
Currently Profitability Summary only accounts for expenses.
7 votes -
Custom options in the dropdowns
That allows to load values from a json file, xml or csv among others.
Allow dropdown groups to be made to filter content according to the selected value.
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That allows to add a key associated to the text, type data dictionary.3 votes
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