Zoho Books
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6591 results found
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DASHBOARD ZOHO BOOKS TO SHOW ESTIMATE TRENDS AND VALUES
Kindly provide Dashboard editable.
Include Estimates in the Dashboard as option as today estimates or tomorrow sales3 votes -
My client needs two separate accounts, and the system does not accept the same email address for both client accounts. I need that. Thanks.
My client needs two separate accounts, and the system does not accept the same email address for both client accounts. I need that. Thanks.
1 vote -
Allow for multiple VAT registrations
To have a wharehouse in more than one EU country you must have a VAT registration in each country. Please allow multiple VAT registrations
1 vote -
16 votes
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I see that it is necessary to modify / delete an expense account.
I see that it is necessary to modify / delete an expense account. To be able to change the situation: for example from "fixed asset" to "expense".
There are many expense accounts that do not interest me, and there are others that I created as proof and now hinder and bundle me. Greetings and thank you3 votes -
Option to sort vouchers by numbers
If we select the option to sort vouchers by numbers, it currently shows 100 after 1. 2-99 is not shown.
3 votes -
Add the Timesheet link to the Weekly Time Log so that I can jump to the entry and add my Notes
It's nice to quickly add a time entry to the Weekly Time Log, but I can't add Notes there - I have to click out and around to get back to that entry to add my Notes. If you were to have either 1) a Note entry block, or 2) a link to the Time Entry so that I can quickly jump there and add the Note, that would be awesome!
5 votes -
Task Notifications
Please let users know when a task has been modified or created.
6 votes -
Allow creation of estimates EXCLUDING taxes, without removing the tax rate from the invoice.
I'd like to send estimates to my customers, excluding taxes.
Currently if I exclude taxes, it will also be excluded from the invoice.
We don't want to exclude taxes from the invoice, only on the estimate.
1 vote -
Provide the ability to sort email addresses,
Provide the ability to sort email addresses, alphabetically or otherwise, within the active edit invoice view.
Example, when editing an invoice you can scroll down and see all the emails associated to the company, below. They are not sorted, instead they display from left to right, and top to bottom like reading a book, starting from the most recently added contact.
It would be great to be able to sort alphabetically, or drag them around in order of importance or some way to sort, usefully.
1 vote -
Not approved button
Thanks to insert the approval! Now please add Reject or Not Approval purchase option too and insert a field for justification.
1 vote -
Not allow employees to log billable time on non-billable tasks
Currently timesheet users can add billable time to a task that is designated as non-billable. If a task is set to non-billable the "billable" checkbox on time entry should be disabled or not be shown at all. The current workaround is to have a separate fixed cost project which is not ideal.
3 votes -
Payment made report and use with supplier address and window envelope
When making a Payment by means of a Check Payment, it is common for business to MAIL those checks with a payment advise by using a window envelope. There is no way to print / make such a payment made report to show the supplier name and address.
This exists for a sales payment !!! It look inconsistent.
1 vote -
Day book should be available with period and all option of Cash Book, Bank Book, Journal etc. Like Telly and it will be add value in your pr
Day Book will be available with all day book and period from date to to date. It will be add value to your product
4 votes -
You have to Add-Add transaction- Other payment
You should add other payment in MONEY OUT sothat other than you have classify will map in other payment
1 vote -
delivery challan
We should be able to link a delivery challan to an invoice - unable to do so right now even if customer, eway bill number, items, total etc is the same
3 votes -
Provide Edit Template for "unpaid invoice list" & automate
Enable the ability to edit the Unpaid Invoice List as a template, but then amend the template per client.
5 votes -
Allow us to save custom reports
Zoho Books currently allows us to save custom views but we cannot save custom reports. That means we either have to re-build the report we want each time we want to run it or create the report in Zoho Analytics. We don't mind creating it in Analytics but our bookkeeper needs access to this report and that would mean we need to set her up with access to Zoho Analytics which is a lot of extra work for just one report.
6 votes -
Amount based approvals
Approval should be based on criteria. For example I will want purchase approval only above a certain amount in my organization
14 votes -
Enable multiple zoho expense accounts/organizations to synch with one zoho books organization
It would be very helpful if we could use multiple zoho expense organizations with the same Books organization. For example, if there are outside consultants or sales reps who don't work directly for the company, but incur expenses that need to be submitted . This would be particularly helpful in situations where different projects are going on and a non employee users are incurring expenses.
1 vote
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