Zoho Books
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6591 results found
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Estimates-- Feature that flagged a possible "error" if a lower price is offered that purchase amount
Create a feature that flags a possible "error" if a lower price is offered as "Sales Information" vs. "Purchase Information". The trigger would be a lower price offered than your purchase price. The trigger will be a pop-up and will NOT let you proceed without checking the box. It will ask if this is "...something you really wish to do." This trigger may help catch mistakes made in pricing your customer incorrectly and giving them your cost, which I almost just did :-)
1 vote -
STATEWISE OPTION IN SALES OPTION OF REPORT SECTION IS REQUIRED
I WANT STATEWISE OPTION.IN THAT NAME OF CUSTOMER,STATE OF CUSTOMER,TAXABLE AMOUNT,DATE,TAXABLE VALUE SHOULD BE PROVIDED IMMEDIATELY.THIS IS MY KIND REQUEST.
3 votes -
Benchmarking to Quickbooks
Quickbooks does many things better and easier than Zoho, but also somethings Zoho does better. If Zoho wants to be the better product Zoho needs to look at the quickbooks functionalities and improve on those functions. In some ways Zoho is clumsy and too flexible. In other things it is briliiant. I use both QB and Zoho. I thought Zoho could be THE solution, but now I see there are instances where I should be using QB.
0 votes -
Transaction input, sales and payables
A sales invoice need not be only for posting transaction to a revenue account. Sale invoice can be used for posting transaction to an equity account, i.e company sells shares to a shareholder, sales invoice credits equity account, debits receivables.
0 votes -
Setup contact
Currently a contact must be either a Vendor or Supplier. No other choice. There should be "free"contacts that are not tied to particluar currency or sale or purchase. For example, shareholder, employees, counterparties. This will allow much more flexibility when associating transactions.
0 votes -
Add contact or option onthe fly
In journal entry there is a field for Contact. This is important field and great. But, if the contact doesn't already exist the user must exit that screen, setup the contact and return to screen. Should be an option to clieck and setup new contact on the fly.
0 votes -
Foreign currency Adjustment IMPORTANT
Foreign currency adjustment matching routine sets up the adjustment transaction for the current dat, i.e today. This is not correct. The adjustment date should be same date as the actual underlying transaction. Or the system offer the opportunity to the accountant to set the adjustment date.
0 votes -
I need a way to track hours recorded against a state where they were worked for tax reporting.
Need a field in recording hours to capture U.S. State jurisdication.
3 votes -
Set Sales Person to Mandatory or Optional
add an option to set " Sales Person" to Mandatory or Optional.
currently Seles Person field is optional only !
In my case, salesman missing to choose their name on invoice.
I try to using custom field to do but IT CAN NOT EDIT OR REMOVE anymore. It means I will see a lot of non-use custom field in that list !3 votes -
Xero
Full ZohoBooks and Xero integration. I have to use Zapier at the moment. This is silly as the Discounts don't pull through, so we overstate revenue in Xero
6 votes -
Can you setup Zoho Books to allow for the Parent Account / Child Account arrangement.
We sell to end clients via dealers. We often sell directly to the end client also. Therefore we need the child account to allow order and payment processing and also need the parent account to be able to summarize the account totals and outstanding balance of the child accounts since in some cases the parent account will handle the payments, etc.
1 vote -
Add a location tracking option for time sheet entries.
Add preference option to turn location tracking on for timesheet entries. Allow reporting on staff, location, client and hours. Helps manage dispersed, unsupervised service employees, helps balance workloads and assists with tracking client's served and business geographical growth opportunities.
1 vote -
Vyapay merchant services - ACH Payments
Add Vyapay to the available providers. This is a new company and their rates and services are really groundbreaking! They currently tie into QuickBooks Online. The rates and services are so superior to anything else we have seen that it is making us take a long look at QBO. We would hate to leave ZOHO and really don't plan to, but it would be an absolute plus for ZOHO to enable Vyapay.
0 votes -
BULK UPDATE Sales Order Status
Allow us to update the status of Sales Order by multi-selecting the Sales Order and then use Bulk Update feature
6 votes -
Percentage of income
Please include the feature to show percentage of income for each line on the P&L
4 votes -
Font Customisation, allow the use of our corporate fonts in all documents on zoho
The ability to use our own font on documents and emails allows us to look more professional, the fonts used by zoho are so dated and old fashioned
3 votes -
sales account
Make the dropdown box with the account selection (i.e the revenue account to be credits) always visible instead of hiding it behind the additional information area.
0 votes -
Give the option to round off the sales tax liability
When we report sales tax with our state, the state has us round off all of our numbers. Such as Gross Sales = $45,650.13 would become $45,650.00. Our Exempt Sales = $9,235.55 would become $9,236.00.
When we apply a tax payment in ZOHO, we always have to apply an adjustment for the rounding difference.
Having the option to run the liability report rounded or not would be appreciated.
6 votes -
Custom field change
In Preferences/Account/Chart of Accounts Custom Fields - make the options editable. A typo is otherwise hard to fix. Also would be good to have a way of recategorizing all or some accounts at the same time.
1 vote -
EBITDA Report
The typical measure of value for a private company a multiple of the EBITDA value (typical sale price in UK is 4.75x EBITDA and valuations should be in the region of 5x). Would be really nice to have this as a report.
1 vote
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