Zoho Books
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6591 results found
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add option to export invoice by xml format
Please add the option to export invoices by xml format or to be able to create xml format from invoices.
6 votes -
Please option of adding Freight in PO, BILLs & Invoices separately below the line items
Please option of adding Freight in PO, BILLs & Invoices separately below the line items
1 vote -
Print a Dynamic UPI QR Code on Invoices For Customer Payment
Include an Option of having a Dynamic UPI QR code on Invoices so that the customer can easily make the bill payments by scanning it with UPI apps on mobile phones., Now a days UPI is the favourite payment method for many customers..
Please have an option of setting up the UPI virtual ID details under preferences / payment settings
and an option in invoice template to size and align the same in invoices
26 votes -
add item code
Please add item code in items and it shoul be viewed and printed in invoice and delivery challan
3 votes -
Ability to Create Purchase Order from a Quote and/or invoice!
Hi, when will we have this? I think this is 6th or 7th time I have requested this. And i see ALL kinds of other users requesting it.
And again -- we DO NOT use SO's nor do our customers.
6 votes -
Please allow reconciliation even if their is no activity for the month.
Please allow reconciliation even if their is no activity for the month.
1 vote -
item wise discount in purchase invoice
please provide an option like sales invoice to add discount item wise in purchase invoice .currently we dont have that option
1 vote -
Timesheet Detail Report Add Group by Task
Add the option to group by task when customising the Timesheet detail report.
3 votes -
Project Detail Report Add Scheduling and Date
Project detail reports, needs the option to schedule reports and also set the date range similar to other reports.
1 vote -
Configure multi-level approval with specific approvers for Sales Approval.
It will help people to create a checker in between maker and approver of the transaction for Sales. which help to avoid errors while recording the transaction.
6 votes -
Ability to customize reports to show monthly amounts
Need ability to show monthly amounts on the canned reports - ie Sales by Customer for year to date --- need ability to show monthly amounts on this report.
1 vote -
1 vote
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change the way that you can edit expenses in foreign currencies when you get the matching bank transactions. Rather than having to calculate
You should change the way that you can edit expenses in foreign currencies when you get the matching bank transactions. Rather than having to calculate the new exchange rate to get matching figures you should be able to add the home country amount directly and let Zoho calculate the exchange rate
1 vote -
Allow expenses to reconcile with multiple banking transactions. When I have overseas expenses for a client my bank posts two transactions, o
Allow expenses to reconcile with multiple banking transactions. When I have overseas expenses for a client my bank posts two transactions, one for the transaction and one for the bank charge. When I bill the expense to the client both sums combined make the expense so to be able to apply both transactions to the expense would make it clearer for the client.
5 votes -
1 vote
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Send Estimates to parties without adding their contact details in address book
Many estimates or quotation we send are not converted to invoice and as per current format zoho requires to add contact before sending estimates resulting in lot of irrelevant contacts which we do not need in address book. i suggest an option to send estimate without adding their contact details in address book
1 vote -
Make it impossible to change/edit already invoiced items on a Sales Order
Currently when an invoice has been raised from a Sales Order, those previously invoiced items turn grey on the Sales Order, but it is still possible to accidentally edit something on those items. Once one of those items is altered in any way, you then cannot save the Sales Order. This has caused us to have to scrap a lot of work on adding or changing other un-invoiced items, only to be told that the Sales Order cannot be saved. I understand it's our mistake in making changes to those previously invoiced items, but please please make it totally impossible…
3 votes -
PACKING LIST WIZARD THAT SELECTS ITEMS TO INCLUDE LIKE WEIGHT, CBM, PACKAGE OVERSIZE, ETC
PACKING LIST WIZARD THAT SELECTS ITEMS TO INCLUDE LIKE WEIGHT, CBM, PACKAGE OVERSIZE, ETC
1 vote -
Import Customers and Vendors from Zoho CRM
With the recent change to how we view contacts all imported contacts from Zoho CRM are entered in as a customer. We used to be able to tell Books which accounts are customers and which are vendors. We need this ability back not all accounts are customers or we need to be able to tell the sync how to map CRM accounts into customers and vendors.
5 votes -
Delivery note for suppliers
I would like to have the option to create a delivery note for suppliers. I need this because we have to send semi-finished products to suppliers for finalization.
3 votes
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