Zoho Books
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6642 results found
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Lock the Item Table
would like the option of locking the transaction like sales orders, invoices in such a way that a user wont be able to change things like quantity, add items, etc in the Item table even if he/she is given the power of editing Invoice.
maybe create a new permission field under edit role (User & Roles) such that we can restrict which user can edit the contents of Item Table so that he/she wont be able to change the amount of the Invoice etc but can enter the data in other fields of the invoice
3 votes -
Can you give customized options for us to add Company specific documents to be created?
Can you give option to create additional documents apart from the listed one like invoice, challans etc?
I may need to create a commisioning certificate for some of the products3 votes -
Remove 'auto-hide' for options icons feature on pages
Remove auto-hide icons for the edit and trash-can options when viewing invoice payments applied. I had no idea these options existed. I only found out via a screen share session with Support. Most people when landing on a page don't wave their cursor all over the screen to see hidden icons! I wasted a weekend in total frustration trying to remove payments applied to an invoice. The delete feature was NOT visible!
1 vote -
follow up marker for invoices/estimates
it would be great to have a simple tick box or selection to highlight an estimate/invoice for follow up which does not require editing the invoice.
so you tick the box and mark it for follow up
on the list of invoices/estimated it appears with a star (or similar), andthey can be searched by this marker also1 vote -
comparison for custom dates on profit loss
we want to be able to define custom dates, then compare those dates to previous year. as the system is now, you can only compare to previous years or periods when using the last month, last year, last quarter, year to date options.
6 votes -
Delete auto feed bank transactions
Transactions manually added to bank can be deleted. However, transactions brought in via feed or upload cannot be deleted. Only they can be excluded or first unmatched and excluded and then they will stay around for ever and ever and create a more and more useless data. Just enable transactions to be deleted or at least, allow deletion of excluded transactions.
1 vote -
3 votes
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1 vote
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ADD A TOOLTIP THAT READS OUT THE AMOUNT
Next to each "Amount" field please spell out the amount.I have accountants who enter one or two zeroes in accurately leading to huge issues.
Ex - 2500,000.00 should be called out on a little text next to the entry as "Twenty five lakhs rupees"
1 vote -
Integrate WorkDrive with Email/Books/etc.
Most Zoho Apps allow easy file attachment from Zoho Docs and other cloud services but currently does not support WorkDrive.
1 vote -
PDF format to customers automatically
We should have the option to send recurring invoices to customers as a link or PDF automatically. We can only manually do that right now.
4 votes -
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
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