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6971 results found

  1. GSTR 1 FILING

    I pushed june month gstr1 data from zoho to gst portal. then there where one mistake, i currected it in zoho but can't save it saying pushed data cannot be edited. so i edited that from gst portal and filed from there. once again i came back to zoho for filing another quater gstr1 at that time its disabled and massage showing as "GSTR-1 filing for the selected month will be opened only after you file the GSTR-1 for the previous month in GSTN portal and mark the return as filed in Zoho Books." even i already filed that gstr1…

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  2. GSTR 1 FILING

    I pushed june month gstr1 data from zoho to gst portal. then there where one mistake, i currected it in zoho but can't save it saying pushed data cannot be edited. so i edited that from gst portal and filed from there. once again i came back to zoho for filing another quater gstr1 at that time its disabled and massage showing as "GSTR-1 filing for the selected month will be opened only after you file the GSTR-1 for the previous month in GSTN portal and mark the return as filed in Zoho Books." even i already filed that gstr1…

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  3. An option that while an invoice is in draft status the corresponding sales order cant be automatically changed to closed status.

    An option that while an invoice remains in draft status the corresponding sales order cant be automatically changed to closed status until the invoice is actually sent. Or an internal email template could be raised on the invoice without the actual invoice being marked as sent This is because an invoice is raised by one person but checked by another before sending to the customer.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  4. dedicated button for bank feeds refresh in main banking overview

    hi there, could be possible to add a dedicated button for bank feeds refresh in the main banking overview page? or in alternative in the quick drop down menu next to each bank account without entering it and going trough the gear.... thank you

    1 vote
    0 comments  ·  Admin →
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  5. print purchase receive orders

    print purchase receive orders

    1 vote
    0 comments  ·  Purchase Order  ·  Admin →
    How important is this to you?

  6. Add journal view to inventory adjustments

    Allow viewing of the journal behind the inventory adjustment (like is currently available for invoices, payments, etc., and show the journal number that was assigned.

    2 votes
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?

  7. TOPIC : MANAGE ORGANISATION_INPUT SHOULD CLEARLY WHETHER ORGANISATIONS HAVE DIFFERENT GSTIN OR WITH SAME GSTIN LIKE HEAD OFFICE , BRANCH OF

    MANAGE ORGANISATIONS : SHOULD CLEARLY INFORM TO CREATE SEPARATE ORGANISATION WITH DIFFERENT GSTIN OR WITH SAME GSTIN AND FOR HEAD OFFICE AND BRANCH OFFICE SEPARTELY. AND COMPILATION OF BOTH HEAD OFFICE AND BRANCH OFFICE DATA FOR FILING GST RETURNS

    1 vote
    0 comments  ·  Admin →
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  8. Better handling of multiple logos in templates. Background logo is clumsy as it auto sizes.

    I have different brands under one company. I need document templates showing different company logos. The 'organisation' logo is therefore useless. A 'quick' fix would be to allow uploaded images to be placed in header table cells to allow more predictable placement.

    7 votes
    0 comments  ·  Invoices  ·  Admin →
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  9. In RCM invoicing please make sure the GST amt and percentage shows near RCM total amount instead of showing in the billing columns.

    in RCM invoicing gst should be shown near rcm payable amount instead of showing in billing columns, if gst amt and gst percentage is removed we can use that space for any other options.
    please add this option if u get more votes

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  10. We need to be able to record the customer advances received. So these should be linkable to the Sales Order that is being generated.

    We need to be able to record the customer advances received. So these should be linkable to the Sales Order that is being generated. This is the most common practice followed across industries, where a PO is received, and we send a Sales Order / Proforma Invoice and then the advance payment is received, which needs to be recorded and linked to a Sales Order

    4 votes
    0 comments  ·  Admin →
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  11. image description

    In estimates and invoices we would like to be able to upload an image beside the description so our client can visually see what they're purchasing. at the moment, there isn't any way I can input an image.

    3 votes
    0 comments  ·  Estimates  ·  Admin →
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  12. client portal mail button

    Currently, when a customer clicks the "Mail" button at the bottom of the Client Portal, it sends the message to the master user (in our case, the owner of the company). We need to redirect this to our Sales address, so the boss is not overwhelmed with emails from customers.

    1 vote
    0 comments  ·  Customers  ·  Admin →
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  13. Composite items on Sales order become the single items on Purchase order as an option

    When converting a Sales Order to a Purchase Order the composite items on the Sales Order should become the single elements of the composite item. An option on the composite items could switch this option on/off.

    4 votes
    0 comments  ·  Purchase Order  ·  Admin →
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  14. Sales & Purchases - Should be Customers & Suppliers

    I am not sure why on ZoHo books - Customers are called Sales and Supplieres are called Puchases??? This root is adding 2 extra clicks 100's of times each and every day we use books. We have to click on sales then on customers and the same thing for the suppliers.

    You should replace Sales with Customers - when clicking on customers tab then the tab will open with Estimates, Sales Orders, Packages Invoices etc.

    Can zoho team make this change asap as it will save zoho users hours of work for every user each year????

    0 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  15. Payment filter

    I don't know if this is possible but I can't find the right option to filter payments by date.
    I want to see an specific report that tells me which clients pays the first week of the month, which ones the second and so on.

    1 vote
    0 comments  ·  Payments  ·  Admin →
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  16. Easy Assembly for Composite Items made of Composite Items

    We're a manufacturing company and we build our products.
    We need to be able to assemble a composite item that is required to be in stock for another composite item to be assembled.

    Ex: I'm selling 3 types of tables but they all have the same legs. So the legs are a composite item (wood, glue, screws) but the table is also a composite item made of 4 legs and 1 top. How can I, in the invoice, assemble the legs I need in order to assemble the Table?

    3 votes
    0 comments  ·  Invoices  ·  Admin →
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  17. make a placeholder for the email recipients first name and last name.

    Larger corporations have multiple contacts where estimates, sales orders, purchase orders, invoices etc need to be sent. It would be great to use the email recipients first name and/or last name as a placeholder within the email template. Using the primary contacts names is not adequate and requires too much babysitting.

    3 votes
    0 comments  ·  Templates  ·  Admin →
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  18. Using Khmer language in organization level

    We need to choose Khmer language in the organization level. It means that we can have the interface with Khmer language.

    0 votes
    0 comments  ·  Transactions  ·  Admin →
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  19. italy

    Open Banking
    Intesa San Paolo Group

    https://openbanking.intesasanpaolo.com/#/bank_developer_portals

    1 vote
    0 comments  ·  Banking  ·  Admin →
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  20. Display what Payment Options are "Enabled" on the Overview section of Recurring Invoices Profiles

    It would be great if you were to add the field "Payment Options" (Enabled/Disabled) or the payment processor name like "Forte: Enabled" or "Forte: Disabled" as examples underneath the "Details" section under "Overview" on the Recurring Invoices individual Profiles.

    I really like that we can quickly identify if the customer enabled "autopay" with the Bank icon next to the amount, but it doesn't tell us if they are enabled to pay through the portal or not on the Overview section.

    Thanks,
    GCIT

    1 vote
    0 comments  ·  Invoices  ·  Admin →
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