Zoho Books
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6198 results found
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Serial Numbers of items billed are shown only after the invoice is saved as draft or sent.Why not while creating the invoice.
Serial Numbers of items billed are shown only after the invoice is saved as draft or sent.Why not while creating the invoice.
1 vote -
Descriptions in the reports
Need to see the description/Narration in account transactions reports and other GL reports. and should be able to generate different levels of trial balance.
Also line items in the journal voucher need to be shown separately especially in bank ledgers to ease the reconciliation process and also allow transactions with different dates in same journal
3 votes -
We categorize Items in Masters with sales account.We should able to see the monthly sale by sales account with tax and without tax.
We categorize Items in Masters with sales account.We should able to see the monthly sale by sales account with tax and without tax.
1 vote -
transaction rule
Transaction Rules need a criteria for which bank account the transaction is in.
For example, I have paypal and checking accounts. When I buy something with paypal, I get a new transaction in both accounts. Many times, both transactions (from the banks) have the vendor name in it (Let's say ABC Widgets, Inc.) If I make the rule to catagorized all transactions that have ABC widgets in them as an expense, the problem is, one of the transactions is actually a transfer from my ops to paypal account, not an expense.
Being able to filter by account would say, that…3 votes -
Disable Contact Display Name in PO
Disable Contact Display Name in PO.
When Billing & Shipping name and address are different.
It still shows "Contact Display Name" in Deliver to addressBilling Address:
John Doe
CBDCompany
5555 Main St
New York, NY 11111Shipping Address
Jane Brown.
ABC Company
1234 Main St
New York, NY 11111In Zoho Contact
Primary Contact: John Doe
Company: ABC Company
Contact Display Name: John DoeBilling and Shipping name and Address tab same info above
When I created A PO and Deliver to address shows;
John Doe <---- DISPLAY NAME CAME UP.
Jane Brown.
ABC Company
1234 Main St
New…3 votes -
Approval of purchase order based on the amount
It would be very helpful if the approval could be based on the amount of the purchase order so not every purchase has to be approved if it's for a small amount of money
17 votes -
SALES INVOICE INCLUDING GST
NEED FEATURE IN SALES INVOICE LIKE INCLUDING OR EXCLUDING GST
4 votes -
1 vote
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Convert Estimate/Invoice to Purchase Order
When will this be added? It is desperately needed. I dont use Sales Orders and never will -- I need this ability. Its too cumbersome to go through all the steps to Sales Order, then to PO when I dont even use SO. Please Help!
2 votes -
bank reconciliation
there should be a option available to change entries after bank reconciliation. because sometimes it happens that we have to change debtor ledger in that case we are unable to the change entries. in that case first we have to delete whole reconciliation the can edit. it is very painful.
so request you to do the needful
9 votes -
Allow contacts to access client portal for multiple customers
Often times one person is responsible for managing and making payments for more than one of our clients. We need a person, single email address, to be able to log into the client portal for multiple clients.
16 votes -
How about adding some server power? Slower than crap for a simple question. Let's say around 10 minutes and still no response!
ten minutes and still not answered.
Can you import qucikbooks file?1 vote -
Quickbooks Online Migration
Please provide Quickbooks Online migration tool to Zoho Books
6 votes -
Add text formatting (bold, underline, italics) to Add Attention Content", "Organization Address Format", "Customer Address Format"
Add text formatting (bold, underline, italics) to templates where custom code is available like these sections "Add Attention Content", "Organization Address Format", "Customer Address Format". I have done this in programs where you have to add double asterisks before and after the text that you want to be bold, or // before and after you want to underline
3 votes -
bank permission
Access permission to a specific bank
I see it's an important feature, specially if you are using "staff - assigned customers only", because in this case, these users have limited access to customers but they can see all bank details and transactions (for all customers).
You have only one option to remove access to all "Banking" module and that's not logic because it's important sometimes to give them access to banking module for currency exchange or transfer between accounts.3 votes -
Delivery Note Date and Custom Field Generation
- Delivery Note can generate delivery date or other custom field from invoice.
- Delivery Note can add/ modify packing information. ex: unit is piece however it can be shown box/ pallet as well in the paper.
3 votes -
Add the ability to make cash on account payments. Which do not require an invoice first.
These payments would negate the requirement that a retainer invoice be used.
1 vote -
- Search Bank Transactions Description / Filter possible duplicate transactions in Bank Feed
This option will fix quite few issues related to banking feeds sync
1- sometimes bank doesn't display full description until transaction is fully approved, upon resync it appears as new transaction
2- if we Sync bank transactions when travelling in different country timezone, it display same transaction twice with 2 different dates
3- we should have an option to use search / filters using dates, description to find a transaction if we need to
10 votes -
Show Open Vendor Credits in new Payment Made Screen
We regularly order garments from distributors. We create Purchase Orders for the garments and Bill each PO individually. When we receive the goods, sometimes tshirts are damaged and we ask the Vendors for credits and we enter Vendor Credits and apply them to the bill. We have 30 day terms with the Vendors and pay multiple bills at once, when the garments have been received and accounted for.
When we want to pay the Vendors, we go to Payments Made + and search for that Vendor to see and pay all the Bills at once. The problem is when the…
12 votes -
Any tally integration software or developer to export daily, monthly, quarterly and yearly data transfer to tally ERP.9 silver edition.
any tally integration software or developer to export daily, monthly, quarterly and yearly data transfer to tally ERP.9 silver edition. already using ROPS7 of Gofrugal technologies with tally integration adapter want to switch on zoho books.
3 votes
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