Zoho Books
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6641 results found
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In customer contacts, allow designation of an account (not bank account) for all receipts
If a company sells services to a number of different clients, it would be useful, on the customer contact set-up, to be able to designate an account code to which all receipts from this customer automatically go. Thus, once an invoice is generated and the payment matched from the imported bank statement, it will automatically go to the right place.
1 vote -
Zoho Books send email by SMTP external to backup comunication
Zoho Books send email by SMTP external to backup comunication
2 votes -
Categorize bank transactions before mark an invoice as sent
You only can categorize bank transactions if previously you mark the related invoice as sent.It would be very useful to be able to categorize independently of the state of the invoice.
We sent invoice to some customers after receiver the payment (i.e bank draft) and to categorize transactions, we need to mark first as sent, then categorize and remember what invoices we categorized to send the invoice to the customers...
1 vote -
2 votes
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Need to be able to memorize basic reports with customizations without changing the basic report.
Need to be able to memorize basic reports with customizations without changing the basic report. Analytics is too complicated, not a good option.
1 vote -
i need the help regarding the tax summary, actually we are booking the total bill amount and tds is deduction on base value before gst
i need the help regarding the tax summary, actually we are booking the total bill amount and tds is deduction on base value before gst please help me
4 votes -
how to retain the deleted sales order
how to retain the deleted sales order / please help
3 votes -
Show Count and Sum of selected transactions and export selections
This should be applicable to any transaction in any module. I want the ability to multi-select transactions and have a summary at the top or bottom tell me how many are currently selected and the sum of all transactions. I also want the ability to export the selections as a CSV. This is very useful for finding certain expenses that need to be reimbursed and quickly totaling the amount that I need to write a check for. Or perhaps I want to see the net of some non-sequential transactions in a given account. Or maybe you want to quickly sum…
3 votes -
Client Portal Addition
Acknowledged scanned Delivery Notes in Client Portal along with the Invoices will be a proof and it will be more handy for the Buyers to verify the actual delivery.
1 vote -
With gst ???
Inventory value with gst will only use
3 votes -
calander
need calander or reminder of job option details
1 vote -
Knowing number of employees worked on a project and make time sheet for each employee
Tracking each employees by the project and hours spend for each project. Calculate the cost of each project based on the hours worked. Also find timesheet of each employee
1 vote -
Show unbilled amount for partially billed purchase orders not just PO value
At the moment you can only see PO value but not what is left on the PO to bill. You have to go into PO and click Convert to Bill to see how many units remain.
2 votes -
Cash sales Receipt
Please add a Cash Sales Receipt to take into consideration items sold on cash and also help track individual items sold on cash. It is wrong and tedious to use an invoice and receive payment for a cash sale. Please add "Sales Receipt" as a feature.
5 votes -
setting to allow calendar view of timesheets screen as default
The system always defaults to "List" view of Timesheets and we use "Calendar" view. Always have to go to the list view and then click the calendar icon.
I know it's minor but it would be great.
Thank you1 vote -
Search with wildcards
It should be possible to search with wildcards. We have a database with 12000+ items.
Example: I want to add 'Stamp ABC 123 17mm' to a quote
When I search for 'stamp' it gives me 400+ results
Being able to enter 'stamp*17mm' or 'stamp%17mm' or 'stamp&17mm' and then narrowing the result list down to the matching results would really help!So please add a possibility to search for multiple parts in an item name description with one request.
6 votes -
get rid of this stupid error. Account Receivables and Payables cannot be selected with Bank, Card, Cash and Clearing accounts.
This error comes up when trying to save a transaction where something is paid that needs to show up on a vendor account. Account Receivables and Payables cannot be selected with Bank, Card, Cash and Clearing accounts.
This is silly that you cannot post a receipt to Accounts Receivable or Accounts Payable. Isn't the whole points of those accounts to show bills you haven't paid or haven't been paid for.
1 vote -
Sales Tax liability report
Please fix the non-taxable list to show the name of the client as an option. It only shows invoice numbers, and a blank reference # list. I can't find anywhere how to add the name under the reference list to make it easier.
3 votes -
Auto estimate generate
We should be able to select items and click on prepare estimate.
this will save lot of time. and if you have already added all the items with description, buying and selling + Tax Treatment etc. Estimate will be ready in less than half a minute.for example : select 4 items and "click on Generate Estimate"
you are done, just need to pick up the customer and send it.3 votes -
Be able to create multiple purchase order item wise / vendor wise from single sales order
Should a sales order have multiple items that may be sourced from multiple vendors, then the system should generate multiple purchase orders based on item and vendor.
24 votes
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