Zoho Books
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6584 results found
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Quantity recorded cannot be more than quantity ordered.
As some products might have approximated weight, it is possible invoiced quantity might be little bit higher than sales order quantity. However, currently this is not possible. Please try and give an option for allowing the difference or a limit of how much difference there can be.
6 votes -
1 vote
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Extra warehoue in zoho books for a nominal fee!
Give 2 warehouse option inside ZOHO BOOKS for an extra nominal fee since people like me do not need your advanced Zoho Inventory subscription.. we only need 2-3 warehouse capability..!
1 vote -
yes
good day
3 votes -
Hello, I would like to have the option in the CF fields drop down, to change the ranking of the options
I'm using dropdown to indicate the VAT period, and would like to slide the past periods to the bottom of the drop down, so the current comes first at data entry time
1 vote -
Dashboard edit option in roles
Zoho book should provide the edit option in dashboard so admin can decide who will see the dash board. my staff member who is creating estimates who can see my all the sale purchase and reports and all why so...
1 vote -
Print a packing slip from a sales order
We deliver many goods. Our office creates a sales order then delivers the goods to the customer. We need the ability to print a packing slip (from the sales order) and send it along with our drivers when delivering the products. Once the drivers return, we would send an invoice.
1 vote -
statement
Add a link to the statement which enables the customer to pay via the integrations (such as Square, Stripe or GoCardless).
This would ensure you are ahead of other accounting systems such as Quickbooks and Xero!!
The integration is there, there just needs to be a payment link on the bottom of the statement to enable the customer to pay by card straight away - people these days want speed (they don't want to have to log on to their bank accounts).
3 votes -
Add additional address for each contact
Need the ability to add additional addresses for a contact or edit the address while creating an EST, SO or INV. Currently, when you are creating an EST, SO or INV in the CRM integration, you can only chose the address associated and cannot add or edit, forcing you to overwrite your contacts address just to get the correct one to show up on on your EST, SO or INV. In Zoho Books, you can make these edits. Why can you not do this with the CRM integration?
3 votes -
In invoicing the item date should automatically update as the items are being listed.
The delivery date column should automatically change to the date I am creating the invoice. Each item entered after that, the date should automatically be updated to the date entered for the first item. Currently the date that appears is the date the item was created and I have to move forward months to get to the right date for each item. This is easy to miss.
1 vote -
custom field - data type 'dropdown' : sort alphabetically
New custom field -> data type 'dropdown' : option to sort alphabetically.
Now I have to make the dropdown options manually alphabetical.
Please add this option.1 vote -
Set up recurring invoice for %(UnbilledHoursToDate)%
Create a variable that represents unbilled Timesheet hours to date for this project, and let me use it in the QTY field of my recurring invoice... Bonus points if each task in a customer project got its own variable, so I can set up individual line items for each task.
3 votes -
more reporting tags
There should be more reporting tag options than 10. This is how we track our project costs and income. It is nice to run a P&L by selecting a tag, but we will run out of options very soon if always limited to 10. I would suggest at least 20.
7 votes -
Integrate with SHIPSTATION!!!!
Please build a bridge for ShipStation!! Its one of the biggest shipping platforms!!!!
13 votes -
Have text boxes for ship to and bill to name/address
We have multiple contacts and locations for one customer. We want to be able to change the contact name, ship to and bill to address right from the Estimate. Can you please respond and let me know if/when this can be resolved
1 vote -
In templates don't insert page break in the middle of line item descriptions
Our line items' descriptions often have several rows with text and when viewing the estimate/sales order/invoice as pdf the page break doesn't take line items in consideration, the page can break in the middle of a line item which makes it very hard to read. Please have the automated page break take line items in consideration and break the page either before or after a line item's description.
6 votes -
Option to view other attached documents in document preview
Currently when viewing attached documents on any transaction we have to select the document we want to see, the preview opens and displays the document, at the top of the preview it tells us which document number of multiple documents we are previewing (i.e. 2 of 4), to view next document we have to get out of the preview and select the next document.
Can we have an option to view next or previous document at the top of the preview so we don't have to get out each time to view other documents?
1 vote -
3 votes
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How to unlock an account to make an adjustment - such as sales tax.?
I need to adjust my sales tax payable account. However, it cannot be done from the original entry made or a journal entry. I had to create a dummy contra account to correct this. Most frustrating!
1 vote -
Update SAC in item when we update it in bill
Update SAC in item as well when we update it in bill
1 vote
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