Zoho Books
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6584 results found
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Ability to Choose an Accounts Payable Person who is different thant the main contact in CRM
Currently in Books all invoices go to the main contact in the account. That person may not be the right person for invoices to go to. We need the ability to choose another person in that company as the default Accounts Payable person. Currently this is a manual process and we have to remember to check the correct AP person for any accounts that have people in different roles. Please consider this seriously as it is something that should be automatable to prevent user errors...
1 vote -
View list of selected vendors for a particular item while creating an Purchase order.
While creating a purchase order for a low stock items, all vendor are displayed while choosing vendor name. It would be really helpful if while selecting vendor name while creating an purchase order for an particular item, Inventory displays only preferred and list of vendors tagged to that item.
Instead now it displays all vendors who may not even sell that particular item. This leads to error and waste of time to find out the list of vendors from whom we can purchase the item.
Also it will be good if there is an option to view and compare the…4 votes -
Under footer, I suggest you have 2 lines of labels. So we can for example, enter "sign of consignor" as well as " sign of consignee"
under footer of delivery challans and invoices, I suggest you have 2 lines of labels. So we can for example, enter "sign of consignor" as well as " sign of consignee"
1 vote -
make liability accounts visible in the banking view, not just chart of accounts
These are only visible in the chart of accounts and it's unclear how to enter transactions as instructed here....
https://www.zoho.com/us/books/kb/expenses/record-loan-amount.html#toc_2please enable transactions to be entered....
1 vote -
Need History / Quick Links in Bill Screen just like in SO's , PO's, Invoices
The Bill Screen needs to show the same "History" section at the top that shows where the bill was created from (such as Purchase Order) with a quick link back to that source. The same feature already exists in all other modules like Estimate, SO, PO, Invoice so it should exist in the Billing to allow the user to seamlessly move through the transaction history. As it is now, we must copy the PO number then go search for it.
3 votes -
Recurring Invoice Profile
Have the option to assign multiple customers to one Profile Name on a recurring invoice.
1 vote -
Link One Vendor with Various Customer
For e.g. I have one vendor with whom I purchase 2 different item and that item I sell to 2 different customer. Now Zoho has limitation that 1 vendor can only be linked to one customer , it doesn't allow to link same vendor with other customer of mine.
How can we solve this?6 votes -
ADD "Reference Field" column on Record Payment Page Between Invoice Number and Invoice Amount
We have customers who use various purchase order numbers, and we would like to be able to quickly identify which invoice is associated to their PO. While we record this information on the invoices, they use their reference numbers (Purchase Order / Sales Order / Reference #) when sending in payments, and it SHOULD be easily found next to the invoice number on the "record payment" page versus having to go back and look for their invoice to find the associated PO to record the payment. Anybody else have this issue?
1 vote -
Translate Zoho Books into Arabic Language
Your system is very nice and easy to use but it lacks an Arabic interface and a way of supporting RTL in invoices and quotes.
7 votes -
Invoice reminder emails
Enable ability to send invoices to one email contact, but follow up reminder email sent to another contact. Our Clients request us to submit invoices to one email, but inquire about their payment by sending to another email address.
2 votes -
Merge estimates and Create PO from multiple Sales Orders.
It would be nice to be able to merge multiple estimates so we can convert into ONE Sales Order.
Also, it would be nice to be able to select multiple Sales Order and convert into one PO.
22 votes -
Near quantity add new column box, ctn, weight etc and it should count quantity automatically...
Please add one more column near item for unit for box, ctn, weight etc and it should count quantity automatically. Eg if I have 24 quantity in 1 ctn, then when i write 1 ctn quantity 24 should come automatically...
1 vote -
Consolidated statement for merged accounts (contacts)
Statement for merged contacts can only be run as customer and vendor separately at the moment. However it is confusing and manual calculation is needed. Would be very nice to have a consolidated statement indicating the balance of total transactions.
7 votes -
Clone invoice statement
It would be helpfull to be able to clone a Invoice statement (as you can do for invoice template) to be able to have a model in a different language and associate the model to a contact.
0 votes -
Automation workflows - add new fields
Please add possibility to add automation based on GL entry, chart of account, time sheet and projects
0 votes -
How do I bring the sales and purchase accounts codes through from the item to the sales invoice?
All the items have a different sales and purchase accounts on their record. However these codes are not reflected in the sales order/invoice or purchase order/invoice. As a consequence they have to be manually coded at time of invoicing which leaves huge room for error.
1 vote -
Documents tab in Contacts panel
Would allow user to upload documents related to the customer such as scanned copies of receipts, orders, reports, and so on. This could also be linked to Zoho Docs..
3 votes -
There are some expenses which are not strictly operational exp like Advt and sales promotion whereas Zoho group them under operation Exp
There should be some flexibility built in to structure the report so that anomoly like Advertisement is not shown as operational Exp in the P&L Account
1 vote -
Blueprint in Zoho books is urgent!
Blueprint should be implemented in Zoho books!
1 vote -
Internal projects
Ability to create and budget for a project that is not attached to a specific customer, i.e redesigning our own website.
We would still like to track expenses and hours spent even though it will never be billed to a customer.
3 votes
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