Zoho Books
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6584 results found
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PDC Control and Assets Management
Weather big or small, it is vital for any organisation to map and track post dated checks payments made or received. I wish Zoho will make serious take on this important feature called Post dated payment within both Purchase and Sales.
And, any organisation must deal with assets that need to be capitalized and amortized over period of times. It makes life harder depending external tools such as Excel spreadsheets. Time exceeded already that it would have equipped in Zoho Books.Hoping that Zoho would add these feature within short while as these are standards internationally prevail. Thanks for chance to…
4 votes -
customer entered in zoho books get duplicate
customer entered in zoho books get duplicate want custom buttom that validates the fields entered for new customer any matches with existing customer.
3 votes -
Calendare for items to remind us about the renewal
we need calendar to add the purchased items to remind us for the renewal.
1 vote -
2 votes
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Items need to have both a Sku and a UPC code option for scanning out sales
Items need to have both a Sku that identifies them with the manufacture for Purchase orders. Items also need to have UPC codes as well.. Manufactures have both of these codes for items not just 1.. The barcode (UPC "Universal Product Code") would allow to you scan the item out and the sku is for reorder and product identification.
27 votes -
3 votes
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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
10 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
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