Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6198 results found
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Sales person linking default while creating contact
A sales person is linked to a specific contact and whenever an invoice is made that particular salesperson is automatically selected rather than selecting it again and again.
7 votes -
Userwise Report Report
user wise report is a must as in the office 3 to 4 Staff who are operating one Id will have confusion if any entry get misplaced then its become very complicated so it will be very important to have user wise report and i want to know till when i can get such report ?1 vote -
COST Plus Price Levels / Calculation Options
When creating Price Levels, users should have the option to choose if the data source to be marked up or marked down is the item Cost or the item Sell price. It should trivial to add one more variable to the Price Level setup page with a drop down box that allows the user to select Cost or Sales price as their basis in the calculation instead of the way it is now where a user can only use the Sale price in the calculation for customer price levels and Cost in the calculation for vendor price levels... This is…
7 votes -
Allow option for Cash or Accrual Basis when Generating Sales Tax Due
Our business operates in Cash Basis overall but for Sales Tax several US states require Accrual Basis to be used as it relates to submitting their individual periodic sales tax payments. Zoho Books assumes that because the company is Cash Basis, no other functions can be Accrual Basis and as such does not seem to have an option to remit sales tax on a different basis as the overall company.
6 votes -
Expense detail
You should be able to run an expense detail report - by category and showing the total of each category.
Right now you can only see a category totals report and you cannot expand it by detail or you can run a detail report that has not total for each cateogry. This is a standard accounting report and needed for anyone who is self-employed in paticular. Thank you.
1 vote -
Integrate with Zenefits Payroll
Zenefits is an amazing platform that we currently use for hiring/terminations/payroll and vacation. If Zoho Books integrated with Zenefits Payroll we could avoid manual entry of pay runs processed using Zenefits Payroll. Existing integrations are present for Quickbooks Online and Xero.
6 votes -
WHILE ENTERING ITEM...ONLY KEYWORD SHOULD WORK
IF A KEYWORD OF ITEM IS ENTERED DURING BILL MAKING IT SHOULD SHOWN IN DOWN LIST TO CHOOSE.
CURRENTLY ONE HAS TO ENTER EXACT WORDING TO FIND PRODUCT FOR BILLING. VERY IMPORTAN. IT IS VERY HARD TO FIND SPECIFIC ITEM FROM NUMEROUS PRODUCTS.
1 vote -
schedule report by salesperson
Hi,
1. Automatic scheduling of report should be available at individual level, this will allow us to send payment collection details at fixed time to salesperson.
2. also invoice of customers who have already paid and balance is zero should not reflect inside report generation.Kindly add these features.
6 votes -
memorized transactions
The memorized transaction feature is handy when the item has a single expense account. It is less so in cases where transactions are split among several categories, such as payroll tax withdrawals. Currently the form only allows a single expense category. It would be great if the memorized transaction allowed the splits to be memorized as well.
1 vote -
Reclass
Auto create projects based on products in accepted estimates,invoices, and sales receipts. Templates for projects will already be created in ZP, in invoices and estimates, give option to create projects when invoice is paid or when it is created and estimates when it is accepted or when invoice is issued or when invoice is paid
1 vote -
Shortcut key for "Clone"
Shortcut keys for "clone". We use clone a LOT. Preferably will clone whatever is active at the time-Est, SO,Inv, Pmt. And clone an item while entering line items into a SO-Invoice? Save soo much time. Thank you!
6 votes -
should allow to download gst valid state code in excel format
should allow to download gst valid state code in excel format
1 vote -
Regarding Statutory Transactions
For easy Statutory compliances, Reporting and Reconciliation. I suggest that, separate fields like custom labels or custom buttons should be made available at the time of recording and saving any business transactions. These new custom field names may be GST Return Acknowledgement Number, TDS Provisional Receipt Number, Tax Challan Details such as BSR Code, Challan Number, Challan Date. Based on these custom fields excel report may be generated to know which GST out put is accounted and reported in which Challan Number or Return Number. In simple words, Government Authorities will ask "When and How did you remit this Output…
1 vote -
1. The alias and description options, like in Tally, are not available 2. Binary search or part of Item name search is not available. For eg
- The alias and description options, like in Tally, are not available
- Binary search or part of Item name search is not available. For eg, if the SKU or Item name is ' D.C. motor plug' then if I write motor, plug or dc in search/bill creation then it doesn't show/populate in the field
- If I create composite items then it has to be bundled each time, so the option of auto-bundle should be available. More importantly, if I create a bundle or if it will get auto-bundled in the future release then the items used in this bundle should at…
6 votes -
Add an option for close on estimates under the more tab. This way we can see which ones are still active
Add an option for close on estimates under the more tab. This way we can see which ones are still active
3 votes -
Add feature of cancelling service related sales order items which are not to be billed, rather than amending the order.
The feature of cancelling service order item can help in closing the order. Currently we have to maintain excel sheets to check which orders are completely billed and which are partially billed or not billed.
4 votes -
Ability to apply redeemable points, gift vouchers, discount voucher, coupon codes, promo codes, referral codes
With options of marketing and advertisement through so many channels we need to issue various discount coupons, promo codes, referral codes and so on. If there is an option to included these codes for discounting it would be great. Also the option to add redeemable points on purchase bill which can be reimbursed later as adjustments in the bill, it will be nice
9 votes -
3 votes
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Cheque printing & PDC Management module
Every business is issuing cheques to vendors, employees and towards other expenses other than bank transfer and credit card / debit card payments.
So its quite very urgent to add a cheque printing feature in zoho books.
ALSO, In addition to the cheque printing feature, I would like to suggest to your team to look in to add a feature to manage PDC/CDC received from customers and other parties and also PDC/CDC given to vendors and others parties.
Because its directly connected to the cash flow management report. Cash flow management report should be based on the received CDC/PDC &…
100 votes -
1 vote
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