Zoho Books
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6817 results found
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Automate Invoice for Customers on a specific date
In real estate the Demand Letters and Invoices are raising on a specific date and Interest on Delayed payment is charged in thier invoices
So if we can link the Project Completion and the Invoice of All customers should be raised as per work completion then it will be the best option for Real Estate Business accounting1 vote -
Allow for discount on estimates which are prior approved with additional approval work flow requirement
Our sales often come back with requirement of discount on their submitted estimate. We want the option to revise an estimate by providing line wise discount / total bill discount and also function to add or remove quoted items in the estimate. Any changes on an existing approved estimate should initiate second round of approval process for the changes.
2 votes -
Add a customizable label field for Vendor Statements, that will correspond to a column/label field in the BIlls.
Zoho Books - RE: BILLS & VENDOR STATEMENTS.
In BILLS, I can enter Item # and Description under a label, in a column. I would like to also show this info, in the Vendor Statement.
Alternatively, I would like a custom column field available to add to the Vendor Statement, that will pull text data from another column located on the BILL.
Please help.
It seems all the other modules we can add a custom label / column, but not possible for the vendor statement.
1 vote -
Enter only First Name for Contact
We need to be able to enter just First name for contacts. Alot of time only get that and last name is not needed.
1 vote -
Daily Backup of Accounting Programs from your end.
Daily Backup of Accounting Programs from your end.
1 vote -
Template for bulk adjustment of Vendor credit against the Bill
Template for bulk adjustment of Vendor credit against the Bill
2 votes -
Personalized name on estimates
Hi, I have a question. I want to know if in zoho books I could name the quote downloads in pdf with a custom name
1 vote -
4 votes
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Custom view to filter all SEZ contacts/ all regular contacts etc
I would like to view the contacts which have been marked as unregistered so that I can update the contacts. Would also be useful when I would like to view a list of SEZ contacts, regular contacts etc.,
1 vote -
Allow rich text formatting for line items
For example, I want to call the client's attention about a discount I applied to a line item. Being able to bold a line of text would be great.
1 vote -
Add a [Save and Continue] button
I know Zoho Books has an auto save feature but it is never clear when it actually saves. Sometimes I work on long invoices that can take me several hours so having a [Save and Continue] button gives me peace of mind that what I just did is saved.
Note: I can always save but to continue working I have to open the invoice again.
2 votes -
Allow customization of the Bank Reconciliation Details report.
Both of my businesses have multiple bank accounts. It would be helpful for my CPA to identify the business and its corresponding bank account in the main title section of the Reconciliation Details report. Without this customization it becomes a tedious task to manually write or stamp on each page which business and account this particular report belongs to.
4 votes -
The total amount should always be visible even if you scroll up a long invoice.
When working with long invoices it would be very helpful to be able to see the invoice total amount at all times —even if you scroll back up the page.
I often go back and make adjustments to line items. I would like to be able to see the change to the total amount as it happens. This would give me an idea of the difference a change makes to the total.
1 vote -
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
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