Zoho Books
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136 results found
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Apply individual price list to specific items within an invoice
Although you can define many price lists and even establish a specific price for each item, it is required some times to apply special prices only to certain items in an invoice. Currently when you select a price list at an invoice creation step, the price list is applied to all items.
It would be more flexible being able to apply price lists at an item level rather than to the whole invoice.6 votesHi there,
We now have the option to enable price list at the Line item level while creating transactions in Zoho Books.
In order to enable/disable item level Price List in transaction creation please go to Settings→Preferences→Items.
Please note that this option will be disabled by default. You can enable it in preferences.
Good day!
Regards,
Zoho Books Team -
credit options
Hi,
Many a times, vendors offer credit to the business and it is bound by a limit and a duration. Vendor payments should be shown as overdue when either the defined limit overshoots or the credit duration expires. This feature is available in QuickBooks as a standard and is very helpful while creating purchase orders, so that we are aware of when actually I need to pay my vendor and help in managing the finances in a better way.
Similar option should be available for clients as well, since there are cases when a business offer credit facility to its…
3 votesHi all,
We have added the option to set a Credit Limit for customers. When the credit limit is exceeded, you can set the option to restrict from creating/editing an invoice (or) show a warning message and continue creating/editing the invoice.
Refer to this Help Document that will elaborate on this feature – https://www.zoho.com/books/help/contacts/credit-limit.htmlRegards,
Zoho Books Team -
Link existing invoices with projects in Zoho Books
Link existing invoices with projects in Zoho Books.
I have created many invoices which I would now like to link to projects, But as it seems I can not do that. I have to create an invoice directly from projects (in Zoho Books). This is anoying since I have so many old invoices which I need to link to the project.
10 votesHi all,
We have the option to associate a project to the already created invoice. Edit the invoice > Click on the three dotted icon at the end of the line item > Add additional information > Associate the project.
Regards,
Zoho Books Team -
Template button on invoice edit screen
We create a new invoice then send it immediately to the retailer to confirm it. When we create the invoice and are still in the edit/creation screen we would like to specify the template (we use a confirmation template) and send immediately without going back to switch templates and then send. A workflow issue, functionality is all there.
7 votesHi there,
We currently do have the option to change the template in the invoice edit/create screen.
You will find this option at bottom right corner in the edit screen
Regards,
Zoho Cares -
Integrate Zoho Boks With Zoho Mail
It's hard to understand why Zoho Books will not integrate with Zoho Mail!
The integration is a must as everytime we send a quote, order confirmation, invoice to our customers we will have to ether cc ourselves or there will be no way to see the email sent to the customer & what was said on the conversation.
This is unnecessarily time-waisted. Gmail and Microsoft 365 can be integrated but not Zoho mail, where is the sense?
I hope this can be done quickly.
0 votesHi all,
We have added Zoho Finance eWidget Apps with Zoho Mail. To know more about this feature, please have a look at this link -https://www.zoho.com/mail/help/zohomail-finance-plus-integration.html#books
Regards,
Zoho Books -
Set individual recurring invoices sending preference
In quickbooks we had the ability to set individual sending preferences for each recurring invoice. In Zoho books this is a global setting for all recurring invoices. This does not work for us. Please see screenshot - https://cl.ly/230L0W3G3J2i
6 votesHi all,
We have now added the option to set the Recurring Invoice preference for each recurring profile. When you create a new Recurring profile, there will be the preference option at the bottom of the page.
Regards,
Zoho Books Team -
1 vote
Hi there,
We currently do have the option to reject transactions that are submitted for Approval.
Please refer this https://www.zoho.com/in/books/help/transaction-approval/transaction-approval-workflow.html#reject-transactions to know more about this.
Hope this helps.
Regards,
Zoho Cares -
credit card
For deposits received, allow user to set the default "Received Via" field in the drop-down menu to be "Credit Card"
We receive exclusively credit card, but Zoho deposits default to received via cash, causing us to change it for every transaction manually. Thank you.
2 votesHi all,
We have the option to configure the payment mode and set the default option. While you record the payment > click on the payment mode dropdown > click on Configure Payment Mode > here you can mark the default option.
Have a great day
Best regards,
Zoho Books Team -
Return to Supplier / Return to Vendor
I would like to be able to create a Returns Note for returning goods to suppliers/vendors. Then when the supplier/vendor provides a credit note to convert this to credit note against the supplier/vendor.
This would be like Purchase Orders and Bills, but in reverse.
So I can track all return to suppliers and when the credit notes are raised.
5 votesHi there,
We have the vendor credits option that helps you track the money you’re owed until it is either paid by said vendor at a later date i.e refunded, or subtracted from any future bill amount due to that vendor.
Kindly refer this link ( https://www.zoho.com/books/help/vendor-credits/vendor-credits.html ) to know more about this features.
Hope this helps.
Regards,
Zoho Books team -
please add reporting tags to the android version of the app
please add reporting tags to the android version of the app while creating the invoice
1 vote -
to print SOA only with open invoices.
SOA only with unpaid invoices
1 voteHi there,
To print all the outstanding statements for a contact, navigate to the particular contact >> click on the statement tab >> Filter the statements to ‘Outstanding’ >> print the statement.
Hope this helps.
Regards,
Zoho Books team. -
Resize the logo in the invoice
For me, the logo in the invoice is way too big and distracting. Unfortunately there's no way to scale them down.
3 votesHi all,
We have added the option to resize the organization logo in the templates > header section. This option is currently not available in Checks and Receipts Templates Groups.
Regards,
Zoho Books Team -
ITEM/ PRODUCT WISE PROFIT REPORT SHOULD BE MADE AVAILABLE
ITEM/ PRODUCT WISE PROFIT REPORT SHOULD BE MADE AVAILABLE
1 vote -
retail invoice template
Why retail template is not available for Estimates ? Please provide that option.
7 votes -
Request to add Bank Charges in payment made
Need to add bank charges in payments made
4 votesHello,
We have added the Bank charges field for vendor payments. This bank charge is exclusive of the amount paid to the vendor.
As of now this field is not available for the India, UK, KSA and UAE editions as these regions apply a tax for bank charges.Have a great day.
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Trial Balance: Initial and final balance for each account
In the trial balance of the reports section, it would be very good if there was a column before the debit with the balance of the period selected and a column after the balance with the ending balance of the period selected of each account
39 votes -
Custom field to be added in reports
Custom fields that are added in sales order, if displayed on the sales order reports will give a better insight of data
7 votesHi there,
We currently have the option to include the custom field in the Sales Order Details report.
To do so, please go to Reports→ Select the Sales Order Details report→ Click on customise report and include the custom field by clicking on the +icon → Run the report.
Hope this helps.
Regards,
Zoho Books Team -
Profit & Loss Report by Reporting Tag
So I have only 1 Tag active out of the total 10 available and have about 30 options under that tag.
I would like to have those 30 options appear in separate columns, like a table or matrix.
Currently appears as:
Account, Account Code and Total.
I would like it to appear as:
Account, Account Code, Tag 1 Option 1, Tag 1 Option 2, etc.
Would make reporting really easy for Simple Job Costing or Project Costing.
12 votesHi all,
We have the option to run the Profit & Loss report based on the Reporting tag.
You can customize the P&L to filter the transactions for the chosen Reporting Tag.Have a great day.
Best regards,
Zoho Books team -
P& L should be Project wise
P& L should be Project wise
1 voteHello,
We now have the option to run the Profit & Loss report and Account Transaction report based on Project(s).
You can customize the P&L report to filter the transactions for the chosen Project(s).Have a great day.
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GL balance with 0 balances should be ignored while running the trail balance and balance sheet reports
looks very scary with all the 0 balance GL in TraillBalance and other reports
1 vote
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