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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6576 results found
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Editar la plantilla de pagos realizados
Poder editar las plantillas de los Pagos realizados
3 votes -
scheduling of email in Zoho Books
I would like to schedule emails when emailing invoices i.e. for the following morning
5 votes -
apply journal credits to accounts payable/receivable
for example a payment was received into a personal account and would like to reflect this by crediting accounts payable and debiting the directors loan account. this feature currently works but does not allow you to apply the credit to the invoice
90 votes -
Products Created In Zoho Subscription or Zoho books don't Synch
Products which are created in Zoho books or Zoho inventory cannot be accessed in Zoho Subscription. If I want to sell a product has a subscription and there is a cost to it, there is no means in Zoho Subscription to do this. Only invoices get replicated to Zoho books, but the cost of the product can't be derived. Please add the option to select product in Zoho Subscription from Zoho Inventory.
13 votes -
It would be good to be able to set the fiscal year end in the mobile app in the same way as you can in the desktop app. In fact if all deskt
It would be good to be able to set the fiscal year end in the mobile app in the same way as you can in the desktop app. In fact if all desktop settings carried over to the mobile app that would be the nest solution.
4 votes -
dear sir hardly request sales option receivables bank charge option same option vendor payments bank charge
dear sir hardly request sales option receivables bank charge option same option vendor payments bank charge
1 vote -
Multiple PO from a single SO & PO cycle
We are a organization where a single SO are to be converted to many PO. As of now, there is provision of single SO converted to a single PO.
We need to maintain the cycle from raising the SO to PO. In the PO section, i am unable to see which SO has it be raised from. Need to give a read only feature in PO, where SO number is mentioned. Once clicked on it, the SO opens up directly, rather searching the SO in SO section,3 votes -
Japanese bank statements and credit card statements
We want to synchronize bank statements and credit card statements to zoho, but found the accounts in Japan are not available for connection and we have to manually add them. Request you to have those accounts be available for connection. We really need this feature.
1 vote -
Reporting Tag with 'Paid to' information as an option
When getting a report for a tag that has been created there is no option to know who the 'Paid to' is for that particular transaction. There is only transaction number and reference number. If there was an option to add the 'Paid to' or the Vendor that would be fantastic.
1 vote -
Provide placeholder for credit card last for digits within payment receipts and on receipt templates.
For the receipts sent to customers, please add "last 4 digits of card" as an available field to display in the receipt template, nor in the email template.
Some customers have multiple cards on file and there is currently no way to convey which card was charged for a specific transaction. It is not available in the customer facing portal either.
5 votes -
1 vote
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Toggle for OPEN instead of FINAL AMOUNT
In purchase order, it would be nice if there was a Toggle option to remove the Final amount completely in PDF and email. So when the receiver gets it. They can see the list of items and their respective values. But where the total is supposed to be it just says "OPEN".
Reason: When renting out equipment, the rates can change from month to month. So we prefer to send the PO with keeping the final amount as OPEN, so as to change it when the Invoice would come.
That would be a much appreciated option and our company requires…
3 votes -
New Expense Acct should be included in BAS by default
New Expense Acct should be included in BAS by default (in Australia) and I think you should be able to see from the Chart of Accounts list which ones are included and which aren't as this is a critical factor
1 vote -
allow sales return
After an order has been delivered, if a customer returns partial/full quantity, there should be a sales return option and also it should be integrated with Zoho Inventory so that the stock level adjusts accordingly
4 votes -
barcode for Estimate and Invoice numbers
Putting a Barcode would be a great idea.
3 votes -
The Sales order should have a button named as "Order Accepted"
Once the order is mailed by the seller to the buyer the seller is expected to mail back the order acceptance confirmation to the seller. Most of the buyers do not do it promptly as they have to write a mail for that. Therefore i suggest that the Sales Order should have a button named as " Order Accepted". A click by the buyer on this button should auto generate an order acceptance confirmation email to the seller.
2 votes -
Xero's search is better
Zoho Books' search is cumbersome. Xero's search is better. See my video where I explain it in better detail:
https://www.dropbox.com/s/rwoodf3xi1yfhhf/Feedback%20for%20Zoho%20Books.mp4?dl=0
1 vote -
13 votes
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UPDATION OF HSN CODES ON EXISTING ITEM WHILE CREATING AN INVOICE
WHILE CREATING A PURCHASE BILL UPDATION OF HSN CODE SHOULD BE AVAILABLE FOR A PARTICULAR ITEM WITH A FEATURE OF DATE ENTRY (FROM THIS DATE TO THAT DATE HSN CODE IS THIS AND AFTER HSN CODE GETS CHANGES)
4 votes -
The statement of accounts needs separate columns for invoice numbers and purchase order numbers
While it's great to have a statement of accounts feature, it isn't serving it's purpose since the isn't an option to show the purchase order number. Also the invoice numbers should be mentioned in a separate column.
Thank you!
15 votes
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