Zoho Books
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6570 results found
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Add the option to include/exclude tax payments on expense and profit/loss reports and dashboards
Add the ability to include Tax Payable as part of any Expense report or dash.
Currently, on the Income and Expense dash and on Your Top Expenses, tax paid is not reflected. As this is one of the biggest expenses, leaving it out skews the figures shown, creating a false impression of profit where there is none. The option should be given to include or exclude these transactions. "Total Expenses" should include tax payments, otherwise, by definition, it is not total expenses.The same is true for Profit/Loss reports. Currently , the profit/loss reports report an artificial profit that does…
3 votes -
Edit the next invoice in a recurring invoice
We need the ability to update the NEXT recurring invoice in a series.
We only bill clients once a month, but sometimes we need to update the next month's recurring invoice to reflect a different charge than normal due to extra work being done that month that didn't reflect in the retainer.
How can we handle this? It looks like trying to edit a recurring invoice (even when clicking on the "Next Invoice" tab doesn't allow us to actually update the next invoice - only the entire series.
4 votes -
Banking transactions
i already made some bank transactions as customers payment and it's actually owner's contribution , you should provide edit option for this
3 votesHello,
We have the option to unmatch/uncategorize the bank feeds and then match/categorize the feed as per your requirement. Kindly have a look at this Help Document – https://www.zoho.com/books/help/banking/match-categorize.html#revert-matched-categorized
Regards,
Zoho Books Team -
User activity log
Would be nice if we could see the activity of a user in a log.
This will help rectifying conflicts in a multi user environment. For example an item or contact or document is deleted and multiple users had previliage to do that, it is not possible to know who did it7 votes -
For upload Inventory into different branches
Sir I had created different branches (Reporting Tags) in Zoho but I want to upload (Import) opening stock into different branch plz help.
1 vote -
to allow vendors to create bills.
Hi just like you have a portal for customers, you should have a portal for vendors where he/she can go and create bills which we just have to approve and make the payment. As you have now integrated icici bank payment gateway it will be easier for us who have too many vendors and have to make manual entries for each bill. Instead if this facility is provided to the vendors, it will save us a lot of time. Please consider this idea.
8 votes -
Add the ability to edit a scheduled invoice email
When I create a scheduled email for an invoice by pressing "Save and Send Later", I would like to be able to edit the scheduled email.
Right now, there's no way to edit the scheduled email. When I click the Email icon after I've scheduled the email, I can only "Send" or "Cancel". "Send" sends the email immediately, cancelling the scheduled email. "Cancel" deletes my edits. A "Save changes" or "Save Draft" button would be really helpful.
2 votes -
ability to be able to see and sort on tags in the app
i would like to be able to see and search tags that have been added to an account, through the books app
1 vote -
View all items in a price list without needing to download the list even when you have more than 500items
View all items in a price list without needing to download the list even when you have more than 500 items
1 vote -
Multiple Warehouse Inventory Export Excel
When you have multiple warehouses (or like a van for installations with a stock) be able to export this inventory list into excel instead since you can only export a pdf atm while the "global" inventory is pdf excel and csv
But I want to pull seperate lists I can filter the columns for to hand down for checking/counting1 vote -
Discount Options and auto filled discount rates per line item
- At present the below options are global setting across estimates, Sales Orders, Purchase Orders, etc., instead please provide these options at sales order, invoice , purchase order creation level. In Settings -> Preferences -> General -> Do you give discounts?
- I don't give discounts
- At individual item level
At invoice level
Price lists are helping to provide custom rates to the special category customers but invoice is not showing actual price and discounted price separately, it is very much essential for retail invoices. Please provide this feature as a standard or help us with custom code or field.
OR
Please…
1 vote -
enable crop images when uploading receipt images
enable crop images when uploading receipt images
2 votes -
Please allow check printing for employee reimbursements submitted through Zoho Expense
I want to be able to record a payment and write a check for an employee expense which was submitted through Zoho Expense. Currently, you can only record that you did pay the expense, but you have to hand-write the check. There is no option to write a check for the expense.
57 votes -
Need a Vendor List View that contains all addresses available for this vendor
Need a Contact List View that contains all addresses available for this vendor on screen so that the appropriate contact can be selected.
1 vote -
Add a Button for Text Amount Due
I would see a text option for sending amount due besides the email option. Maybe this could develop into even more in-app texting records and capabilities Mass texting, Community environment and so on.
1 vote -
Requesting to add "Deals Pipe line" in Zoho Books too
if we get a small version of deals pipeline in Zoho books under sales module then its very grateful for us and it will be very easy to follow up our deals . we know deals pipeline is the part of CRM but if its available here too then that will be very very helpful for us
1 vote -
Kashmir
Poor jjfbjjjkc nufv man onE vote
1 vote -
Role Permissions at Branch/Location/Cost Center
Along with Permission at Transaction Level, feature to restrict the permissions to a selected Branch or Location or Cost Center is needed.
e.g Role with a particular Branch permission can view only that branch transactions. Role with All Branches permissions can view full organization transactions and run reports.
28 votes -
allow email notifications for the document inbox
if documents are sent to the document inbox, allow emails notifications to selected users so they know there are transactions to be processed
1 vote -
Add a line for the Paypal fee on invoices
PLEASE add a line for the Paypal fee to be automatically calculated and added to the total amount on estimates and invoices. Then it is passed on to the customer and simply part of the total cost, so there is no mismatch with amounts in Paypal.
5 votes
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