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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6569 results found
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Fix sorting by Journal number.
It's not digit sensitive, so 9 is treated as greater than 26 for example. Makes it difficult to see the most recent journals .
7 votes -
Admin to Admin Approval Options
If an Admin needs another Admin to review an Approval there should be a drop down to pick the Admin that needs to approve/review it.
Ex: 2 Admins; #1 was on the Sales Call and knows the details. #2 Admin creates the Invoice but needs the #1Admin to check it before it's sent. Just pick from dropdown Submit To: Admin1
If not there is a list of approvals #1Admin does NOT need to approve.
also; If approvals is enabled; being an Admin you shouldn't have to go to a separate page to approve and send; it should be exactly as…1 vote -
Invoice item name can be timesheet date
Invoice item name can be timesheet date. When invoicing right now it allows you to select the task name, project name, etc to use as the item name, however we would like to also see timesheet date as an option to select. This way when we are showing all timesheet details and notes from the timesheet entry we can show our customers the date of the timesheet entry instead of just the task name.
6 votes -
Urgent Requirement for use of Zoho Books in Philippines - BIR Accreditation
BIR Accreditation for use of Zoho Books in the Philippines,, as we would require the POS/Accounting system to be Accredited with BIR. If we do not get this sorted, then we would not be allowed to use the Zoho Books sytem. Request you to please take this as a priority as we would like to use Zoho.
23 votes -
Twikey integration
Is it possible to set-up an integration with Twikey? It's one of the leading company's in Europe for SEPA direct debit & recurring payments https://www.twikey.com
1 vote -
Saudi Arabia Legalities
Information required for VAT invoices
The tax invoice must include the below details related to the transaction, provided in Arabic:
• The invoice issue date and the date of supply (if they differ)
• A sequential invoice number to identify the document
• The supplier’s legal name, address, and tax identification number
• The customer’s legal name, address, and, when the customer is self-billing, tax identification
number (and a statement that the customer and supplier have agreed to self-billing of VAT)
• The quantity and type of goods, or the extent and nature of services provided
• The total amount…1 vote -
Our customers are B2B. In all countries the product list is in USD. Irrespective of basecurrency in each country we want product list in USD
Our customers are B2B. In all countries the product list is in USD. Irrespective of base currency in each country we want product list to be in USD.
7 votes -
1 vote
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Report Output
When we take an output for cash or Bank, the VAT amount is not displayed. If it is there showing separately, it would be easier to check.
1 vote -
Balance Sheet
When we take Balance sheet in reports, Even Zero accounts are appearing. If the account balance is Zero no need to display. Please check.
4 votes -
1 vote
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Limited Discount Rate controlled by admin.
Would like to control the discount rate for employee related to their position, Its can't be open discount rate as the current system.
it can be added in item level and employee power.
Example:
Employee 1 is supervisor can go for maximum 25% on the item
Employee 2 is a sales can go for maximum 15% on the item
Employee 3 is a secretary can not make discount2 votes -
Administrators connection to Client Portal's to validate data displays corrently
As an administrator with several clients it is ridiculous for me to have to create separate email accounts for myself to attach to my client contact list in order to see what displays in their portal.
I have had (2) situations where data didn't display correctly in my client's portal and THEY had to inform me. After adding my personal email accounts to their profiles using different passwords i STILL WAS UNABLE to see each client's portal. Zoho support instructed me to create separate email accounts and link them to my client contact profile.
Sounds simple with 1 or 2…
4 votes -
completing ideas
Feedback for this uservoice page... In searching for to see if an idea I had already existed I noticed two features (api limit remaining for the day) and sending an invoice via api without actually sending it. Both of these features exist today in zoho books via the report page and the api markInvoiceAsSent methods. It would be nice to either purge out completed requests or mark them as complete / comment on them when they are done.
1 vote -
api report
The current api report shows how many requests are left for the day. It would be nice to review trends in api usage, to be able to see my usage over a period of time. Its hard to know how close we are getting to our limits unless we stay awake until the day switches over to see where our limits are at.
3 votes -
T-Format for balance sheet
T-format for balance sheet is useful format for view as well as understand. it should be remain in zoho books.
7 votes -
Empty Criteria
Please can you add empty criteria to the filter so that I can find ones that have not been filled out
5 votes -
provide an option to compare expenses per month of the curent year and the previous year.
this option would make it possible to compare the costs of particular expenses (by item) of the previous year at the same month. for instance At the begining of a new year I make plans to cut expenses on contribution on Booking.com by putting more effort to get bookings through other channels. Iwould like to know if I've succeeded in this goal and compare this expense item with january 201. So please add a dashboard feature where I can do this with bars stacked.
1 vote -
Bug: Mileage Expense Import does not support 0.### Rate
When importing mileage expenses, the Import tool does not seem to support Mileage Rates of a partial penny. 2017 Mileage Expense imports—where the US IRS rate is $0.535 / mile, are rounded to $0.54 / mile.
The import tool should support partial-penny mileage rates.
3 votes -
Mileage Rate Settings: Sort by Start Date
In Expenses Preferences, Mileage Rates—where the mileage rate is specified for a start date—appear to be sorted based on when the entry was made.
It would be helpful if this list was sorted by Start Date.
2 votes
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