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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6565 results found
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Sales Staff assigning in users and rolls
There should be an option that sales stuff can access as a user to generate invoice, sales order, payment entry extra. So we can track sales persons contribution to the firm as well as sale and the collection.
3 votes -
"Tax Inclusive" by default
In the settings there is an option, which we can choose (1) tax exclusive or (2) inclusive or exclusive. Now the GST has implemented and we are all supposed to raise tax inclusive invoices. So along with these two options, there should be an option which is always tax inclusive.
4 votes -
197 votes
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customer statement
in Customer statement. Ageing to mentioned below to show the invoices amount that in current, 15-30 day, 30-60, 60-90 90-120 and over due
19 votes -
Email Reminders for overdue Estimates not available
Option to create Email Reminders for Estimates or Overdue estimates not available. If we are sending estimates in place of Invoices and later switch the Estimates to Invoices, we cant follow up on Estimates or send automated reminders
6 votes -
Single billing address but multiple shipping location
Many companies, especially the larger ones, have a single billing address but require shipping to multiple locations. Would be great to have this
1 vote -
Customer Wise Summary Report with detailed information as on invoice
Their should be an option to customize SALES BY CUSTOMER REPORT for an individual customer and also customization available to select fileds to show in summary report
1 vote -
3 votes
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Consolidated Invoicing
There needs to be the ability to define a parent / child relationship between customers so that you can perform consolidated billing. It is very common for companies to have multiple locations or branches where the head office requires that vendors raise invoices against the individual branch or location however the invoices are all consolidated against the HQ for payment etc. Very typical in the retain environment.
9 votes -
6 votes
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Skip to Page
Please add a skip to page at the bottom of pages, so it is easier to sort through 100 pages to get to the one I need. Also, I don't like how when I change something in chart of accounts and it sends me to the top. Why can't the page just stay where it was so I don't have to go all the way back down the page.
4 votes -
Bigger space for account name in chart of accounts
Bigger space for account name in chart of accounts. My account names need more room so they don't take up two lines
3 votes -
Set language by user
The language of the interface and customer portal should be possible to set as per each user. I have staff who speak multiple different languages and it will be necessary for them to be able to log in and interact with the data in the language they are comfortable in.
41 votes -
receipt template
I love that invoices have a retail template with 3" or 4" as paper size. Can you also do this for Payments & Retainer Payments please? Our receipt printer prints that size and we really would love to be able to print Zoho payment receipts.
3 votes -
Need Zapier Trigger for SALES ORDER creation
I pay for multi users in both BOOKS and CRM. I simply want DEAL stage (in crm) to change when I create a Sales Order in Books. I'm told that I have to upgrade from Professional to Enterprise. This would cost me $500 more annually. I won't do this... I tried to create a zapier for this, There's trigger for INVOICE....There's trigger for ESTIMATE... how hard would it be for ZOHO to have a trigger for SALES ORDER????
16 votes -
We need to account cheque returns in contanct ledgers, if contact ledger allow to account for manual journals will be great
Contact accounts needs to give access for manual journal entries.
4 votes -
Classifying a CHARTS OF ACCOUNT for taxes
Classifying a CHARTS OF ACCOUNT for taxes
In our country if you sale something to a local customer you need to add 15% to the sales cost and charge that tax called GST form the buyer.When you spend money if you paid to a local seller he will also charge you GST.
You then need to balance your GST expenses vs. your
GST income and that would be your GST Debt or Return to the taxation authority.The strongest accounting software here is xero, because at the level of Chart of Account, you can determine one time if and…
1 vote -
Simple Linked Calendar Function for Zoho Books
Zoho - please this is a simple function that many small, medium & even large businesses would use.
Linking from Zoho Books is a simple Calendar function that would allow users to link important due or delivery dates from a sales or purchase into an easy to see simple Calendar screen.
This simple function could then also prompt reminders that certain dates & delivery commitments are coming up too.
This would be very easy to program and implement.
Thank you and well done on a good Books program and lets hope the Zoho community gets behind this simple linked Calendar…7 votes -
E-commerce websites should be linked with zoho books. So that sales comes under one rooof and gives ease to its users
E-commerce websites like amazon, snapdeal and flipkart should be linked with zoho books.
1 vote -
add an option to type in the delivery address on a purchase order for us for shippers!
We have customers with central purchasing departments so our customer is in one location but they want products delivered to any number of locations.
1 vote
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