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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There Should be a Separate Field in Contacts Showing the Working Field/Sector of a Client.
As per our policy we supply or serve a single client in a field/sector. eg we
do advertisement and branding project for a shoe company, then we never work simultaneously for another shoe company.1 vote -
Better PayPal feeds reconciliation
Please make a better PayPal feeds reconciliation:
1. Where paypal fee (as well as date) does not need to be manually added as an adjustment expense every time you want to match a transaction.
2. Use a PayPal transaction ID to reconciliate a transaction: we get 400-600 invoices per month form eBay and amazon. All invoices have an unique PayPal transaction ID (the same one you get from PayPal API) which can be used to recognise and automatically match transactions.14 votes -
SKU field missing for manual invoice import
Please add SKU field when manually importing invoices. At the moment there's only item name available, but item name across different selling platforms might vary while SKU ca be kept the same!. Please add SKU field for manual invoice imports.
11 votes -
suppress inactive accounts from being printed in Trial Balance
Even though we have marked some account heads as inactive, but still they appear in the Trial Balance printout every time. If an account is inactive and has zero balance and no transactions, it should be suppressed in the printout, else it just wastes paper.
2 votes -
OFFLINE BILLING
please give an option to be able to issue bills/invoices in offline mode also. Preferably by giving an optional syncing mode like in onedrive. This will allow us to issue bills during bad or no connectivity.
13 votes -
Shipping Label Printing in A6 size
A lot of invoices of goods needs to be sent via couriers/postage. All the details of shipper and customer are available in ZOHO Books, so in addition to "Print Delivery Note" and "Print Packaging Slip", a new option of "Print Shipping Label" can be added.
10 votes -
Payment by instalments
Currently we sell products for say $3000. The customer will pay a $1000 deposit/initial payment then be required to make regular monthly payments of say $400 for the next 5 months to pay the remaining balance. We have used 2 methods to do this.
A) This is mostly automated however the customer (and us) has to work out the balance owing manually (ie the balance remaining is not indicated on any invoice etc). What we do here is create an invoice for the initial deposit/instalment then create a separate recurring invoice for each of the monthly instalments that is emailed…15 votes -
Integration with Quickbooks or Sage
Some users download information to quickbooks, sage or MS Money. It would be great if:
1) Company integration with quickbooks/sage - so companies (users) can download information to sync with Quickbooks/Sage for accountants and bookkeepers - or sync with Quickbooks/Sage - similar to calendar
2) Customers can download information from their portal and automatically integrate it into Quickbooks/Sage
3) Accountants can integrate and download information into their system so they can more easily build tax information for companies2 votes -
Historic of sales and purchase prices of an item
When changing item price eiteir sale or purchase , it will be helpful to have the list of prices applied since it creation to evaluate the price trend for the item .
5 votes -
Estimate Status- Add a closed or completed option. Invoiced is not enough as we can invoice for part of an estimate and it is not completed.
Estimate Status- Add a closed or completed option. Invoiced is not enough as we can invoice for part of an estimate and it is not completed.
17 votes -
allow different customer address formats for different templates
When we create invoices, we have different needs for our Customer Addresses for different templates. For example, our customer address format needs to be different for tax exempt clients per IRS rules. Unfortunately, I can't make a separate Invoice template for Tax Exempt because changing the Customer Address Format is universal across all templates.
3 votes -
Granular control over auto send or auto draft invoices
I have a few invoices recurring that I prefer to draft first rather than send automatically. I have a separate payment system that is not currently integrated properly, and so I'd like to mark these that are being paid by cc as paid before they get sent to the customer. I have some that are bills and the customer needs to receive them immediately. Ideally I can set the default to send, but then set these few invoices to draft for my review prior to sending.
6 votes -
have a POS integration for Global edition of Zoho Books
some governments have their POS used for all Businesses in the country to be aware of each business's turnover and taxes to pay
It can be much better if zoho allows integration of POS for Global edition to avoid manually recording of invoices from the POS to Zoho Books
Thank you
5 votes -
Sage Pay Integration
Integration of Sage Pay payment gateway. This is a very large payment gateway provider in UK and the rest of Europe. It would make sense to have it integrated into Zoho Books.
13 votes -
ORDER STATUS BY ITEM
An order view based on status by item would be great. When you view the transaction section of an item it'll show open/closed for each order, but the order could be open due to a different item. The same problem applies when doing an advanced search by product and status.
4 votes -
Create online signature for customers on invoices.
Signatures perfomed by customer on computer and smart phone for invoice (like Docusign)
8 votes -
IN SALES PERSONS SALE DETAILS REPORT NO SEPERATE PRODUCT SALES IS NOT SHOWN
in bankingsite of zoho, overdraft bank account cannot be imported which makes my usage of zoho books incomplete.kindly rectify .pls..
1 vote -
Default Account for Customers/Suppliers
When I make a sale to particular customer, the default sales account will be the one I select in contacts instead of coming it from the items. Because I could sale one item to several customers and I have different categories of revenues.
1 vote -
Add Customer GST details in invoice
Please Add Client's GST number section under client address in Invoice
4 votes -
Balance Amt Column
Add a column for balance so that I can see what my balance is with every listed transaction. This would be much easier for scheduling and re-arranging bill payments and projecting account balances without having to run a report every time I reschedule or change a bill payment date.
1 vote
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