Zoho Books
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6565 results found
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Insert a "Late" column when listing all customer's payment
When displaing the "Invoices payment" section it would be very useful to display a column "late" that can tell us how many days late/before the invoice wad paid against the due date.
3 votes -
1 vote
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1 vote
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drag and drop designer for estimates and invoices besides the pre made templates, just like the one used in CRM
In CRM you have to option to either create your Invoice / Estimate tempalte from scratch, using HTML or use the Drag & Drop tool. Althoug for many use cases the pre-made tamplates are good enough and easy to configure, there are cases in wich you need more freedom in this process. One specific case that I currently have is that after creating the templates for Estimates and Invocies in Zoho CRM that have been approved by my client, after convincing him to use Zoho Books I am finding dificult to justify that the tamplates will not be the same.
1 vote -
Integration with Indian eCommerce Portal
Do we have insight when Zoho Books is getting integrated with india eCommerce Portals for e.g.. Flipkart, Amazon, Snapdeal, eBay etc.
At this point of time when more thn 50% of business is online this feature is must have to automate our Business & Billing and getting these in Zoho will be a blessing for users, Thanks.
15 votes -
1 vote
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Estimate > Approve Estimate > Create Invoice AND Purchase Order
Customer approves estimate > We need an order list for our employees to order from.
3 votes -
Warehouse add on. Either increase the number of warehouses at the basic level or charge a nominal fee to add more.
Increase the number of warehouses in the basic level of Zoho Inventory or allow the user to purchase more warehouses at a nominal fee. I need a warehouse for samples. I box the item which changes my raw materials count but it goes on a sample rack not into general inventory. I can still sell at a later date so I need a place to store them in the software. Thus a samples warehouse.
6 votes -
Delivery Challan
Please have an option of removing the tax section from the total section. Also add an discount option in the total section like in invoice. We give a percentage to the vendor to sell our goods.
1 vote -
Export documents
It would be good to have option to export all documents from a folder as zip archive. For example, I send all bills to Zoho Books, but at the end of the month I also need to send them to the accountant and also backup them locally for further reference. Now I need to go one by one to download. It would be great if I could download the whole folder or sync it with local folder.
8 votes -
in the "all transactions tab" Permit add a "field" to view...ie..payee?
In the all transactions tab. Is there a way to add a field to view...ie..payee? The current view only shows transaction date / reference (if exists)/ category / amount. Can't see who the transaction was made with. It would be good to be able to customize view
1 vote -
mass selecting uncategorized transactions and manually group categorizing?
In the banking section under uncategorized transactions, is there a way of mass selecting transactions and manually categorizing? Not using "Transaction Rules". Quite often there are many small transactions that come through a credit card that don't necessarily merrit a rule and it would just be easier to select transactions and mass categorize
15 votes -
Customer Portal and control the amount of viewable invoices
Customer Portal is great. I am hoping for a way to control the amount of viewable invoices to the customer. Either my month, quarter, year or even a valued amount.
7 votes -
Include a column on the invoice that shows the price of the item + VAT%
A lot of costumers are interested in knowing the landing price for the product they buy, as such they need to know the price of each item including VAT on it.
1 vote -
to add chat feature to interact with the agent immediately
to add chat feature to interact with the agent immediately
2 votes -
grouping the customers based on a particular area/route and able to take item based sales summary based on this customer group
In New Contact, please provide a provision in customer list to group the customers based on a particular area/route and also provide an option to take that customer group (area/route wise) sales summary (products) ie products names and its total numbers for the particular route/area.
4 votes -
Take Bank Credentials on Bank's site URL rather than within Zoho Books itself in order to maintain security
- Will not it be a good idea and a confidence for Zoho Customers, if you take Net Banking credentials within Bank's site URL page, rather than taking credentials directly on within Zoho Books page.
This seems completely unsafe
We don't feel confident while entering the credentials directly.Let's take a scenario=
Where, Just like when we click on Google icon to login to Zoho books with Gmail or Google account, it opens a window of Google itself and here Zoho Books is not taking ID and password on their own site for Google Account.
And after taking authentication from the…6 votes -
Sale & Purchase from One Company
In current system there is a problem while we purchase & sale from a single party there is no option that can allow us to purchase the material against the sale without payment transection.
2 votes -
Bank Account- Sub account for TOD and POD
current bank Account - bank give us facility on that current account - Temperory OD with certain interest rate and Permanent OD with other interest rate - so when we receive the fund or charge interest which faciliy utilised by us - in that sense we need sub accounts of that bank account to have a clear presentation
6 votes -
Draft Creation timeline
Have the ability to set the creation timeline of a Draft Invoice to a certain amount of time before the date so that you can schedule the sending and modifications if necessary.
1 vote
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