Zoho Books
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6565 results found
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Fix the design of the unpaid invoice list template
You have to increase the width of date, status, amount and balance column of the unpaid invoice list template to make it presentable.
3 votes -
Save report customizations
Zoho Books should be able to save report customizations. E.g., when I run Receivables Aged Summary, I ALWAYS want it aged by Invoice Date (not the default of Due Date), and when I run Journal Report, I ALWAYS want it to include reporting tags. It's crazy that I have to keep changing these customizations every time I run a report.
50 votes -
price list
When a price list is de-activated, all the contacts that had that list assigned automatically just stop having an active list assigned. Now I need to go contact by contact by contact re assigning the new list... so that I don't need to do it every time that contact makes a purchase.
My solution:
If a new price list is created and the old one is deactivated, the system should ask something like: "do you want to re assign a specific list to all customers who had assigned this list you're about to disable"?.
Thanks
bye!5 votes -
Expense Split Amount
Suppose, I withdraw 2000 Rs from an ATM. Now, I am charged 20 Rs for ATM charges and 3.6 Rs is GST. Total amount shown in statement is 2000+20+3.6 = 2023.6
When I import statement, and make entry for 2023.6, I have no option for splitting the amount. There should be an option to split 2023.6 into 2000 (actual amount) + 20 (Bank fees and charges) + 3.6 (GST)
7 votes -
allow to print expenses.
In India, we need to maintain expenses and attach physical receipts to expenses that we make.
Digital formats are widely not accepted and this is one major problem for me since the feature isn't available. I cannot switch to Zoho from my existing system for the same reason.
3 votes -
check printing
Need Check printing option for Indian edition as well.... Its unfair to not have these features for Indians and only for US & Canadians
9 votes -
stamps.com
Please set up an integration with stamps.com that would allow shipping information (customer name, address, email, phone), weights and shipping type, shipping date to be merged and shipping labels printed from stamps.com accounts.
5 votes -
Multi location GST compliance in India
Many businesses now have more than one GSTIN, generally state-wise and hence, you provide facility to have multiple GSTIN and multiple locations.
5 votes -
payment by instalments
I would like to have the possibility to create a planning of payments with several dates for eample 2,3,4,5,6,7,8 etc
6 votes -
Entering Bills Are A Pain
When I enter bills to apply to an invoice, so are too many steps! You have to click on the "3 dots" at the end to choose what customer to tag it too. Then you have to click on the field, then click on the box to make it billable, then click on save. Why can't the box automatically pop up... or even being able TAB to each field would make it faster! Please!
0 votes -
Edition of Amount of Each Unit
Like in the Tally, while entering the Bill, the total amount will be after the discount, so it will be helpful if we enter the total amount of the unit, it can divide the amount for the nos of unit present.
6 votes -
need link for allahabad bank corporate account
Please include an option for activating feeds from Allahabad bank corporate account. The link you have included is for personal banking. Link for corporate banking is https://www.allbankonline.in/jsp/startnewCorp.jsp
7 votesHi,
A site request has been raised for Allahabad corporate account and you will be notified once the bank is available in Zoho Books.Regards,
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RFQ Module
we need you to add RFQ Tab as part of the Purchase order
15 votes -
Import Transaction Rules
We would like to be able to import transaction rules from a spreadsheet. This is helpful when you add a new bank account and don't want to add each rule separately.
12 votes -
pdf credit card
I think the pay by credit card needs to be more obvious on the PDF. I have PayPal and Stripe integrated, but I can't tell you how many times a client calls to ask how to pay by credit card when looking at the invoice. They see the PayPal icon, but don't know that the credit card icon is for CC payments. I suggest having the words "pay by credit card" or something similar on the icon itself.
Additionally, clients often overlook the link to view/pay the invoice online. Is there a way this could be made to be a…
1 vote -
Be able to pull total project cost data from the project list pull from the API
Right now the only way to pull the total project cost data is to pull from each individual project. Which would mean I would have to write each individual API calls for each project. This solution is not sustainable/automatic. It would be so great if I could get the total project cost along with the list of all projects in one API call so I can do things such as budget analysis and a multitude of different things.
3 votes -
1 vote
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Multiple GSTN Numbers of One Customer as per Location-Its very important as of now scenario
One customer with Different Locations and different GSTIn Number as per ocation should be added in one contact , so that it gets tracked under one ledger only.
All Other Accounting Softwares provide this option after GST8 votes -
Display quantity sold and received in return against and item
Items section should have fields showing QTY of an Item bought, sold and received back in return (not only show the final stock).
Same should be available in sale by item report(customisable).
It will also help analysing the best selling/low selling/satisfactory/Nonsatisfactory Item etc.
4 votes -
SalesPerson
Sales by Salesperson (Item Summary)
This is an absolute essential for any retail trade that has varying profit margins on different products. Commission/Incentives are designed based on items sold and not turnover achieved ONLY.
It becomes imperative to have a report that provides ALL items (summarised if it may, and drillable to invoice all the better) sold by a SELECTED Salesperson or ALL of them, grouped by SALESMAN NAME (taken from Invoice).
I've moved from Tally.ERP9 and facing such an issue working our Sales Incentive, it's become a nightmare to handle the same without such a simple report now.
Hope…
4 votes
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