Zoho Books
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6560 results found
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would like excel template in bill section. discount column in received bills column
there is no excel template option in bill section. also what should I do when i received a bill for multiple discounted items. there is also no option for discount in bill section
1 vote -
Mobile timer: allow me to enter notes and save to close
In the timer screen where you can stop and start... the only thing missing that would really make life easier is something to signal the end of the journey, especially the notes field, I understand that we need to select the project and task first (though I wish there was a way you can start a random timer and choose the artifacts at the end of the journey), but to enter notes at the beginning or after you stop and go back to timesheet screen, is a bit of a long trip. If there were at least the notes field…
1 vote -
Convert estimate to recurring invoice
Have ability to mark an estimate as accepted and convert it to a recurring invoice instead of a regular invoice
10 votes -
pl make easy to understand indian coustomer for gst
in India there is lotof confusion for GST no one can understand easly for gst
4 votes -
Automation of Customer payment
I want to add "Automated Transaction Rules" that include "customer payment" option
The options in the "new rule" form under "Record As" dont include "customer Payment" but when i categorize transactions manually i can add under "customer payment". Why cant i create a rule to automate that?
Currently the only way to add a "customer" field is through "other deposit" or "sales without invoice" neither of which seem to enable me to allocate those payments to existing invoices. Only if i do it manually can i allocate a "customer payment"7 votes -
1 vote
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Sales Report with Date, Invoice, Customer, Item, Qty, UP, Sales & Margin
A details sales report reflecting Inv No, Date, Customer name, Item details, Qty, Cost Unit price, Cost total, Selling Unit price, Selling Total price and Margin with sales person name. If this report is available all kind of sales analysis is possible and helps companies to make different kind of sale reports
12 votes -
Allow us to see salesperson report in Zoho Books Mobile
Allow us to see salesperson report in Zoho Books Mobile
1 vote -
Make custom fields in Purchases/Bills available in Purchases/ Vendor Credits
We have a custom field against purchse invoices, if a supplier sends a credit note against an invoice there's no corresponding custom field
2 votes -
Statement of Account sent to customer to show in reverse sign
Can we have option for Statement of Accounts to show figures on the reverse sign? Since Statement of Account is meant to for the customer to know what he/she owes and what is creditable to them, it makes sense to reflect the figures in reverse sign. The currenct Customer Statement is in the context of the sending company rather then on the context of the reading customer.
3 votes -
Packing List for Export Invoice and related Docs Like SDF Forms and Other Declaration forms to be Automated should be given as templet
Packing List for Export Invoice and related Docs Like SDF Forms and Other Declaration forms to be Automated should be given as templet and it should be generated along with invoice automatically as set of documents.
4 votes -
Required Monthly Invoice Report With GST and HSN Code for Manual GSTR Filing
Hi,
It'll be very use if we get Monthly Invoice Report With GST and HSN Code for Manual GSTR Filing.
13 votes -
re-grouping heads of account
Zoho does not allow editing of 'Account Type' - which is the grouping for reports - right after a GL account has been created. This is very restrictive and should go. I want to have the freedom to re-group the COA at will as this has no effect on transactions in the system.
2 votes -
Quotation Via SMS
Sending Quotation of items to vendor mobile number and send other offers to end customers.
1 vote -
Making it easier to retrospectively add a sales person to a categorized invoice
If you forget or miss adding the sales person to an invoice it is a pain to retrospectively add them in. (you have to uncat the payment, edit invoice, re cat payment blah blah blah) Add a button on the invoice to assign an invoice to a salesman - very easy - very simple to impletment, saves a load of rubbish tweaking to add the salesman back in.
2 votes -
Cash Sales Option should be given
Currently we have to record the Invoice any then record cash received this is Tedious job hence give cash sales option
6 votes -
Convert Delivery Challan to Invoice
we supply the material on Delivery Challan and then need to convert the Delivery Challan to raised the Invoice modification should be allowed while raising the Invoice
1 vote -
Automatic calculation of GST TAX rates from 4digit HSN code
Automatic calculation of GST TAX rates from 4digit HSN code entered in the invoice or estimate or bills or purchase order.
8 votes -
Hide Zoho brand label on screens
It would be nice to be able to hide the Zoho label which is boldly shown on the top left of every screen. Even if it cost some money to hide.
6 votes -
Salesperson set customer level
Wholesale businesses use a specific salesperson for each customer. Each customer's salesperson is used every order and every re-order that the customer places whether the order is placed with the salesperson themselves, by fax, placed customer service or even if it is placed with a different salesperson.
Because of this, when creating a new customer record, we need to be able to set the salesperson in that customer record and then each time a new order or invoice for that customer is created the new order will set to the default Salesperson which was setup in the Customer record.
This…
0 votes
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