Zoho Books
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6557 results found
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Inactive Client
If any client do not make payment within specific time period, system should make them inactive so any staff can not accept their new orders.
And, there must a report of Inactive Clients in system so all user can see which clients are inactive and follow up with them for payment.
2 votes -
Complex UOM
Add a complex units of measurement creation, like A case of 60 packets.
it would help in selling sealed cases as one quantity, by not checking how many packets in the case everytime. I have been transferring packets from cases to issue free pieces because of lack of this option.1 vote -
Statement HTML templates
Please can you enable HTML templating for Customer Statements as you have with Invoices and Bills? Thank you!
7 votes -
Increase information in the Automatic bank feeds
Allow the automatic bank feeds to include the same level of detail that is available when a user imports the .CSV file. It would save a lot of time matching transactions or manually describing them if we could have the Payee name, transaction detail (such as check number) and the memo field that the bank provides. Our bank is U.S. Bank and this info is available, but the Zoho bank feeds only show Credit and Debit.
5 votes -
Show items on other Sales Orders as unavailable
If another sales order has an item or composite item and the status is confirmed, show those items as reserved and unavailable. We would like to determine what orders we need to ship now with the current stock and what we need to order for future orders.
6 votes -
Integrate Composite items from Zoho Inventory
Add the composite items option box/unbox feature from Zoho Inventory into Zoho books
12 votes -
3 votes
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When Creating a Purchase bill , We want to calculate SGST and CGST both on a item rate.
We want to calculate more than one tax category on a item . such as SGST and CGST but it does not opt to select more than one tax category.
3 votes -
Adding "Notes" Column at Banking Transaction List
Generally I used to write the Serial number of account (From the Printed copy of Predefined list of accounts with the serial numbers ) or a small notes to each row of printed Bank Statement, Then our accountant will enter the transaction to Particular account according to the given number or narration or Instruction. With this I need not put much time to categorise and entering the transactions. It will save the time of Business Owner. Could you please add a "notes" Column with live update facility(Azax) by which we can give instructions/Suggestion to our accountant.
4 votes -
Automation- Workflows: Trigger workflow based on specified field being blank
Need ability to trigger a workflow based on specified field being blank.
3 votes -
process multiple payments on banking without having to add individual transactions
rocess multiple payments on banking without having to add individual transactions
7 votes -
Make pre-existing fields Mandatory
There needs to be a way to make pre-existing fields mandatory. Zoho has provided this option for custom fields, but still needs to provide the option to make pre-existing non-custom fields mandatory as well.
37 votes -
Reminders for estimates Accepted
It would be great to send customers Automatic reminders (as with Invoices) for accepted estimates. We use the estimates as bookings for courses/services, so it would be handy to send the customer a reminder of the booking prior. It may need a date adding for the booking service date?
1 vote -
Add custom fields in invoice/quote/purchase order templates in Books
Allow custom fields and customisation of invoices so we can use fields in invoice such as units supplied (eg. some items are sold LM some as sold as roll) Also, might want to change the layout of columns around but cant do at the moment.
2 votes -
Taxable Amount label in Sub total section
As per the GST TAX INVOICE format released by the Govt of India, the invoice must have a TAXABLE AMOUNT label in the sub total section. This section is missing in the GST invoice format which is there in ZOHO books. Request you to please make it available for all the invoice formats.
4 votes -
for banking transactions
Banking transactions option to view/search from/within date range
3 votes -
Cashbook report that shows the full details of transctions, including descriptions, for a specified period
Cashbook report that shows the full details of transactions, including descriptions, for a specified period
1 vote -
In Invoice print,Invoice Amount in words needs to be included.
Invoice Amount in words needs to be included. Line spacing also need to be reduced.Blank Lines may be deleted from Invoice Figures - total taxes etc.
3 votes -
INVOICE
TRANSPOR DETAILS OPTION NOT SHOWING IN INVOICE?
WHAT TO DO FOR SAME.
ALSO STATE AND STATE CODE NOT PLACE1 vote -
Allow the "Your Top Expenses" pie chart to be removed from the Dashboard
If a company has a payroll that it's posting into Zoho Books through Manual Journals, which is the only way to do it, then the combined gross payroll and labor burden is most likely a large expense.
However, the "Your Top Expenses" pie chart won't recognize an expense unless it is entered through the Banking module. In that case, the pie chart is both annoying and deceptive because it won't display the payroll expenses.
First and foremost, this is completely unacceptable in terms of being part of an accounting software, and further displays an incredible lack of insight on somebody's…
1 vote
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