Zoho Books
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6557 results found
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Print Chart of Accounts Report
It would be nice to be able to print out the chart of accounts in a report format. I'm not talking about the ability to export it to Excel, where it needs to be formatted each time. Adding or modifying accounts in the CoA is very common and we need an easy way to print out a fresh copy. Also, many people use a printed copy of the CoA to write account codes on source documents or to quickly find accounts when posting entries.
I have worked in the accounting field for almost 3 decades and every other software I…
13 votes -
CC On Contacts for Sending Multiple Invoices
At the current time, there is no way to automatically send multiple copies of digital invoices to a customer. However, I have customers asking me to send more than one copy of each invoice to their organization. So I have to remember to select an additional contact person whenever I'm sending out invoices.
Please add a new field (call it CC or something similar) to the Contact Persons screen that, when selected, will tell the system to send an invoice to the primary contact AND to each secondary contact that has the CC field selected.
2 votes -
On invoice put 'Ship to' in the same line of 'Bill to' as it gives more space for items and invoice can come in single A4
to much space is wasted on a sheet.
7 votes -
invoicing
Currently if a field technician has the ability to create an invoice they also have the ability to see every invoice created by all Field technicians. Basically the financial breakdown of the companies gross Income from day one. I need my field technicians to create invoices and take payments from clients but not Have access to previous invoices. There should be a restrictions section for this.
3 votes -
Sales Order to Purchase Order
Hi,
if there was an option in sales order to segregate the items as per the Supplier will be very useful. Ex :Sales Order with 25 line items to 3 Suppliers, 9 Item to Supplier 'A', 11 Item to Supplier 'B' and 5 Item to Supplier 'C', apart from it If Purchase Order releases dates are different date as per the customer schedule. There might be a confusion for the person to see which item has to be released on whom and if he is new joinee, it will be more kiosk about suppliers and there will be duplication/confusion. I…
1 vote -
same Item name with multiple description / batch no.
possibility of same item name with different batch no. and different packing size
3 votes -
Correct/ update the name when sending to an alternate contact
When you send a quote or invoice/ any email to a contact the system automatically picks the main contact, even if you have picked another. It can be a bit embarrassing if you don't remember to change it every time!!
1 vote -
1) Display of item QUANTITY while selecting an item in the invoice (incase there are similar items)
ex: while selecting similar item in the invoice its available quantity is not showed which makes it difficult to exactly pinpoint which item it is, so the simple idea is to display the available quantity besides the item during selection phase in invoice
1 vote -
Need Corporation Bank corporate login for account linking with books
www.corpbank.biz is the corporate banking link for Corporation Bank. I could not find this option to link to my zoho books. Strongly suggest you to add the feature.
3 votes -
Email Several versions of the same quote to Various Head Contractors that are all Tendering on the project
Email Several versions of the same quote to Various Head Contractors that are all Tendering on the project
3 votes -
Integrate Zoho books with www.ecwid.com
Ecwid is a growing popular shopping cart which provides facility to have an online shop over multiple platforms like website, facebook etc. In India also, number of ecwid online stores is growing rapidly. We need you to kindly integrate Zoho books with ecwid so that the powerful Zoho books software can be optimally exploited by Ecwid users. API of Ecwid is easily available.
16 votes -
give users the ability to print refund checks from credit memos and over payments under a customer
give users the ability to print refund checks from credit memos and over payments under a customer
47 votes -
Customer ID auto generate
It would be great if you can add Customer ID / Vendor ID in contacts field which diaplays in Invoices / Estimates / Orders & Payment Vouches.
This is a real helpful features to track a customer / vendor data easily.
6 votes -
Templetes not available for Payments Made
In the templetes menu, there is no option to customise the "Payments Made".
Please do the needful at the earliest.
16 votes -
Payroll
Enable integration with ADP, Zenefits, or other popular payroll systems. Or build out your own payroll system into ZOHO Books and add all the needed features of these popular systems.
14 votes -
Option for handling charges/carting charges in bills...
Vendor charge carting and include it in bill which he payed while transferring material from his warehouse to transporters go-down. Please provide this option below subtotal in bill.
4 votes -
Hacer recibos en una moneda diferente a la facturada
poder registrar un pago a una factura en una moneda diferente a la que se registro la factura ya sea a un cliente o un proveedor
1 vote -
1 vote
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show on Invoices and estimates the sub total after discount and then show taxes
have the choice to show on Invoices and estimates the sub total after discount and then show taxes
11 votes -
invoice,payments and credit receipts should be Customize
invoice,payments and credit receipts should be Customize.
1 vote
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