Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6554 results found
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Transactions by Cutomer at the Mobile App
I will be very helpful at the mobile app Contacts Module a way to see transactions by category.
Every time i want to check a customer invoices i have to go to Invoices module and try the customer name, some times i got several customer invoices becuase similar name.1 vote -
Add Balance detail in the customer sumary in the Web and Mobile App
It will be very helpful if there is a detail un the Contacts module like this.
Balance: $1000
Current: $500
1-30 days: $100
31-60 days:$100
61-90 days: $100
90+ days: 2001 vote -
Addition of "Past Due" or "Previous Balance" to Invoice
For clients that have an outstanding balance when generating a new invoice, add a line item for that amount. This would allow clients to see their Total Owed without having to manually add a charge and write off the old balance.
13 votes -
the ability to transfer from currency A to currency C if the base currency is B.
Transfer from currency A to currency C if the base currency is B.
My base currency is HKD and I made a transfer from USD to THB, but apparently this scenario is not currently supported by Zoho.
When I tried, I got the error: "To account currency should either be your base currency or the currency of from account."
12 votes -
Automatically populate default tax code for purchase orders
When creating purchase order lines the tax code should automatically populate from the default tax code if the item is taxable. It is very time consuming to enter a tax code on every line of a purchase order.
4 votes -
A selection for contact name under the field for ATTN
It will be good if there is a new drop list or selection to choose the new created Estimate or Invoice is ATTN to which contact user within the same company. Currently it is very troublesome where A company has many different contact from different department, but the created PDF is always being defaulted to primary contact. And in order to set ATTN to the user we want, we have to manually go to Contact setting to assign the user as primary role, then switch to another contact name again for invoicing. Very inconvenient and time consuming.
1 vote -
In the chart of accounts, first, have the ability to see the current balance (like in QuickBooks), second, allow sorting by account code ins
In the chart of accounts, first, have the ability to see the current balance (like in QuickBooks), second, allow sorting by account code instead of alphabetical in the COA and also in the Reporting tab. So in the P&L sort by account code, not alphabetical. There is a reason that we have codes, we want those to show up first.
13 votes -
Enable sort by "Age" and "Due Date" in Aging Details Report.
The use of the report is to know when to pay bills and needs to be sortable.
3 votes -
seperate bills & Expenses in reports sections. like it is separated in Users & Roles. a no access user to expenses still can see it inreport
in Roles, it is great to allow us to separate the access between the bills & the expenses. but surprisingly still the user can see the expenses registered in the bills reports!!
2 votes -
Convert Invoice to PO when Invoice created from Estimate
The ability correctly exists to send an Estimate to a Customer via the Portal, and when the Customer accepts the Estimate it will auto-create the Invoice based on settings in Preferences.
But when using this capability, it isn't possible to convert the paid Invoice into a Sales Order in order to convert to a Purchase Order. This is a big problem and eliminates 70% of the value of delivering the Estimate via the Portal.
When a Customer pays via Estimate, there is ZERO VALUE in creation of a Sales Order. Payment has already been made. There must be the ability…
16 votes -
Apply Available Retainer Fee to Invoice From Mobile App
When you have collected a retainer for an estimate, then convert the estimate to an invoice, you apply the retainer to the converted invoice. You cannot currently do this from the mobile app. Its a core functionality for those using retainer invoices (which is currently automatically created when the customer accepts the estimate).
4 votes -
Notes
This is a suggestion applicable for both Sales Orders and Invoices.
I would like to see a simple function whereby on the list of both sales orders and invoices, wherever a note is applied to a specific invoice/sales order, a small icon is shown on the list of sales orders and invoices.
This just serves to demonstrate which invoices or sales orders have notes assigned to them.
Thank you
3 votes -
Need to have users profile in a different language to the main file.
Need to have a users profile in Chinese while others can have their profile in English.
4 votes -
Allow tasks to have due dates attached to them and then be able to show all tasks in a priority list (to-do list).
Right now, we list projects and then have tasks within each project. When allocating resources, it would be helpful to have a bird's-eye view of what tasks need to be completed and when for all projects. But have this list not sorted by client or project, but rather as the due date -- (and have each task reference its project and client).
4 votes -
3 votes
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Create Customer Receipts that Connect to Items
There needs to be a feature to process Customer Receipts that are connected to items. None of my members will receive an Invoice. Therefore, I will not need to receive a payment based on an invoice. As other systems allow for processing of receipts for a sale/service/event, it would be helpful to have this in Zoho.
Additionally, if one is selling an item, they would not process an invoice first. It would be a sale, attached to the specific items/categories listed, and then receipt of payment. I am using this system for a choir, and it is necessary to tract…
6 votes -
Match Transactions
The automated algorithm only searches by transaction date.
Your filter option is unwieldy with a large client base and impossible to use in relation to bulk invoice payment in single transactions.
Can we get a search bar/filter that runs by client name, invoice number or amount ALONE? The filter makes me enter more data than I wish every time. This is especially annoying if you have bulk numbers of invoices being paid in one transaction.
5 votes -
on the "timesheet" page, add a "unbilled time"
At month end, I have to go through each active case to see which of them have timesheets which must be invoiced. Having the suggested column would tell me not only which ones have such time, but which active files may need attention.
5 votes -
I am using Zoho Books - Looking at Reports and customising for our business needs. I have customised our Profit & Loss to compare 3 previous
I am using Zoho Books - Looking at Reports and customising for our business needs. I have customised our Profit & Loss to compare 3 previous months + YTD. Now I want to schedule this every month.
Once I schedule it, the report I am being sent is only the standard report (1 month data)I would to be able to schedule customised reports
6 votes -
Hi
Are you working on the VAT return & summary for the global edition, as this option is only available for UK edition.
2 votes
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