Zoho Books
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6554 results found
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Please add Split Transaction function on the drop down when matching transactions
Split transaction functionality - a must!
7 votes -
Add "or" instead of just "and" for Custom Veiw choices!
Give me some options when defining search criteria for setting up custome veiw for estimates and invoices
3 votes -
I don't want my sales staff to see customer outstandings although they should be able to prepare invoices for these contacts/clients.
I would want to be able to customize some sales staff access so that they won't be able to see contact/client out-standings, but they should be able to create invoices for these clients.
3 votes -
Bulk Add Expenses Add a project and Customer field. Or make it custom so I can add any field I want to.
When adding Bulk Expenses, could you add a feature where you can select any field you would like to add or remove from this view. For example I require the entry of Customers and Projects which isn't currently available.
4 votes -
Quickly apply same % to all discounts at item individual level
I'd like to discount at item level, and still easily adjust every item's discount together (i.e. 20% across the board).
This would make it easy to make changes for key items only (cost of gas, reimbursements, etc.) without needing to make too many customizations in the Totals section or send a second invoice.
6 votes -
Save and New Option for Bills
It would be more efficient when bulk entering bills to have a "Save & New" option. Instead of having to save each bill and then click on create a new bill you could simply click "save and new" and a new bill screen would automatically load.
1 vote -
reporting tag to an account in my chart of accounts
The ability to add a reporting tag to an account in my chart of accounts.
For example, I have a reporting tag named Tax and have "Deductible" listed under that tag. Having this feature would enable me to run a P&L and show all items in an account as tax deductible without having to go through the laborious task of adding that tag to each and every expense. It saves time and money!
5 votes -
Add "search by" or "group by" customer to the Sales by Item report customisation
It seems many people, understandably, would like to see item/inventory sales by customer by date in reporting. Reporting via number of invoices is definitely the long way around and I would say largely pointless. It's not standard in CRM or inventory, but it seems a simple thing as the data is there! The "group by" addition to the account transactions did a similar thing with the data and made us all happy!
3 votes -
Set up the nominal account in the Customers/Vendors settings
Default Nominal Account in Vendors/Customer
3 votes -
1 vote
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Copy Custom Field Information for Items from Estimates/Sales Orders to Purchase Orders
I have set up a number of custom fields for my items. As I would like to reduce human error I have made these fields mandatory.
When creating an estimate if I want to select a different option from the drop-down box I can do this and it will copy across to the sales order and invoice but not to the purchase order. This is very problematic when you are selling made-to-order products with customised variations.
Ideally the purchase order should take the manufacturer's item description and pricing but copy across any information from the custom fields in the estimate/sales…
9 votes -
Organization Address Format unique to each template type
I'll explain scenario first, so you can understand the request.
We are headquartered in Location A (e.g. Wyoming Corp)
But we operate primarily from Location B (e.g. California).When generating PDF/Emails of Sales type statements (e.g Estimates, Sales Orders Invoices), we want to display Address A.
When generating PDF/Emails of Expense type statements (e. purchase orders, Bills, checks, etc) we want to display Address B
the PROBLEM is that when we setup a "Organization Address Format" for example within Sales Orders, it forces this format on all other types of Templates (Invoices, Purchase Orders, etc.). It seems the Zoho Books…
21 votesHi there.
We have a workaround for your current scenario. We would suggest you to add the organisation address details in the attention content of the template. You can uncheck the organisation address option.
This way you can customise it for each of your templates separately.
Hope this helps.
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no tax summary on delivery notes - option
it would be great to have the possibility to NOT print the tax summary on the delivery notes.
Thanks in advance
6 votes -
WE NEED A PICK LIST FOR SALES ORDERS
WE NEED A PICK LIST FOR SALES ORDERS INDICATING QUANTITY ORDERD AND QUANTITY IN STOCK
10 votes -
Allow other messaging services to be used (like WhatsApp) to send messages to a client from inside the mobile app.
When you open a contact card on the mobile app, it is possible to call and message them among other things. It would be great if one can choose your default messaging app, like WhatsApp. Possible?
2 votes -
zoho books Integration with shopify
Currently, zapier integration is the only option to fetch data's from the shopify account to zoho books but indeed we need a seamless integration to pull data's from shopify.
15 votes -
Please add CC Avenue to ZOHO Books.
We have been using CC Avenue for our ecommerce portal, but CC Avenue is not available to get integrated with zoho books.Please add CC Avenue to ZOHO Books to make it seamless.
11 votes -
Manual Entry Upload documents to support the entry as a refferance
It would help to reduce printing to have a supporting document along with the entry.
If u can upload documents to my entry i will no longer need to print that entry.
3 votes -
Add third party payment collection agency option
in INDIA there is one category who collect payment from your customer and gives you weekly or monthly payout
please add "payment collection agency" in Banking Tab
1 vote -
Add Closing Stock Option, So that in year end accounting profit and loss calculated according to that
if we can add "closing stock value" at the year end that it will be more beneficial to Indian Accounting
we can see our actual profit with this feature
40 votes
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