Zoho Books
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6163 results found
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Allow recurring purchase orders
Please allow recurring purchase orders ASAP.
Quickbooks and your competitors allow this.
Why?
In any business where the same people are billing you every month you need to track that they're billing you or enter there reported work: cleaning, tutoring, schools etc. there is huge application for this.
We'd really like to stay with Zoho but this seems like a major oversight.
Sincerely,
Beethoven at Home
4 votes -
Track multiple sku's of an item
An item, say SJ PTO 115 may have different versions with different SKU's (due to different sizes, colors etc.) Right now, each of the different SKU's have to be created as different items in Zoho Books. It'd great if different SKU's can be created under the same item.
4 votes -
Better Paypal integration
When paypal feed is integration it only had the customer name, transaction number and amount. Other services like Godaddy bookkeeping transfer customer name, transaction number, amount, and item. When you don't include the item which is sold from through ebay, reverb or amazon it requires you to access those account to figure out what what sold.
5 votes -
Add the PDF to a mail teamplate
I created an automatic workflow: when a client asks an offer, he gets a mail reminder some days before the offer expires. It's great and very useful but unfortunately there is no way to add the offer in PDF directly to the email template. It would be great if it would work because not every client has an access to the portal and/or understands that he/she has to connect to the portal to see and/or accept/decline the offer.
14 votes -
Invoicing without forced emails
I just integrated from another online bookkeeping service. Since Zoho Csv function does not match up with paypal, I was forced to enter numerous completed transactions by creating an invoice then paying it. The problem is these are actually completed transactions. When creating an invoice if forces me to input an email so it can send. Please fix this. There is times you want to create, print and invoice without using email.
4 votes -
Custom Field Type - need "look up" eg Contact name
Want to add a custom field that looks up a preexisting value such as contact name.
Use case = received a bill that I want to lodge as a cost against a customer (not quite the same as expense) eg the cost of buying a Zoho license for a client so at the end of the year I can have a consolidated report that shows the total revenue from a client less the cost of goods supplied so we get a profit by customer report3 votes -
Email a supplier invoice straight to Books for processing
sometimes supplier invoices are received by a named usr instead of being sent to a generic accounts payable address.
It would be good if the user could forward them by email to a queue in Books ready for coding0 votes -
Add a weight field. In addition to a description field there should be a way to show the item's weight.
I would like to have a column that shows the weight of an item sold and a total estimated weight at the bottom of the invoice. Their should be an option to list the weight as you would a part number or item description.
19 votes -
Add address information to Reports
Allow fields for reports to include address information.
1 vote -
Categorize the Estimate in PDF view
Can you let us to categorize the Estimate with the functions to be more clear for customers for example :
I am working in smart home solutions and need to categorize the estimate for Lighting section to contain all lighting equipments and HVAC to contain all materials it need and so on just one bar line to identify the content of the following itemsand this option should be marked from setting to enable or disable it and add different category for each Estimate
5 votes -
Work better with Yodlee for image security layer
I contacted Yodlee to ask why my bank's image security layer doesn't work with Zoho and vice versa. They said: "As you are aware currently Gardner Bank account is not supported by Yodlee due to security images for authentication feature at the end site, as of now we don’t have an ETA by when this site will be available. We would request you to contact Zoho Books and file a service request to Yodlee for tracking purpose."
3 votes -
ADD A FEATURE FOR LOAN RECIEVED FROM ANY ORGAINSATION OR PERSO
I didn't found any feature for receiving/giving loans from/to any organization or any person. Please add it
3 votes -
custom report - contacts not buying since long time 1month/2/3
customers not buying since long time custom search for the past lets say 6 months or a year
2 votes -
Report for providers
Hey,
It would be great if a report existed compiling all the debit and credit by provider (in a profit & loss fashion) - in order to track the monthly expenses by provider.1 vote -
Recurring Payments which are not expenses such loan principal repayments.
I need the capability to record recurring payments which are not expenses. Ideally it would come under banking and would be able to record a number of entries for non-expense, expense and tax categories as a single loan/lease/hire purchase repayment often contains a number of different elements, It could thae the form of a Recurring Journal entry facility
6 votes -
Allow .xlsm files to be attached to invoices
Our company produces fairly complex work statements that rely on macros & scripts to produce final prices. The invoice from Zoho is a simple "final dollar amount" which is described in detail in the work statement which is attached to the invoices. Because of the macros I must save from Excel in the .xlsm format. Zoho allows .xls attachments but prevents attaching .xlsm files. Please remove this filter - it forces me to resave each work statement as a quasi-duplicate file.
1 vote -
sells partner
i see this feature also in Erpnext that i can set internal option for sells partner who help to close the deal and set his margin
and sells partner can be a reseller for my products1 vote -
comissions for sells person
i have see this feature in erpnext that i can set the comission for the sells person in the invoice and its auto add to Comissions in the journal
3 votes -
adding multi items to Estimates when i select one item
we are selling hardware and software and we offer with it some services like installation ,tranining ,local support
each product have different price for the services so what am looking for is when i select ITem A the system will auto add the services items with it as a sperate items1 vote -
1 vote
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