Zoho Books
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6157 results found
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Print more than 5 checks in Zoho Books
Option to print more than 5 checks in Zoho Books
7 votesWe now support printing of 10 bills in a check. If you have more queries, please email us at support@zohobooks.com
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Takeout invoicing for those who don't need it.
Many businesses don't need an invoicing based system. Restaurants, bars, retail stores. Where products are bought and sold in the moment. As a bar owner I want to see reports and features based around expenses and daily transactions.
3 votes -
branches
Please add feature of multiple branches
63 votes -
Better contact search
It would be very helpful if you could search three fields when using the quick search feature. I would like to be able to enter a name in the quick search field and have it check the contact name, email address and company name fields. It seems to currently only search the email and contact display name.
1 vote -
Easy-fix Reports: Simply add Date Customization a "Project Details" as already in "Timesheet Details"
We need to generate (for clients and ourselves) an overview of the Timesheet details for a certain project and period.
However, under "Reports" / "Projects & Timesheets" / "Project Details" the "Customize Report" Setting as in the next menu below ("Timesheet Details") is missing.
It is currently not possible to generate a report based on projects just for one month. It currently simply states it for the whole lifetime! This just doen't make sense an is certainly very easy to fix.
Just please please please add the "Customize Report" Setting on top also to "Project Details" so one can change…
8 votes -
email or print unlimited invoices
We should be able to email or print unlimited invoices. I have over 300 clients on reoccurring invoices and its very inconvenience to only email/print so many at a time, especially when we have to adjust the invoice so those need to be drafted first then emailed.
6 votes -
Add an account "Outstanding Balance" to inovices
Invoice template should have a account balance or "receivables" (outstanding) so it will alert or tell the customer what they owe on their account, or an aging box showing all past due amounts.
This seems like it would be really easy to pull the "receivables" from the contacts and add as a placeholder.
11 votes -
PayFast payment integration
PayFast.co.za is a South African based payment gateway and we would like to be able to integrate this into Zoho Books as most of our customers make a bank transfer and PayFast.co.za is able to accomodate this feature.
42 votes -
To add boolean search while searching of items listed in the material master
Like when we search in google, entering a particular word should list the items containing that particular word. Currently we have to enter the first word, in order to find the right material, in case if the word is listed in third place, then it is not listed in the selection list. Kindly add this feature.
1 vote -
Correct handling of sales TAX for US customers
In the USA, (California for sure), we are required to calculate and report all sales tax collected and paid. As a vendor with a resale license, I can choose to pay tax at purchase, or defer and not pay tax at purchase if the item is to be re-sold. When I sell a product, I am required by law to collect sales and use tax for the jurisdiction in which the item is sold/used.
When I was using the USA version of Zoho Books, I was unable to track sales tax on purchases (no spot in the bill to apply…
15 votes -
allow clients to enter their fiscal details, not just address but VAT number too
allow clients to enter their fiscal details, not just address but VAT number too
6 votes -
Invoice numbering per client
When you have clients billed on a regular basis it's very important to maintain automatic invoice numbering per client rather than across multiple clients.
It makes it easier to reconcile with clients in case some of the invoices went missing.
Additionally, it makes it impossible for a client to guess the size of your company by guessing how many invoices you create each month.
660 votes -
1 vote
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Create bulk allocation of bank transactions in CSV import file
Would be a great feature if we could already specify the General Ledger account name in the import sheet CSV file and then not having to manually categorise in Zoho.
0 votes -
Allow for an itemized list on printed check stubs
I would like to have an itemized list on printed checks' stubs. The vendors & employees that I pay like to see amounts + descriptions that are going into the total
8 votes -
scrap this product. WAY too much manual work. Utter waste of my time.
You fail to let me do much of anything in bulk. I need to restore 500 items? Click on each one. Add a rule to categorize things? You still need to click on each transaction. Terrible product. Inability to search or filter transaction. Half baked product
1 vote -
Añadir cualquier columna en los informes
Tendría que funcionar igual que CRM que permita añadir cualquier columna en los informes. Muy necesario para pasar informe a gestoría
1 vote -
increase the number of contacts
Limit of 50 contacts is really low. Quickbooks has unlimited even for the simplest version. Why can't you make it the same?
14 votes -
Add Complete Status on Purchase Orders
I would like to be able to have a Complete status option on purchase orders so once an order is complete they do not show up on a report.
I also need to have the ability to run a report of Purchase orders that shows multiple statuses (open, partially billed, etc.).
1 vote -
Credit notes automatically added to automatically generated invoices
When I create a credit note now, I have to stop all of the invoices in the system from being automatic.
Now I get a ton of emails so I have to go in, apply the credits and send off and/or charge the customer.
When creating a credit note, I'd like the option to tick off a box that says "apply to next invoice?" Then let you choose an amount or percentage etc.
Right now I have to temporarily change my system from being fully automatic to having manual steps. It's annoying and definitely decreases productivity.
6 votes
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