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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6553 results found
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Fully and partially refunded sales orders
Most businesses have goods that are returned either all of them or some of them. Zoho books allows for a credit note to be created and amount refunded to customer however Inventory continues to be counted towards fully or partially refunded sales orders and invoices. Additionally it remains open and shows under "Sales Orders for Packaging" section. These Sales orders should be marked as refunded and items refunded should be put back in inventory from there it can be adjusted as damaged stock etc...
1 vote -
automatically create an estimate (books) from a potential with the name of the product linked with the potential
Actually, it's only possible to create an estimate or an invoice with zoho books from the potential'name and it's price. It will be better to create these estimates with product's name and its' price.
1 vote -
canada postal code
The postal code and province on Canadian invoices is displayed incorrectly.
It should be city "City, Province Postal Code". It is currently displayed as "City Postal Code Province".
Correct: Victoria, BC V8X 4E2
Incorrect (what Zoho does): Victoria V8X 4E2 BC1 vote -
Quantity Conversion for Item
The customer wanted the ability to Track Inventory by Quantity and the corresponding measurement for it as well.. for example, if you're buying seeds at 1kg, but, selling it as 1 seed .. the system should be able to identify the difference and the reports should flow through accordingly as well... !!
1 vote -
Include "Positive Stock on Hand" as a drop down option for "View By" items.
Having this as an option, you would be able to see what items you actually have on hand, not an entire list of all items ever added. This option would be extremely useful and should be easy to implement.
4 votes -
Enable billing method to be based on project days, not just hours
It would be really helpful to have the option of billing by day as a billing method, not just by hours.
18 votes -
Sub "accounts payable", "accounts receivable"
My idea is that the system should allow you to create sub-accounts "accounts payable" and "accounts receivable".
It will be very simple I noticed that the chart of accounts has some accounts as the default one system are "accounts receivable" and "accounts payable" I noticed that these accounts receive values if I the customer to make a sale immediately credit the value credits accounts payable and debits the sale or merchandise.if I have several sales to different customers still accumulates every value in accounts receivable, the more certain on the balance sheet have to show the customer's account that…
47 votes -
Allow invoice builtin and customs fields available in Payment receipt templates
Is there a way to Allow invoice builtin and customs fields available in Payment receipt templates?
1 vote -
Transaction Rules
It would be nice to have the Transaction Rules apply even to the transactions that are there in the system, before the date of creation of the rule !
8 votes -
Sales order from partially invoiced to invoiced manually
Not all of our sales orders are fully invoiced as we work on a re-imbursables basis. We therefore have many SOs that are in Partial Invoiced status but fully Invoiced as far as our business is concerned. Would like to be able to manually change a SO status from partially Invoiced to Invoiced.
15 votes -
enter a direct to Void check
Sometimes you know you have destroyed a check - and would like to record that check number as being "Void" - and it has a $0.00 value.
Zoho Books will not let me enter a Zero value. I cannot record an item as void - I can only delete it and have no record of the check being destroyed.
2 votes -
Invoices
I am new to zoho invoice. I have noticed that company and tax id even if checked. It is still not appearing on the Invoices. Also, It would be nice if the Total amount in the invoice could be mentioned in words too. Just my opinion.
4 votes -
Sort the Account Transcations report by any column, not just the date.
This is very useful in being able to track down an entry by any means
3 votes -
Date and Time Stamp for Log Entries in Time Sheet
There is no Time Stamp for Log Entries. This will make project more precise.
13 votes -
Company Name on Browser Tabs
Having multiple companies with Zoho Books, I have multiple Tabs open in my web browser making it difficult to know which one to switch to since there is no identification on the tab. All you see is Zoho Books on all of them.
I would be great to have the name of the company on the web browser tab espacially when you work with multiple company at the same time.
6 votes -
Integrate Expense with Books.
How can i view the expense with the books. It will give a holistic view.
4 votes -
expense details report : customize/filter by customer
go to the Expense details report, click Customize - want the ability to choose the customer and show only the expenses categorized under that customer
1 vote -
4 votes
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Add a weekly calendar to Timesheet, All Timesheet
The monthly calendar is fine, but a weekly calendar would provide a more granular view of the week, and many organizations want timesheets posted by the end of each week.
4 votes -
inactive item
Please make another color for inactive item like red or etc....
13 votes
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