Zoho Books
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6185 results found
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packing slip only
I need to make a custom role for driver to have access on invoices as packing slip only
3 votes -
Negative amount on Invoices
To make cancellations, corrections, and others.
6 votes -
Open Links in Tabs
Right now, it is very cumbersome and difficult to use Zoho Books in any in-depth manner.
For example, I need to do lots of inspections of items in the general ledger. Once I get to the ledger, I have to click an account. Then, to see the items in that account, I click them. After examining one item, I have to click the back button to go back to the ledger entries for an account. Each time I do this, I lose the scroll position I was previously at. So, I have to scroll down again, hope I find where…
6 votes -
1 vote
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Import
Import an Reimbursible expense into a vendor bill.
1 vote -
Extend Availablity of html Template Editor
Currently the useful (but hidden) html editor for templates can only be used for Estimates and Invoices. I need to be able to create additional templates for Credit Notes and Proforma Invoices (based on a Sales Order).
This is an urgent requirement for me.
42 votes -
Task pricing for Projects
add the ability for a price to be entered into a specific task for a project and then carry that pricing over to the invoice when adding all unbilled time for a customer. right now you have to enter the price at the invoicing screen.
3 votes -
3 votes
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To convert an estimate or sales order into a purchase order
It would be really helpfull to convert an estimate to a purchase Order to vendor and the only thing that would need change is the pricing.
But It will cut a lot of steps if you are able to do it.
Can be either from an estimate or Sales Order.25 votes -
update invoice date when sending invoice
We will often create an invoice while work is being done, but not send it until the job is completed. This may be several weeks later.
It has occurred a number of times now that we sent an invoice, and just a couple of days later, the late payment notice was triggered because we did not update the invoice date when changing from draft to live invoice.
Of course, this is not very good . . .
At the very least, a warning message to update the invoice date would be very useful.
Or it may make sense to change…
3 votes -
Booking of combined tax within a Tax Group
I have created a Tax Group to combine two different taxes existing in Spain for certain small companies:
• Value Added Tax, which is a positive tax
• Withholding Income tax, which is a negative tax
So, when I create a bill from a supplier who is subject to that tax group, Zoho Books calculates correctly the net amount payable to the supplier. However, both tax types, the positive and the negative, are booked over the same book account, the VAT payable account, which is, accountingwise wrong. Even being calculated from the same tax base, both tax types are conceptually…7 votes -
Sync Zoho Books contacts with both Zoho CRM Lead and Contacts
Currently Zoho Books only does have a job at syncing contacts with Zoho CRM. You can only assigned Leads or Contacts but not both. I think it should have the option to do both.
2 votes -
Print checks from banking
Create new checks and print them within banking(bank account)
40 votes -
mileage tracker
Having an integrated mileage tracker for those of us that can bill for mileage would be a great help.
12 votes -
Quick Entry Improvement for Invoicing Sales that have already occured
This request is for the 'Import' system, so no gui changes requested. In the 'Import' system, it would be helpful if all the Invoice steps could be completed at once. Basically, there is no way to bulk input all the way to the paid phase. So, I would like to be able to enter in the 'status' field 'Paid' and fill in the 'Paid on Date'. Basically, I think this would just require an adjustment to how the data gets parsed into the table.
4 votes -
Bulk Corrections Tool
In general, it would be nice to have an intelligent 'find and replace' to go and fix broad database data entry mistakes. Like if you enter 200 invoices, send them, take payment on them, then release that you neglected to put the sales person's name on the invoices. Currently, it looks like you have to do this by hand on every entry.
9 votes -
Add Sales Channel in addition to Sales Person
It would be helpful to have a default report to get all sales per Sales Person and also per Sales Channel (where neither person or channel are exclusive). This would make it easier to view sales across various channels without forcing it to be tied to a specific Sales Person. (Today my workaround is just to use "Channel - Person" in the Sales Person field, but this method won't work for more complex sales operations)
6 votes -
Please make allowance for posting personal use of company credit cards
When a business owner uses a company credit card for a purchase that is for personal use, there is currently no way to post the transaction to an owner's draw account (or any equity account).
For example, if a business owner is claiming the standard mileage deduction for business use of their personal vehicle, but then uses the company credit card to purchase gas for the vehicle, the transaction needs to be classified as an owner's draw rather than an expense.
If instead the business owner was accruing actual expenses for the use of their personal vehicle, and not claiming…
3 votes -
customer deferred payment invoices
customer deferred payment invoices
Payment notices to invoices remotely 30 days 60 days 90 days based on payment method
the customer must receive notice of payment amount divided
eg . bill 01.01.2016 amount € 1,200 payment in 3 installments in 30-60-90 days
first notice 01/02/2016 amount € 400
second notice 01/03/2016 amount € 400
third warning 01.04.2016 amount € 400
6 votes -
Profit Analysis by PO#/Job#
Create a report that will show "all" customer invoices and "all" vendor bills .. with a column for "purchase order#." This simple report will allow users to calculate profit by po#/job#. I've been using QuickBooks for 20 years and this report is one major reason so many companies use QuickBooks.
4 votes
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