Zoho Books
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6179 results found
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1 vote
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Edit Time Entries from Draft Invoices
When editing a time entry from a Draft Invoice (in edit mode), the system should also update the source Time Entry (in Timesheets). This is useful when employees are reviewing/approving Draft Invoices prior to sending to the client.
1 vote -
2 votes
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Item Merge function
There should be a way to Merge Duplicate items, just like you can merge contacts.
23 votes -
Add VAT to retainer invoices
Title says it all : it is legally mandatory in France to add VAT to retainer invoices (factures d'acompte).
47 votes -
Tag transactions for different DBA's under one tax id number. Help in tracking for accounting purposes.
Tag items for different DBA's under one Tax ID number.
1 vote -
Expense Category in main Bills View
I think it would be a great idea to be able to see the expense category in the main "Bills" view. Same as it is with the main "Expenses" view.
Thanks4 votes -
Split out the Amount
In all your views you show the Amount - this is the Amount incl VAT/Tax. Please allow us to either a) adjust the views to split the amount in its component parts without Tac and the tax amount or b) just fix it as it should be like a)
By the way, this shouldn't even be a feature request - this is standard operating procedure for most business
7 votes -
Edit expense category
Provide an option to edit, add or remove expense category. This was available in Zoho Invoice but not in Zoho books.
2 votes -
Integrate with Mercadopago payment gateway
MercadoPago is the leading online payment solution in Latin America. It was launched in 2004 and has operations in Argentina, Brazil, Chile, Colombia, Mexico and Venezuela.
110 votesHi there,
The integration between Zoho Finance and Mercado Pago is now live.
To know how to set up this integration and get started, kindly refer our help document-https://www.zoho.com/books/help/integrations/mercado-pago.html
Hope this helps.
Regards,
Zoho Cares -
when receiving payments, can there be a shipping expense field, along with the existing bank fees field, that reduces the total deposit?
When I receive a payment via PayPal from my customers, not only am I charged "bank fees", I am also charged for the shipping expense. The net of payment, the bank fees and shipping expense is what's deposited into my bank account in one lump sum. Example: invoice $20.00, bank fees $1.00, shipping $3.00, net deposit is $16.00. The existing "receive payment" only takes into consideration the bank fees to reduce the actual deposit (as above example would only be $20.00 invoice less $1.00 bank fee, Zoho would show the deposit as $19.00, making it impossible to "match" transactions for…
3 votes -
The option to set Miscellaneous reminders in Zoho Books.
Reminders that are not necessarily tied to any transaction entries (for example: "Christmas Party" or "Buy XYZ at the grocery, etc)
1 vote -
3 votes
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Report required that ages by "expected due date"
This report should bucket for each invoice, grouped by customer all invoices in buckets of month and week based on the expected date of payment. Where the expected date of payment is blank, it should default to the due date of the invoice. This will be a very useful tool for collection agents to follow up with customers for payments.
1 vote -
reconciliation
Bank Reconciliation Report once the account is reconciled to show uncleared deposits and expenses so that balance can be matched to balance sheet for the corresponding date.
37 votes -
Please add feature sale filter report by items for each sale person.
Now i am experiencing difficulties in filtering the total sale for each item for sale person because in my company there are many sale person who sell services or products with different commission rate. So when I want to calculate/filter those sale persons, i cannot.
Please help vote this features.8 votes -
ALTERNATE QTY IN ITEMS
Alternate Quantity in items
thats pieces converted to kilogram
kilogram converted to Pieces4 votes -
set the default ship to as the customer on purchase orders
set the default ship to/deliver to as the customer on purchase orders.
6 votes -
Bulk email monthly statements to our customers.
Able to send monthly statement to customers.
22 votes -
Enable Role where the user can't see transaction done by other users
I want to enable a user to encode expenses, but without them viewing other transactions done by other users.
The same limitations is needed in Invoices and other function.
9 votes
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