Zoho Books
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6163 results found
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Show tax amounts in the Invoice Details report
In the Invoice Details report, I would like to see the tax amounts included. Better yet, see all the "Before tax" "tax" and "total including tax" amounts.
7 votes -
Add photo to contracts
It's nice to add photo features to each contract, so contract can be easily maintain
10 votes -
Task in the Timesheet could be categorized.
When an Invoice is created, the item sold is assigned a category. We use these categories to evaluate revenue amounts by category.
It would be helpful if tasks in the Timesheet Projects could be categorized also.
Currently, all of the revenue received through projects tracked in the Timesheet area of Books appears in the uncategorized line item in reports so we can not tell what kind of project/revenue has been created.
7 votes -
more than one tax on an expense item
In my country CC companies and governement tax the international orders different than any other things, i need to enter taxes like in the provided dropbox file:
https://www.dropbox.com/s/7kuumz367rzr0cd/Screenshot%202015-09-28%2012.26.44.png?dl=0
3% over the purchased item + 22% over the 3%
I can´t make this workaround(thankfully provided via zoho support :)) on Expenses, it wil be great if we can add more taxes, or items to be taxed to make a workaround like this one in Expenses
3 votes -
Profitability on each transaction
While preparing an estimate or an invoice, we'd like to know the potential amount were making on every individual transaction. Since a lot of our enquiries are wholesale.
4 votes -
Purchase requisition
It will be nice if you can add a feature to create purchase requisition to an specific department in the same company. So for example if a department needs to buy a new computer, then the manager of that department can create a purchase requisition or request to the procurement department and keep track of them. And after it's approved then we can create the Purchase Order to buy the item. Thanks!
46 votes -
Add multiple payment to Retainer Invoices
Add an option to allow multiple payments for a Retainer Invoice.
18 votes -
8 votes
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adding shipping labels - Create a label linked to UPS Etc..
adding shipping labels -see printavo.com great for silk screening business and for those who have to ship products
Auto input a shipping label to the client
6 votes -
mass upload tool
a mass upload tool which accepts csv or excel where we can enter old transaction details like old completed invoice, old purchase orders happened in past dates and upload into applications and finally they should reflect in the dash board and reports
1 vote -
3 votes
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To add a field (zoho books contacts_id) to the sync going from Zoho Books to Zoho crm
Add the contacts_id number (Example: 72334000000024229) to fields that can be synced from Zoho Books to Zoho CRM
We need this for our API calls which all run from CRM.
4 votes -
Remove a pop up window after editing an invoice
it's annoying that every time I edit an invoice I need to make some sort of a note instead of just saving it in one click
1 vote -
Add Dwolla as a Payment Provider or Manually Say Received via Dwolla
Add Dwolla as a Payment Provider or Manually Say Received via Dwolla
10 votes -
Create a report that shows money not yet settled
Coming from a different processor/program, this was one of our most useful functions. Simply the ability to see how much money is authorized or posted but not yet settled to our account. Would be nice to be able to post this somewhere on our dashboard, but at the very least to be able to view a report each day.
1 vote -
Auto charge using Braintree
Braintree has a function called "Vault" that saves all customer cards and details. This feature can be used by Zoho Books to bring Autocharge via Braintree
7 votes -
Allow customers to pay by Bank Account (ACH through Forte) from invoice
When sending invoice to customers the only option they have to pay is by credit card. The customers should have the option to pay by bank account.
10 votes -
2 votes
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1 vote
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Batch Invoice a Group of Customers
I'd like to be able to group customers and then be able to batch invoice a group. We have several customers that receive identical invoices and it would be nice to be able to group customers and create an invoice and apply it to all applicable groups of customers.
14 votes
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