Zoho Books
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6185 results found
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Customizable packing slips - attention field, special instruction field
Invoice & Packing Slip - more customizable
(1) Attention Field - essential for billing and shipping products attention to the person who placed the order
(2) Item & Description - not all items on an invoice can be shipped, ie design service, packing charge, etc, so best to make it modifiable on packing slip
(3) Shipping Address - client might have multiple shipping location, it would be great if this field is modifiable or if we are allow to save multiple address under the same contact44 votes -
I suggest to make a filter icon ( by item name ) in the inventory valuation summary report
valuation summary report filer icon
1 vote -
Reports for Expense Details and Account Transactions need a column that lists the vendor/payee name.
Reports for Expense Details and Account Transactions need a column that lists the vendor/payee name.
14 votes -
invoices must have a prompt to bill the liability to the vendor
When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.
2 votes -
invoices
When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.
2 votes -
in
When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.
1 vote -
Reconciliation In-Progress Total Deposit/Withdrawals Sums
Reconciliation In-Progress Total Deposit/Withdrawals Sums
Totals of deposit column and totals of Withdrawals column so it is easier to find any discrepancies. It provides a 'cleared' field, it would be good if that could be broken down.
As all my bank statements provide total of each In/Out, we can then also match this information and make is easier to recognise where the discrepancy is (if any).8 votes -
Reconciliation Filter
Filter transactions by In-Progress Reconciliation - unchecked/checked items.
To find transactions easier that you are working on, rather than 'searching' for individual items or long scrolling of all transactions.
2 votes -
hide/archive bank transactions
Archive of bank transactions / easy inline filter.
It would be good to be able to archive/hide transactions of complete months/listing. After I have reconciled a statement, when searching for discrepancies I find I have to manually scroll through the records from my previous years first.
Yes I can re-arrange date order etc, but when i am looking for a record 12months ago, but there are multiple entries in a month I am repairing entries on, all i really want to do is hide all records previous to a certain date.
OR maybe a quick filter for In-Progress reconciliation transaction…2 votes -
convert expense to Bill
Ability to convert/migrate an expense to a Bill entry.
Finding at times, when an entry is done and it is incorrectly listed as an 'expense' instead of a bill. (eg, multi-entry required), we will have do undo/unlink, delete the expense then re-enter as a bill.
It would be good if we could migrate it to a bill, so we do not have to re-enter each time.9 votes -
12 votes
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allow an expense to be moved to another organization/business
If I have a small business and home account, I'd like to be able to transfer an expense or transaction from one to the other. This is a feature in Wave that is very helpful when I've added an expense/transaction in the wrong place. I don't have to delete and reenter. I simply click the "move to personal" button.
8 votes -
Allow me to convert my estimate to an invoice for any client, not just the one who received the estimate.
Sometimes customers request estimates and find foundations to pay for the work, etc.
1 vote -
Add new URL to the online banking System
There Is a new online product from Kasikornbank PCL (Thailand) available with the seem features as K-cyber banking.
It has however a different portal adress :
https://online.kasikornbankgroup.com/K-Online/login.jsp?lang=en&type=sme
Please add this url to your system in order to use it.
1 vote -
Print deposit slips
Gather individual checks in undeposited funds account and print deposit slips directly from entered information. Lessens chance of transposition errors.
64 votes -
Hide or remove invoice number on invoice.
Allow hiding or removal of invoice number on the invoice so that customers cannot determine how many customers you have had since their last invoice. This would be ideal for small or part-time businesses that do not handle a lot of volume.
2 votes -
A project related report that lists all transactions
At the moment, the project reports are limited to staff and tasks, with no feature of invoices or expenses. To get a whole view of a project these items need to be incorporated into a report.
15 votes -
Toggle imported Transactions
In quickbooks online edition, when you download transactions from your bank, it gives you option to toggle mulitple transactions if are putting in same category. be nice if this feature is available
3 votes -
Archive Invoices
We need to archive some invoices
8 votes -
Mark SO as invoiced
I'd like to be able to mark an SO manually as invoiced.
19 votes
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