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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6547 results found
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in Italy is a widely used method of deferred payment when I create an invoice would be helpful to have the choice of method of deferred pay
in Italy is a widely used method of deferred payment
when I create an invoice would be helpful to have the choice of method of deferred payment 30-60-90 days
it would be useful to have a system that alerts the customer deadlines
all management systems sold in Italy have this function
10 votes -
Print expenses button
It would be great if we can print expenses. Currently it is not possible
4 votes -
Backorder view/report at product level
Create a backorder view/report with information at product level.
When an Order is not completely invoiced yet, the status is 'Partially Invoiced' and Zoho Books keeps track of the products that are on the Order, but not yet invoiced.
However, we need to be able to see all Products/Items that are not invoiced in a View/Report, that shows the information at the Product/Item level, like this:
- Product Name
- Quantity ordered but not yet invoiced
- Sales Order Number
- Sales Order Status
- Customer NameIn addition also orders that are invoiced yet (whole order is a backorder)…
62 votes -
Offer some kind of discount for Multiple Businesses I have 3-4 business tha I track but $120.00
Offer some kind of discount for Multiple Businesses. I have 3-4 business that I track but $120.00 / year is too much for a new small business / idea / person that has 3-4 ideas cooking. Most other cloud sites allow you to maintain several businesses within the system. I am being forced to move my other businesses to another service like wave becaue of the cost / expense.
2 votes -
Ability to save unit cost per user, per project.
For projects, allow for system to store unit cost per user, per project. This is very helpful for sub-contractor jobs.
2 votes -
Report
Sales Items by Sales Person
To calculate proper commissions, I need to run a sales report by sales person. The one you have now gives me a summary of totals. If I drill down I get a list of invoices. That does me no good. I need the Sales Item report but must be able to filter it by sales person.
I can't just pay commission on the report total as it includes sales tax and shipping amounts. We don't pay commissions on those.
I would have to literally open each invoice one at a time to properly calculate the…
25 votes -
currency
Dear
Can you please add one space between Currency Code and Currency Value. Currently in your interface Code and value looks like this "AED0.00" which should be "AED 0.00"9 votes -
Allow the assignment of tax rates to different expense and payable accounts
When setting up tax rates, these are accounted for in the Sales Tax Expense Account and Tax Payable Account. We need to be able to account tax rates in different accounts in order to track the correct tax payable for each type of tax. For jurisdictions with different tax types, this is essential.
7 votes -
Invoice - "Order Due Date" Field - NOT Custom Field
We send out estimates all the time, the customer places an order for the products from us after recieving that estimate, we then convert the "estimate" into "invoice - Draft", It has to be draft because we have not made and delivered the parts yet. When the customer sends us the order, they have given us a "requested delivery date". We are a components manufacturer, so the customer tells us when they need the order by". If we could have a field on the invoice "Req Delivery Date" and this date is available in the "Main Draft Invoice List", then…
1 vote -
MAKE IT POSSIBLE TO ATTACH MULTIPLE FILES TO AN INVOICE
Especially because we cannot make items in a bill "billable to a customer" right now, and because we need to attach those bills to an invoice so that the customer can see what they're billed for, it's very inconvenient not to be able to keep attaching files as we add more lines in an invoice showing the expenses incurred due to bills from our vendors. This will not be that crucial once you make it possible to make items withing a bill "billable to a customer" as in an expense entry.
5 votes -
Inventory adjustment - Search
When looking for an existing adjustment, it gets very complex because you have to go through all the list which just grows over time. It would be great to be able to select and item and date range to see only the adjustments that fall in that selection.
13 votes -
Reports Account Transactions
In the Transaction report for a particular A/c you need to show the expenses and description details.
As of now it only shows description5 votes -
Hide discount column when not used.
When discount on item level has been chosen in the preferences a column will appear in the estimate and invoice templates.
As discounts are not always given it would be great for the column to disapear in the pdf when no discount has been added for any of the products.
4 votes -
I need to update the note field for a timesheet throughout the day but this seems to be a limitation in your app.
On the mobile app, I need to update the note field throughout the day but this seems to be a limitation in your app. I cannot leave the Time Sheet without completing the time, even if I have the Timer running. So I have to start the timer, open a notepad to record the jobs I am performing and then stop the timer and copy and paste my notes from notepad into the notes field in timesheet.
2 votes -
4 votes
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When running reports, display on report if cash or accrual.
When running reports, display on report if cash or accrual so distinction can be seen at a glance.
4 votes -
Need for additional Fields
Need the fields customer name and tin number in Tax report
1 vote -
outstanding balance next to contacts
I want to see the past due or overdue balance next to the name in contacts as we used to in zoho invoice but now we went to zoho books and it doesnt come up,
4 votes -
Allow hiding company name in "Show Organization Address" on Invoice Templates
Invoice templates allow hiding or showing the company address with the "Show Organization Address" option under the Template Properties of an invoice template. However, this also displays the company name.
This can look redundant for some users who display a company logo right above this.
Some business names are too long, which causes wrapping, and makes that section look awkward.
So, having the ability to show the address without the name might be important.
5 votes -
Please add date rage selection for invoice list view.
Can you please add date rage selection for invoice list view. This will help in bulk print of invoices with date range.
7 votes
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