Zoho Books
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6185 results found
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add shipping for ups / fedex / usps
1) sales orders from zoho crm flow to zoho books.
2) order details flow (address and item info) from zoho crm or zoho books to web based shipping software like shipping easy or ship station
3) freight and tracking #'s come back from shipping software to sales order in crm or books.
All major accounting systems (quickbooks, zero, myob) provide this functionality out of the box. We love using zoho crm (20 users), but cannot use zoho books until this basic functionality is available.
38 votes -
Re:- "Attach Reference File" on Invoices need to be able to attach more than one file
"Attach Reference File" on Invoices need to be able to attach more than one file.
2 votes -
Manual entry of tax amount for expenses
In Australia, some expenses are not taxed at the full GST rate, especially when dealing with government departments. For instance, I just purchased an online file for a total cost of $13.26 (incl GST) yet the total GST that I paid was only $0.46 which is nowhere near the standard 10% GST.
I"d suggest that where the radio buttons are to nominate whether the expense amount is inclusive or exclusive of GST (tax) that an additional option be included somehow to manually enter an actual GST amount paid as part of the expense.
Without this it is impossible to correctly…
19 votes -
Hyperlink telephone numbers with <a href="tel:______"> </a>.
Hyperlinking telephone numbers with a tel: link causes the voice software on our computers (Cisco Jabber, MS Lync, Google Chat) to automatically dial out to the number.
2 votes -
Central Excise duty billing format
Recently registered for Central Excise duty
Since separate fields are to be displayed for Central Excise teams, we need 2 compound tax functions in a tax group and display additional tax fields in both estimate and invoice. If possible Subtotal to be made so the final VAT calculation can be seen separately. In government not all bodies are agreeing to the compound tax format as displayed in our Invoice. They insist to follow the same old format though the total sum display the same value. I follow only Zoho Books for all calculations and no separate billing format followed. Kindly…7 votes -
Multi Currency Bank Accounts
Well exactly as it says in the header, desperately need to be able to showing FCY amounts in the bank accounts, this is the one thing stopping us moving our entire accounts away from QuickBooks.
7 votes -
Portal access to more than one account
We have customers who have more than one site and therefore have multiple accounts set up in order to manage their costs. At present an email address can only have access to the portal for one contact / account it would be useful to be able to have multiple accounts accessed from a single email address.
63 votes -
All data backup / restore to point in time
Although I appreciate backups are constantly being taken by Zoho it would be good to be able to backup / restore the entire organisation at a specific point in time. This would be particularly useful when testing as it would be possible to have a "clean" copy of the account which can be restored when testing is complete.
Ongoing it would again be useful when entering large amounts of updates via the API to be able to "wind back" the data to a point when you know the data is "clean".14 votes -
Sort by transaction date in "Recent Activities"
Details listed in recent activities list for the contact are order by the date the transactions actually happened. It would be useful to be able to sort these by accounting date instead.
6 votes -
Exporting only search results
At present if you search for a range of invoices / contacts etc and then select the "export" option all records are exported not just those retrieved in the search.
I think it would be very useful to be able to export just the records searched on.28 votes -
Have new facility for Item Groups
We have products that are made up of multiple items, for example a "Promo Pack" might include :
10 x Leaflets
5 x Posters
50 x booklets
It would be good if we could create a new "item group" that included could include multiple line items in predefined quantities that way we could add these groups with a single selection rather than having to enter each individual line.9 votes -
Banking - User Roles - 1 User To Have Access To Single Bank Account.
We have various locations and each location has to manage it's own expenses and is allocated/manages one bank account (sometimes in different currencies) - we need to be able to have one User/Accountant/Manager to have access to only a single bank account. By default the company Accountant can access all accounts.
15 votes -
Add a calendar and tasks
It will be amazing if there were a calendar built into books so that tasks can be assigned and and events can be scheduled for contacts. I realize that this is a functionality of your CRM but if this is added, I would no longer need the CRM and can run my entire business from here.
21 votes -
TAX Summary
I would prefer to have a Tax Summary on every invoice. if possible
12 votes -
Alipay through Stripe Zoho Integration
Accepting Online Payments from Chinese Customers is often a pain or impossible without a foot in China because credit cards aren't very popular in China and e-payments are centered around cash and debit: http://www.buybuychina.com/plastic-surge-why-chinese-consumers-dont-use-their-credit-cards/
Stripe announced its integration with Alipay (Chinese Paypal kind of) to help getting paid by Chinese customers online. https://stripe.com/alipay
Since Zoho already integrates so well with stripe payment gateway, it would be a dream to get Alipay as a payment option directly on the sent invoice through Stripe-Zoho integration.
Regards,
Simon L33 votes -
Add batch invoicing for projects.
Ability to create and send invoices for multiple projects, in one batch/click. Currently, we have to create/send one invoice at a time, which is time consuming when a company sends 200-300 invoices for 200-300 projects (with all the same parameters ie. dates, time etc...).
16 votes -
Add a tax component to a purchase item.
Please add a tax component to a purchase item to enable the item to be allocated a tax rate so when it flows through to a purchase order then onto a bill it has the tax rate allocated.
32 votes -
Allow child/parent contacts
Many large organisations have one financial office that pays the bills with many departments/subsidiaries that place the orders and take delivery. So it would be useful to be able to have a parent contact with multiple children. Quickbooks does this.
257 votes -
Items - Multi Currency Purchase Rates ?
Hi,
We do International Trading and buy products in multi currencies. However the Items purchase rate is fixed as per company's base currencies and this does not suit us. This results in a false value to our stock and affects all our reporting.
Even if we convert the purchase rate into the base currency, this rate will never be accurate unless it's updated on a daily rate basis. This is not even an option.
Rates in Exchange
Where can we input the rates or exchanges on a daily basis on Zoho?50 votes -
Add profit margin in sales and inventory reporting
1) Report margin based on sales by item
3) Report average margin based upon inventory summary, allow expansion to see individual related transactions.
4) Report average margin on sales by Customer, allow expansion to see individual related sales transactions.4 votes
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