Zoho Books
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6163 results found
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Serial Number Tracking
Allow items to have a serial number Entered in the System.
1. Enter Serial of Items/Goods and dated purchased.
2. Warranty Periods for Serial Numbered Items
3. Pick Items by serial number when doing customer invoices (it helps when items get faulty during their warrant period and to know where there goods where bought from and return to original supplier or manufacturer.) We are having look check the items if there are returns and start opening files to see where we bought from and is it still under warranty.
4. Being able to see Faulty Items when returned by customer…57 votesHi All,
Serial Number Tracking and bar code scanning are not planned in Zoho Books. I have some good news though!
We are launching a new product called Zoho Inventory. That will address your requirement. And what’s more Zoho Inventory and Zoho Books are tightly integrated.
Jump to below forum and vote to get an early access:
https://zohofinance.uservoice.com/forums/294735-zoho-inventory
Regards
Prashant -
allow for multiple codes per one expense
I would like to be able to break down one expense into multiple codes. This way when I have one receipt I can code it to several expense accounts. I am currently using another program to control my expenses and I would like to be able to have everything combined.
1 vote -
wages
i am a director of our company and there is not an easy way that i have found to keep track or our wages along with the tax components/work cover etc that the business has to pay with wages
1 vote -
a single export to PDF option that PDFs reports for specific periods to their individual reports instead of having to generate each report
a single export to PDF option that can generate a PDF report for each of the reports for a specific period eg a financial quarter so that they can quickly be shared with accountant
7 votes -
Cashflow forecasting Reports
Is it possible to add some forecasting reports so we can get a picture of future months & years based on existing data within Zoho Books?
There would be the option to select which data such as recurring Invoices or Expenses or budgets are included in the Cashflow forecast (or Projection) report?
I'm new to using Zoho books but would like accounting software which allows a future look at the business.
Ideally the report would also allow us to
Define if we want to include
Only certain aspects of the business such as certain customers.As an example elsewhere I've…
461 votes -
Default discount for customer
A customer has a default discount% that is filled in when an invoice is created
26 votes -
For me it would be perfect if i could customize my dashboard. For example, i don't need report for billable hours and i would replace it.
For me it would be perfect if i could customize my dashboard. For example, i don't need report for billable hours and i would replace it.
390 votes -
Bulk actions in timesheets
Not only delete but change the project assigned, the task, the billable status, ...
Also enhance the selection criteria to manage timesheets, not only by status and dates, but by client, project, staff name, task,... in order to perform bulk actions more effectively.10 votes -
Reminder for Delivery of Materials
Since i am a dealer, i need to make Purchase orders to receive customised goods from the manufacturer. Can we include email reminders to reach the mfrs or third parties for delivering the items on time.
2 votes -
let a tab or enter key add another line in an sales order or invoice, rather than having to click "add another line"
Having to use a mouse or trackpad to click "add another line" for every item is not a very efficient way of doing order entry. Using tab or the enter key is much easier.
9 votes -
Revenue Recognition on Contracts
Since the software allows for annual recurring of invoices, it makes sense to have the revenue recognition feature available so that the invoice can be recognized into income of its life.
9 votes -
be able to choose for an item to go into liability instead of sale or expense.
We have to collect gratituity tips from customers and pay them out to workers but that money should be going into liability account not as income and i have to manually move it through journal entries and it's a pain. Most accounting programs let you add an item straight into liability.
11 votes -
1 vote
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The ability to offer Cash from Square as a payment method
A way to add the new cash tag link to the invoice for clients to pay.
5 votes -
purchase by item report
I suggest to add a purchase by item report to know how much I bought from item X for example
thank you5 votes -
Proejct Recurring Revenue Reporting
I really need to project how revenue I have in recurring active invoices. This will help me get a projection of how much I'll collect from recurring billing.
17 votes -
Migrate including attachments to Zoho Books UK Edition
Enable the migration to the UK Edition of Zoho Books including Attachments, currently if I want to migrate I will lose all the receipts attached to the expenses.
I do want to migrate to the UK Edition, however I do not have the time or patience to manually export every receipt and re-attach to every expense, it's the one barrier to migrating.
I wouldn't even mind if there was a seamless migration charge.
3 votes -
Asset register
Need an asset register to hold all assets that can be depreciated and accommodate depreciation calculation as well. This would Zoho Books on a par with the more well know competitors.
370 votes -
1 vote
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Restrict access fro sales team
Let sales team only access order that they created
6 votes
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