Zoho Books
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6165 results found
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allow time sheet users to add tasks to a project
When I have a time sheet user work on a project, I always have to have the specific task already in there for them. It would be nice if they could add a task to the project to help detail what they are working on.
6 votes -
8 votes
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change the CSV export of timesheets hours
Currently when i export time sheets to CSV or XLS i cannot add up the hours or do any sort of analysis without manually changing each record as they are recorded as 7:30 and not in a cell that is the format "Time hh:mm:ss"
2 votes -
Allow staff hours be billed as days
Currently i have to calculate an hourly rate and ensure my staff put in correct billable/nonbillable hours. I would like to charge a client based on a daily rate rather than hourly. We should be allowed configure what a "working day" is e.g. = 7.5hours. And then if staff put in this in their timesheets we invoice a day, if they put in 3.75hours, a half day etc.
31 votes -
Easily allow mechanism to offset withholding tax from tax payable.
I can see how much tax I have to pay based on income and deductions however I cannot offset my withholding tax from this so I do not know how much I should keep for tax.
1 vote -
Allow bills to be paid by accounts with a different currency
I pay most bills with the same credit card, regardless of which currency the bill is in - but if the currency doesn't match, I have to choose petty cash and add a note stating which account was actually used, which is an ugly workaround.
Perhaps it would work if we could choose the account and note the amount that was charged in the account's local currency and perhaps also any extra fees (eg currency conversion fee).
14 votes -
Recent Items Floating Tab
I'd like to see the recent Items floating side tab that we see in Zoho CRM giving quick access to recent contacts/bills/invoices etc as I find it speeds navigation tremendously
1 vote -
include an option for interest and fee charges where payments are late (over 60 days past due)
Add the facility to add interest on any bill over 60 days past due, and at the appropriate interest rate.
32 votes -
Add Payment details to Statements as well as Invoices
Currently only the invoices have payment details. It would be useful for statements to also have these details to make it easier for customers to pay.
15 votes -
1 vote
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Email Reminders based on Service or Product
We have different services so it would be great to send a payment reminder based on the type of service.
ie: Consulting: payment reminder
backup service: payment reminder.. data will be deleted
exchange: email services disconnectedetc....
2 votes -
Automatic Submission of EC Sales Lists
It is required by HMRC to submit EC Sales Lists. Zoho Books can generate the list but is not able to submit it to HMRC as many other Accounting packages such as Sage 50 can do.
0 votes -
Filter Chart of Accounts by COGs
Currently, you can not filter in Zoho Books the Chart of Account listing by Cost of Good Sold (COGS). The only option is Expenses. There should be an option for each sub-category (ie Expenses, COGs, Other Expenses).
1 vote -
Add reoccurring RETAINER Invoices
It would be great if you could also create reoccurring RETAINER invoices too, most of my big projects are on monthly retainers that I bill against, especially when integrating with zoho projects this makes it even better, but without the ability to create reoccurring retainer invoices I have to do them all manually
29 votes -
Use Vendor information when creating a PO or multiple POs from a single invoice
There's another request to allow PO from Invoice (I agree with this)
Adding to that, in the CRM there are fields for Vendor Name and Vendor Code which are not carried over to Books. And in Books there is the cost of goods sold which does not carry over to CRM (unless I overlooked something).
All this information should carry over and should be used to generate as many purchase orders that are needed from a single invoice. A PO should be generated for each Vendor on an invoice and automatically carry over the Vendor name, Vendor Code (assuming this…
30 votes -
Enable customers to be segmented
We would like to segment retail/warranty and wholesale customers. The relationships, politics, payment terms, and internal training and responsibilities involved is different with both customer types. We currently use 2 Zoho invoice organizations to keep the 2 universes separate, but we would like everything in 1 accounting system. Another issue is reporting. Right now, I can see how many of what I sold to resellers, and how many of what we sold/served to retail customers. I would like to retain this ability, while using Books.
1 vote -
Allow multiple currencies per client
Why do we need to set up a different client, should our client request to pay different invoices in different currencies?
1,189 votes -
23 votes
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2 votes
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3 votes
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