Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
6544 results found
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CUSTOM FIELDS for BILLS
I know I can have custom fields for EXPENSES but is it possible allow this for BILLS? Basically theyre both costs, so its irrelevant if it’s a BILL or EXPENSE.Also, can you make those fields mandatory?Thanks a lot
2 votes -
filter for sales by item report
Can you make a filter icon to filter the items in the sales by item report
thanks11 votes -
Inventory reports by vendor
I would like to be able to generate individual inventory reports by vendor.
44 votes -
6 votes
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Appointments
Ability to connect with an online appointment or scheduling app like Bookeo or Acuity
11 votes -
Start the financial year on 6 April
The UK tax year is 6 April to the following 5 April, it'd be nice to be able to sync the company financial year to a date that isn't the 1st of the month.
7 votes -
order and inventory
order from customers linked to the inventory management would be useful.
1 vote -
Reports for Estimates
Would like to have a report of total Drafted estimates for a client
2 votes -
More Control Panel customization
Allow for items on the Control Panel to be reordered or even hidden.
2 votes -
Managing Procurement of same product from different vendors
Please suggest if there's an existing feature which helps us to add different purchase price for same product by different vendors
analyse procurement of same product from different vendors..
6 votes -
Item History for Customer - Prices for Items Invoiced and Estimated
Zoho Books - Customer - Transaction gives an overview for a customer as per Invoice.
I suggest to have an Item History for each customer which will allow us to see existing prices quoted or invoiced to individual customer in the past
17 votes -
Sales by Customer Report to Identify the profit margins
Under Reports in Zoho Books-Sales by Customer, Currently it shows sales and sales with tax. We would like to have additional columns such as Income and Expense to identify the profit margins. As it shows a individual customer overview levels. This will help us identify profits from a particular customer and invoice.
67 votes -
Schedule C Estimated taxes
include to ability to automatically calculate quarterly taxes
41 votes -
Price breaks by quantity
Add the ability to set pricing based on quantity sold. Example:
If I sell one item the price is $10 / item, if I sell 10 of these items the price become $8 / item.
76 votesHi there,
It is now possible to create Quantity-based Price Lists for items.
Please navigate to Price List creation page → select “Enter the rate individually for each item” option in Item Rate → click “Volume Pricing” in Pricing Scheme. (Refer the screenshot attached)
The Start Quantity and End Quantity will denote the range of item quantity and you can assign the Custom Rate per item for each range. A maximum of 10 ranges can be added for each item.
Once the price list is created and applied for transactions, the line items will acquire the custom rate based on the quantity entered.
Please do write to support@zohobooks.com for any further queries.
Regards,
Zoho Cares -
Adjust the cost of an item at invoice time
It would be nice if you could adjust the cost of an item at the time of invoicing. For instance, if you are using an item as you shipping / postage item (in stead of the shipping field). A customer pays a certain amount for the cost of the shipping. During invoicing the actual cost of the shipping charge has changed from the preset cost for the item. You need to be able to change this cost to reflect the true cost and therefor reflect the actual saving/loss on that item.
1 vote -
Enable / Disable Bill by Bill adjustment of payment receipt
Currently if we receive a payment from a Customer who has may pending invoices, we have to split up the amount as per each and every invoice and enter it which is quite uncomfortable. Instead, it will be good if we can enter a bulk amount and the software automatically assigns the amount to the oldest bill and remaining to the next older bill.
1 vote -
allow to cusomise the estimates so we can add/view the contact name
Can't have the contact name in an estimate - note there might be a variety of different contacts within an organization and its more personal.
4 votes -
create an option to view contacts by last name first, or first name first.
Since we don't have parent/child options, this would at least allow us to see the members of one family that have the same last name together.
4 votes -
Calculate DSO & DPO in Zoho Books
Accounts receivables are analyzed by the average number of days to collect payment (called Days Sales Outstanding or DSO), and accounts payable are analyzed by the average number of days it takes to pay an invoice (Days Payable Outstanding or DPO).
4 votes -
payment made with option to email
It would really be useful to have the option to email the pdf for Payment Made - this way we get to notify our suppliers that payment had been made. The whole functionality is there just adding the email button next to print so it can be emailed instantly.
11 votes
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