Zoho Books
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136 results found
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Option for direct entry of opening balances of customers (recievables) and vendors (payable) at a time of creating new contacts / vendors..
Direct entry wll be easy for non commerce people, because it is difficult to make ledger for people who has no accounting knowledge in accountant section. So please give Option for direct entry of opening balances of customers (receivables) and vendors (payable) at a time of creating new contacts / vendors..
55 votesHi there,
You will now be able to set up up the opening balance for a customer or vendor directly.
Please take a look at this link to know more about how to enter opening balances for customers/vendors:
https://www.zoho.com/in/books/help/contacts/opening-balances-for-customers.html
If you have any further queries please feel free to write to support@zohobooks.com
Hope this helps.
Regards,
Zoho Books team -
Would like to set the credit limit to each customer so we do not do over trading with one customer.
Would like to set the credit limit with each customer to avoid over transaction with one customer.
5 votesHi all,
We have added the option to set a Credit Limit for customers. When the credit limit is exceeded, you can set the option to restrict from creating/editing an invoice (or) show a warning message and continue creating/editing the invoice.
Refer to this Help Document that will elaborate on this feature – https://www.zoho.com/books/help/contacts/credit-limit.htmlRegards,
Zoho Books Team -
Trial Balance should provide ending balances
The Trial Balance only shows total debits and credit. Why isn't there another column for ending balance?
8 votes -
Create CREDIT LIMITS against accounts in Zoho Books.
We require the ability to create limit credit limits within accounts.
When any business allows "credit limits" to their clients the word 'limit' is key - accounts have a limit applied to their credit which is often advised by carrying out a credit report.
We need ZOHO BOOKS to create credit limits which warn our finance department that the account has gone over their limit, and various features as seen as standard with many of your competitors.
224 votesHi all,
We have added the option to set a Credit Limit for customers. When the credit limit is exceeded, you can set up the option to restrict from creating/editing an invoice (or) show a warning message and continue creating/editing an invoice.
Refer to this Help Document that will elaborate on this feature – https://www.zoho.com/books/help/contacts/credit-limit.html -
Allow multiple customers for billable expenses
This is basic accounting.. 1 invoice with several expenses that need to be billed to DIFFERENT customers. At the moment you can ONLY add a single customer so the ENTIRE expense needs to be purchased for a single customer. What if I buy 2 items from a vendor for 2 different customers? How do you make sure they EACH get billed to EACH client??
Simple SPLIT amount for each customer would work.14 votes -
Associating normally created Invoices to projects
This feature will allow you to associate the Invoices that are normally created with projects. Please vote if you wish to see this feature in Zoho Books.
22 votesWe now have the option to create invoices and associate the unbilled projects to these invoices.
While creating an invoice and selecting the customer, if the customer has unbilled projects you will find the option to select it in the item creation section of the invoice.
Please write to us if you have further questions.
Good day!
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I SUGGEST TO INTRODUCE A PROJECT TAB ON DASHBOARD TO SHOW PERCENTAGE BILLING FOR EACH PROJECT
I SUGGEST TO INTRODUCE A PROJECT TAB ON DASHBOARD TO SHOW PERCENTAGE BILLING FOR EACH PROJECT
Same should be available on Project detail under Project SnapShot.1 voteHi all,
The option to view the Billing percentage of each project in the Dashboard is available. Make sure that the option ‘Add to the watchlist on my dashboard’ is enabled in the project creation/edit page.
Regards,
Zoho Books Team -
Allow payment & invoice placeholders to function in the same email template
Right now, invoice placeholders (ex %InvoiceURL%) do not function in payment emails and payment placeholders (ex %PaymentDate%) do not function in invoice emails.
It would be nice if a client who made a payment could visit the web version of their original invoice and see it marked "paid" from a payment thank-you email.
It is confusing for a client to receive an invoice that has one appearance and then a receipt that has another appearance - they feel like they are from two distinct systems, and the experience does not feel cohesive.
1 voteHi all,
To include Invoice URL in the Payment Thank you Note email, go to Settings→Email Templates→Payment Thank you and then enter InvoiceURL placeholder. On doing so, clients will be able to view the Invoices with Paid status from the Payment Thank you note.
Regards
Zoho Books team. -
New Zealand Payment gateway
Hi It would be good to see a New Zealand payment gateway supported.
I have just gone down the WorldPay route, but they no longer seem to support New Zealand as a Payment Gateway3 votesHello Everyone,
We are happy to say that Zoho Books is integrated with New Zealand supported Payment gateways, such as PayPal PayFlowPro, 2Checkout & Braintree. Also, PayPal PayFlowPro supports Recurring payments as well.
To read more on this, please refer to the help documentation here :
https://www.zoho.com/books/help/settings/integrations.html#online-payments -
Duplicate item - Copy item
Need to be able to Duplicate or Copy an Items. Many items are built using a small variation of an existing item. To be able to copy 95% of an items info and just modify the relevant aspect that is changing is much less work than creating a completely new item. Of course you can import export and create duplicates in excel but this is not idea. Much more user friendly to be able to build an item inside the tool by copying an existing item.
11 votesHi all,
The option to Clone items is available now. Please go to the Item > More > Clone this item.
Regards,
Zoho Books team -
We are not able to associate tags for Manual Journals, Other Income, Operating and Non-Operating Income/Expense
We are not able to associate tags for Manual Journals, Other Income, Operating and Non-Operating Income/Expense.
Adding this feature will make end user to generate Reports locations wise7 votesHi all,
We have the option to associate the reporting tag to the Manual Journals. While creating the Manual Journal, click on the three-dotted icon at the end of the line > Add additional information > chose the tag option.
When creating the Other Income in the Banking module, you will have the option to associate the reporting tag.Best regards,
Zoho Books Team -
use the account code/number
when I enter a manual log in the first column - account, I need that research in the account code too, not just the name.
13 votes -
Bank Charges for International Vendor Payments
When paying Vendors, especially International ones, there's always a bank charges involve. There should be a separate box to enter this figure on the payment page.
At the moment, I have to go to 'Bills', then create a separate bill for these bank charges. I feel it will be faster to simply be able to enter the bank charges at the same time when the payment to the Vendor is being made.
Hope I'm making any sense, thanks for your support.
3 votesHello,
We have added the Bank charges field for vendor payments. This bank charge is exclusive of the amount paid to the vendor.
As of now this field is not available for the Indian, UK, KSA and UAE editions as these regions apply a tax for bank charges.Have a great day.
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I would like to allow my vendors to log in the client portal
We can allow access currently to the customers to the customer portal. I would want to allow my vendors too
61 votesHi all,
The Vendor portal feature is live now. Your vendors can now upload documents which you can verify and convert to bills in Zoho Books, view details of purchase orders, invoices and payments, generate statement of accounts.
To know more about this feature, check out our help document: https://www.zoho.com/books/help/vendor-portal/
If you need any further assistance feel free to reach out to us at support@zohobooks.com.
P.S: This feature is available only for the users in the Professional or Premium plan (India) of Zoho Books.
Regards,
Zoho Cares Team -
Timesheet Projects - flat fee/cost, add multiple projects to invoice
Some of my projects are flat fee and I classify the timed tasks for the project as non-billable. Also I typically have multiples of these Timesheet-projects in a month for one client.
I would like the ability to add any number of Timesheet-projects to an invoice. Currently I can't.
Currently I have to create the invoice from scratch to do this. But then those Timesheet-projects aren't tied to an invoice.
So I also would like the ability to tie a Timesheet-project(s) to an invoice.
10 votesHi all,
An option to include all the unbilled projects associated with a customer in an Invoice is now available in Zoho Books.
Find the ‘include unbilled projects’ option listed under the Item Table in the Invoice creation page.Regards,
Zoho Books Team. -
Stripe ACH
Add support for ACH payments via Stripe.
198 votesHi all,
Great news : We have implemented Stripe ACH payments for the US businesses using Zoho Books. Please refer to this Help Document – https://www.zoho.com/us/books/help/integrations/stripe-ach.html
This is currently in the early access. Please write to us at support.usa@zohobooks.com to enable this integration.Regards,
Zoho Books Team -
Ability to delete or at least hide custom fields that have data
When we first started using Zoho books, we created some custom fields that we used in our old accounting software and after using Books for a while, we don't need them. I tried to delete them but since they are already in transactions I can't. I understand that but I would still like the ability to at least disable or hide those fields.
1 voteHi all,
The option to delete old/used custom fields is now available. Refer to this Help Document – https://www.zoho.com/books/help/settings/preferences.html#delete-cf
Regards,
Zoho Books Team -
0 votes
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Need Number Format for INR- Need 1,23,400.00 (one Lakh twenty three thousand four hundered
There is no Indian Currency Format available in ZOHO Books, Please develop this option as your customer I need this option.
3 votesHi there,
We currently do have the option to have the number displayed in the required format.
Please go to the template → Click on Edit → Footer → You will find the option to display the amount in words.
Hope this helps.
Regards,
Zoho Cares -
Monday as starting day of Week
For some the work week starts on Monday. While reporting and entering timesheets and in projects, the week starts on Sunday and it is confusing.
You should give admins an option change it to Monday.7 votesHi all,
We have the option to set Monday as the Week start date. Navigate to Settings > Preferences > General > Set the first day of your work week > select Monday from the dropdown > Save
Regards,
Zoho Books Team
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