Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6410 results found
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would like to define a TDS type from Vendor page only, currently I have to add from bill page and add a new TDS type there
Would like to define a TDS type from Vendor page only, currently I have to add from bill page and add a new TDS type there and then link it to Vendor
1 vote -
would like to define a TDS type from Vendor page only, currently I have to add from bill page and add a new TDS type there
Would like to define a TDS type from Vendor page only, currently I have to add from bill page and add a new TDS type there and then link it to Vendor
1 vote -
Include steps on how to integrate Contracts with Zoho Books for automatic invoicing please.
We would like to be able to upload the Marketing Agreement / Contracts to Zoho Books for automatic invoicing. What we know is we can upload the contract in the Zoho Sign app then integrate it to Zoho Books, however, how can we automatically invoice it ?
1 vote -
Tax Oweing show as part of Total Payables in Dashboard
Tax oweing after Generating a tax return in the Canadian edition does not show up under the Total Payables amount on the Dashboard. This is terrible for running the business as the tax amount may not be due for 30 days or more and it should generate as a bill to the tax agency with payment terms so that it shows up in the Total Payables and gets paid on time. Otherwise tax oweing can get forgotten and significant penalties ensue.
3 votes -
Direct Debit / Gocardless for Retainer Payments
Ability to take payment for retainer invoice via Direct Debit / Gocardless Gateway.
3 votes -
Party Ledger
Report must be based on Party Ledger Detail
1 vote -
Auto numbering
When we receive money from a Customer, they would like to have a money receipt (cash/cheque) which prevails in Indian systems. Autonumbering feature of Such receipts would be a great help .
1 vote -
Subir datos a Excel
Cómo subir un Excel de datos que no sean Contactos de clientes.
1 vote -
Heavy bike bag in pakistan
These high-quality fabric side bags are an essential element for those bike rider who carries a lot of luggage with them and wants to ride on long tours. These bags can hold a good amount of components. On average a bag contains around 18 kg s. They are waterproof and durable in nature. Easily removable.Very useful for touring and long routes.
https://rapidrides.pk/category/accessories/motorcycle-bags/3 votes -
Drop Down Menu for Terms
This can be applied to all entries...
Offer drop down menu to accomodate various terms and conditions offered client /product /service specific
1 vote -
Sales Pipeline View for Estimates
Create a NEW VIEW for ESTIMATES….
The ability to show ESTIMATES in a PIPELINE VIEW
Columns to show
-Quote Sent
-Re-Quote Required
-Potential
-On Hold
-Accepted
-DeclinedOr maybe better to create CUSTOM statuses
Then have the ability to SORT the columns as we see fit.
0 votes -
print delivery note in multiple copies
I would like to be able to print delivery notes in duplicates and triplicates like the invoice, but with custom headings
original
customer copy
etc0 votes -
Effective from Rate Per Hour in projects
I have an ongoing project billed by the hour, everything is perfect.
This month I negotiated new rates for a couple of assigned users to this project. So I edited the project, updated the Rate Per Hour and all the historical money calculation in the project was updated with the new rate which is wrong, so all numbers are wrong.
Cost per hour have an Effective From option that avoids this scenario, I don't see why we don't have it in Rate Per Hour, unless there is another way to handle this that I couldn't find
3 votes -
Add a report for Reminders
It would be good to have a report showing the reminder emails that have been sent over a period of time. It's difficult to track these when the only visiblity of reminders is on the invoice itself.
1 vote -
While trying to create JV Template, user may select Employee, instead of "Contact".
Especially when template needed to enter Salary expenses for organization not using Zoho Payroll, there is need to add "Employee" instead of "contact" (vendor/customer) at each line items of the template.
Since Salary JV is multiline JV with multiple accounts getting updated in single JV (For Earnings & deductions), there is need to simplify the template.3 votes -
Free Item Column
Adding a Free Column to the item table in bills & Invoices
4 votes -
discount expiry
It would be fantastic if you could add the ability to only offer discounts for a specific amount of payments cycles on recurring invoices.
Eg. Only offer 10% off for the first 2 payment cycles and then reverts automatically to full price.
1 vote -
Finnish bank integrations
It would be great to have Finland banks (Osuuspankki (OP), Danske, S-pankki, Nordea etc.) integrated to Zoho!
4 votes -
Simplify invoices when working with Size Variants
We're a Clothing company and we've been using Zoho Books since the beginning.
Now we're working with a lot of different items we find all our invoices become really long and not easy to understand by our clients and when we want to double check stuff.There's way too many lines because of the size variants, so let's say a client orders 20 different items in 5 different sizes, this means 100 lines and 6 pages.
Are you able to make a summary or just show all variants in one line?
3 votes -
Include a breakdown of the Vendor credits applied to a bill on the printed check stub
If we are applying a credit to a bill, our customer requires us to show the credit amount and the credit memo number. It would be very helpful if we could print that information on the check stub.
3 votes
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