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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6198 results found
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Track employee/Contractor payments
Hi, we do not truly have employees, we have consultant who have access to projects, we then invoice for their time (i.e. we issue an invoice to the client with the person's name and their billing rate), then upon receipt of payment we pay the consultant a portion of the moneys received. is there a way to also trigger an accounts payable for the consultants in the invoice?
It would be great if you could add features like these, so you can handle the professional services (consulting) industry. An example is I invoice a client US$100, this is turn mean…3 votes -
Retainer Invoice show value of taxes
We need to show the value of the taxes on the retainer invoice.
3 votes -
Retainer Invoice and Invoice
Hi, we need the PDF of the final invoice to show the amount that was paid on the retainer invoice and the new balance due. Right now we see it in Zoho books but when we prepare the PDF to send to the client the value already paid does not appear. This is a problem for our client's accounting department.
1 vote -
Integration of Zoho Books multi-organisation with only multi-organisation in Zoho People
We wish to create multiple organizations with different countries [Different Entities with different GST Numbers] in Zoho Books under a single account. [Entities can be Indian or International]
This module should work across all applications in Zoho One. We should be able to identify users & their respective data based on their respective entities [should have a drop-down for selecting entities].
At the same time, there should be one master employee database so that in future if we wish to migrate from Zoho to another platform it should be easily migrated.
Can anyone suggest what can be done ?>
1 vote -
1 vote
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include a feature to enable a mandatory hierarchical approval for inventory adjustments.
I see this as an important feature to control unauthorised adjustments, incorrect stock adjustment and/or stock loss.
3 votes -
Change in company name at Sales Order Stage
I think that changing the client name is something very common to have especially when they change it into their company name from their personal one.
So the client should be able to decide to change on whom he would like these invoices.
Since its not permeted to change the client name once its converted from ESTIMATE to SALES ORDER, to delete a sales order I need to Delete all the PACKAGE SHEETS done and shipments its a very complicated and time-wasting process.
Not to mention if three were changes from Estimate to SALES ORDER you will need to make…3 votes -
In the All Transactions View allow changing of columns displayed to show Tags
Currently the All Transactions View of both the Checking and Credit accounts views have fixed columns. They cannot be adjusted to include or move columns. I'd like to see the Tags columns to see which transactions have been tagged.
5 votes -
Update invoicing to align with Projects
Currently, I have Projects set up for billing. I set each Task to the revenue account to which it belongs, a sub-account of Sales. Each month when the invoices generate, your automated workflow overrides my setting and classifies all revenue to Sales rather than the sub-account I've selected. I should be able to set the revenue account once in Task and expect sales to show up there. Please address this shortcoming.
1 vote -
Mercedes workshop Dubai
Welcome to the website of Munich Motor Works, an independent German and European used car sales and service center established in 2009. Specializing in BMW, Audi, Mercedes, Volkswagen, Bentley, Rolls Royce, Range Rover, Land Rover, Jaguar, and other German & European and prestige brands in Dubai, UAE.
1 vote -
Add Total Discount Overview for Transaction Level Discounts
It would be really great if we would be able to see the total amount of discount given for transaction level discounts as well. At the moment, we just see for example the percentage but it's not possible to see the overall discount given nor total price before discount. It would be enough if customers would be able to see the display of total discounts given at the "subtotal" or even below "Total" in smaller letters. It's a simple detail that would really bring more value to the whole thing. Thanks a lot!
1 vote -
1 vote
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inventory adjustments print
It should be possible to print inventory adjustments or download as a PDF file. Currently there is no option for either, only edit or delete
1 vote -
Please enable merging of customer and vendor's statement
If a same company is your vendor and customer as well then need to have single statement of company.
2 votes -
Retention taxes that basically means negative rates. In Mexico, some kind expenses vendor sell, they must retain -4%. Freight as example one
Retention means Vendor must retain that tax from you and report directly to Tax Goverment agency. Example, if vendor sells a freight service to you by 1,000 pesos. They charge 16% of our main tax (we called IVA) but also must retain -4% (IVA) so :
Subtotal 1,000
+IVA (16%) 160
-Ret IVA (4%) 40
Total $1,1201 vote -
20102278603648.
20102278603648.
3 votes -
At the available inventory of an item, change from "Total stock at hand" to "Available for sales".
When I am offering a product and I see next to the item the inventory at hand, it looks like I have product to sell because it is in the warehouse. But somethimes the Item is reserved and there is no product to sell anymore. When you click the inventory number you can look in the inventory and see what is available for sales but I think it is a better idea to have that number next to every item.
3 votes -
vendor payment terms
Credit terms are common with suppliers, 30% deposit, balance in 60 days. There is no mechanism for this in Books. It would make sense to use this option both in vendor terms and customer terms, automatically calculate balances in A/P and A/R based on these terms. Currently, users are required to manually modify balances outside of Books to properly reflect these balances.
1 vote -
Memorize/Autofill Expense account associated with Vendor
There should be a MEMORIZE or AUTOFILL feature that can be associated with vendors in expenses. For example if my vendor is EXXON and I have entered the expense account as GAS 10 times it should memorize it or allow me to associate GAS with that vendor so when I enter that vendor the expense account is already filled. Its just time saving
1 vote -
GST TDS
GST TDS and TCS needs to be implemented in the Zoho when my clients/customers deduct GST TDS. This is extremely important for businesses supplying goods/services to Government entities or through E-Commerce.
6 votes
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