Zoho Books
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6174 results found
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We should have the ability to view bank registers without ANY filtering so that we can look for any item. Currently it's too limiting.
The current filtering options are very limiting. Coming to you from Quickbooks Online, I am a bit surprised at some of your limitations. When I want to look at the bank register, I need to see ALL of the register. No filters. All transactions. PLEASE!!!!
3 votes -
Month wise Data Reporting like Tally
We want you to Update All Reporting and viewing also by Month wise as happens in Tally as it help to compare and analyze it
1 vote -
Option to change colour of part payment received from client in an invoice
When your client pays part of an invoice it features as (-) $000.00 in Red text. This can be confusing for a client as they may interpret this as an outstanding figure that is owed when it is the opposite.
We need the ability to change the colour of this text in the invoice template as opposed to the current system wide set up that can not be changed.1 vote -
Add PR (Puerto Rico) as a State
PR (Puerto Rico), should be on the states list. Right now is considered an independent country and that creates a conflict on the USPS, UPS, DHL and Fedex shipping labels.
6 votes -
Associate one contact person to multiple companies
Ability to associate one person to multiple companies and optionally adding relationship type (for example owner, manager, accountant) and/or e-mail (the same person can have many e-mails depending on the company)
Useful in many business cases:
Create reporting at the group level. For example show me revenue generated to this managers companies
Less data entry and less errors in data. Entered/fixed once, correct everywhere.
Better customer management. You know all activites with this contact person
3 votes -
SO VOID RESTRICTION TO USER
SO VOID RESTRICTION TO USER
0 votes -
Customized Reports from the Invoice and schedule report
Require a fully functional customized report from invoice and Bills. It could be really helpful in analysis.
Analytics Report is not really helpful in certain way as it not real time and 2 way sync. Hope this may implemented soon.3 votes -
Electronic invoicing
The Greek government voted a new law that wants all companies that issue invoices to comply with the new regulations for electronic invoicing.
This law requires online connection of the ERP systems with the Greek IR (electronic invoicing). Are you aware of this issue? Can you help us with this implementation?
Below some links that may help you.
This is the official website of the Greek "Independent Authority for Public Revenue" referring to electronic invoicing:
https://www.aade.gr/mydataThey also have a website for developers. They say that they have created an API for the developers of ERP systems
https://www.aade.gr/myDATA/tehniki-tekmiriosi
https://mydata-dev.portal.azure-api.net/docs/services/myDATA-dev/operations/get-requestinvoicesThank…
28 votes -
create a report to show which items are reordered by customers
I'd like to see which items are reordered by customers. I can see which items are popular for at least one order but it would help to know if repeat customers order them again. This could be a "Sales by Item" report but instead of customer names with a sum total ordered over a period, it would show specific invoice numbers/customers/dates so I could see if a customer ordered that item more than once.
1 vote -
4 votes
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1 vote
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Export invoice content as .xls and .csv file
I need to make some calculations on invoice contents. Multiple items invoice takes lots of time to work on..
1 vote -
like purchase and sale price can I have different name of an item for purchase and sale
I purchase an item as A and want to sell the same item as . so like defining purchase rate and sake rate in item there should be an option to have sale item name
1 vote -
Client Portal Profile Picture or Logo
Need to have this customization after all, it ia the year 2020. We need the ability to add a custom image or logo for the client's profile in the client portal. Possibly we could add their logo,or the customer can add one or change it from the one we chose.It is a bit misleading as you try to click on the profile icon by the company name. This should take you to a place to add a picture of your choice.
6 votes -
supplier credit notes need to show on deposit slits
we need to see amounts of supplier credit notes on deposit slits
3 votes -
Add Access to Client Portal
Access to the client portal. It would be nice if there was a way to access the client portal from the client's account overview page on the backend. Add an option or a button from the clients account page that puts you directly in the portal, giving you the ability to jump inside each client's portal, seeing what they see. I think it is important to have full access, since we are the ones creating it anyway.
8 votes -
Committed Stock
Our Items are part of Composite Items too. When we need to assess committed stock of an item, we are having to search at item level and then at each composite item. This causes efforts and delays.
We suggest that based on the committed stock of the related composite item, the committed stock of the item should include the committed stock of the composite item where it is going to be used.
For example, if I have a product named X which is in use in a composite item named Y. If I have 20 number orders for X and…
4 votes -
use the customer/payee name to narrow down possible matches.
it is ridiculous how bad the possible match feature works. It wastes so much time.
1 vote -
Ability to call Custom Functions from Custom Buttons
We have written several Custom Functions that work in the Automated Workflows, but some of these we also use for Custom Buttons so they can be called on demand.
Right now, even though it's the same code, we have to manually copy and past the complete code into the Custom Button. This can lead to problems if the code is updated and we forget to update all the custom buttons.
Solution: Provide a way to call the Custom Function from buttons, for example if we name the custom function "po_userevent" call it from the button by doing something similar to:
…
1 vote -
Fetch GST of Customers based on PAN and update all Invoices with their GST respectively
We create recurring Invoice for our cutomers, their PAN is updated, but we have to manually check for GST number at the end of every month and update GST in Invoice. If Zoho could directly link to GST portal and auto fetch GST number for customers, it will be a beneficial feature
1 vote
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