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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Bulk Recurring Next Invoices Changing
Hi would really like to see a option to bulk change recurring invoices dates, due to the fact that our invoicing dates do change each month and we have many recurring clients, to change each one separately is a hassle
1 vote -
Live stock updation
stock updation should be live in Zoho inventory and have integration with Zoho creator
3 votes -
Item Rate Contract Monitoring
In contracting industry, billing is based on item rates. We should be able to open project based on item rate contract and not on hours.;;
1 vote -
Set Tags as mandatory, as is done in zoho expense
We would like to be able to assign that the tags within zoho books can be set as mandatory, as is done in zoho expense
1 vote -
how to print selected delivery notes in one action
I want to give customers a delivery note instead of an invoice.. but don't want to have to click on each individual invoice to print a delivery note.. i want to select several invoices and print delivery notes for the the selected ones
1 vote -
Assign user to a branch
Currently a user can access all branches. It would be great if a user can be assigned one particular branch instead of the default branch.
20 votes -
Allow displaying SKU numbers and Bin locations of items on the picking list
Please allow the ability to enter the bin or shelf location of each item whenever a new item is created. This location should then be allowed to display on the picking list for easy location of the item. This is very critical for wholesale customers and will ensure the loyalty os Zoho inventory csutomers like me.
3 votes -
Display AR Aging Summary By Invoice Due Date at the bottom of the customer Statement of Account
It will be helpful to add aging of the invoices at the bottom of statement for customers or vendors Cuz it's highly required by many our customers besides,
Some accounting software's provide that feature already. So it won't be difficult to apply it in ZohoBooks !!kindly find example photo in this link ...
https://help.zoho.com/portal/en/ticket/40089819096393 votes -
item wise sales person
Currently there is only an option for assigning sales person for the whole invoice. it would be great if there is item wise assignment of sales person.
1 vote -
Advance payment for Vendor Invoices
Advance payment for vendors is available as credits for Bills only. But our vendors give GST invoices instead of bills. These credits are not available for applying on invoices. It gets credited as Prepaid Expenses, which is not proper. It would be useful if advance payment is available in vendor Invoices.
1 vote -
linkedin
On the customers' screen, add LinkedIn as an additional social media link. For business contacts, this is more important than Facebook or Twitter.
3 votes -
Make delivery challan accessible to user who can generate invoice.
Please make delivery challan accessible to user who can generate invoice. I dont understand the logic of hiding this module to users who generates invoice.
1 vote -
Match transaction by searching invoice number
When a bank statement is uploaded, there is option to match invoices. The "Best Matches" only able to find invoices that have same amount. In my case, most of the transactions are pretty much have a same amount. Also the description of my bank statment included the invoice number. However, there are no option to find match invoice by searching invoice number.
3 votes -
Role of MSMEs in Indian Economy
MSMEs are an important sector in the Indian economy and its play a key role in economic and national development. They not only create jobs but also work together to develop backward and rural communities. As per the Government annual report (2018-19), presently there are 6,08,41,245 MSMEs in India.
With a hope of the to create five crore job opportunities in the MSME sector, the Government had announced about making changes to the MSME, where turnover will define an MSME, and not based on investment put into it.
Since its inception, part of MSME has proven to be India's most…3 votes -
Extended Exchange Rate Conversion
It is very common for an international company to be obligated to report to the head office in a different currency. So far there has been no function that allows for fields showing the currency conversion in a different currency in for e.g. expense, journals, reports. This is a crucial function for us as an international company.
6 votes -
1 vote
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stop invoice creation for late paying customer
If a customer has overdue payment, this function will not allow the sales team to make an invoice until the invoice is paid. this will save a lot of time on going over every invoice to make sure the customer has paid it before approving.
1 vote -
Include Multi Product Barcode Creation
Allow Zoho inventory to upload all product details in a manner that the barcode printer is able to read the item SKU's and auto generate barcodes. Currently, the process is vey tedious and stocking large number of products is difficult.
1 vote -
Would like to have .xlsx export options under GSTR1 filing details for all invoices
In new GST update made in the Zoho Books, the option of exporting as xlsx under GSTR1 is not available. We are able to only upload and not able to export the transactions in excel format for records and to reconciling purposes.
7 votes -
create bank rule from transaction
Ability to create a bank rule straight from a transaction ,with fields pre-populated. There is so much pollution on statement lines with transaction ID's, references etc, sometimes payee names are cut off. Extremely time consuming trying to type every little nuance & quirk for each statement line in a bank rule from scratch.
1 vote
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