Zoho Books
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6159 results found
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format for INVOICE
the format of invoice for each entity is different. the style, size, color and placement of logo and other mandatory fields like date, invoice number, HSN code etc.
Pls allow for option to customise the standard formats / templates available in zoho books.
Introduce placeholders for each field. Each of these can then be modified for its placement, shape, size, color etc etc.Once done, this can be saved by the user for future use. Makes it standard and unique for each business.
3 votes -
EASIER WAY TO EDIT ENTRIES
When reviewing the reports or general ledger or trial balance, the accountant or auditor or the user may want to edit some entries from one ledger to another.
While reaching the voucher is easy from the reports section - coming back to the reports section or the ledger is not as straightforward.Please provide 2 short cut buttons - showing access to ledger that is being edited. And second showing access to the report page - be it trial balance, balance sheet, general ledger or pnl page.
1 vote -
Payment Receipt link via sms
A link to payment receipt should be included in the payment thank you sma, So the customer can download Receipt from the sms link
3 votes -
1 vote
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1 vote
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I want cash as default like bank in deposit to or paid through because i have multiple cash A/c
1.cash counter1
2.cash counter 2
3.cash invoice, Default as cash counter in Deposit to3 votes -
Update Lakeland Bank to their new eTreasury platform login
The US Bank, Lakeland Bank, has changed their platform for their business accounts to eTreasury. The configuration to get feeds needs to be updated.
1 vote -
Please make an option to show line items on the check stubs.
We request an ability to list out items on a check stub. Currently we are only able to show Bill ID and a total. We want to show a line with principal $X and another line with interest $Y for our bank loan payments. The bill itself shows this, but the check only shows total. Your help desk says this is not possible.
It should be optional, because most bill payments by check should not itemize out every line.1 vote -
Need way way more options to customise invoices. More details in Item view, more discount options, more options to re-arrange calculations..
Need way way more options to customise invoices. More details in Item view, more discount options, more options to re-arrange calculations..
1 vote -
urgently needs recipient name & tel number on deliver order
urgently needs recipient name & tel number on deliver order
3 votes -
please add stock location option with batch details
when create bundle to add new stocks, we have to show those stock where it placed (item location - like, raw, column) so we can reaching there quickly to dispatch those item,
also we can change item location as per need
1 vote -
2 votes
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Zoho Books > Documents > Email forwarding to Documents using a simpler email like accounts@mydomain
One of the biggest issues is using the zoho documents email because you can't give it to 3rd party suppliers without them messing it up.
It would be far easier to create an email in zoho mail like: accounts@mydomain, then using the filters to forward this to the email in zoho mail to the address supplied by zohobooks for the document scanning.
This would create a easier workflow and less admin for the team!
3 votes -
Currency symbols for all prices
At the moment, in templates a currency symbol only appears in the total amount/sum. It would be helpful to have currency symbols for ALL prices like item prices, taxes and discounts (if given as amount and not as percentage) and subtotals as well.
9 votes -
Currency symbols for all prices
At the moment, in templates a currency symbol only appears in the total amount/sum. It would be helpful to have currency symbols for ALL prices like item prices, taxes and discounts (if given as amount and not as percentage) and subtotals as well.
0 votes -
Allow templates to be linked with client language
I think it would be nice the templates would be linked somehow to the. clients language. I mean, if I have a client that only speaks french (and it is configured that way), I want to send him all the templates in french and not have to select every template manually
1 vote -
Allow sending (email) individual invoices at a scheduled time.
Allow sending (email) individual invoices at a scheduled time.
2 votes -
Allow sending (email) individual invoices at a scheduled time.
Allow sending (email) individual invoices at a scheduled time.
0 votes -
Allow multiple lines for Clients name
Allow multiple lines for Client name (some client are operating as c/o or in "care of" another company that needs to be displayed properly in the invoice.
1 vote -
Need expenses approval. I need to manage all expenses with my knowledge.
Need expenses approval. I need to manage all expenses with my knowledge.
1 vote
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