Zoho Books
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6159 results found
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Have a section on the Dashboard for Bill Approvals Pending
We depend on Books to streamline the approval process for outstanding bills. It would be nice to have the Dashboard show how many bills are waiting for approval and then link to that section.
6 votes -
GST TDS AND RETENTION MONEY IN PAYMENT RECEIPT PAGE
NEED FEATURE IN payment received time gst TDS and retentions money
3 votes -
e-invoicing, as launched by Govt of India
‘E-invoicing’ or ‘electronic invoicing’ is a system in which B2B invoices are authenticated electronically by GSTN for further use on the common GST portal.
Under the proposed electronic invoicing system, an identification number will be issued against every invoice by the Invoice Registration Portal (IRP) to be managed by the GST Network(GSTN).
All invoice information will be transferred from this portal to both the GST portal and e-way bill portal in real-time.
Therefore, it will eliminate the need for manual data entry while filing ANX-1/GST returns as well as generation of part-A of the e-way bills, as the information is…
1 vote -
Allow E-Signatures for Invoices
Please allow CUSTOMER e-signatures on INVOICES. Currently you only allow customers to sign the estimate but not the invoice? Seems a bit counterintuitive if your business doesn't create estimates for your existing customers.
3 votes -
Grouping of Client in Zoho Books
Generally all the reports are generated in Customer wise. However, sometime we have more than one company we do billing for the same client but different customer account.
In tally we can create Groups so it becomes easier to track the billing group wise.
For eg: if I am supplying goods to Reliance Industries Limited, Reliance Jio Comm Limited etc. I can club all these customers into Reliance Groups to have a direct balances.
3 votes -
As an online seller we only confirm and procure/produce items on orders after receiving advance from customer.
Need to send payment link as part of email communication to the customer so that they can simple click and pay. Otherwise lot of reconciliation effort is needed as many times orders is in name of spouse paid by the other and we are left wondering who has paid. Or many customers only give first name and it is problem to find out which "Nita" paid.
2 votes -
Intégrer le rapport FEC (fichier des écritures comptables)
Ce document est requis par l'administration fiscale française depuis 2014.
https://bofip.impots.gouv.fr/bofip/9028-PGP.html/identifiant%3DBOI-CF-IOR-60-40-20-201706074 votes -
Automatic data center switching
Switch an organization from the .eu to the .com data center easily or vice-versa.
1 vote -
Portal communication
Enable communication with customer prior to giving estimates or any thing else. The customer has to send me a seperate email. It would be nice to keep customers comments and /or discussions in the portal and no where else.
1 vote -
attach a QR code on invoice and estimates to initiate payments via UPI
one should be able to add a static QR code image file(so the customer can scan the same with any UPI compatible app) in the footer section of invoices and estimates so that customers can easily make mobile payments from the invoice itself
1 vote -
Integrate with Stripe Issuing to import transactions and track issuing balance for payments to vendors and/or expenses
Integrate with Stripe's Issuing platform to track the issuing balance and transactions like is already in place with their credit card processing platform and with many traditional small business credit cards at many banks, that way payments can be easily reconciled and transfers into the balance from a bank more easily tracked.
After that minimal integration is in place addon features that would help:
the ability to tie a card to a vendor in zoho to auto tag transactions on a virtual card to that vendor when vendor specific cards are used to control (and optionally an ability to create…
3 votes -
Provision to feed/upload customer PO
Provision to feed/upload customer PO and OR Work Order which can be linked to the raised invoices on the work processed corresponding to the PO. That way the POs received can be stored in the system at one place, also easy to track the progress of the PO, link invoices generated with the PO quantities, track balance quantities, track P&L of the certain work/PO/Work Order and understand performance graph of individual order/customer/item to a specific period, get reports of orders in hand, balance order etc.
1 vote -
1 vote
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Please allow us to switch from GST Registered to GST Unregistered in Australia.
Please allow us to switch from GST Registered to GST Unregistered in Australia. The Australian Tax Office allows us to switch, as well as the Australian software Xero and I would prefer not to have to switch.
1 vote -
discount
Discount to be split over item sales rather than posted to a discount account - similar to landed cost.
3 votes -
Ability to switch sync settings with Zoho CRM
I am looking to see it fixed with Zoho Books that two way integration is supported on it's own without having to contact support to enable or change my settings of Sync.
3 votes -
Customize Dashboard
Ability to create custom charts (esp in the income/expenses chart i want to filter by operating income & cost of goods sold).
Also the ability to customise the "Top Expenses" pie to choose the expense i want to view.
1 vote -
Option to hide Discount account in Profit & Loss statement
When multiple sub-accounts for Sales are used, having a single Discount account creates a consistent bias when showing the total values, for example in the Profit & Loss statement.
Sales accounts that include products sold with relevant discounts will show higher numbers than accounts with lower average discounts. This makes it very difficult to compare actual performance within the statement.
3 votes -
ITEM CONVERSION
PLEASE UPDATE ITEM CONVERSION IN ITEMS
EXAMPLE:- 1 BAG = 20 PCS
1 BOX = 50 PCS1 vote -
Add non resident gst vendors
We have state and territorial list but non resident could not be added at present. Please add an option in the source of supply as non resident.
1 vote
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