Zoho Books
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6411 results found
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Allow for reminders to be turned on based on customer, vs 'all or nothing'.
Some of my customers do not need reminding, they simply have a big AP process and reminding is unnecessary, however other customers do need reminding, and at different intervals depending on my past transactions with them. Like "Bob" likes to "forget" and needs to be reminded every 7 days, while "Jim" gets a 15 day 'unspoken' grace period before I start nagging him. And no, simply chaining the due date won't work bc if Jim thinks he doesn't owe it for 15 days, then I won't see it for 30. So at the customer level, I'd like any invoice made…
1 vote -
Choose bank account in Invoice
I have 2 bank accounts and needs to select the bank details according to the clients. can i do that?
1 vote -
Filter Companiess from Individuals in Customers
We sell both B2B and D2C; we need the ability to filter to see either only our wholesale (Company) or Retail (Individual) Customers. The system already tags them so it shouldn't be a hard thing to add.
1 vote -
Invoice Upload
Need an option to mention if Reverse charge is applicable for Sales Invoices while the data is uploaded into ZOHo for creation
3 votes -
Invoice Upload
Need an option to mention if Reverse charge is applicable for Sales Invoices while the data is uploaded into ZOHo for creation
3 votes -
1 vote
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Create an alert and notification when
Create and notify when employees do not enter the daily working hours on the timesheet each day
3 votes -
Profit per invoice listed ad a choice of a column when reviewing invoices
Need column showing profit on invoices. Only thing i need or want now. I love ZOHO but.... i just started xero to see what its like. Please make this column happen and i will delete the other and never look anywhere else again. Also ill start pushing ZOHO everything on all my contacts. Thank you
0 votes -
Be able to distinguish between TIME and ITEMS when exporting invoices
Be able to distinguish between TIME and ITEMS (Cost price and selling price) when exporting invoices so that you can workout your profit and loss account.
1 vote -
Access to change Account type
Chart of Accounts:
Allow access to change an Account type even after data has been fed into it as we may want to classify the expenses under a different account later.1 vote -
Edit Layouts in Books vendor module
We need to be able to edit layouts (like we can in crm) in books vendor module, so we can create rules of what data to show. Also would like roles and profiles so we can restrict certain info to certain users.
1 vote -
1 vote
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We are not able to edit the transactions after it is been reconciled, please add this option as it is difficult to undo all the previous rec
We are not able to edit the transactions after it is been reconciled, please add this option as it is difficult to undo all the previous reconciled accounts and do the reconciliation again
Please look into the matter at the earliest3 votes -
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
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