Zoho Books
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6410 results found
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CREDIT NOTES - CLOSE OPTION
Close Button, like the ones we have for invoices that we physically mail versus email. Sometimes we just need to close out credit notes rather applying to invoices because it deducts from more than one and offsets value which is normal in business world but if we can just close it rather applying it since customer pays in full intended invoice and we dont like using the refund button but doing that for now...thanks
1 vote -
Bank reconciliation report that shows outstanding transactions after reconciliation
Please create a bank reconciliation report that shows reconciled transactions and outstanding transactions remaining, after reconciliation.
7 votes -
3 votes
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Save an estimate or invoice inside Zoho Documents
Why there is no icon to save the estimate (as PDF) directly inside a sub folder in Documents?!
Function like this it merit to be applied on all Zoho modules as estimates, invoices etc.. by this way the user can save a copy or backup in easy way also this will encourage the users to buy more space and use Documents.
3 votes -
In Items reports, be able to show calculated Landed Costs value against Items.
Landed costs associated with Importing, duties and freight are allocated to bills at an Item Level. It would be good to see this calculated value reflected against individual items in a separate entry or report.
1 vote -
Lock Functionality for Accountant
2 different lock functionality
Lock 1 - affect all users except accountant user
Lock 2 - affect all usersWith the above Lock 1, accountant can review the accounts and make changes easily but not other users.
Current lock feature is Lock 2.
3 votes -
Clone Estimate from another invoice
Hi,
There are cases, where we need to maintain rates exclusive for customers and are repetitive
There could be an option, where I can clone an old invoice in to a new estimate, so that the rates of the items will be carried without much effort.Thanks,
Sreeni1 vote -
Make the Estimate and Invoice templates field changes during entry time rather than pre-defined.
Hi Zoho Team !
I completely rely on Zoho books for my Accounts.
I raise several estimates and invoices on daily basis.
My customers requirements on invoices vary. Some people expect printed estimates & invoices with sign and Seal. Some people are good with digitally signed estimates and invoices.
I have to cater the customers as required.by them to sustain my business.
For this purpose, I currently use 7 different templates for estimates and 12 different templates for invoices.
Example.
Estimate with description & item-wise discount,
Estimate with description & total discount,
Estimate with description & no discount,
Estimate without…1 vote -
Round off/ adjustment in zoho expense
Actually most of the vendors provide Invoices with minor paisa round off or adjustment including Zoho Corp as the vendor sent me an Invoice with .14 paisa rounded off but I cant do that while filing an expense in Zoho books. And it is really crucial because the amount always differs while GST filing.
4 votes -
add pay online feature to estimates
We work in an industry that we send quotations (estimates) to a lot of customers and clients. Sometimes the customer accepts the estimate and wants to pay, so we have to take the details over the phone to process a card payment, or manually send a payment request via Paypal.
Can the pay online feature on your invoices be added to estimates?
3 votes -
Be able to customize content of dashboard in Zoho Books
1) Decide which section we want to include or not in the dashboard
2) Include a section with web links2 votes -
TCS u/s 206C(1H) appicability
How to levied TCS in Invoice
1 vote -
is zoho planning on a remote office environment like Sococo...would be a great addition
Would love to have an integrated virtual office where we can collborate with coworkers and actually see if they are at the desk. We currently use sococo but would love to stay integrated into the Zoho environment for easy collaboration etc. I know that zoho connect is close but hoping something better is planned
1 vote -
Recurring Projects
I have repeating monthly services, which are charged on fixed cost.
Even though there are fixed I create a project to log actual work hours in order to track internally how we perform and if our pricing is correct.The problem is that I have to clone this project each month manualy in order for the budget vs actual and revenue reports would be correct each month. Else the comparison is for a project which is setup up for one month vs logged hours of several months.
It would be useful if there would be an option for setting up…
3 votes -
Salesinbox App
Bothers me that I have to resort to switching to other email clients instead of being able to access my Salesinbox on the road. Is this in the works?
3 votes -
Need banking in mobile app
Really need the ability to interact with the banking section from within the mobile app. I didn't have my laptop and wanted to make updates from the app. No joy!
3 votes -
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
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