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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6729 results found
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Supress showing CGST & IGST breakup for consumer invoices
In a consumer invoice, I don't want the 2 GST amounts to be shown to the clients. They should be computed, but not show in the invoice as end consumers feel they are paying more..even though it is just a breakup of the product MRP
1 vote -
Zapier Functions
Please add Create Bill and Create Vendor actions for Zapier
6 votes -
Allow changing of warehouse
Could you add the ability to change the warehouse AFTER a Sales Order is converted to an Invoice? Right now, after a Sales Order is converted to an Invoice, the warehouse can no longer be changed in either the Sales Order or the Invoice.
1 vote -
Add stripe surcharge
It would be great to be able to charge the Surcharge for payment gateways to customers at checkout. ie it doesn't show on the total, but adds in when the payment method is chosen
4 votes -
Copy existing transaction rules from one account to another account
Would be a massive time saver if you could copy existing transaction rules from one account to another. Not sure if this is an existing feature though...
8 votes -
MUST create export capability to XLS for the Budget function in Books
To share and jointly collaborate on Budget development, there must be the ability to export budgets into Excel. A company may not want to give many users access to Books just so they can make inputs into the Budget. Also the inability to export the Zoho Books budget template to XLS format means to send out a template to our department heads, it has to be created manually. Totally unnecessary headaches here
1 vote -
Document the password restrictions for the Zoho/Yodlee integration
When adding a new bank, I received the error below. This is because the Zoho/Yodlee integration is truncating passwords at 40 characters. If I change my bank's password to 41 characters, I get that error. If I change my bank's password to 40 characters, it's accepted and I can add the bank to Zoho. This is not specified in the docs or help articles. The message is so generic that it doesn't explain what the problem is. Please document this. It's not that hard. Changing the message to indicate "passwords more than 40 characters will cause problems" is simple enough.
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1 vote -
Permit client based time entries
Timesheet entries should be permitted according to clients and/or projects rather than according to projects only. Currently, time keepers are unable to select the relevant client and project of that client. They can only see the project name. Some clients have the same project names and it causes confusion for time keeping staff.
1 vote -
Please add Payment dates on the invoice OR add payment date at item list
Once an invoice is paid it reflects a payment at the bottom but please can you add the payment date of each individual payment, I urgently need this so that my clients can use the invoice to claim back from their medical aid.
Alternatively each payment date and amount can also be added to the item list in order to act as a transaction/account history.
3 votes -
1 vote
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3 votes
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Price Comparison of a product from vendor
a price comparison option will be very helpful for Zoho user when they want to send PO, we know that particular item you can get it from different vendors and you are not aware of the price, hence if we have an option to save vendor price list compare the price at the time of purchase that will be very useful.
1 vote -
Please enable to use both discount option ( At transaction level & At transaction level) on invoice & Quotations
It will help us to provide discount only for items and also on total Amount
3 votes -
Adjustable Dashboard
It would be helpful if the dashboard was configurable such that you could add, subtract, and rearrange the different modules displayed.
3 votes -
Zoho Books -> Recurring invoices
Enable adding current month name in the item. This will help in generating recurring invoices for a year or two
1 vote -
Zoho Books -> Recurring invoices
Enable adding current month name in the item. This will help in generating recurring invoices for a year or two
1 vote -
sale and purchase entries in one account ledger
i case of some kind of dealer we may purchase different Items from them and sale differet items, so in that case, in zoho books we can not post purchase and sale both entries in one leadger.
Request you to kindly resolve the issue. or tell us how to do such entries in that case.1 vote -
Would like to have internal tracking rate vs external rate for billing
Please develop internal tracking cost vs External rate of billing for clients on a project so we can see our profit margin.
1 vote -
WATERMARK on PDF
All documents specifically Estimate, Sales order and invoice should carry a watermark of the document stage, DRAFT / APPROVED. After "mark as sent" only PDF can produce.
1 vote -
4 votes
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