Zoho Books
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6410 results found
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is there any way we can do Delivery order before do invoice ?
Singapore construction line we will send the quotation once the quotation approved we will send the goods for installation for that time we need Delivery order the site supervisor will sign the document then only we can create the invoice is there any way we can do the delivery order before invoice
1 vote -
1 vote
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Proforma Invoice
many customers ask for proforma for making advance payment.Estimate template is no good for this.What I do is make an invoice with a different set of serial numbers abbreviated PRO/INV/2021/xxx make a pdf print and correct the header to read as proforma Invoice.After sending make the invoice void ! By including PRO in search all such invoice can be grouped.Actually there is no difference between an Invoice & Proforma Invoice but for the control number and the header and may be due days for making payment..
1 vote -
Adding time period of service
for service providers , It is better to enter the details for the time period services are rendered rather than one single date .Hence will be helpful in sales reports too
3 votes -
Allow for default universal/advanced search across the entire Zoho Books database
Zoho Books holds a lot of information, just like any accounting system.
It would be great of Zoho Books had the ability to automatically do an advanced Advanced Search across all modules instead having to drill down into a specific module each time you are trying to find a transaction, expense, PO amount, etc.For example, if I am need to check and ensure a purchase order was created for a specific dollar amount, I currently have to click Purchases > Purchase Orders > select the drop down search by clicking on the magnifying class > enter the dollar amount…
3 votes -
Rollback fonts on desktop/web app
Zoho changed the fonts and line spacing in an "update" last week. However, this has resulted in wasted screen real estate (white space), it looks like everything is zoomed in, there is too much scrolling and the font looks blurry.
I used to love the old font and the 'business tool' look of the application, and it is one of the things that drew me away from Xero. However, I think they are now trying to look like Xero. Big mistake!
1 vote -
Purchase order notification on Zoho before expiry
Option to add Purchase order on Zoho received from customers and get notified automatically before its expiry
3 votes -
Purchase order notification on Zoho before expiry
Option to add Purchase order on Zoho received from customers and get notified automatically before its expiry
3 votes -
signature
Capture client signature on invoices on mobile device. Joist app has a great integration.
2 votes -
Show credited invoices as "credited" rather than "paid"
When in a customer record, in the "sales" tab, currently, invoices show as "paid" when they have a credit against them. This is fundamentally wrong - they should be marked as "credited".
4 votes -
Ability to continue time entry from previous day
In a single click, be able to clone a time entry with a time value of zero and start the timer
3 votes -
1 vote
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Reporting tags for expenses
When running expense reports it would be very useful to be able to attach reporting tags to expenses so that a filter can be applied for expenses that only match that tag. Currently there is no way to filter a set of expenses based on a tag (or something similar) attached to certain expenses.
6 votes -
Debtor & Creditor Reporting
I would like to see Books have the ability to keep more comprehensive reporting for debtors and creditors. In particular the liabilities and the lenders of those loans. Currently a 'customer' can be matched against the loan, but it really isn't a customer, it is a creditor. By reporting correctly, users should then be able to run a creditor report showing creditors and the balances. This should also be able to be done for debtors.
3 votes -
Itemizing expenses should show remaining balance
When itemizing an expense (especially for an imported transaction where the total of the expense is known), Zoho auto totals all of the line items but it does not automatically calculate the remaining balance of the expense. I commonly split out certain fees or taxes from my expenses that import from my credit card and I have to do this with a calculator every time. It would be nice to have a button that enters the NET on a particular line, or at least just do the math for me.
3 votes -
Zapier - Create Item add more fields, be able to modify record
Right now you can create a new item through Zapier but you can only add the Rate for the sales order, there is no option to add the Cost for the purchase order.
Items do not have a lot of fields to begin with, it will be great if all the fields are available including custom fields, it will be just a simple mapping.
Also a new Zap should be created to Update information, not just creating items. This is very handy as items are often updated with new pricing
1 vote -
payment information on estimates
I would like to require customers give us their payment information, i.e. their credit card or bank account numbers, before they can accept an estimate. Then when we've finished their completing our work we charge their card. See the vendor Practice Ignition that has this. It's kind of like an insurance for service providers that customers have a valid payment method.
1 vote -
speed it up.
every time I try to enter a vendor name, it takes three letters and then takes 10 seconds to load the vendor list. It's hard to convince people to switch from qbo when each entry takes so much longer.
1 vote -
allow transaction entry into a register.
Clicking "add transaction" between each transaction is not efficient. I would prefer a register view like quickbooks. I shouldn't have to change the date for every transaction that is not recorded for today.
3 votes -
Flexibility to use account names as sub-accounts under multiple parent accounts
It would be very helpful to have the option of using the same account name within different types or Parent accounts.
3 votes
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