Zoho Books
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6410 results found
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Ability to edit Chart of Accounts with out system account types
Need the option of making the systems' pernament account type,names not visible at all when you don't use them. Especially when you want to print all the columns. It's very confusing. Even though you don't check the "make active' box, it's still shows up
Thanks!4 votes -
It would be very helpful to have the option of using the same account name within different types or Parent accounts.
Chart of Accounts: It would be very helpful to have the option of using the same account name within different types or Parent accounts.
1 vote -
make a project be able to be created when creating a Sales order.
When creating a sales order, you need to be able to create a project linked to it.
This is the same function that is available when you are creating an estimate but is not available in Sales Order.
Normally you would not create a project until the Estimate has been accepted and you raise a Sales order.3 votes -
1 vote
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Secure way to send credit card details from CRM to Books
My sales team does not work in books but will collect the credit card for new sales. ZoHo does not have a way to send this information over from the CRM to Books for the finance team to process.
We can create quotes and estimates and even change those into invoices not sure why we cannot process credit cards.1 vote -
Custom journal filters
I love to have the ability to create custom fields for manual journal entries.
However, I'd like to be able to have a custom view of manual journal based on these fields.
Something like the customized filters like for the invoices or expanses would be perfect.
1 vote -
Assign a user as the Vendor owner to provide access only to the data of vendor.
User should have access to view the data related to his vendor for better vendor management. This helps the user to check expenditure, statements, payment status without depending on accounting professional. Example: IT user will have access all vendors supplying hardware, software and peripherals and likewise administration team marketing team and HR team will have access to their vendors for better management vendors.
4 votes -
Packing List for export
Please add Packing list option which is customized for every one in which we can put detail of consignment dimension, net weight, gross weight, amount, no. of items and etc.
1 vote -
Monthly Reports for any account in chart of accounts
lets say, you take Vendor A, we should be able to see a monthly purchase/payment summary on month vise also, a graphical chart in addition would be helpful.
Let say, there is an expense accounts, 'Transportation Charges', a monthly summary along with a bar or line chart.this helps in identifying patterns and quick decision making.
4 votes -
be able to use oanda as automatic currency converter
enable the use of oanda as currency covnerter instead of open exchange rates
1 vote -
integrate Zoho payroll into Zoho books for European clients
I suggest to launch Zoho payroll to the international market and pair it to Zoho books.
2 votes -
format for INVOICE
the format of invoice for each entity is different. the style, size, color and placement of logo and other mandatory fields like date, invoice number, HSN code etc.
Pls allow for option to customise the standard formats / templates available in zoho books.
Introduce placeholders for each field. Each of these can then be modified for its placement, shape, size, color etc etc.Once done, this can be saved by the user for future use. Makes it standard and unique for each business.
3 votes -
EASIER WAY TO EDIT ENTRIES
When reviewing the reports or general ledger or trial balance, the accountant or auditor or the user may want to edit some entries from one ledger to another.
While reaching the voucher is easy from the reports section - coming back to the reports section or the ledger is not as straightforward.Please provide 2 short cut buttons - showing access to ledger that is being edited. And second showing access to the report page - be it trial balance, balance sheet, general ledger or pnl page.
1 vote -
Payment Receipt link via sms
A link to payment receipt should be included in the payment thank you sma, So the customer can download Receipt from the sms link
3 votes -
1 vote
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1 vote
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I want cash as default like bank in deposit to or paid through because i have multiple cash A/c
1.cash counter1
2.cash counter 2
3.cash invoice, Default as cash counter in Deposit to3 votes -
Update Lakeland Bank to their new eTreasury platform login
The US Bank, Lakeland Bank, has changed their platform for their business accounts to eTreasury. The configuration to get feeds needs to be updated.
1 vote -
Please make an option to show line items on the check stubs.
We request an ability to list out items on a check stub. Currently we are only able to show Bill ID and a total. We want to show a line with principal $X and another line with interest $Y for our bank loan payments. The bill itself shows this, but the check only shows total. Your help desk says this is not possible.
It should be optional, because most bill payments by check should not itemize out every line.1 vote -
Need way way more options to customise invoices. More details in Item view, more discount options, more options to re-arrange calculations..
Need way way more options to customise invoices. More details in Item view, more discount options, more options to re-arrange calculations..
1 vote
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