Zoho Books
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6725 results found
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MULTIPLE PREFIX FOR INVOICES IN A YEAR
IF A COMPANY HAS SPARE SALES AND SERVICES, THEY WOULD LIKE TO MAINTAINING BILL SEPARATE FOR SPARE SALES AND SERVICE RECEIPT ON WITH TWO PREFIXES, FOR EG. SPS/001... & SRR/001.... THIS THING GOOD FOR RECORD FOR B2C AND B2B SALES ALSO
1 vote -
1 vote
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Create a system where customer balances can be sent by SMS to the phones of those who do not have emails.
I wish to be able to send invoices and customers balances in bulk at one time. Currently the system allows only sending an invoice or a reminder in a single email. I like the Accounting modules in ZOHO, and I am actually adapting ZOHO for a school, so dispatching invoices or balances one at a time is slow and laborious.
Some customers do not have emails, but have WhatsApp or SMS and I will like the system to permit balances to be sent by WhatsApp or SMS.1 vote -
Allow inventory reorder point emails to got to someone other than the primary.
The primary email is the President of our company. I want inventory alert emails to go to me, the manager. Not an unusual scenario. Please allow alerts to be set to any user OR an admin at the very least.
4 votes -
01. Transaction Rule auto add feature 02. Bulk search/update and add uncategorized bank lines
We can create the Transactions Rules but then we have to go to all the uncategorised bank lines individually. This does not save us any time. The rules should be able to auto pop up on the bank feeds window. We should then be able to select/search ruled lines and add them all at once without looking at them.
This also relates to uncategozied bank lines. I see that we can search in Zoho bank feeds but we can not then select and add multiple lines at once. We cannot not select multiple lines after the search window is shown…
1 vote -
Default tax on each line for bills
Currently I have to choose the tax for each line on any purchase order, expense or bill. I should be able to default it to GST for Australia as almost every item has the tax, the same as it does when an invoice is created.
3 votes -
vendor/customer option to exporting popup for invoices
- add vendor/customer option to exporting popup for invoices
- increase Date Range for invoice exporting
0 votes -
how to place digital signature in invoice
unable to find the option to select the location of the signature on invoice template. Please guide
1 vote -
Firm access like QuickBooks
I would like to have the same options as a firm in Quickbooks and not have to buy licenses for consultants to access clients under my firm.
1 vote -
Automated manual journal for depreciation at X% rate
In Canada, depreciation rates for tax reporting purposes are determined on a per asset category basis. Depreciation is not linear. It would be nice to automate a journal entry based on that % and the remaining asset value on the BS. Example, for a 1000$ inial asset value that depreciate at 20% per year, Depreciation expense at year 1 is 200$, remaining asset value is 800$. At year 2, depreciation expense is 20% x 800$ = 160$, remaining asset value is 640$, And so on... Right now, the recurrin journals feature can only be set at a fixed depreciation value…
4 votes -
1 vote
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tracking of items purchased for a particular project
Ours is Contracting company where we purchase items for projects. Now we cannot get the list of materials purchased for a particular project. It would be great if we could track items purchased for a project.
3 votes -
adding the cardpointe( first data )
First data is one of the major Merchant solution in North America, its important that zoho having integration with carpointe
1 vote -
Please provide a facility to match a bill to the credit card entry and the credit card bill payment from the bank account
Please provide a facility to match a bill to the credit card entry and the credit card bill payment to the bank account. Once all the bank statements and the credit card statements are imported in Zoho, I should be able to match the bill to the credit card payment and the bank statement entries to the the credit card bill payment
1 vote -
Enable Yoco Payment Portal
Would love to see this payment portal option for online payments due to the fact the 99% of our clients uses the Yoco payment systems even on their e-commerce stores that we develop.
1 vote -
Bulk Recurring Next Invoices Changing
Hi would really like to see a option to bulk change recurring invoices dates, due to the fact that our invoicing dates do change each month and we have many recurring clients, to change each one separately is a hassle
1 vote -
Live stock updation
stock updation should be live in Zoho inventory and have integration with Zoho creator
3 votes -
Item Rate Contract Monitoring
In contracting industry, billing is based on item rates. We should be able to open project based on item rate contract and not on hours.;;
1 vote -
Set Tags as mandatory, as is done in zoho expense
We would like to be able to assign that the tags within zoho books can be set as mandatory, as is done in zoho expense
1 vote -
how to print selected delivery notes in one action
I want to give customers a delivery note instead of an invoice.. but don't want to have to click on each individual invoice to print a delivery note.. i want to select several invoices and print delivery notes for the the selected ones
1 vote
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