Zoho Books
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6191 results found
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Dashboard
It is great to have the option to choose the financial year. My requests are the following
1. Provide options to choose the period (in the dashboard)
2. Provide options to the bank accounts (one or multiple)Further, once we choose, the bank, it would be ideal to choose the dashboard out of the bank account. It will help to manage multiple bank accounts more effectively.
1 vote -
EWAY BILL FOR IPHONE APP
EWAY bill creat by iPhone apps
4 votes -
Allow $0 price for a pricelist item
The pricelist does not differentiate between $0 and null. In some cases may need to include an item at a zero charge on an estimate/invoice.
When entering a $0 price, this is automatically wiped and set to null. Null and zero are not the same.
Currrently you need to remember and override this manually.
3 votes -
customer statement
Customer statement: all historic transactions
When selecting the period for customer statements, there should be a faster default option to select ALL transactions - instead of heaving to go back years in time.
1 vote -
Custom logic for Books to select the appropriate Invoice Email Template
We have mutiple Quote/Invoice Email Templates. We would like to setup some custom logic that says if select the appropriate Email Notification Template this could be super helpful if like us you have various departments and what a nice branded email notification.
1 vote -
Custom logic for Books to select the appropriate Invoice Email Template
We have mutiple Quote/Invoice Email Templates. We would like to setup some custom logic that says if select the appropriate Email Notification Template this could be super helpful if like us you have various departments and what a nice branded email notification.
2 votes -
Inactivate a user from project
Now there is no option inactivate a user project so as to prevent user from accessing the project in future
3 votes -
Ability to generate invoices on the LAST day of each month.
Having the ability to generate invoices on the LAST day of each month would be beneficial. As you know there are 28, 30 or 31 days in a month.
You can only generate recurring invoices on specific dates.
3 votes -
5 votes
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Please add a function that can select company name to be showed in checks
I want to show the company name in checks instead of display name
5 votes -
Give abillity for attention to field in Zoho Books Customer Address and must be linked to Kontaktperson of company
On the documents in Zoho Books (Estimate, Sales Order, Invoice, Purchasing, etc). There is currently no way to select a contact person of the selected Company Account as a lookup.
Please make it possible to add a field that relates to selecting a contact person of the company that the document is addressed to.
1 vote -
Address in Zoho Books Document (Need Company Main address)
In many countries in Europe, the address of the customer on the documents have the companies main address, the delivery address and the billing address. Please make it possible to add the additional address the main company address. Thanks.
1 vote -
Weighted average for stock instead of just FIFO
Would like to have the option of calculating the cost of stock usage in the weighted average method
4 votes -
Credit Card Auto-Import Original Currency and Exchange Rate
For foreign transactions on my credit card I cannot see the original value, but only the exchanged main currency value. I'd need to also original value, because that is what is written on the receipts I want to attach to it.
1 vote -
Landed Cost on PO
We cant do Landed Cost on PO. We raise PO on transporter. Transporter gives a bill. WE book the bill and allocate landed cost. Does Zoho thinks things happen differently in any company. Show me one.
1 vote -
Items Prices linked to an Index
I sell items that have a cost/purchase/sell price attached to an Index. For example Aluminum, Zinc, Copper...
The Index at the London Metal Exchange (LME) for these materials changes intraday but for simplicity, I only need update my prices once a month.
If I could store the value of LME for Aluminum, Copper or Zinc in a single field and define that this or that Item is linked to that field, then I can drastically simplify the updating of prices.
For example: Item1 this month would be 'ALUMINUM LME' ($2) + Item purchase price ($3) = $5. Next month LME…1 vote -
Display line level discount in Transactions tab in the contextual item sidebar
The Transactions tab in the contextual item sidebar feature launched in the month of May 2020 is a very useful and a welcome feature.
It presently shows the Quantity and the Item price. We request you to kindly enable it to show the line-level transaction discount also as it is a variable for each customer and a very important and required information. This is for all the modules - Estimates, Sales Order, Invoices, Purchase Order and Bills.
5 votes -
filter invoices in mobile apps
in mobile app customers tab, add filter to separate activities and invoices.
1 vote -
integrate with openinvoice
Integrate with openinvoice so invoices generated in books would automatically submit into openivoice.
1 vote -
Report to show the receipt matched with bank separately.
Create report to show the matched payment receipt separately.
1 vote
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