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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sales order placement from customers
It would be nice to allow customers to directly fill the sale order on their portal area, the order should then remain in a 'hold' status, until we confirm it with a delivery date for example, or with some price correction. I tried to do that using COmmerce, but doesn't allow to order more than 1.000 pcs. and I cannot figure out how to automatize this some way
1 vote -
Time sheets to track employee hours
I want to be able to track time that our employees are working for the entire day. Currently they would have to make a new time sheet after they come back form lunch. I would like to see being able to enter multiple times worked under the same project in the same day. Also if they could be organized into a week that would be helpful as well.
2 votes -
please create an advance payment amount option in the invoice
have a item which says advance payment % that is automatically calculated and then have this as the main invoice which auto subtracts and goes out as reminder for remainder
2 votes -
Mileage Expense with an allowance
Request that the admin have an expense configuration item for a credit for mileage before calculation. I.e. employee submits expense for 72 miles for 1 day but the employer pays for mileage above 40. Thus the actual payment to employee will be for 32 miles in total. Currently this is done after the fact through analytics and is quite painful.
1 vote -
1 vote
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Allow a journal entry to directly adjust sales tax payable; not all adjustments involve payments!!
Allow a journal entry to directly adjust sales tax payable; not all adjustments involve payments, so it makes it impossible to have the payable balance correct at year end if tax payments are in arrears.
1 vote -
add gold and silver currency code XAU AND XAG TO ZOHO BOOKS CURRENCIES OPTIONS CHOICE TABLE
THIS will solve the issue of recording purchase of gold as a reserve asset for management of corporate treasuries
right now we are using the bill function with zoho books but it is not right because it is used for managing inventories, which is different from managing treasuries by investing in gold
the simple and elegant way is to simply ADD a currency code XAU AND XAG to zoho books and then we could simply add manually an cash account denominated in XAU to record the transfer of fiat currency into gold as an current assset to hold in the…1 vote -
YEAR-END CPA JOURNAL
WHERE'S THE LINK TO JOURNALS 101
1 vote -
retainer low balance alerts
please see this zoho finance thread and add feature to zoho books as well:
1 vote -
Monthly Financial Reports
Can we please have a monthly financial reports? This way we can analyse each month vs prior month. Also we can do trend analysis for the 12 months.
Thank You
Dhana
4 votes -
suryakumar
kumar
3 votes -
Customise Dashboards
I want the option to move around the dashboard items and arrange it in my preferred order. example the Total Receivable and Total Payable is in the top of the dashboard. I want to keep Income chart and the watchlist on top.
1 vote -
I can't believe there is no check register
Add a check register & the ability to write a check without a bill. This is a major mistake on my part. I assumed this system would have a feature as fundamental as this.
7 votes -
Please integrate first atlantic as a payment gateway
Please integrate first atlantic as a payment gateway
1 vote -
Fix the Avaza to Zapier zap
There is a bug in the current Avaza (a very good time/projects + billing system) to Zoho Books implementation (zap) that I have sent several emails to Zoho support about which has been going on for several weeks now without news on the fix. The bug seems to be random as far as I can tell (hours and hours of testing and resets later) and the Zap fails with a "Cannot read property '0' of undefined" error message. I have been on the phone to support too but I can hear/see no progress on this. Zapier integration is great feature…
3 votes -
Enable invoice payment through Stripe ACH without client portal
When I send an invoice to a customer/client, I would like for them to be able to pay the invoice by clicking the "pay now" button on the web version of the invoice without enabling the customer portal. I want the client's experience to be as simple as possible. A portal opens a can of worms with all of the associated complexity and extra information.
3 votes -
Ability to disable credit card but allow ACH using Authorize.net
We need the ability to allow for ACH payments while disabling the ability for Credit Card payment. This needs to be allowed on a per customer basis. It would be nice to enable and disable on an invoice basis as well.
We have many wholesale customers we do not allow to pay via CC, but we allow ACH.
7 votes -
need to apply Turn over discount as Vendor Credits to Several Bills, and currently there is no such function in Zoho Boooks
I need to apply Turn Over discount (monthly or quarterly basis) as Vendor Credits to Several Bills, and currently there is no such function in Zoho Boooks
4 votes -
How can we adjust a non cash transaction.
eg: to setoff the ledger balance between a debtor and a creditor ,if both were the same party or other. "A owes B Rs.1000, B owes A Rs. 5000, then B asked to setoff the rs.1000/- and the balance Rs. 4000, will be paid by them.
1 vote -
1 vote
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