Zoho Books
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6411 results found
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Portal communication
Enable communication with customer prior to giving estimates or any thing else. The customer has to send me a seperate email. It would be nice to keep customers comments and /or discussions in the portal and no where else.
1 vote -
attach a QR code on invoice and estimates to initiate payments via UPI
one should be able to add a static QR code image file(so the customer can scan the same with any UPI compatible app) in the footer section of invoices and estimates so that customers can easily make mobile payments from the invoice itself
1 vote -
Integrate with Stripe Issuing to import transactions and track issuing balance for payments to vendors and/or expenses
Integrate with Stripe's Issuing platform to track the issuing balance and transactions like is already in place with their credit card processing platform and with many traditional small business credit cards at many banks, that way payments can be easily reconciled and transfers into the balance from a bank more easily tracked.
After that minimal integration is in place addon features that would help:
the ability to tie a card to a vendor in zoho to auto tag transactions on a virtual card to that vendor when vendor specific cards are used to control (and optionally an ability to create…
3 votes -
Provision to feed/upload customer PO
Provision to feed/upload customer PO and OR Work Order which can be linked to the raised invoices on the work processed corresponding to the PO. That way the POs received can be stored in the system at one place, also easy to track the progress of the PO, link invoices generated with the PO quantities, track balance quantities, track P&L of the certain work/PO/Work Order and understand performance graph of individual order/customer/item to a specific period, get reports of orders in hand, balance order etc.
1 vote -
1 vote
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Please allow us to switch from GST Registered to GST Unregistered in Australia.
Please allow us to switch from GST Registered to GST Unregistered in Australia. The Australian Tax Office allows us to switch, as well as the Australian software Xero and I would prefer not to have to switch.
1 vote -
discount
Discount to be split over item sales rather than posted to a discount account - similar to landed cost.
3 votes -
Ability to switch sync settings with Zoho CRM
I am looking to see it fixed with Zoho Books that two way integration is supported on it's own without having to contact support to enable or change my settings of Sync.
3 votes -
Customize Dashboard
Ability to create custom charts (esp in the income/expenses chart i want to filter by operating income & cost of goods sold).
Also the ability to customise the "Top Expenses" pie to choose the expense i want to view.
1 vote -
Option to hide Discount account in Profit & Loss statement
When multiple sub-accounts for Sales are used, having a single Discount account creates a consistent bias when showing the total values, for example in the Profit & Loss statement.
Sales accounts that include products sold with relevant discounts will show higher numbers than accounts with lower average discounts. This makes it very difficult to compare actual performance within the statement.
3 votes -
ITEM CONVERSION
PLEASE UPDATE ITEM CONVERSION IN ITEMS
EXAMPLE:- 1 BAG = 20 PCS
1 BOX = 50 PCS1 vote -
Add non resident gst vendors
We have state and territorial list but non resident could not be added at present. Please add an option in the source of supply as non resident.
1 vote -
invoice, estimate, Sales order editing permission should apply by user wise (i.e., The user should edit invoice, estimates which he created)
Dear Sir,
With reference to the subject above,The user should have edit rights to only which he is created (invoices, po;s estimates, sales orders etc.)
But he can edit & view all customers/items which is created by other users.
Only we need User wise EDIT/DELETE access to INVOICES, PO'S, ESTIMATES, SALES ORDERS etc.
1 vote -
Integrate main argentine banks
I would like to be able to link my Argentine bank accounts to Zoho
3 votes -
need to manage raw materials costs, availability and cost of finished products
For example:
We Buy raw material (A, B, C, D) to make Finished Product (Z).
Everytime Finished Good is Same. But the raw material is different.1) Z = A+B
2) Z = C+D
3) Z = A+B+C
4) Z - C+D+A
Like this
Any Solution
1- I add milk expense
2- add the cheeses manufactured in inventory
3- When I sell the cheese doubles the cost3 votes -
Report Generation
Would like to have changes in report generation. Please make report generation little more friendly so that we can generate a report for a particular period with date, customer name, amount, vat and total amount with vat. Now when we generate report, its come item by item which is not needed. Please consider this on a urgent basis.
3 votes -
delivery note don't show total in header
There is an option to not display Invoice Total on Delivery Note header in Standard Template. The option does not work in "Standard Japanese" template - don't know why. Please enable the option to not display Total in Standard Japanese template.
1 vote -
add the other bank account other than based currency
Hi I encounter a problem with this. My transaction cannot pay directly to the bank that I preferred to. So the IT here suggest me to fund transfer to undeposit fun here in zoho, in which very inconvenient because of the transaction trail. Thats why we're using this system to simplify the recordings.
1 vote -
Stock item should be recorded when a purchase order is issued
Stock item should be recorded when a purchase order is issued
1 vote -
Permanent test organization
Please allow subscribed users (at least with Professional subscription) to have a permanent 2nd small company with full features, in order to do sandbox testing.
As is, I'd have to double my Professional subscription cost to have a full-featured sandbox. Or else, create a new trial company every few weeks, which is quite inconvenient.2 votes
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