Zoho Books
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6167 results found
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2 Bank Accounts of Different Branches
Bank Account details has to be set up in Invoice Template and selected Invoice template becomes default for the entire company. When we activate Branchwise accounting this creates trouble. Suppose 2 different branches may have 2 different Bank Accounts and each expects payment from client to be received in their respective Bank Account only. In such case when Invoice is generated it always shows the Bank Details which are mentioned on default template and thus creates trouble for Invoice creation.
4 votes -
Have Maker - Checker - Auditor workflow for all entries made in Books
All transaction recorded in the books, are registered by a maker, then it goes to the Checker for approval, and finally whenever the auditor edits the accounts they mark as Audited transactions.
This approval workflow of entries needs to be there.4 votes -
Request you to include Proforma Invoice under Zoho Books to record advance Payments directly to the customer specific PO.
Request you to include Proforma Invoice under Zoho Books to record advance Payments directly to the customer specific PO. it is very difficult to make a PI for separate PO's and recording payment against it. it will be great help and save lot of time. the advance payments should be reflected in customers respective PO's and PI's for tracking of payment individually if needed be.
4 votes -
Is there a system of raising the PO from other state ( other GSTN) to the HO internally and that PO to be converted to Sales order by the HO
Is there a system of raising the PO from other state ( other GSTN) to the HO internally and that PO to be converted to Sales order by the HO so that internal purchases can be done without manually having to create the SO or Invoice for the branch again thus saving time and human errors
1 vote -
Drop down custom field: Editable, sortable.
I cannot sort the drop down custom field based on my preferences but only sorting by alphabetical order. Also, if I have data recorded in these custom field in transactions, I cannot change the option name.
I have a Customer Ranking that may be changed each year. So I hope I can edit and sort by my preference.
1 vote -
Price list markup column per line item
Add a column in estimates and invoices that will allow for markup to be added for each line item individually.
The markup column is not to show in printed form.6 votes -
Estimates report which excludes those that are converted to Sales Orders
Estimates Report which excludes those that are converted to Sales Orders
1 vote -
PACKING SLIP CUSTOMER COMPLETE ADDRESS DETAILS
ADDRESS DETAILS OF CUSTOMER FOR PACKING
1 vote -
1 vote
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Put more information on normal invoice of the retainer invoices already paid
In final normal invoices, when a retainer invoice has been paid, it is shown at the right bottom of the invoice the amount of the retainer invoice paid in red, ok.
In order to be more clear for us and for the customer to remember which retainer it is, could you please add more information about that retainer invoice paid like :
Retainer invoice Number
Retainer invoice date
Retainer invoice % (percentage of the total final invoice)example :
Retainer already paid : RET-0001 - 01/24/2020 - 50% 10 500 $
Thanks for taking in consideration that request
9 votes -
Have the same schema of numbering system for retainer invoices than normal invoices
Please could you allow your users to choose if they want the retainer invoice number to follow the same schema as the normal invoice numbering???
and do not have a separate system of numbering?
In france and in many others countries, it is not authorized by governments to have different numbering systems for invoice and retainer invoice !!!
All our french user cannot use the current system...
All invoice types (normal invoice & retainer invoices) should have the same numbering like follow :
RETAINER INVOICE 10455
INVOICE 10456
RETAINER INVOICE 10457
INVOICE 10458
and so on....Could you please allow…
9 votes -
Link Transfer Fund transactions to their corresponding transaction in the Transfer To account.
When viewing Transfer Fund transactions in a Bank Account it would be nice to see the corresponding transaction in the other account. "Transfer to Another Account" transactions always involve a From account and a To account. To view both sides of the transfer, you have to back out of the From Account, navigate to the To Account and find the corresponding transaction. A simple hyperlink from a transfer transaction could take you directly to the corresponding entry in the other account.
1 vote -
Connection to Zoho Commerce & Zoho Books user portal
Good morning, we have an online store at Zoho Commerce and we think it would be nice to unify the Zoho Books customer portal with Zoho Commerce. Right now we are seeing that the user data is not synchronized, we have problems accessing the Zoho Books portal with the access data of Zoho Commerce. These two access portals should be linked in order to better serve customers.
1 vote -
2 party checks or Joint Checks
In our business we regularly have to issue a joint check (or two party check) made out to vendor1 AND vendor2. Vendor 1 will provide an invoice which includes their suppliers (which are to be paid directly by us) When we make a partial payment on an invoice it would be nice to be able to easily enter the 2nd party. The real magic would be if this were available via API and we could use an integration to automatically enter the payments from our system which already captures all of the 2 party info and amounts.
3 votes -
we want to have different series of invoice numbers for different categories of client. how to do that in zoho?
Different series of invoice numbers for different category of clients.
example for small retailers 1,2 ,3 etc...
for big insitutions A1, A2, A3 etc...
for agents B1,B2, B3 etcc..
is it possible to automate such numbering in zoho.1 vote -
Can you set up two "mercado pago" accounts in the same zoho books?
Can you set up two "mercado pago" accounts in the same zoho books?
1 vote -
Pls create a module to store Transporter Details which can be used while creating sales order, delivery challan, invoice and e-way bills
Our different customers have their fix transports most of the times, so when they place the orders we are supposed to use that specified transport. We store the transport name along with account module. then this is auto -populated while creating sales order, then delivery challan and then e-way bills and invoice. We are using a different software and now we are evaluating the Zoho books. If you need more information pls let me know. I can show the demo in our current software for same.
5 votes -
Please make it possible to tag tax exemptions and rates as inactive when there are transactions associated that make it impossible to delete
Due to initial import issues, the drop down menu for sales tax exemptions and rates is lengthy and hard to navigate. I can't remove exemptions or rates with prior associated transactions. It would be helpful to hide them.
1 vote -
Allow Zero Entries in Journals
I like to clone a journal twice per month to enter my FBA payments. There are many accounts associated in this journal. However some months a field might be zero. If I delete it, then the following month it's a real pain to re-enter it because you can't just insert it in the middle. If i create a generic journal with all the fields, I can't leave it blank with zeros.
Maybe somebody has a work-around for this.
3 votes -
1 vote
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