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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6153 results found
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Insightly with Zoho Mail Extension
Curious to know what needs to be improved on this extension.
https://marketplace.zoho.com/mail/insightly-crm-for-zoho-mail
1 vote -
unsettled payment details
unsettled payment further details should be avialable.
1 vote -
unsettled payment details
unsettled payment further details should be avialable.
0 votes -
Discount Feature For Fmcg Wholesaler Higher The Quantity Higher The DISCOUNT.
I want automatic discount function in invoices at Item level
I have 800 items in my warehouse. Every item has different discount function.Item (A)
basic rate 80
if customer buys 1 to 3 then I will apply 2% discount.
if customer buys 3 to12 then i will apply 5% discount
if more then 12 then 7% discountItem (B)
basic rate 200
if customer buys 1 to 8 then I will apply 10% discount.
if customer buys 8 to15 then i will apply 12% discount
if more then 15 then 15% discountItem (C)
basic rate 80
if customer…3 votes -
Summary of Vouchers with HSN/SAC
Detailed summary report is required (like in Tally)
0 votes -
Purchae order/inventory
1 When Purchase order is sent the Inveventory shall indicaled item status "ON Order"
2 there shall be a receive function to receive each line item on Purchase order. when received the status of item to be changed to "On Hand" irrespective of bill ststus.
3 when all items in Purchse order is received it shall prompt to close or still keep open. by defalt it shall be close "yes" if the user wants it can be left open with by selecting "No"
5 Purchase order shall be closed when all items are recieved or items that has not been…1 vote -
Agency Model Vendor Commission Reconciliation
I run a wholesale rep agency that receives commissions from our vendors based on sales within our territory. However we also act as customer service and manage order intake through our own system, ZOHO, for recording the sales. Our Selling price is the same as our Purchasing price and we do not actually take money from our customer nor pay the vendor. We act as a pass through in this regard and use ZOHO to manage sales activity for our clients.
Being able to calculate commissions owed from the vendor by each invoice and then reconcile those commissions once paid,…
1 vote -
Custom Fields for Itemised Expenses and Bills
We purchase a lot of fabric and need to see cost per unit and fabric reason when we capture our expenses. Currently we are having to add each line item from our vendor invoice as a separate bill/expense in order to see this in our reporting which seems unneccessary and time consuming.
1 vote -
Please integrate like ICICI and Standard Chartered with HDFC Bank too
Please di with HDFC and SBI too
Both are No1 bank in their spectrum.9 votes -
would like you to add seperate tax split up in the sales by Itmes(In Report Section)
when running a sales by Item report its difficult to find out the tax details.(tax % and tax amount)
so it will be very benificaial if you add a tax column1 vote -
Why aren't task lines based on my service items?
What's the point of having service items if I can't use them in my projects? All of my project revenue goes into a single revenue account, rather than split by work type (per my service items).
4 votes -
Pre-populate Estimates/Invoices with items we use all the time
Pre-populate Estimates/Invoices with items we use all the time. We have a roofing division and every estimate/invoice looks exactly the same so it would be so helpful to have a pre-population template that has those items already loaded.
4 votes -
Allow USD customers to make payment through razorpay
Currently only INR customers are integrated with razorpay. Why is USD not allowed?
4 votes -
3 votes
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Retainer in New Transaction (Mobile)
Would appreciate if retainer invoice can be added to the New transaction menu of the customer list in the mobile app. This would help my sales teams to quickly create these transactions and avoid navigating the clunky menus and searching for customers in the dropdown field!
1 vote -
Hi we urgently need bank feeds for Danske Bank to work in Denmark too.
Dear Zoho. Due to Brexit, we have moved our company to Denmark. We are now trading 95% via Denmark. Token and Danske Banks works in the UK but so far Token has not fixed it for Danske Bank Denmark despite Danske Banks UK branch is run on the same platform via Denmark. We have to manually import 3 currency accounts and that is a lot of work for something that will take Token 18 minutes to fix. Please help and you than use us for marketing purposes in Denmark as there is a huge Gap in the market
4 votes -
Different invoice data formats for "client" country
I have both US and UK clients. As my business is in the UK I have that date format selected for my organisation, but it does confuse clients I have in the US, where they have the day-month-year rather than month-day-year. Would be great to be able to set a date format based on the clients country, not my organisation.
1 vote -
export dashboard view
Make it customisable. Also dowanloading graphs as visuals are good and one dont need to make reports again for monthly reports
1 vote -
Calculate profit margin percentage in project profitability
Please show margin profitability as a percentage
4 votes -
Add Unbilled Expenses to Recurring Invoices
I almost fell over when I realized this is not in the options. We can set all sorts of ways to have recurring invoices configured but the expenses cannot be added to them. You cannot even manually add them until the invoice is generated and by then the invoice was sent to the client. How did the development team not add this to the options. How has this not been suggested already?
6 votes
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