Zoho Books
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6203 results found
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Option to add expense from books to a ticket in Zoho Desk, like Project.
Provide an option to associate an expense created in Zoho Books to a Zoho Desk support ticket.
Right now we can associate spending only with projects.1 vote -
Forecast when and Item will reach the re-order level
Based on historical sales data, It will be good to know how much time remaining for an item to reach the re-order level. This will help a lot in putting plans for ordering new material.
1 vote -
Client portal
I would like the "Staff name" field to be included in the Client portal under project timesheets
3 votes -
Create bill on behalf of vendor and email to them
Hi,
I would like to have the feature where you are creating the bill on behalf of the vendor and can send them a copy of it, just like how an invoice is mailed to the customer.
The reason is, we at Homely (https://homelynow.com) are into services of providing curated Home made meals through our website. Now the customer selects and places the order. We deliver by picking up from that home chef and delivering to that customer directly.
Now since this is real-time and since Homely does not store the meal anywhere during this process, technically I'm…
1 vote -
Sending bills created to vendor by mail
Hi,
I would like to have the feature where you are creating the bill on behalf of the vendor and can send them a copy of it, just like how an invoice is mailed to the customer.
The reason is, we at Homely (https://homelynow.com) are into services of providing curated Homemade meals through our website. Now the customer selects and places the order. We deliver by picking up from that home chef and delivering it to that customer directly.
Now since this is real-time and since Homely does not store the meal anywhere during this process, technically I'm…
0 votes -
1 vote
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Distinction between raw material and finished goods and track raw material consumption based on finished goods produced.
We receive goods in kg and we convert them into smaller packs of numbers. It is difficult to track inventory in this manner. also, we buy packaging material which is primary to our product. whenever we sell these smaller no's pack, we sell them in this primary packaging that we bought (cardboard boxes). But when we make the sale, we only select the main item in invoice and not the cardboard boxes and thus we cannot track its inventory. How can this be solved?
3 votes -
Reoccurring invoices - variable (month name) parameter
Variables that would change based on the reoccurring invoice's creation date. So a new invoice might read "Services for the month of January" and on February's invoice would change to "Services for the month of February". Currently all our invoices just read "monthly services". This can be confusing to our customers as all the invoices look alike.
1 vote -
Primary warehouse by item
Select a primary warehouse for each item.
2 votes -
Inventory adjustment, accounting / physical
Adjustment of the accounting stock and physical stock independent.
9 votes -
To have different approve workflows for POs and for Bills
Currently, purchase approval is same for both PO and Bills. I recommend having a separate one in place, so that PO approval is done by one person, and bill when received is approved by another approver. Different workflow.
1 vote -
Modify the expense by category report to include supplier credit notes
The Expense by Category report does not show supplier credit notes, hence expense totals are not real....
3 votes -
I need team access in Zoho One in order to give my employee access to work on all of my clients
I need team access in Zoho One in order to give my employee access to work on all of my clients
4 votes -
Would like the ability to create invoices that go to deferred revenue.
Ability to create invoices that posts to the balance sheet deferred revenue account. We bill annually a year in advance for our managed services. Our old accounting system allowed us to directly post invoices to deferred revenue, however, zoho books only allows invoices to be booked to revenue accounts, which means due to revenue recognition, I have to manually move the revenue to the balance sheet. It was suggested to use Retainer invoices, however, this does not allow us the ability to calculate taxes or include shipping addresses (i.e. when we are supporting a location, that is paid for by…
7 votes -
Option to select Personal or Company when entering a Credit or Debit Card into Books. Or Equity In and Out instead of Asset and Expense
I realize that someone else has pointed out this issue. Zoho Expense has already dealt with it so I guess we have to use both packages for the time being. However, it looks like Zoho Books has incorporated a bunch of Zoho Expense features already just didn't add the ability to select personal or business when adding debit or credit cards. Many small business owners may not vote on this feature because they don't realize how seriously it affects them. In Canada, if you link your personal credit cards the same way as a business debit or credit card, CRA…
1 vote -
bank statement next page
Bank statement. Put an additional set of controls to move to previous and next page at the top of the bank statement page. It is frustrating to have to scroll right to the bottom of the list to move to another page!
1 vote -
payment to customer
I suggest including a "payment to customer" option, although this is very rare, since payments are usually received from customers or made to suppliers. However, there are situations, as in the case of bids for example. When the job is awarded to the winning bid, a payment and performance bond will then be required as a security to the job completion in which the bidder (Supplier) is asked to make a deposit to the customer, also called a guarantee good performance.This guarantee can be made by issuing a certified check, that is, it does not necessarily enter the customer's account,…
1 vote -
Zoho Books - Multiple selection for terms and conditions
We have a 2 sets of terms and conditions namely 1 for group bookings and 1 for FIT bookings. These terms and conditions need to appear on the invoices. However the invoice template only allows for 1 terms and conditions. It would be ideal if there could be an option to add more than 1 set of terms and conditions as our current option is that we have to manually amend terms on the invoice. This is very risky as it could lead to errors.
5 votes -
Zoho Books - Multiple selection for terms and conditions
We have a 2 sets of terms and conditions namely 1 for group bookings and 1 for FIT bookings. These terms and conditions need to appear on the invoices. However the invoice template only allows for 1 terms and conditions. It would be ideal if there could be an option to add more than 1 set of terms and conditions as our current option is that we have to manually amend terms on the invoice. This is very risky as it could lead to errors.
1 vote -
Auto signature on payment reminders in Accounts Receivable
Hi, whilst email signatures is well handled in Invoice notification or payment thank yous i.e. there is an easy way to edit and it is part of the template, there does not seem to be the same functionality with invoice payment reminders
1 vote
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