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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2 votes
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indicate overdue balance of customers
indicate amount of overdue balance in a different color when we open the customers book
3 votes -
Selection of Debtors & Creditors in Journal
In the Zoho books, there is not possible to select Debtor or Creditors in Journal Module, so kindly allow us to select the same.
5 votes -
Book TDS without payment received from client
There is an disadvantage in Zoho Books that at the time of closing books of accounts, clients whose payment is not received at the end of Financial Year, but i have to book TDS (Advance Tax) for that client, it is not possible in Zoho Books, so my request you to add this feature in Zoho Books
2 votes -
Delivery Challan address
Give an option to change delivery challan address. currently only customer address can be selected from dropdown list, similarly multiple addresses should be possible to "Dispatch From" address.
3 votes -
Yoco Integration in South Africa
Please Integrate with yoco in South Africa for Online Card Payments
30 votes -
Ledger Account enquiry
Currently the only way to enquire on a ledger account is to produce a report.
Why can't we view the chart of accountant, see account balances and then look at transactions.
Seems very poor to have to produce a report to see this information.1 vote -
E-Way Bill generation for Import Goods from Zoho
Request to help us Generate E-Way bill for import goods from cargo
1 vote -
GSTR 2A Mismatch
While reconciliations with GSTR 2A, We cant add the invoice which has been Submitted by the Vendor in their GSTR 1 but have not "filed" it. This shall be changed and we should be allowed to add our Value. Due to this problem we are not able to file 3B.
1 vote -
1 vote
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Customizable Import Field Identifiers
When importing invoices, I'd like to be able to choose which field is the unique identifier they should be associated with.
I have client accounts with the same name but with unique account numbers. The platform I use to process orders/generate detailed invoices requires the legal entity name on the account so we differentiate the sub-accounts/departments by account number. This creates an issue when importing and I'm unable to edit the unique field identifier.
3 votes -
Item search in transaction forms
The item lookup field in the transaction forms have to be searchable. Currently one needs to type in the item description in the right order for the item to be displayed in look up. This forces the user to remember the item in the exact same way it was created. Instead as the user types, the lookup should display all the items that contains that term. For example-if the user types in a model no of the item, the lookup should display the item that contains the model no irrespective of the location of the model no in the item…
1 vote -
Apply vendor credits to a check and not necessarily a specific bill.
Currently I have to apply vendor credits to a specific bill. I would like to be able to have the credits, along with the open bills, pull in under a vendor name when making a check payment so that I do not have to apply it to a specific bill. The credits would show as line items, just as the bills, with the deduction amount.
1 vote -
Fixed asset
I like to suggest fixed assets module
5 votes -
I like to suggest being able to maintain multiple unit of measures for an item
I like to suggest being able to maintain multiple unit of measures for an item
1 vote -
1 vote
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Invoice no. as per customer
There should be option to generate auto invoice no. for each customers.
e.g: Customer ABC, Customer XYX.....then to generate inv for ABC... we should have prefix as ABC-2021(Financial Yr.)-001 (Auto incremental inv. no.).
to generate inv for XYZ....Invoice # XYZ-2021-001...like this.
1 vote -
Line Item wise Discount
There is no option to create line item wise discount while creating a bill. This is available in an invoice but not in the bill.
1 vote -
Improve Navigating Orientation Video
The video under "Navigating Zoho Books" is almost useless. First, he talks so fast that you cannot think about, grasp, what he has told you. Second, he has a strong enough accent that I have to figure out what he's saying. I cannot do that and and Understand Zoho at the same time.
If he was to record it again and take 10 minutes instead of 5 minutes, and make sure to speak clearly on all words, not just most words, then it would be a useful video.
1 vote -
1 vote
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