Zoho Books
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6158 results found
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In Zoho Books - When I update the Reporting tag for an existing transaction - the profit and loss statement continues to reflect old tag
In Zoho Books - When I update the Reporting tag for an existing transaction - the profit and loss report continues to reflect old tag.
The reports should get updated when the tags are updated
4 votes -
Autocharge Customer on Due Date
When an invoice is created and the customer has payment method in Zoho books, the system should be able to execute the charge on the due date. As it stands now, I have to remember each customer that prefers to be charged automatically and remember to go back and execute the charge on the due date. And there is not much help from within ZOHO Books to identify this customer or help with a reminder.
8 votes -
Auto share retainer invoice link after estimate is accepted
The great thing about Zoho is that you can quote customers via a "share estimate link" (a kind of unique public portal) where customers can immediately accept your estimate. And if it is accepted, and automated, your customer will immediately receive an email with an invoice for x% of the quotation.
At this time, customers must walk away from the estimate to dive into their emails, search for the retainer invoice, think one last time over it and then make the effort to pay it.
As a golden rule to never let customers walk away from what they want to…
1 vote -
Enable sector profitability reporting using Reporting Tags against items
I have added reporting tags to specific items to only just learn via chat that only the sales will report for these items and not the associated Cost of Goods Sold for the items sold. This renders the functionality useless for the purposes of Sector profit margin reporting
1 vote -
Ability to Read Emails Sent From Within Zoho Books
We are able to send via email invoices, estimates and also stand-alone emails from within Zoho Books. However, there is no way to read the content of those emails once they have been sent. As far as I know, they also do not appear under individual Accounts in Zoho CRM. Apparently there is integration with GMail and Outlook Live but I use neither of them. This would be very helpful to review the emails sent here: https://cl.ly/76abcd
2 votes -
Can we see that which user has viewed or modified the Journal/invoice at what time. if we can see tthe version history of any entry for audi
I would want to see the version history of any JV/Invoice for Audit trail purpose
2 votes -
Address Verification from Stripe
When running charges from Stripe, we should see the Address Verification results to see if there is any risk with that customer (when they don't match).
3 votes -
Deposits on Purchase Orders
There should be a way to make a deposit against a Purchase Order to keep track of how much was paid and once received automatically applied to the invoice so that we don't accidentally overpay the invoice by paying in full (since your system does not auto apply the payment)
1 vote -
Tags in Payment Made or Received
It is important to be able to assign tags during a payment made or received, otherwise, once you filter by tags in your balance sheet or profit & loss report, you won't see them.
1 vote -
Tags in Openning Balance
It would be important to be able to assign Tags during opening balance adjustments. As I cannot use a tag, I have to create a manual entry for opening balance adjustments and assign the tag on it. If I do not assign the tags during opening balance adjustments, I am not able to filter correctly in the balance sheet or profit & loss report.
1 vote -
Allow CRM information to be placed on the books portal through integration
I want my clients to see some status they have in CRM through the books portal.
3 votes -
1 vote
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whmcs integration
I use WHMCS, the most popular shopping cart for recurring revenue billing.
41 votes -
When adding products to invoice, it would be helpful to have the name AND description show up in the drop-down list.
I use item numbers. So that goes under name (for instance DB-302) and then description. However when adding items to an invoice, the drop-down list doesn't show the description so I have to memorize the item numbers. it would be helpful to have the name AND description show up in the drop-down list when adding items to invoice
1 vote -
possibility of selecting several warehouse
It would be helpful to be able to choose warehouse for each line in sale order or invoice.
I do not have the possibility of selecting several warehouse on the same invoice or customer order.
Currently, a default warehouse is selected for all invoice lines, this is not the reality of warehouse management needs1 vote -
Filter Reports Based On Business/Individual
It's no good having the option assign sales as business & individual if there is way to run reports. We would need to know how much business we are getting through the Individual customers and how much we are getting from business customers.
0 votes -
Visual presentation in Reports :Segment Wise Reporting in Comparative basis in Coloumnar form using Reporting Tags
There is a visual presentation issue in Reports. If i have to get Reports segment wise using Tags then i can only view single Segment at a time. I can't see the comparative Segment wise P/L or any other Report in coloumnar form in a single sheet using Tags. Please incorporate this feature as most companies who has to do segment reporting who wants to see the comparative in a single sheet can't see it in Zoho.
1 vote -
BANK C.C / O.D A/c
There is not option to add bank c/c a/c or O/D Account.This is a basic function which must be in accounting software.
Due to this limitation all financial reports are wrong generated and all reports are useless.
1 vote -
1 vote
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To be able to delete Zoho notifications after receiving them.
I would like to have the ability to delete notices from Zoho after I have read them. They stack up and tack up room.
4 votes
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