Zoho Books
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6167 results found
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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 -
1 vote
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the balance sheet and the profit and loss statement may have columns by tag to see comparisons
Please i need that the balance sheet and the profit and loss statement may have columns by tag to see comparisons
1 vote -
How do I edit (reset) submitted GSTR - 3B summary, before filing
Want to edit my GSTR filing after submission in Zoho
GST Portal has option to rest GSTR 3B so Zoho too should have1 vote -
Vendor portal will help us to have communication better.
Please add the vendor portal
1 vote -
1 vote
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Estimates & Invoices - SORT EMAIL option
For Estimate & Invoices in Books, when finalizing an invoice or estimate and preparing to email to a customer the email addresses are all grouped at the bottom of the page, and not sortable. This is a b ig inconvenience when the customer has multiple contacts, as one has to scan the big jumble. The current display shows contact emails from left to right, top to bottom, in order the contact was entered into the zoho. It would be a very nice feature to be able to sort this as a list, alphabetically by first / last name.
A lack…
0 votes -
Convert Quotes to PO!
Just requesting this again for like the 5th time.
0 votes -
Change Paypal icon next to "Payment Options"
Regarding of how many payment gateways you have activated, only the Paypal logo shows next to the "Payment Options" line in the invoices footer.
This is quite confusing because you would expect that by clicking a Paypal button a Paypal page will pop up. Instead, this links to a Zoho portal page, and, in there, you can choose to pay that invoice.
Maybe using a more generic online payment icon would fix this.3 votes -
Filter Transactions for Customer Statement
Please allow us to decide which transactions (tag, specific account, etc) show up on customer statements. Or allow each transaction an option when categorizing to "Show on customer statement" or not.
3 votes -
Prior year sales tax liability transition
You need to allow the entry of an opening balance in the Sales Tax Payable account. This will allow the user to enter the payment in the current period for the prior period. Entering the history to build up to that number is a tedious/inefficient task.
2 votes -
to draw cheque multiple bank account
We need urgently : all canadian and US company (also in europe) have to be able to draw cheque in other currency. Easy to understand we are at the border and a great part of business has to deal with at least two currency.
I ref. to another demand, I think Zoho should improve their capacity for international transaction.
…''curreny. Such transactions create liabilities. The system doesn't allow for accounts to be currency denominated. This means the system doens't allow for anything other than a bank account or trade receivable / trade payable account to be revalued automatically. Quickbooks is3 votes
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