Zoho Books

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  1. Payroll Options

    Would like to see a payroll service implemented; Maybe not a true payroll but at least the ability of tracking payments to employees without making them a vendor.

    1,736 votes
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      73 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
    • Profit report by project

      As time entries are linked to projects, invoices, expenses and bills should also be assigned to projects. That way a profit report by project could would also be possible.

      785 votes
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        Under review  ·  83 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
      • Create Budgets plans and reports for the real and for the plan..

        On financial we need to plan the budgets eased on periods ( day, month or years), that help a lot to compare the budget plan for a different periods.

        614 votes
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          Not For Now  ·  42 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
        • Allow multiple currencies per client

          Why do we need to set up a different client, should our client request to pay different invoices in different currencies?

          542 votes
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            Not For Now  ·  42 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
          • Invoice numbering per client

            When you have clients billed on a regular basis it's very important to maintain automatic invoice numbering per client rather than across multiple clients.

            It makes it easier to reconcile with clients in case some of the invoices went missing.

            Additionally, it makes it impossible for a client to guess the size of your company by guessing how many invoices you create each month.

            449 votes
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              11 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
            • Stock & Warehouse management + sales commission

              1) different stock can enter the item list with expire date
              2) add shipping status
              3) sales commission features upon payment received.
              4) sales profile and commission rate linked to different items
              5) search of the items should be enhanced.
              6) add item category + sub-category

              360 votes
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                16 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →

                Hi there,

                We now have a Zoho Inventory Add on option for Zoho Books. You can take a look at that. You can achieve a lot of these features using Zoho Inventory.

                https://www.zoho.com/in/books/help/items/advanced-inventory.html

                Regarding your requirements,

                1- You can use the backtracking option to achieve this in Zoho Inventory. https://www.zoho.com/in/inventory/kb/sales-order/so-back-order.html

                2- We have default shipping status based on the carrier in Zoho Inventory
                You can refer this link – https://www.zoho.com/in/inventory/help/sales-orders/shipments.html

                3- You can use the custom function feature to calculate the sales commission.

                4- sales profile and commission rate linked to different items – We currently do not have this option

                5 – search of the items should be enhanced – For queries on this you can send us an email at support@zohobooks.com

                6- We are working on item category in Zoho Inventory and will definitely update you.

                If you have any further questions you can write to support@zohobooks.com

              • Add automatic late fees on past-due invoices

                Ability to automatically calculate, add and track late fees on overdue balances (with email notifications/reminders).

                335 votes
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                  8 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                • Profit Margin

                  Include a way to show the profit margin for each item as it added to estimates as well as show the total profit margin near the total for the estimate. The profit margin should be dynamic in a way so that you could adjust your price and see the change in the item margin and total margin for the estimate. This would also work for invoices. Of course this would only be viewable to the business side.

                  323 votes
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                    16 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                  • Include proforma invoice

                    Please create proforma invoice link to enable a user to create a PI.

                    While taking out the reports like sales or P&L, then allow the user to either select PI or de-select PI for report generation.

                    Also allow the user to generate invoice based on the Proforma Created. This feature is almost simalar to Estimates.

                    304 votes
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                      12 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                    • 280 votes
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                        20 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                      • Allow the ability to add an extra percentage if paying by credit card

                        allow the adding of an extra percentage if paying by CC to recover the processing fee charged by the processing provider.

                        259 votes
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                          17 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                        • For me it would be perfect if i could customize my dashboard. For example, i don't need report for billable hours and i would replace it.

                          For me it would be perfect if i could customize my dashboard. For example, i don't need report for billable hours and i would replace it.

                          230 votes
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                            8 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Cashflow forecasting Reports

                            Is it possible to add some forecasting reports so we can get a picture of future months & years based on existing data within Zoho Books?

                            There would be the option to select which data such as recurring Invoices or Expenses or budgets are included in the Cashflow forecast (or Projection) report?

                            I'm new to using Zoho books but would like accounting software which allows a future look at the business.

                            Ideally the report would also allow us to
                            Define if we want to include
                            Only certain aspects of the business such as certain customers.

                            As an example elsewhere I've…

                            216 votes
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                              10 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                            • Create PO from Invoice

                              PO From Invoice - Not only from SO

                              174 votes
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                                Under review  ·  15 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                              • Create CREDIT LIMITS against accounts in Zoho Books.

                                We require the ability to create limit credit limits within accounts.

                                When any business allows "credit limits" to their clients the word 'limit' is key - accounts have a limit applied to their credit which is often advised by carrying out a credit report.

                                We need ZOHO BOOKS to create credit limits which warn our finance department that the account has gone over their limit, and various features as seen as standard with many of your competitors.

                                167 votes
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                                  22 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                • item search

                                  Would be nice if you can include a comprehensive search feature for Items specially. Example the items should be searchable with any word in the item description

                                  166 votes
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                                    14 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Have chapters in estimates and invoices

                                    When you have long estimate, it is important to divide it in chapters for the customer. An estimate with 30 position without chaptering is very difficult to understand for the end customers. With chapter, and subtotal per chapter, it is easy to understand estimate from construction for instance.

                                    157 votes
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                                      14 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Link SO, Invoice & POs with a common value

                                      Linking Sales orders, invoices and purchase orders would enable easy tracking of the transactions between all three.

                                      We'd like to see one common value that links all there and can be used as reference # for invoice and PO at the same time. This common value can be used by the "organization" to track related transactions between customers and vendors

                                      128 votes
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                                        14 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Asset register

                                        Need an asset register to hold all assets that can be depreciated and accommodate depreciation calculation as well. This would Zoho Books on a par with the more well know competitors.

                                        128 votes
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                                          Not Planned  ·  8 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Split Transactions for Check payments and Credit card feed

                                          We have also been adding manual transactions when there is a split on the same payment (checks issued and credit card transactions in the bank feed).

                                          Our example1: (Non-bill) Vendor Payment Check
                                          10% portion to XYZ expense account
                                          10% portion to YZX expense account
                                          80% portion to ZXY expense account

                                          Our example2: credit card charge downloaded to feed, transaction not able to split has to be deleted. Manual entries of the 1 charge split among multiple transactions (can use same example1)

                                          This is causing reconciling nightmares for us since the multiple entries do not match the bank statements, time and…

                                          121 votes
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                                            7 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
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