Zoho Books
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6729 results found
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Items need to have both a Sku and a UPC code option for scanning out sales
Items need to have both a Sku that identifies them with the manufacture for Purchase orders. Items also need to have UPC codes as well.. Manufactures have both of these codes for items not just 1.. The barcode (UPC "Universal Product Code") would allow to you scan the item out and the sku is for reorder and product identification.
27 votes -
Memorize Customized Reports
Need ability to memorize customized reports and save as a separate report name. We waste a lot of time constantly recreating the same reports.
27 votes -
have a feature to view invoices associated with a certain price list category or a sort option to view all invoices under that price list.
My business is using 4 PRICE LIST categories: SRP, special price, dealer price, and distributor price. I need to view the recent invoices associated to the SPECIAL PRICE category because I had a feeling that only a few customers is currently availing that price list. We're looking at making it inactive. I want to see for myself and not just base it on a hunch. But there is no option to check that. Kindly have that feature please.
27 votes -
Integration with Melio Payment Process
Please consider adding Melio as a payment processing option.
27 votes -
Default discount for customer
A customer has a default discount% that is filled in when an invoice is created
26 votes -
Allow VAT value in bills to be set as a figure and not just a percentage value
We need to be able to define a value for VAT in bills, or override a value, or even create a VAT item that will be 100% VAT and not just set VAT as a percentage of an item as is the only option currently in books. We import products into the EU and therefore receive VAT duty invoices from our shippers where the majority of the value of the invoice is VAT and the figure varies from invoice to invoice and is not associated with the cost of an item.
26 votes -
Allow to enter notes in weekly time log
It only allows project, task, and hours. If I could enter notes right there, too, it would be great.
26 votes -
Customizing charts in Dashboard
Provide the ability to change the Income and Expense chart in the Dashboard to display the numbers for multiple years (e.g. 2016 and 2017) side by side.
26 votes -
Reporting Tags in More Reports
Right now I can only run a report using the tags only under the Business Overview - it would be nice to have it under the various Reports, such as Sales by Customer, Sales by Item etc.
26 votes -
Print a Dynamic UPI QR Code on Invoices For Customer Payment
Include an Option of having a Dynamic UPI QR code on Invoices so that the customer can easily make the bill payments by scanning it with UPI apps on mobile phones., Now a days UPI is the favourite payment method for many customers..
Please have an option of setting up the UPI virtual ID details under preferences / payment settings
and an option in invoice template to size and align the same in invoices
26 votes -
add a feature that allows for bulk tagging of transactions of any type with reporting tags.
Currently, tags can only be added one transaction at a time unless the transactions are added through an import file. This is extremely cumbersome. There should be a way to assign reporting tags to multiple transactions of any kind in the same screen at the same time (in a checkbox format for example). Allowing tags to be assigned based on rules would be another great way to make use of the reporting tag feature.
26 votes -
Configured SMTP server for outbound emails
Allow user-defined SMTP server for outbound emails.
25 votes -
LivePlan Integration
Integrate with LivePlan Software to keep track of Actual P&L, Balance Sheet and Cash Flow vs Budgets on LivePlan's ScoreCard
25 votes -
let us pick our bank acct as the default "Deposit To" on the Record Payment page.
PLEASE let us pick our bank acct as the default "Deposit To" on the Record Payment page. It currently defaults to Petty Cash (which is NEVER used!).
25 votes -
To convert an estimate or sales order into a purchase order
It would be really helpfull to convert an estimate to a purchase Order to vendor and the only thing that would need change is the pricing.
But It will cut a lot of steps if you are able to do it.
Can be either from an estimate or Sales Order.25 votes -
Report
Sales Items by Sales Person
To calculate proper commissions, I need to run a sales report by sales person. The one you have now gives me a summary of totals. If I drill down I get a list of invoices. That does me no good. I need the Sales Item report but must be able to filter it by sales person.
I can't just pay commission on the report total as it includes sales tax and shipping amounts. We don't pay commissions on those.
I would have to literally open each invoice one at a time to properly calculate the…
25 votes -
arabic support in UI
It would be very helpful for arabian users to get the interface in Arabic
25 votes -
give us an inventory aging report
inventory aging report required. this is from the date of receiving the item to the date of running the report. feature required to know future aging report (for example till 31st December) by running report any time
25 votes -
when Zoho will provide with Turkish language of Zoho Books?
i am just wondering when Zoho team will provide with Turkish version of Zoho Books??
25 votes -
make reconciling easier!
I would love it if the Save and Reconcile Later button and Cleared Amount were in a fixed position on the reconcile page.
This way, as we're scrolling through the long list of transactions to reconcile, we can always quickly and easily see the Cleared Amount and save the reconcile!
Vote it up if you're sick of scrolling to the bottom of the page to save :)
25 votes
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