Zoho Books
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6159 results found
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can u add category against each item and show a seperate report for category sales and purchase reports
can u add category against each item and show a seperate report for category sales and purchase reports
3 votes -
Integrated Closing of Sales Orders
If an order is closed on the platform (printed packing list, paid shipping, etc), it should integrate and update in Zoho as well. It is annoying seeing that all the orders stay open on Zoho. Customers should have the option to have this close out automatically.
3 votes -
Allow a user to delegate the right to send email from his address
I would like that a user allows another user to send an email from his address, so that an assistant can send a quote in the name of a sales manager.
3 votes -
On printed checks add trailing "*******" to written amount and leading "**$" to numerical amount for fraud protection like QuickBooks does.
On printed checks add trailing "******" to written amount and leading "*$" to numerical amount for fraud protection like QuickBooks does.
3 votes -
Can we have different design for followup page on invoices and estimates
I would like to be able to change the design of the folluwup pages or other pages in an invoice or estimate. Now when the page is to long it gets the same header as the first page. This breaks the design as the header in the second page doesnt contain the logo and other data
3 votes -
desktop notification
There should be desktop notification system for payment recorded with post dated cheque. There should be a desktop notification system to remind the date of cheque deposition in bank.
3 votes -
Allow companies to edit the credit card autocharge authorization statement.
To complete a payment, it is unnecessary to check the authorization box. Yet, many customers check the box because it seems required.
Many customers do not read the entire statement and the word "automatically" is at the other end of the screen from the checkbox, thus never being read.
3 votes -
custom field limit up 8 in items !!! I need minimum 12 custom fields
custom field limit up 8 in items !!! I need minimum 12 custom fields
3 votes -
ITEM SALES BY SALESPERSON
Kindly Add a Feature
ITEM SALES BY SALESPERSON Report.
BY this feature Company will see the report of sales person wise sell of Item or product .3 votes -
VAT
Default VAT code to standard rated on all items unless the item is specifically exempt or standard rated.
Of course, this only applies to VAT registered businesses.
In the sales invoice template/settings, there should be a "default VAT rate" so sales invoices can't be sent out without VAT being applied.
3 votes -
Credit Card Expiration Notification
I just found out that Zoho Books does not notify customers via email when their card is expiring. This would be a nice feature instead of simply sending Payment Declined emails once the card is actually expired. Sending the notification the month before it expires would be sufficient.
3 votes -
HSN REPORT FOR TAX FREE
WE WANT REPORTS OF TAX FREE ITEMS ALSO IN HSN REPORT. PLEASE ALLOW TO GET SINGLE HSN REPORT OF ALL TAXABLE AND NON-TAXABLE PRODUCTS.
3 votes -
Dhivyanshuparmhans
Dhivyanshuparmhans/all (opation)
3 votes -
Finish the translation to Brazilian Portuguese
Please finish the translation to Brazilian Portuguese
3 votes -
Enable batch numbers in Zapier integrations
We cannot currently use Zapier to bring in sales invoices from our online store (Bigcommerce), because Zoho Books does not provide a line to enter a batch number, but rejects the incoming invoice because it lacks a batch number!
3 votes -
Delivery Note Date and Custom Field Generation
- Delivery Note can generate delivery date or other custom field from invoice.
- Delivery Note can add/ modify packing information. ex: unit is piece however it can be shown box/ pallet as well in the paper.
3 votes -
bank permission
Access permission to a specific bank
I see it's an important feature, specially if you are using "staff - assigned customers only", because in this case, these users have limited access to customers but they can see all bank details and transactions (for all customers).
You have only one option to remove access to all "Banking" module and that's not logic because it's important sometimes to give them access to banking module for currency exchange or transfer between accounts.3 votes -
Add text formatting (bold, underline, italics) to Add Attention Content", "Organization Address Format", "Customer Address Format"
Add text formatting (bold, underline, italics) to templates where custom code is available like these sections "Add Attention Content", "Organization Address Format", "Customer Address Format". I have done this in programs where you have to add double asterisks before and after the text that you want to be bold, or // before and after you want to underline
3 votes -
Disable Contact Display Name in PO
Disable Contact Display Name in PO.
When Billing & Shipping name and address are different.
It still shows "Contact Display Name" in Deliver to addressBilling Address:
John Doe
CBDCompany
5555 Main St
New York, NY 11111Shipping Address
Jane Brown.
ABC Company
1234 Main St
New York, NY 11111In Zoho Contact
Primary Contact: John Doe
Company: ABC Company
Contact Display Name: John DoeBilling and Shipping name and Address tab same info above
When I created A PO and Deliver to address shows;
John Doe <---- DISPLAY NAME CAME UP.
Jane Brown.
ABC Company
1234 Main St
New…3 votes -
transaction rule
Transaction Rules need a criteria for which bank account the transaction is in.
For example, I have paypal and checking accounts. When I buy something with paypal, I get a new transaction in both accounts. Many times, both transactions (from the banks) have the vendor name in it (Let's say ABC Widgets, Inc.) If I make the rule to catagorized all transactions that have ABC widgets in them as an expense, the problem is, one of the transactions is actually a transfer from my ops to paypal account, not an expense.
Being able to filter by account would say, that…3 votes
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