Zoho Books
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6171 results found
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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 -
Descriptions in the reports
Need to see the description/Narration in account transactions reports and other GL reports. and should be able to generate different levels of trial balance.
Also line items in the journal voucher need to be shown separately especially in bank ledgers to ease the reconciliation process and also allow transactions with different dates in same journal
3 votes -
3 votes
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customer entered in zoho books get duplicate
customer entered in zoho books get duplicate want custom buttom that validates the fields entered for new customer any matches with existing customer.
3 votes -
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3 votes -
show each individual payment received as a separate line item on invoice, and subtract them out separately
show each payment received as a separate line item on the invoice and subtract each from the remaining balance of the invoice separately.
For example, if my invoice total is $1,000.
Client paid one payment of $300, it would show that payment received on its own line, and subtract it from the $1000 and show remaining balance $700.
A second payment for $400 would then be added to the invoice also having a separate line on the invoice and be subtracted from the REMAINING BALANCE of $700, and would then show a Remaining Balance of $300.
Currently, the payments are…3 votes -
Paid Invoice Tag visible
"PAID" appears as a green tag a the top right hand corner of an invoice. Please make this visible for a customer to see that the invoice has been paid other than balance due $0.00.
3 votes -
Default off CC payment so it can only be done by user not customer
There is one of 2 solutions that will work here.
Default the online payment off so i can add charge for CC payment. Regardless of previous transaction. make a option. Then you send invoice as normal. If they want CC payment then i can add the charge and give them access.
Add a request to pay by CC button and when clicked add a convenience fee tot eh invoice and enable the online portal. This way when they click the link it runs the macro to do this. On in zoho world it is a function)
3 votes -
show journal suffix
You ask for the Journal Suffix in the import file upload, but it does not appear to show anywhere. Could this please be added to the main Journal Entries listing page? Right now, just the Journal # showed, which does not tell me much. I am using some coding in the Suffix, which would be nice to see on this list.
3 votes -
header and footer
header shoul continue on all pages, we should have an option to choose in all pages os estimates, invoices, LPO etc
3 votes -
Subtitels
I would like to make the offer more readable and easy to understand, by adding subtitles into offers and invoices.
3 votes -
Item addon
Like you operate in Subscriptions, for both Goods and Services. I have an Item listed as 'Boiler Service', some boilers I service have an additional part attached to them and for this I offer an addon. When I raise an invoice for a customer and add 'Boiler Service' as a line item I then want to be able to select any number of appropriate addons associated with that 'Boiler Service'.
3 votes -
allow me to import several files for bank statements for the same day.
We update our banks manually. We connect to the bank 3 times a day and get only the new movements, save them to a file and then we try to import this file to our Zoho bank account. First time is OK (10am) but when we try to import new movements between 10am and 2pm we get an error "A statement has already been imported for these dates. Please check and try again". We need a third import at 5pm.
Maybe you can set a swith in configuration to turn ON/OFF this option.3 votes -
Option to round up project time to the hour
Currently project times can only be rounded up to 30 minutes. Requesting that the option to round up to the hour.
3 votes -
Integration with VisaNet in Peru
Integration with VisaNet in Peru
3 votes -
Categorise similar banking transactions in one flow
Today if I get income from a single source and there are multiple incoming payments to my bank, I have to register each banking transaction individually.
Even though all of these similar transactions are categorised in the exact same manner.
It would be better if you could allow us to select multiple transactions, and categorise them all in one flow, one time.
Will reduce effort by an estimated half for categorising
3 votes -
Need document upload feature while attaching or selecting document to invoice/expense/bill
When attaching document to bill/expenses, there is no option to upload document in popup. So we need to go back to documents and need to upload document and than again come back to bill/expense/invoice to attach document. so it is better to have upload document function in popup while attaching document.
3 votes -
Add category Sections in Qoutation as an Proposal
Add section to Estimate to separate between the items in the Estimate like Audio/Video Section, Networking Section it should be customization per each new estimate and will be applied to invoice or sales order auto
3 votes -
Structured payment reference
Hello,
In Belgium we often pay invoices with a structured payment reference, for example:
+++123/1234/12345+++
It's always the same structure: +++xxx/xxxx/xxxxx+++
This is made for each invoice with a formula.
In CRM we can create custom fields with formula, but in Books I can't find it.
Is it possible to add a formula field in the template field for invoices or somewhere else
so that on each invoice a specific payment reference is created due to this formula?3 votes -
Add Dropdown Option During Data Entry
Would like to be able to add an option to a dropdown custom field 'on the fly' during data entry instead of having to add it in preferences.
3 votes
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