Zoho Books
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6188 results found
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it would be nice to have the " Display attachment(s) in client portal and emails" defaulted to yes.
When attaching files to invoices, the option to " Display attachment(s) in client portal and emails" is defaulted to "Not too send" and you have to manually (and every time) check it.
My business requires to add attachments regularly and its easy to miss the check box. My employees have been complaining and my clients sometimes miss those attachments. This may not be the most pressing thing to fix, but i imagine it would be very simple.
Bonus points to this idea:
1) somewhere in the settings to toggle this to a default yes or no2) be able to…
3 votes -
Project based on assign the total hours to be billed
In Zoho Books, I need to assign the total hours to be billed for the project.
In my case, I need to assign 20 hours (for example) for a project and bill the customer every monthly when the last day is reached. In addiction it is important to accumulate the hours when the customer will not use the hours either by request or support for instance for the next month.
Like it,
Client, Contoso has 20 hours per monthly in contract with us it costs to him 500$ per month.
They had used only 10 hours in February in my…3 votes -
Show account affected in banking transactions
Right now you can see the Date, Reference#, Type, Status, Deposits, Withdrawals, and Running Balance columns for all transactions.
I'd like to see the ability to add an additional column - "Account" or "Account Affected"
3 votes -
Allow inventory tracking on purchased items
Presently all items created are listed if the sales check box is selected which provide the inventory and stock level. If the purchased check box is checked the item is not listed in the available items for sale which is useful if the item is not for resale but assemble. But you can not track the stock, which give a false business valuation
If the purchased option is check and the sales in not check there is no inventory option.
If we could have track the purchased items we can produce a simple manual assemble function, using the stock adjustment…
3 votes -
Skip an recurring invoice
Let you you need to skip the next recurring invoice, I don't want to have to stop, and then have to remember to start it,
3 votes -
I need printed date and time at the bottom of invoice
I want to get time and date on invoice printed.
3 votes -
Rate per Hour or Day per Task and/or per Role (Projekt-Member)
Rate per Hour or Day per Task and/or per Role (Projekt-Member)
Two Dimensions for more flexibilityA Task can have a Rate
A Role (Project Member) can have a RateThat would be also great - If the Project Member can linked to defined Roles - like - Projektmanager, System Engeneer, Architect, Working student, Manager, etc......
3 votes -
Allow override of GST values
Override of automated calculation of GST values should be allowed at least for expenses and bills as many vendors round off the GST amounts which will never be reconciled if the GST values are different in person using Zoho Books and people using other accounting softwares
3 votes -
Modify the expense by category report to include supplier credit notes
The Expense by Category report does not show supplier credit notes, hence expense totals are not real....
3 votes -
Distinction between raw material and finished goods and track raw material consumption based on finished goods produced.
We receive goods in kg and we convert them into smaller packs of numbers. It is difficult to track inventory in this manner. also, we buy packaging material which is primary to our product. whenever we sell these smaller no's pack, we sell them in this primary packaging that we bought (cardboard boxes). But when we make the sale, we only select the main item in invoice and not the cardboard boxes and thus we cannot track its inventory. How can this be solved?
3 votes -
I would like to see a bank reconciliation format be included
The ability to print a bank reconciliation in the format of
Bank balance add deposits in transit less unpresented checks will be most a welcomed addition.3 votes -
checks, allow more data be put on check stub.
Printing checks, I need to put more information on the checks stub for checks written.
3 votes -
P&L by class
Need to be able to run reports (especially P&L) by class, with each column a class
3 votes -
Documents Alignment - RTL
Hi,
We are trying to use this great app here in israel and i like the general the idea of a prebuilt templates.
Still, It is crucial to have an option to set the whole document to the RTL direction instead of LTR.
Is it something that is in the plan for the near-feature?
3 votes -
Balance sheet reports require incoming/outgoing colums
A balance sheet must have an incoming and outgoing balance on each account. Maybe as an option or as an detailed report.
3 votes -
recurring invoice report by item
Create a "Recurring Invoice Details" report that includes Item detail and amount rather than just total Invoice amount.
3 votes -
Project filter in timesheets
Can you please extend the project filter when logging new time to contain the search query rather than 'begins with..'
3 votes -
Zoho Books refund check printed out of the zoho books
We would like to print the refund check out of Zoho Books.
3 votes -
Ebay with Zoho CRM Integration
Forget spreadsheets, time-wasting sync-ups or manual data transfers. Get these two apps happily teamed up, making your life easier.It sync data such as Customers, Sales, Invoices, Products to Zoho CRM from eBay store to Zoho CRM,which enables businesses to run more efficiently & enhance efficiencies in the business processes.
We have integrated Zoho CRM with eBay(2-way Sync), which provides you the following business benefits;
Auto synchronization of customer data to Zoho CRM.
Auto Synchronization of Products to Zoho CRM.
Auto-sync orders & invoices to Zoho CRM.
Get a complete view of your transaction information from one place.
Sales in your…3 votes -
Add Zoho Books Australian account support to Chrome Extension
I was wondering why the extension would never sign in, therefore being useless. Then I looked in the extension settings, and the list of Zoho domains it supports, and books.zoho.com.au is missing, so the extension can't work for any Australian businesses. Could this be fixed so we can use it with Australian Zoho Books accounts too please?
3 votes
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