Zoho Books
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6407 results found
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21 votes
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Mark UP in expense
There should be mark up option while recording on expenses . For exmaple , We purchased a service/product $10 and sold to our customer @15$. Both field should be present while recording expense.
Same is present in other online accounting software like quickbooks etc21 votes -
Multilingual Invoice & Emails
I have clients that I invoice in French and others that I invoice in English.
Right now, I must change the language of my organization in order to invoice the clients in both language.
It's cumbersome and it would definitely simplify the workflow if invoices could be available in both languages (without changing the template).
Same goes for emails & reminders. Being able to send them in several languages depending on the customer's language, would be awesome.
21 votes -
Rounding off (Tax)amounts option
The tax amounts especially cannot be rounded off. An option to automatically add paise to come to around figure would be helpful. Though we can round off the total invoice/bill amount we cannot round off the tax amounts.
21 votes -
Organization Address Format unique to each template type
I'll explain scenario first, so you can understand the request.
We are headquartered in Location A (e.g. Wyoming Corp)
But we operate primarily from Location B (e.g. California).When generating PDF/Emails of Sales type statements (e.g Estimates, Sales Orders Invoices), we want to display Address A.
When generating PDF/Emails of Expense type statements (e. purchase orders, Bills, checks, etc) we want to display Address B
the PROBLEM is that when we setup a "Organization Address Format" for example within Sales Orders, it forces this format on all other types of Templates (Invoices, Purchase Orders, etc.). It seems the Zoho Books…
21 votesHi there.
We have a workaround for your current scenario. We would suggest you to add the organisation address details in the attention content of the template. You can uncheck the organisation address option.
This way you can customise it for each of your templates separately.
Hope this helps.
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21 votes
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Approve other documents in portal
Clients can already approve estimates in the portal, but we would like them to also approve our Terms and conditions.
Is it possible to configure a document upload tool in the portal were vendors can upload several pdf documents for clients to approve?
This can be the terms but maybe also drawings or plans?21 votes -
Better Search Bar Required
Search Bar, only searches contacts (except on items page). Search Bar should search everything entered in our books, i.e. contacts, emails, items, expenses, incomes, etc.
21 votes -
Debit Memo
Could you please add a Debit Memo/Note Module in the Invoice section. This will help to track when refunding a customer or when payment entered in an error to reverse the payment.
21 votes -
Arabic Support and Arabic Interface for Gulf Countries.
We are working there in Gulf and Zoho is very famous there , but Many of our clients Need System in Arabic only or in English Arabic both , So You Please Introduce Special Arabic Support Version for Gulf Countries Like UAE and KSA .
21 votes -
digital signature incorporation
digital signature incorporated in Invoice/PO/Esteemate and other documents
21 votes -
job progress invoice
its must needed feature for all construction companies.
21 votes -
use automated payment matching rules
MYOB and Xero both have smart matching and rules.
Customers bank account names are consistent so the system learns (or allows you to create a rule) that matches the customer name with the payment reference. It will either match the payment automatically, or only suggest invoices from the right customer.
Or if one payment doesn't match an invoice amount they look to see if multiple invoices from the same customer may equal the amount of the payment. This is a common situation that customers make more than one purchase over a month.
21 votes -
Sync Data with Shopify Store/Bank Account
QuickBooks online offers an app that Sync my shopify data and my bank data so I don't have to do any imputing.
Their system is horrible though. I love zoho and wish zoho could do this so I never have to use quickbooks again.
20 votes -
Should be able to enter a refund receipt in Expenses
Already discussed this on the phone, but just in case.
When a portion of a receipt, which had been entered in Expenses, and linked to a customer as a billable expense, is refunded, the new refund receipt should be entered in Expenses with a negative amount, again linked to the customer. That way, a pool of expense receipts are billed to a customer as an invoice/part of an invoice at a later date, the difference is accounted for, and there is no room for error.
20 votes -
Project/Timesheet Report Customization
An integrated report showing both project and timesheet information to include individual timesheet log entries, total time logged, budgeted hours, percent complete, number of days active since first log entry. This should allow grouping by project and/or staff.
20 votes -
matching
Allow two manually added transactions to be matched with each other.
20 votes -
20 votes
Hi,
We have raised a site request for Punjab National Bank Corporate Login. We will update you once the full site gets developed and when the bank is available for connection in Zoho Books.
Regards,
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give option to mark GSTRs filed manually
I have been filing GSTR-3B manually always (that I never knew I could push transactions for GSTR-3B filing also). Now, that I know the feature, and when I go to file GSTR-3B through Zoho, it says I have to mark my previous returns all filed before I can proceed.
Now, all my previous returns are all filed, so how do I proceed?
Thats why, I request you to add a feature, wherein I could just mark all the returns filed, manually.20 votes -
One company multiple branches with multiple GSTN Numbers (in different states)
One company multiple branches with multiple GSTN Numbers (in different states) with facility to file separate GST Returns in each state.
Also provision for inter-branch transfer of goods / services with GST
20 votes
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