Zoho Books
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6185 results found
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Suggestion 3
Dashboard and other expenses related reports:
All posting to expenses accounts (accounts that are defined as expenses) are not getting reflected on the dashboard and or in the expenses related reports. There will lots of Journals would entered for booking expenses especially when one follow an accrual system. Instead of checking the accounts, it seems ZOHO books reporting, including dashboard, is checking whether the expenses are entered as expense transaction or category. Appreciate if you could please check this and update the system accordingly.
1 vote -
Suggestion 5
Time sheet reporting:
Provide better time sheet reporting.
- It is very difficult to take a time of an individual for a whole month and check where he / she has captured time for all days. A time sheet report with days of the month as columns with number of ours in each column and on the left column the project he / she entered time for will give a better view of the time sheet. Grouping them by employees where i can select and expand the name i want will help me to under stand this better. Also an excepting…
1 vote -
html
Hello, I need to edit my invoices and budgets, since in my company we use different images thanks
1 vote -
Adding Bills and Expenses to Projects in windows mob app
Ability to add Bills and Expenses to Projects in Windows mob app. We have many Windows app users and they need to associate bills and expenses to projects through their mobile app.
1 vote -
Remove all of the ZOHO marketing and 3rd party marketing. We pay for the product. Seeing ads is inappropriate.
To see the ads for Zoho products in various spots and 3rd party (Fundbox) in the system along with the getting started link and refer a friend link that we can't remove is annoying. I'm fine with it being there if there was an option to remove it. I also do not mind at all the notifications that appear at the top every once in awhile that I can read and then remove/close. But the permanent ads and the two other links should have an option to remove them.
1 vote -
synchronize user
synchronize zoho CRM users with zoho books.
Similarly how you can synchronize proudcts and accounts, we should be able to syn users so when an estimate is created in either books or crm the user can be selected from a list, or auto-selected with the current user.
then the information such as signature, phone number, email, etc. can be mapped into zoho books and used in templates and emails.
1 vote -
1 vote
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add a return column on the invoices rather then a total separate credit note it makes things easier
can you create a special invoice that be activated or deactivated special for me?
i want it to be the same just it should have few coulombs
product load1 load2 load 3 load 4 load 5 returns price total
bread 100 100 50 10 20 5 7 1925
this is how i want a line to look like
it will make my dispatch very easy as i really like the software
please advise more?1 vote -
Luxury tax on non discounted rate
We have a major issue with a key ZOHO feature that is not allowing us to use the tool fully . All taxes are calculated on the discounted rate by ZOHO , but in Tamil Nadu the hotel industry luxury tax calculation is different .
In Tamil Nadu Luxury taxes are calculated on Declared rate/Published rate/Rack rate .
Example .
Published rate is Rs.2000/Day
If room is charged at full rate then
Luxury tax = 12.5% = 250
Service tax = 9% =180If a discount is provided the calculation has to be as follows
Room rate = 2000
Discount…1 vote -
Global Rate Change for Users Needed
There needs to be a way to make a global rate change to a user's billable rate, otherwise for every project that a user is assigned to, we must make a rate change for users (any time the user has a rate change).
1 vote -
When you create a new Item, you can assign a sales tax on the selling side. On the PO side there should be an option for no sales tax
When you create a new Item, you can assign a sales tax on the selling side. On the PO side there should be an option for no sales tax. I'm a reseller so when I convert a Sales Order it automatically maps over the sales tax and then I have to manually remove them. As a reseller, I don't pay sales tax on items I purchase for resale. It's an easy fix inside of Zoho Books in the Items Module. Provide the option as you do for the Selling side but under the PO side.
1 vote -
suggestion 4
Reporting tags in transactions:
The reporting tag definition at the moment is at a transaction level and there is limitations to provide drop down selection type tag definition.
Most of the cases , the reporting tag defined is common for most of the transactions. e.g. , if i use a Profit center as a tag, i would like to have this in all transactions, similarly, a cost center tag might be used by most expense transactions. Also , when one defined drop down values in multiple places there could be a likely chance of making mistakes (lower case, upper case,…
1 vote -
Container return
I have 20 Ltr Water Refilling Business. So, consumer return container at delivery time.
if consumer not return container the Billing Amount will effected,
Is it Possible ?
if possible ,then tell me in details.1 vote -
INTEGRACION DE FECHA DE PRESTACION DEL SERVICIO
me gustaria que se integrara la fecha de prestacion de servicio en la factura y que se pudiera contar con disponivilidad de del producto por fecha ( ejempo) 10 sillas para el tour del 10 de mayo
1 vote -
pour quoi les Devis ne s'imprime pas en format légal? pour notre entreprise ce serais important! merci de résoudre ce problème!!
Pourquoi les estimates ne s'imprime pas en format légal 8 1/2 x 11 ça serais important pour notre entreprise , merci de régler ce problème!!
1 vote -
1 vote
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1 vote
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Vinculador el calendario para citas con los contactos
La idea es que al momento de agendar una cita solo con anotar las primeras letras del paciente, en automático nos de los datos del Paciente, como nombre completo y teléfono
1 vote -
multiple customer addresses appear in PDF
Additional customer addresses don't appear in invoice or quotation previews or PDFs. Regardless of the customer address you choose while editing, only the default address appears. For those customers that have multiple offices, it's important to display the proper "Ship To" address.
1 vote -
We use schedulit to keep track of the training sessions we provide. An API or method of invoicing after completion would be great.
We use schedulit to keep track of the face to face training sessions we provide. An API or method of invoicing after completion would be great, or a simple scheduling program from Zoho would also be great.
1 vote
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