Zoho Books
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6407 results found
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Make Zoho Books compatible with Belgian accountancy regulations
Now we need to invest in an integration/interface between an accountance software and zoho books. We would love to use only zoho books for our accountancy here in Belgium. I heard that we are in 4th place in Europe to use zoho, so it would be a quick win for zoho to develop it.
18 votes -
Adding reporting tags to projects
I know you can associate reporting tags to contact and items, but when you use projects, you may have multiple projects for a client, it would be helpfull to be able to add tags in the project so all transactions related to the project can be posted to the selected tags
18 votes -
Auto add on processing fees to invoice
When a client chooses to pay an invoice via credit card, auto add the processing fees to the invoice
18 votes -
Client Portal - Projects - Bills
I have a client, who buys distressed mortgages & houses, then rents the property back to the house holder, over a long term lease, with an option to buy.
He would like to be able to record all the maintenance costs on each property over the lenght of the lease (Time Tracking / Projects).
He would also like to have this information available to the tennant via the portal.
Currently, bills are not shown on the projects area of the portal.
I suggest that they should be.17 votes -
Proejct Recurring Revenue Reporting
I really need to project how revenue I have in recurring active invoices. This will help me get a projection of how much I'll collect from recurring billing.
17 votes -
17 votes
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Item History for Customer - Prices for Items Invoiced and Estimated
Zoho Books - Customer - Transaction gives an overview for a customer as per Invoice.
I suggest to have an Item History for each customer which will allow us to see existing prices quoted or invoiced to individual customer in the past
17 votes -
Sales breakdown by vendor
Please can you add a feature where we can generate sales reports by Vendor.
17 votes -
In Sales Order automation, Should be able to set up workflow rules to attach sales order automatically
Customer issues a PO. We enter the PO into a Sales Order. We should be able to set up workflow rules to do the following:
1. email confirmation to customer and attach Sales Order to email
2. email warehouse a different sales order attachment without pricing
3 email transportation a different sales order attachment with the information17 votes -
Vendor payment notification
Why can't we have an email option after making a vendor payment to notify their accounts dept ?
At present it's necessary to print or download pdf & then go to your email app & send from there!
This doesn't make sense as we can email all other documents ??
OR - am I missing something?17 votes -
Automatic assignment of price lists to clients
Something very simple and VITAL is missing in Zoho Books which a lot of accounting systems have as standard, if you could implement it, I will gladly become a client: -
Price Lists created in: Items / Price Lists, should be able to be assigned to a specific client automatically if required.
For example, a new customer is created, an option should be available to automatically assign a specific price list to that particular client. If this optional feature is not selected, default pricing applies to the client when creating an invoice.
The system as it is currently setup, requires…
17 votes -
There is the need for cash and cheque payment voucher. when we input the payment details in software then we want to generate a payment vou
There is the need for cash and cheque payment voucher. when we input the payment details in software then we want to generate a payment vou
17 votes -
Estimate Status- Add a closed or completed option. Invoiced is not enough as we can invoice for part of an estimate and it is not completed.
Estimate Status- Add a closed or completed option. Invoiced is not enough as we can invoice for part of an estimate and it is not completed.
17 votes -
While recording vendor bills, only the vendor invoice date (bill date) is available, please provide for a posting date option also.
While recording vendor bills, only the vendor invoice date (bill date) is available. For all accounting entries, please provide for a posting date option also. The accounting reports should be based on the "posting date" entries. This will help us recording bills in the current month / period, even if the bills for previous months are received late.
17 votes -
Client Portal CRM & Books Integration
Please create a unified Portal for both CRM & Books, CRM is taking care of the part where we solve client problem and Books is where we bill them, We can not just give out multiple portal to customer to view the progress and the bills. If the portal could be unified it will look more professional in terms and also better management for the businesses.
If either Books or CRM can show data to the other platform that would be very awesome.
- Currently we really lack a way to show a task progress to customer on Books and show…
17 votes -
Reporting tags in Stock/item adjustment
while doing stock adjustment we want to add reporting tags in exp account.But this facility is not available in zoho books and inventory.
17 votes -
Would like to use our own SMTP server to send invoices
Would like to use our own SMTP server to send invoices
17 votes -
Approval of purchase order based on the amount
It would be very helpful if the approval could be based on the amount of the purchase order so not every purchase has to be approved if it's for a small amount of money
17 votes -
Schedule backup
Can you put a schedule into backup? I dont want to initiate backup myself. Also why am I waiting 15 days before I initiate the next backup?? Give us the option to backup everyday or every week.
17 votes -
ZOHO INTERGRATION WITH MPESA FOR KENYAN CLIENT
WE WOULD LIKE INTEGRATION WITH MOBILE MONEY WALLET AND TILL NUMBERS
17 votes
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