Zoho Books
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6163 results found
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'Create Invoice from Attachment' button - Office365 integration
We are an Office365 organisation. Every time a vendor sends an invoice, the invoice is attached to an email. Instead of having to open the email, save attachment to desktop, rename it, then go into zoho books, create invoice, then upload the invoice...imagine if we could simply (in outlook) right click on an attachment in email, and have a zoho option such as "Create invoice with attachment" which would open a new browser window with a 'rename' input text box option, automatically create a new zoho invoice with the attachment already uploaded. this would significantly reduce workflow and admin time…
1 vote -
Picture of Client
Re:[## 16795043 ##] Good Morning. With reference to my last discussion with ZOHO Sales IQ Team. I requested for option of Customer Profile Picture. As we are dealing in real estate sector in which customers requires their picture on their statements. Waiting for you...
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1 vote
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Enable User-Selection Required Fields
Would like to see the ability to make more system & user-defined fields required, such as Salesperson
1 vote -
1 vote
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Report Settings - Only Display Non-Zero Amounts
It would be nice if you could only show non-zero amounts when running financial statements in Zoho like you can in QBO.
1 vote -
Books and Motivator - use the existing technology from motivator and make it available in zoho books
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1 vote
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1 vote
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old balance of clients, while switching the software
Enter old balance of the customer while entering new client or switching from another software.
1 vote -
FREIGHT LETTER
In our business we have to give a freight letter to the vehicle driver in which driver name, owner name, description of goods, quantitative details of goods , rate of freight, advance freight & to pay freight is mentioned. On the basis of this freight letter he gets his balance freight after reaching destination.
1 vote -
1 vote
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Delivery Note - Total Value of Goods field needed
Delivery Note must have a 'Total Value of Goods' field (value fetched from Invoice Total Value) as its a requirement in GST norms. This is for Standard India GST Template invoice
1 vote -
Roundoff in Invoice (Workaround in currencies decimal reduces few paisa per invoice)
Need Roundoff option in final invoice amount.
1 vote -
Master UNIT
One thing that makes zoho books complicated for many industries (like textile, wood, interior, manufacturing etc) is no option of master unit. it can be similar to composite items. zoho team please work on it. below are show examples.
- 1 Sheet of plywood is 2.44 X 1.22.
- 1 Roll of Wire is 100 Meters
- 1 Bundle of Plastic goods contail 80 Dozen pieces
in this scenario No need to have complicated unit conversions. Just allow users to define what is "Unit" and What is "Master Unit" of the same.
1 vote -
Other language ??
You have now a special edition for the canadian market. Have you thought about the 8 million Canadians who speak and work in French? When you'l be ready, we will?
1 vote -
An Invoice can be composed of the item and value from different Estimate
In Zoho Books, One Estimate can be directly converted into One Invoice, which means it be confirmed as <Sales Income> in P/L
But in practically, we might meet with a situation as below
Example:
Buyer: ABC Company
Estimate 001: U.S.D 20
Estimate 002: U.S.D 80
Estimate 001 and Estimate 002 will ex-factory on same day and go same destination, ABC Company require us issue an INVOICE U.S.D 100 which convert Estimate 001 and 002 into same Invoice.
Currently Zoho Books not allow this combination.
What we do to cover this problem is we go Invoice and set up a new…1 vote -
ADD MORE CUSTOM ADJUSTMENT FIELD and CUSTOM ORDER OF THE SAME
We want to buy this software for long term but will not be able to raise a single invoice due to following reasons:
1. There are multiple bill sundry in our invoices. Like Inspection charges, Forwarding charges (Different from shipping charges), Freight (already there but in lum sum value, need per pcs per item).
Also the order of all fields should be customizable. Also Discount can be on 1 item in invoice.
2. Balance sheet/P&L are only provided in vertical format. Not the indian way of horizontal view which we are used to. Assets and liabilities side by side.problem…
1 vote -
Plugin for woo commerce
We have a web store selling hand embroidered garments. You may check www.vandastore.in. Currently woo commerce generates invoices and packing slips using third party plugin.
What I wish that if ur software can be integrated via some plugin which can generate invoices as per gst law and fetch its data to ur main software for further accounting process, it we'd be grt.
If you people develop this plugin, I m sure, u would get a score of clients like me who are doing small online business.1 vote -
1 vote
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