Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6729 results found
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Be able to print individual project/task timesheets and link with invoices
I need to send timesheets with invoices to clients and it would be extremely useful to be able to pull up individual client (customer) timesheets rather than bulk export and have to separate them all out.
Even better would be the ability to automatically link the timesheet for a particular period with the invoice when setting the billable time.
15 votes -
Sales order from partially invoiced to invoiced manually
Not all of our sales orders are fully invoiced as we work on a re-imbursables basis. We therefore have many SOs that are in Partial Invoiced status but fully Invoiced as far as our business is concerned. Would like to be able to manually change a SO status from partially Invoiced to Invoiced.
15 votes -
Open more chart of accounts
Hi, team zohobooks, I suggest that you should leave the chart of accounts more open, I mean the accounts that are standard in zohobooks, I say this because the chart of accounts of each country is different so to not have many problems nothing better than Leave more open the chart of accounts or at least see ways to create sub-accounts in these accounts that are standard because most of them can not create sub-accounts and has caused much inconvenience in our client. I suggest this because here in angola many customers, entities and people are already relying a lot…
15 votes -
Option to record Tax deduction even at the time of recording bill since Indian tax laws mandates the same
Similar to 'Record Payment' an option to record Tax deduction at the time of recording bill should be made available since Indian tax laws mandates the same. For example I record an expense which is subject to tax withholding in the month of Jan. In this case I'm required to record tax deduction immediately and remit the amount so deducted to Government by 7th Feb irrespective of when I pay the vendor.
15 votes -
Make partial payments option available as a global setting
Please make partial payments available on a global level. Currently it's an option only on the invoice level.
15 votes -
zoho books Integration with shopify
Currently, zapier integration is the only option to fetch data's from the shopify account to zoho books but indeed we need a seamless integration to pull data's from shopify.
15 votes -
German market / Add german Banks to Banking-Module
The banking module for german companies is useless.
Please add german Banks to the Banking-Module.15 votes -
Adding of Small Retail Bills compactable to thermal printer and Barcode Reader
Adding of Small Retail Bills compactable to thermal printer and Barcode Reader,
15 votes -
15 votes
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RFQ Module
we need you to add RFQ Tab as part of the Purchase order
15 votes -
mass selecting uncategorized transactions and manually group categorizing?
In the banking section under uncategorized transactions, is there a way of mass selecting transactions and manually categorizing? Not using "Transaction Rules". Quite often there are many small transactions that come through a credit card that don't necessarily merrit a rule and it would just be easier to select transactions and mass categorize
15 votes -
Integration with Indian eCommerce Portal
Do we have insight when Zoho Books is getting integrated with india eCommerce Portals for e.g.. Flipkart, Amazon, Snapdeal, eBay etc.
At this point of time when more thn 50% of business is online this feature is must have to automate our Business & Billing and getting these in Zoho will be a blessing for users, Thanks.
15 votes -
Payment by instalments
Currently we sell products for say $3000. The customer will pay a $1000 deposit/initial payment then be required to make regular monthly payments of say $400 for the next 5 months to pay the remaining balance. We have used 2 methods to do this.
A) This is mostly automated however the customer (and us) has to work out the balance owing manually (ie the balance remaining is not indicated on any invoice etc). What we do here is create an invoice for the initial deposit/instalment then create a separate recurring invoice for each of the monthly instalments that is emailed…15 votes -
Budgeting and Estimate for the a year
Please create the estimates/budget/projection template and its comparative with actual performance. We want to see what we said at the beginning of the year and what actually we are doing per month.
15 votes -
Approval work flow for payment Receipts & payment made .Once approved it must be locked
Approval work flow for payment Receipts & payment made .Once approved it must be locked
15 votes -
The statement of accounts needs separate columns for invoice numbers and purchase order numbers
While it's great to have a statement of accounts feature, it isn't serving it's purpose since the isn't an option to show the purchase order number. Also the invoice numbers should be mentioned in a separate column.
Thank you!
15 votes -
Work In Progress Accounting for Zoho Projects
WIP accounting is important for businesses with project sales. This will automate necessary accounting entries and avoid mistakes
15 votes -
Cost Plus on Expenses
Projects needs the ability to have a cost plus on expenses for billing purposes. When setting up the project simply put a percentage to add on all expenses and when billing expenses are marked up by that amount. Most of. our jobs are by Task Rate and Cost Plus on Expenses
15 votes -
Reports in different currencies
Allow P&L, Balance Sheet and other reports to be generated in a currency other than base currency.
15 votes -
Item + subcategory with diferent unit and price
Make an invoce or estimate with Items + subcategories, with diferent type of unit measurents and prices. For example:
6 feet of wood frame (100$ per feet) + 1 service of framing (includes glass, foamboard) that measures in square feet (50$ per squeare feet).
15 votes
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