Zoho Books
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6729 results found
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Consolidating multiple sales orders into one purchase order
It would be extremely useful to consolidate numerous sales orders into one purchase order. As a wholesaler, we take multiple sales orders for the same item from different customers. We then would like to put this forward to the manufacturer as one complete purchase order that lists a grand total of all the items in all variations needed. The manufacturer can then easily see what they need to produce in total and wouldn't have to add up individual sales orders. It would also help and speed up the process of receiving and allocating goods back into inventory and matching up…
15 votes -
Reports / Sales Tax Liability
-Taxes
-Sales Tax Liability
-Custom
In order to be able to do your taxes, you require the address so you may pay the appropriate county their taxes. An extra feature where it allows you to be able to have the clients address of each client would be great. At this time it will allow you to customize it by showing the time frame name of the client, sales tax, taxable amount, and total collected.15 votes -
Check template
We need more check template. We don't have possibility to customize the template we already have. We have different template in others accounting program for more flexibility we need the same in zoho
15 votes -
Print signature on a check when it prints.
Check Signature
It would be nice to have the signature print on checks when they print.15 votes -
client portal
I have the same primary contact person for 4 customers. The Client portal should allow the same primary contact to login and look at the details relating to all the 4 customers.
There should be an option for login on the basis of client group. There could be multiple clients belonging to the same group.
15 votes -
while invoicing a product to a customer, the previous invoice price of the same product should be displayed in a popup.
I have many customers and I sell the same product to different customers at different prices. The purchase price of the product will also changes often. I would like to have previous selling price display while invoicing a product.
15 votes -
users customization
Small organisations/professionals do not like giving access to all the accounts to their data entry bookkeepers
For example I have 6 bank accounts, 2 of which are personal. I only want my office staff to have access to 4 accounts for data entry through manual journals or banking categorisation.
However, once i give access to banking or manual journals, they can view all my other accounts and transactions as well.
Lack of this feature prohibit me from maintaining my books of accounts in office though zoho books and still depend fully on my CA for full bookkeeping.
The simplest solutions…
15 votes -
Negative opening balance for contacts
Please give us an option to enter Negative Opening Balance for Contacts.
i.e. Credit Balance for Customers and Debit Balance for Vendors.15 votes -
Feature to Select WHO should Approve for each BILL/PO
Currently, the multiple approval is set up for the whole Organization. Please have a feature for the user to should who should the authorizer of each bill/PO for the first stage.
15 votes -
transaction nature wise Approval Process
the current Approval Process is very simple for sale and purchase approval only but if you want to set an Approval process for complex scenario as per below:
1. Sales Invoice Approval
2. Sales Order Approval
3. transaction limit wise Approval
4. Approval where discount given in Sales
5. Credit Note Approval15 votes -
Add tab with Spreadsheets to Invoices, Estimates and Sales Orders
In Estimates (and Invoices and Sales orders?) add TAB with SPERADSHEETS. With this option, we can have all cost calculations used to create current transaction (Estimate, Invoice, Sales Order). When we need create similar transaction, then we can copy old one and modify spreadsheet to get new costs.
At this time we can connect external spreadsheets, but when we copy transaction and open connected spreadsheetand save new data, we will lost old calculations (on old documents we will have connected spreadsheet with last saved datas).
15 votes -
add zelle and venmo options
Would like offer payment link that gives customers option to pay via Zelle and Venmo.
15 votes -
Cost price and markup or margin on item section.
On the item section, there's only adding rate (like selling price).
Base on the cost or purchasing would be great feature if we can enter the cost price, setup the markup or margin and having group items. (like assembly line)
Also if you can add barcode scanning feature and or S/N with barcode would be great.
Right now I can only enter the selling price, and it's hard to remember how much was my cost or average cost and each customer can have different level for pricing.
In fact I am doing this whit Excel and it's simple formula in…15 votes -
clone delivery challan to new delivery challan
we should have option to clone existing delivery challan to new delivery challan in zoho books, this feature might save lot of time and come handy to may users.
15 votes -
The due date is calculated once he invoice is created
The due date should be calculated on the basis of sent date, not on the invoice date.
there is always a possibility of dispatch after date of invoice due to delay in shipment due to various reason.
the customer should get credit in payment as per actual date not invoice date
this can be done with updating date of due when sent option is marked in invoice, that date should be selected as date of shipment and due date should be calculated on that
14 votes -
bulk payment record option required in zohobooks
Presently record payment option is for individual invoices.
Its very difficult for us for matching the payments can you please make it as bulk record payment14 votes -
Ability to associate Zoho Projects to Customer in Zoho Books.
When Zoho Projects and Zoho Books are integrated, there is no option now to associate the Project with a customer present in Zoho Books. Hence all Invoice/ Expenses created under a particular Zoho Project cannot be associated to a customer in zoho books.
14 votes -
Allow bills to be paid by accounts with a different currency
I pay most bills with the same credit card, regardless of which currency the bill is in - but if the currency doesn't match, I have to choose petty cash and add a note stating which account was actually used, which is an ugly workaround.
Perhaps it would work if we could choose the account and note the amount that was charged in the account's local currency and perhaps also any extra fees (eg currency conversion fee).
14 votes -
Multiple auto numbering of invoices
In Argentina invoice numbering depends on tax condition for the customer and there are invoices of different types: "A", "B", "C", etc.
So it would be great that Zoho can support multiple autonumbering based on a customizable condition.
14 votes -
All data backup / restore to point in time
Although I appreciate backups are constantly being taken by Zoho it would be good to be able to backup / restore the entire organisation at a specific point in time. This would be particularly useful when testing as it would be possible to have a "clean" copy of the account which can be restored when testing is complete.
Ongoing it would again be useful when entering large amounts of updates via the API to be able to "wind back" the data to a point when you know the data is "clean".14 votes
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