Zoho Books
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6409 results found
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Expenses Roundoff
There should be an option of round off in expenses because most of the vendor or supplier issue us the round off total bill. Due to this we are unable to match the transaction with bank record in Zoho books.
13 votes -
Add multiple Desk tickets to the same Invoice
In Desk, you can create an invoice from a ticket.
Would like the ability to "add" a ticket to an already existing invoice.
Example: If we do 3 Help Desk tickets for a customer in the month, from within the first ticket, we could click "+ Invoice" to create the invoice and save it. Then for the 2nd and 3rd ticket, we could click "+ Add to Invoice" and it would let us choose the Invoice to add it.
This way the customer gets 1 bill at the end of the month with the 3 tickets combined on it.
13 votes -
Posting date,
Please provide the option for "Posting Date" while booking purchase bills and expenses because,existing mandatory field was Bill no and bill date, posting date should hit to current month expenses not for bill date, exch: after GSTR3B return file if we received any bills from vendor we are not able to change the posting date bcz we have to account it in back dated, once finalised MIS how we can account it in back dated, please provide additional option for posting date.
13 votes -
MULTIPLE ITEM SELECTION
IT WOULD BE GREAT IF WE CAN SELECT MULTIPLE ITEMS FORM THE DROP DOWN MENU WHILE GENERATATING INVOICES AND BILLS
13 votes -
purchase bill need item wise discount column.
purchase bill need item wise discount column
13 votes -
Financial Year Based Accounting
Zoho Books run on Open Period Concept where one can enter transactions in Any year (Either Past Date or Future Date). This is a serious gap in internal controls where any of the executive may end up keying transaction in incorrect financial year and same will have impact on company's financial position.
13 votes -
Integrate with SHIPSTATION!!!!
Please build a bridge for ShipStation!! Its one of the biggest shipping platforms!!!!
13 votes -
Auto generation of Bill numbers.
When we purchase from unregistered suppliers, we have to rise bill by our own. Hence auto generation of Bill number is must. Especially when Purchase is made under Reverse Charge Mechanism.
13 votes -
WE KNOW ZOHO CAN FETCH DATA FROM E-WAY PORTAL THERE SHOUD PRINT OPTION FOR E-WAYBILL. WE NEED EVERY TIME LOGIN TO E-WAY BILL FOR PRINT
E WAY BILL PRTINTING AVAILABLE IN TALLY.
WE KNOW ZOHO CAN FETCH EWAY BILL DATA SO IT POSSIBLE OPTION FOR PRINTING EWAY BILL OPTION.13 votes -
allow us to use forte ACH on retainer invoices
forte ACH doesnt work with retainer invoices.
this is a huge feature for us. we use retainer invoices constantly.please please add this.
13 votes -
bulk categorize
while in the banking module, please allow for items in uncategorized to be bulk categorized without the use of rules. For example, if I have 4 different transaction from 4 different restaurants, I would like to be able to select those 4 transactions, and click on button called 'bulk categorize' so that each one of them goes in Meal and Entertainment. I don't want to have to create rules first because that is 4 rules that I have to create, making my workload even greater. I realize I can then bulk categorize them, but that is defeating the purpose because…
13 votes -
Need the ability to write a refund check to a customer or a company that is NOT a vendor.
Need the ability to write a refund check to a customer or a company that is NOT a vendor. Also, write a check to any company that is not a vendor, like a charity.
13 votes -
Purchasing / sales by item reporting for customers in the client portal.
I would like to see a feature that you can select in settings for the client portal to reflect sales / purchases by item type and date range. I think several entities like to provide customers with custom monthly reporting of purchases / services by item both in numeric form and pie chart / graphic form not just by having to go through each invoice one by one. We have been considering zoho books / invoicing and would be more adept to switching if this were a feature.
Thanks for your consideration!
12 votes -
add a option to pay advances to suppliers
its so much complicated and double work while creating bills and receiving goods.
it should be simple like this:
create a PO with/without items
pay advance by clicking button on same PO(which shows status as partially paid)
there should be a button "received goods" (enter the amount of goods received, if received partially status will be partially received or some thing like that...)
if i want to refund some of those goods we need to see options at that PO or purchase invoice.
same goes for sales module
but now
why is it so much complicated to create advance payments…
12 votes -
Taxable task
It would be smart to be able to set individual tasks as not taxable. As it is, I have to manually edit each non-taxable task every time I generate an invoice. It's repetitive, time-consuming, and invites error.
12 votes -
when invoice written off (bad debt), the tax attached should be deducted at tax payable
When an invoice being written off (bad debt), the tax amount attached should be deducted also. Current zoho books is the whole written off amount is included tax, it should be separated.
Example, invoice with $100 + $6 tax = $106, payment received $53, overdue $53. Payment haven't received for few months hence written off $53. In such, $50 will go to bad debt $3 will be deducted from "tax payable" at the written off date.
12 votes -
Please give option of printing payment vouchers and invoices for purchase from non registered dealers
Referring to purchase from non registered dealers in GST
We have to raise an invoice with reverse charge and also issue a payment voucher.
Kindly give provision for the above request.Regards
Varun12 votes -
Tax Invoice with Transaction Statement Useful for Travel Agency
Dear Zoho Team,
Tax Invoice with Transaction Statement Useful for Travel Agency
Because Commission Agent and he can not Create Air Ticket Tax Invoice..He can Create Tax Invoice only his Service charge....
So accounting Propose....He can Create Tax Invoice Service Charge & other Service like Air Fare + Railway Fare he can create only Debit Memo or Transaction Statement
Please add this function
12 votes -
offer post code search
I would like to be able to search transactions using a UK post code.
Customers do not always know what name the invoice was generated under, personal name or business name. A post code is a very easy search to ask for.12 votes -
TAX Summary
I would prefer to have a Tax Summary on every invoice. if possible
12 votes
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