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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6410 results found
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Import Transaction Rules
We would like to be able to import transaction rules from a spreadsheet. This is helpful when you add a new bank account and don't want to add each rule separately.
12 votes -
Sales Report with Date, Invoice, Customer, Item, Qty, UP, Sales & Margin
A details sales report reflecting Inv No, Date, Customer name, Item details, Qty, Cost Unit price, Cost total, Selling Unit price, Selling Total price and Margin with sales person name. If this report is available all kind of sales analysis is possible and helps companies to make different kind of sale reports
12 votes -
Multiple Image Attachements on an Item
Allow the attachment of Multiple Image Attachments on an Item. Sometimes Technical Drawings or multiple images need to be attached to an Item. Current functionality only allows for 1 Image to be attached to an Item.
12 votes -
Automatically match transfers between bank accounts
If the amounts and the dates match, and there's no other candidates that match that closely, then automatically identify transfers between bank accounts (and Stripe clearing). It's ridiculous the amount of manual work is required to match up transfers that should be detected automatically. And any where there's multiple possible matches, just give us a list of "Possible matches" and let us quickly identify which ones are correct. Other accounting software does this. Zoho Books should too.
12 votes -
Profit and Loss Report by Contact
We desire the Profit and Loss Report to be able to be filtered by Contact. On the sales side we use Customer Account Name : Job Number in our contacts. Accordingly we record sales, costs of sales, expenses to those contacts. Therefore we need to run profitability reports by those contact records.
12 votes -
Post Dated Cheque entry for Rents , Advance payments
How Can I enter the post dated cheques for Advance Rent payment for One year?
12 votes -
Statement of Account
To Customize SOA for the customers and vendors is very important as the current standard template does not show the ref# and description.
Right now we adding the descript in the ref# filed so we can get it the statement in the notes filed ( we made across records ) !!!.
Please, we need to customize statement of account to be included ( Date, Ref, Description, Dr, CR, and balance).12 votes -
Simple calculation within number fields (like quickbooks).
Enter 2+2 in the quantity field, hit enter and the Quantity shows 4. Sometimes bills have line items of the similar things which we just lump together thing. Extend the calculation function it so we can enter the total, the quantity and then per item price is calculated.
12 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.
12 votes -
Integrate with woocommerce
Need integrations with Woocommerce and shopofy
12 votes -
Sales Order shared by multiple salespersons
Many of our clients are served by multiple people on our sales team, and we would like the capability to share the sale credit/commission for some of these clients. Is there a way that multiple salespeople can be listed as the "Salesperson" on a single sales order and/or invoice?
12 votes -
Add Delivery Challan feature for Vendors
We need the delivery challan feature in order to send material for job work to our vendors and also in case we need to return goods back to the vendors.
12 votes -
Preferred Vendor for all items.
Currently, there is only an option to add a preferred vendor to an inventory item which makes no sense.
An item regardless if it is stocked or not has a preferred vendor. This should be a field for all items.
Many Zoho users are dropshipping items, meaning no stock is tracked but there is a preferred vendor still.
12 votes -
discount on expense
Please add the ability to show a discount on an itemized expense. This discount would subtract from the expense total. This would be for expenses not bills.
For example, if we order 4 items at $5 each, the total would be $20. However if we receive a $7 discount, we would still like to show four items at $5 each and then have a line that shows "Discount: $7" for a final total of $13.
Currently if we receive a discount on an order, we cannot itemize the expense as we normally would because there is no way to show…
12 votes -
Show Open Vendor Credits in new Payment Made Screen
We regularly order garments from distributors. We create Purchase Orders for the garments and Bill each PO individually. When we receive the goods, sometimes tshirts are damaged and we ask the Vendors for credits and we enter Vendor Credits and apply them to the bill. We have 30 day terms with the Vendors and pay multiple bills at once, when the garments have been received and accounted for.
When we want to pay the Vendors, we go to Payments Made + and search for that Vendor to see and pay all the Bills at once. The problem is when the…
12 votes -
After Discount value to be displayed
After Discount% in estimates and invoice the cost of the item multiplied by the qty is only shown as a total. But the after discount rate of the item should also be shown. Please add a column as "After Discount Rate".
Ex. - Current Scenario - Cost 200. Discount 10%. Qty 10. Total 1800.
What is required is - Cost 200. Discount 10%. After Discount cost 180. Qty 10. Total 1800.12 votes -
Integration with PNC Credit Card
Can PNC Credit Cards be integrated? I have a business credit card with PNC that I would like to reconcile.
12 votes -
Option to Disable Logging of Activities By User
There should be an option that some users especially admins can have a setting where their activities are not logged. Or even if there is an option to disable activity log completely for an organization - that will be great.
12 votes -
Recurring Estimates
There should an option of generating Recurring Estimates. The reason being that if I create recurring invoices every month, my GST liability automatically arises even if I haven't received the payment for the invoice. Moreover, my customer would claim the Input GST credit even without paying the amount. If I would raise an estimate first, then all the above problems will get resolved. I have 100 customers who pay me rent on monthly basis. So this turns out to be a huge tax libility. Kindly look into the matter and provide the option as soon as possible. (For your reference,…
12 votes -
assign sales person to customer account
I would request that sales persons be selected/assigned per customer and not at the time of creating an invoice.
Some of the reasons would include:
- credit sales to one customer done by several sales reps
- companies structure usually assign sales reps to customers
- difficult to compute commission and analyze outstanding amounts if sales reps are captured per invoice
- reporting becomes difficult to analyze, for example, aging report should show balances per sales person (this helps it calculating commissions).12 votes
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