Zoho Books
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6729 results found
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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 -
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 -
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 -
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 -
(Payment in advance to vendor )make it track able!
We need to know for which PO we have paid in advance to vendor !
is there any way we connect the advance payment to vendor to PO then we register same when the bill is Ready?
something same as retainer invoice but for purchasing or any other way to track advance vendor payment !12 votes -
Opening Balances Bill wise
While entering the opening balances of customers, zoho should allow us to enter invoice wise details i.e. invoice no , invoice date and due date. This makes it east for tracking payments and also for any other adjustments
12 votes -
Data based access management
In my org, I would not want certain users to not see certain transactions. For eg, expenditures made of certain chart of accounts should not be visible to certain departments. Currently we can set module based permissions only and data within module based permission.
12 votes -
Enable direct lodgement of BAS to ATO
Enable the direct lodgement of Business Activity Statements from Zoho Books to the ATO (as is common in other systems such as Zero etc).
12 votes -
Custom Fields Translation
We need to be able to translate custom fields.
All our clients have invoice templates in several languages. Currently we cannot translate the custom fields in those languages, which is a problem. The custom fields should be translated the same way all built-in fields get translated when choosing an invoice template language.12 votes -
Feature for passing entries in manual journals for Accounts Receivable & Accounts Payable.
For Example:
A & B are the parties,Here "A" uses Zoho books & "B" uses other than Zoho Books.
"A" sells the good "X" to "B" for 1000 on credit & "B" sells product "Y" to "A" for 1500.
Here "B" asks "A" to pay balance 500 so balance 1000 shall get set off.But when i try to pass entry in manual journal it does not allow to pass the entry because you have not provided option of passing manual journals related to Accounts Receivable & Accounts Payable.
There is no option to adjust bill amount in the…
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 -
option to export Receipts
There should be option to export the receipts which is added while recording an expense
11 votes -
be able to choose for an item to go into liability instead of sale or expense.
We have to collect gratituity tips from customers and pay them out to workers but that money should be going into liability account not as income and i have to manually move it through journal entries and it's a pain. Most accounting programs let you add an item straight into liability.
11 votes -
Import timesheet data from xls or csv
Need to import timesheet data from other systems on a regular basis.
Would like to be able tp upload timesheet data in xls or CSV format please11 votes -
Ad hoc entry of Time and Charges
Service based businesses do not always use projects. We use one-off service activities for clients. I need to be able to enter as such:
ABC Company 1 hr $95/hr Remove virus from computer
ABC Company 1 $3/ea Sticky that says "Don't click on virus"It is ludicrous to think we have to make a Project AND a Task for every time entry.
11 votes -
Filter by User in Time Tracking
When i go into the Timesheet module and look at all time sheets, either in the list view or calendar view, as an admin I see everyone's time.
But needing to also track time myself - I have no way to just see my own time. There is no filter by user.
So whenever I am catching up on my time tracking entries - I have to run a timesheet detail report for myself and then bounce back and forth between two views to make sure I am not double entering time or missing an entry.
I should just be…
11 votes
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