Zoho Books
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6163 results found
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report page numbers
Please add a page number on transaction reports.
0 votes -
Add / Delete transactions
1.
You have many errors in a bank statement imported. EG because you imported comma decimals instead of full stops.
There are too many so you would prefer to delete the statement and import afresh.
I dont see an audit problem if is a manual import anyway.
2.
Alternatively, you should be able to amend the amount if it is a manual import.
From the audit integrity point of view once you are manually importing you may as well allow amendment accompanied by an explanation.
Perhaps until reconciliation after which amendment could be disabled.
0 votes -
bank account view
On the bank account screen view that comes up when you click on bank in the bank overview.
Please can you add the >200 per page option at the top of the screen so that we dont have to go to the bottom all the time when we know that the entry is on the 9th page.
Please can you do something to stop the screen reverting to the begining every time you work with an entry because it means we have to find our place again every time we query an entry. Even with a refresh if you can.
0 votes -
Date calandars
Please will you standardise the date selection calendars.
Some are different and some are tricky to select custom dates.
Also it would be nice to have an "ALL" feature so you can select all the transactions for a report without having to put the dates into the custom calendar. A customers of vendors entire history on the system.
0 votes -
Template
The report templates take up a huge amount of space and are a waste of precious paper.
Please could we have some control over the layout such as size of print, spacing of lines, spacing of columns, page numbers titles and headers.
We definitely need headers and page numbers on the report pages.
0 votes -
bill approval by user
We would love to be able to allocate bill approval by user please
0 votes -
Recurring Invoices
Why was the "next" option removed when the recurring invoice is stopped. It was just there the other day. Can you please put it back? It only shows up now when the invoice is active.
0 votes -
Meaningful print headings
Meaningful Report headings for pdf or exls saves.
Is it possible to have a file name on a report with a meaningful file name.
At the moment the file are 1448828000000502350.pdf
The report heading is:
Reconciliation Details
Reconciliation Period
01 Jan 2019 To 31 Jan 2019File name could be - Recon_01012019-31012019.pdf
or csv or xls or ods etc
Say the first 5 letters of the report name plus the date.
Then you know what the file is going to be called by looking at the title of the printed report.0 votes -
sales account
Make the dropdown box with the account selection (i.e the revenue account to be credits) always visible instead of hiding it behind the additional information area.
0 votes -
Vyapay merchant services - ACH Payments
Add Vyapay to the available providers. This is a new company and their rates and services are really groundbreaking! They currently tie into QuickBooks Online. The rates and services are so superior to anything else we have seen that it is making us take a long look at QBO. We would hate to leave ZOHO and really don't plan to, but it would be an absolute plus for ZOHO to enable Vyapay.
0 votes -
Add contact or option onthe fly
In journal entry there is a field for Contact. This is important field and great. But, if the contact doesn't already exist the user must exit that screen, setup the contact and return to screen. Should be an option to clieck and setup new contact on the fly.
0 votes -
Setup contact
Currently a contact must be either a Vendor or Supplier. No other choice. There should be "free"contacts that are not tied to particluar currency or sale or purchase. For example, shareholder, employees, counterparties. This will allow much more flexibility when associating transactions.
0 votes -
Transaction input, sales and payables
A sales invoice need not be only for posting transaction to a revenue account. Sale invoice can be used for posting transaction to an equity account, i.e company sells shares to a shareholder, sales invoice credits equity account, debits receivables.
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Benchmarking to Quickbooks
Quickbooks does many things better and easier than Zoho, but also somethings Zoho does better. If Zoho wants to be the better product Zoho needs to look at the quickbooks functionalities and improve on those functions. In some ways Zoho is clumsy and too flexible. In other things it is briliiant. I use both QB and Zoho. I thought Zoho could be THE solution, but now I see there are instances where I should be using QB.
0 votes -
Delete auto feed bank transactions
Transactions manually added to bank can be deleted. However, transactions brought in via feed or upload cannot be deleted. Only they can be excluded or first unmatched and excluded and then they will stay around for ever and ever and create a more and more useless data. Just enable transactions to be deleted or at least, allow deletion of excluded transactions.
0 votes -
purchase order from quote/estimte
Please allow the ability to convert an Estimate/Quote into a Purchase Order.
0 votes -
Apply correct rate table to invoices created from bills
We use rate tables for our clients. When an invoice is created for a client tagged to a rate table we expect that pricing to be applies. However if we import a vendor bill the rate table price is not applied unless we remove and re-tag the rate table to the invoice. We need to have an option, or prompt, to enforce the rate table pricing and not default to the vendor bill line total.
0 votes -
Migrate from Xero to Books AU
Has anyone done this? Seems a fair bit of work re chart of accounts..
0 votes -
Clubbing of Bank Accounts & Cash Accounts in Banking Overview page
We Have 15 Petty cash accounts & 15 bank accounts.
Can you provide an option of grouping and sub-grouping to consolidate all relevant accounts under one head.0 votes -
Foreign currency Adjustment IMPORTANT
Foreign currency adjustment matching routine sets up the adjustment transaction for the current dat, i.e today. This is not correct. The adjustment date should be same date as the actual underlying transaction. Or the system offer the opportunity to the accountant to set the adjustment date.
0 votes
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