Zoho Books
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6405 results found
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Print EWay Bill
Its wonderful that we can directly generate eway bill from zoho books. However one needs to login to the eway portal to take print out of the eway bill. Once eway bill generated the option to take printout within zoho books shld be incorporated
57 votes -
Serial Number Tracking
Allow items to have a serial number Entered in the System.
1. Enter Serial of Items/Goods and dated purchased.
2. Warranty Periods for Serial Numbered Items
3. Pick Items by serial number when doing customer invoices (it helps when items get faulty during their warrant period and to know where there goods where bought from and return to original supplier or manufacturer.) We are having look check the items if there are returns and start opening files to see where we bought from and is it still under warranty.
4. Being able to see Faulty Items when returned by customer…57 votesHi All,
Serial Number Tracking and bar code scanning are not planned in Zoho Books. I have some good news though!
We are launching a new product called Zoho Inventory. That will address your requirement. And what’s more Zoho Inventory and Zoho Books are tightly integrated.
Jump to below forum and vote to get an early access:
https://zohofinance.uservoice.com/forums/294735-zoho-inventory
Regards
Prashant -
show what is on backorder from sales order on invoice to customer
It would be great if the invoice would show what and how many items are on back order when you partial ship a sales order.
56 votes -
discount by line on purchase order
discount by line on purchase order
discount should be able to be added by line item in the same way that it does for Sales Orders55 votes -
Revolut
Support revolut as a bank and as a payment gateway
55 votes -
Integrate more payment gateways like CC Avenue, Payfort and more
It's getting real costly! All your payment providers support only US transactions. This means more costs for us. We would really appreciate if you can integrate payment providers from the Middle East or even India. This could help a lot of us.
54 votes -
subtotal expenses on invoice
I often have multiple expenses on an invoice along with the other Sales items. It would be very useful for me and my customers to have a subtotal of expenses on the invoice
54 votes -
Items - Multi Currency Purchase Rates ?
Hi,
We do International Trading and buy products in multi currencies. However the Items purchase rate is fixed as per company's base currencies and this does not suit us. This results in a false value to our stock and affects all our reporting.
Even if we convert the purchase rate into the base currency, this rate will never be accurate unless it's updated on a daily rate basis. This is not even an option.
Rates in Exchange
Where can we input the rates or exchanges on a daily basis on Zoho?53 votes -
Reporting Tags needed in Manual Journals and Bulk Add Expenses
Reporting tags are a fantastic feature that can solve so many issues for Locations, Departments, Projects, etc. However, it is a real weakness that Reporting Tags cannot be assigned to Manual Journals or Bulk Add Expenses. I'm working around this by using Bills for some manual journals (eg, entering depreciation journal as a zero-sum bill) and entering expsnses singly rather than in bulk. But logically would be much better just to be able to add reporting tags to Manual Journals and Bulk Add Expense items. (Bulk Add Expense items also seem to lack tax coding.)
53 votes -
Developer Sandbox
It would be nice if Zoho Book's API had a developer sandbox that was available with paid accounts so that a developer can work, test, and experiment with solutions without polluting their "real" books with test data.
52 votes -
PLEASE ALLOW PARTIAL PAYMENTS ON RETAINER INVOICES
PLEASE ALLOW THE SAME FUNCTIONALITY TO ALLOW FOR CUSTOMERS TO MAKE PARTIAL PAYMENTS TOWARD RETAINER INVOICES THE SAME AS THEY CAN FOR REGULAR INVOICES. WITHOUT THIS FUNCTIONALITY I AM SEVERELY HANDICAPPED AS MANY OF MY CLIENTS LIKE TO LOG IN AND MAKE PARTIAL PAYMENTS TO THEIR OPEN ORDERS ALONG THE WAY. SINCE IT'S ALREADY FUNCTIONAL FOR A REGULAR INVOICE I CANNOT SEE WHY WE CAN'T DO THIS FOR RETAINER INVOICES!!!!!
51 votes -
single total expenses line on the invoice
Ability to generate a single total expenses line when adding project expenses to an invoice instead of showing each expense on a separate line.
50 votes -
Customize Dashboard...
It would be Great if we could remove or rearrange blocks. I would prefer to move the CashFlow chart down below a couple other rows or possibly turn it off.
50 votes -
sales person commission on sale payment received
sales person commission on sale payment received
1. commission % depends on item
2. it will be payable on sales payment received
3. commission % is different for each sales person depends on performance of sales person50 votes -
Invoice Print in (POS) Ticket Style or Layout
Need to print invoices in a ticket printer like EPSON TMU220 or similar (POS PRINTER) but to do it, we need a new style or layout of invoice that fits in a ticket paper and print, I think that will be a very usefull I and also very nature friendly because we spend less paper and tonner.
50 votes -
Save report customizations
Zoho Books should be able to save report customizations. E.g., when I run Receivables Aged Summary, I ALWAYS want it aged by Invoice Date (not the default of Due Date), and when I run Journal Report, I ALWAYS want it to include reporting tags. It's crazy that I have to keep changing these customizations every time I run a report.
50 votes -
Custom "Lookup" Field
Must add a custom field "Lookup" that looks up a pre-existing value just like in Zoho CRM, this should be add to all modules (Estimates, Invoices, Purchase Orders, etc.) for example if I want to add the PO number to invoice so I can know they are related
49 votes -
Customizable Dashboard
Please make the dashboard customizable.
I should be able to create a report, and be able to throw it on to the dashboard for me to see as soon as I enter Books.The variable fields should be more easy to choose. E.g. Date Range, Year range.. Graphs that allow Year-on-Year / Month-to-month comparisons between multiple years
49 votes -
Purchase requisition
It will be nice if you can add a feature to create purchase requisition to an specific department in the same company. So for example if a department needs to buy a new computer, then the manager of that department can create a purchase requisition or request to the procurement department and keep track of them. And after it's approved then we can create the Purchase Order to buy the item. Thanks!
49 votes -
Ability to Add Product Visual/Image to Estimate and Invoice
I want there to be the ability to add a small thumbnail of about 185x185 next to my items in my Invoice and Estimate to be able to provide a visual reference to my Clients. On clicking the product visual, they can either be taken to the product page on my website(Custom Link) or to a larger version of the image(Image Source).
48 votes
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