Zoho Books
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6411 results found
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Ability to apply redeemable points, gift vouchers, discount voucher, coupon codes, promo codes, referral codes
With options of marketing and advertisement through so many channels we need to issue various discount coupons, promo codes, referral codes and so on. If there is an option to included these codes for discounting it would be great. Also the option to add redeemable points on purchase bill which can be reimbursed later as adjustments in the bill, it will be nice
9 votes -
export and import function to change specific items in PO, SO, INV, Bills, etc.
I would like to be able to export to an excel file, make changes to specific items and import back again without affecting existing entries. Or if not Excel, maybe to a list within Zoho that when saved would reflect a new entry. For example; changing or adding to an invoice number. Or in sales a change of sales assignment. It would be so much quicker than opening each individual PO, SO, INV, Bill etc.
9 votes -
Electronic invoice for Europe
Starting from January 2019 for europe it is mandatory to generate an electronic invoice, integrating this function would give the opportunity to take full advantage of zoho books.
9 votes -
GSTR - 2A Reconciliation with Purchase Invoices
Monthly GSTR - 2A Reconciliation with Purchase Invoices.
9 votes -
Write off Invoices
When an invoice is written off, instead of adding the green "paid" tag, it should be marked with a different tag so that we can identify that the invoice has actually been written off and not been paid for
9 votes -
Add Expense Notes to Expense Details Report
When adding an Expense, there's a Notes field that you can fill in. It would be really handy if this field was displayed in the Expense Details report.
9 votes -
Integrate with SumUp
SumUp (sumup.com) is a convenient way to take card payments in person (similar to Square/Square up), and it works in more countries I think. It would be good if there was integration with Zoho books.
9 votes -
Provide option to view unbilled hours in terms of total $ in the project summary on the dashboard
In the Projects section of the Dashboard, I can view how many hours are currently unbilled, but as different projects (and tasks) often have different hourly rates, it would be helpful to me to be able to see the total unbilled $ associated with these projects (and not just the # unbilled hours). This would help me have a sense of what to expect cash flow wise with my next set up of invoices and not have to click into each project and then tally them up to do so!
9 votes -
Invoice Email Contacts
Can we have the option to set more than one email address to send invoices to and also have the option to not choose any of the email addresses in Contacts, rather than having to do it on each invoice? or maybe be able to choose an different email address for each Shipping Location on an invoice? That would be great for reminder emails as well. They don't always go to the same address as the invoice.
9 votes -
override for GST values in bills
GST value in some bills by vendors are rounded off instead of rounding off whole bill value. So there should be a way to manually enter the GST values in the bills [Over riding calculation]
9 votes -
Electronic Delivery Note
Create a electronic delivery note that a customer can sign (on my phone) when they receive their items. and once they sign it, it sends them a copy via email
9 votes -
kindly implement barcode system in zoho books
kindly provide barcode system for items in ZOHO books to make easy business process for small retailer.
9 votes -
Domestic reverse charging of VAT functionality
Zoho books has an option to account for reverse charging VAT when buying/selling products from Europe. However, there are several products that are reverse charged domestically. It is not possible to account for these in Zoho Books. Later in the year I understand that certian building activities will be dragged into the reverse charging category. I want to but I can't use Zoho Books until this feature is added, others may have to stop using it if it is not added.
9 votes -
Google Hindi input support
google hindi input support is no more. please re enable this feature. it is very heplful in hindi region
9 votes -
Add a Zapier action to "Create an expense"
Allow expenses to be created via Zapier integration.
Example use case:
Automate the import of large numbers of emailed invoices (that have a consistent template)
9 votes -
We need FULL customization (HTML) of the quote/invoices
no full customization (HTML) of the quote/invoices is a deal breaker. please enable for us!
9 votes -
Need feature to receive payments and make payments against journal entries.
Not all entries can be passed through sales and purchases. There are many adjustments that are fairly accurate with accounting and are passed as journal entries. Stuck with few transactions. customer balances show oustanding as Journal entries as receivables and no payments can be applied to the same to adjust the account balance. Please include this feature asap. Have been asking for the past 2 years!
9 votes -
TransferWise Read-Only integration to Zoho Books
Have the Zoho Books update automatically with all transactions on the TransferWise accounts. That would help very much.
For this, we would only need to have a read-only access to TransferWise. This is not so savety criticall like a payment access. But it would help my book keeping very much.
Best regards
Georg
PS
TransferWise is an excellent banking service.9 votes -
Partial Shipments
If a customer order 100 pieces.
I create a sales order.
I create an invoice.
He Pays.
I then create a package (packing list)
I need the ability to indicate that he is now getting 80 and then I need the system to remind me that I owe him 20.
So the packing list should have the ability for me to enter how many I am actually packing, against how many was ordered. Then the delta should show as still open and needed to ship.
Otherwise, how am I supposed to know what I still owe a customer.
Also, a…9 votes -
Enable in the setup if a custom field should be available for templates, but can select it on demand in the design of them
We know that currently custom fields can appear in the PDF, however a custom field tant is required to appear in a template does not necessarily need to appear in another one, that is to say, the suggerency is that in the setup of field can be enable if the field must be available to be used in templates, but until the setup of the templates the users must be able to select when the field is required or not.
9 votes
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