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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6411 results found
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TDS
TDS REPORT RECIVABLE
TDS REPORT PAYABLEBOTH ABOVE ON MONTHLY BASIS AND YEARLY BASIS MISSING.
ON 7TH I NEED TO PAY TDS TO MY CA TO FILE REPORT, IT SHOULD BE AT A SIMPLE CLICK AND SAME IS FOR RECIVEABLE AT YEAR END FOR RECONCILLING.
9 votes -
Integrate with Rave Flutterwave Payment Gateway
Rave FlutterWave is the leading online payment solution that covers almost all Countries in Africa. Some of the top existing customer include Uber, Booking.com, Jumia eCommerce.
It would be good to see Flutterwave payment gateway supported.
9 votes -
Merging Chart of Accounts.
Please add the feature of Merging Duplicate or Multiple Chart of Accounts Into Single Chart of Account. It is much needed feature in Zoho.
9 votes -
Currency symbols for all prices
At the moment, in templates a currency symbol only appears in the total amount/sum. It would be helpful to have currency symbols for ALL prices like item prices, taxes and discounts (if given as amount and not as percentage) and subtotals as well.
9 votes -
8 votes
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Allow PO and Quote/SO in CRM to map to Books as PO and Estimate
If you create a PO in CRM you need to create it again in Books and it should automatically map over. Same goes for a Quote as an Estimate or an SO. Or at least be given the choice to avoid duplication of entries.
8 votes -
allow an expense to be moved to another organization/business
If I have a small business and home account, I'd like to be able to transfer an expense or transaction from one to the other. This is a feature in Wave that is very helpful when I've added an expense/transaction in the wrong place. I don't have to delete and reenter. I simply click the "move to personal" button.
8 votes -
Reconciliation In-Progress Total Deposit/Withdrawals Sums
Reconciliation In-Progress Total Deposit/Withdrawals Sums
Totals of deposit column and totals of Withdrawals column so it is easier to find any discrepancies. It provides a 'cleared' field, it would be good if that could be broken down.
As all my bank statements provide total of each In/Out, we can then also match this information and make is easier to recognise where the discrepancy is (if any).8 votes -
Add an image to the customer portal
I need a way to upload an image into the client portal. For my business it would be great is there was a section that said artwork and I could upload an image there for my client to view. An added feature would be so I can lock the artwork so It can't be downloaded. Maybe have that as an option for me to set whether they can download the file or not.
8 votes -
Expense Report For Particular Bank Account
Report need to show the expenses and sum of expenses of the particular bank account.
8 votes -
Choosing due date for Bills
Zoho Books offers the feature for choosing due date for Recurring Invoices automatically. It would be great if we had the same feature for Recurring Bills rather than having the bill date as the due date.
8 votes -
add titles to estimate list
add titles of the estimate to the list. with numerous estimates to the same customer, to find the correct estimate. All estimates 1 by one should be checked to find the correct one
8 votes -
Get live feeds of exchange rates from xe.com or some other source to automate conversion between currencies
Can you add a feature that allows live feeds of exchange rates from xe.com or some other source to automate conversion between currencies. Exchange rates are too fluid.
8 votes -
8 votes
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change the account type of an account in the account charts
change the account type of an account in the account charts
8 votes -
bank wire in client portal
Currently we have client portal with credit card and paypal payment options. I want also bank wire payment option for client in client portal so that client can choose bank wire option along with credit card and pay pal.It can make online payment more faster.
8 votes -
Sub-ledger account in Tax payable
The feature of creating a sub-ledger account in Tax payable should be made available to track whether the tax is paid or not.
8 votes -
Link Sales Order to Invoice
Sometimes it happens that an invoice gets created that should've been created from a Sales Order, but instead gets created "standalone".
It would be nice to be able to link a sales order to an already existing invoice, maybe using the already present "Order Number" field
8 votesHi there,
We now have the option to link stand alone sales orders to invoices.
Kindly note that, the sales order number should be mentioned in the “Order Number” field of the existing invoice.
Once you do this, on selecting this invoice in the list view you will get an option on the top saying " Link to existing Sales order(s)".
When you select this option a link is established between this invoice and the corresponding sales order.
Hope this helps.
Good day!
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Please add feature sale filter report by items for each sale person.
Now i am experiencing difficulties in filtering the total sale for each item for sale person because in my company there are many sale person who sell services or products with different commission rate. So when I want to calculate/filter those sale persons, i cannot.
Please help vote this features.8 votes -
Assign items to a vendor
Assign purchased items to a vendor. The purchase information can be entered for an item, but the vendor field is not visible. When the items are exported, the field is in the export.
8 votes
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