Zoho Books
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6411 results found
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Provide an audit trial option for ZOHO Books
Provide an audit trial option for ZOHO Books
8 votes -
In the Customer Portal Payment Mode Should list Payment method not By Gateway
Customers don't need to know which payment gateway we are using. It's not useful information to them. If a client paid their invoice by credit card, then it should say credit card in the payment mode section. It doesn't look good to see payment mode as Authorize.net, stripe, square, etc. Keeping PayPal as PayPal, Cash as cash. But the major payment gateways should all say mode is credit card. I hate it when our customers call us and say I don't have an authorize.net credit card why does it say that?
8 votes -
Credit Card Autopay recording or memorized transactions
I have autopayments setup in my business checking for my monthly credit card payments. I was able to include these in Quickbooks as memorized transactions and have them entered into my books a week ahead of schedule for cash flow planning. It seems there is no way in Zoho to create recurring transactions of this nature and no way to plan accordingly with my bank accounts. This is a huge deficit and a big need!
8 votes -
Docusign
Docusign is integrated into CRM, but not Books. We choose to integrate books and CRM, and therefore we are penalized for using more of your products. In the current scenario my sales rep will be forced to take extra steps in order to send quotes via docusign. This negates the whole point of automating our sales force.
8 votes -
Delivery Note
Please give the delivery note option (sl, No DN XXXX) before raising the invoice and delivery note reference number allow into invoice template, otherwise no point of use delivery note option as existing.
8 votes -
Allow for multiple bills to be paid by 1 ACH payment (like you have with checks)
Currently, you can add multiple bills from a vendor to pay with one check. We need this feature to allow payment via ACH as well.
8 votes -
hi
SO shall be having facility to allocate qty so that that qty becomes reserve and untill unallocated shall not be available for other so
8 votes -
Estimates in dashboard
It would be great to have a global view of the estimates status in the main dashboard, so it could be easier to get information of the total amount of those docs. Same way as you already have in invoices. Thanks
8 votes -
Ability to export data to CSV per Invoice
As a user I want to be able export single Invoice into CSV or XLS format to be able import Invoice data in any other system that I am using.
8 votes -
Automatic calculation of GST TAX rates from 4digit HSN code
Automatic calculation of GST TAX rates from 4digit HSN code entered in the invoice or estimate or bills or purchase order.
8 votes -
Item PDF attachment & Order Revision Freeze
Greetings,
I would like to add a .pdf or .dxf/.dwg attachemnt to specific items
This would contain the 2D drawings for this item or the dxf aka 2D flat layout for laser cuttings for example.And a way to freeze the item if it's undergoing a 3D/2D model update/change, so it cannot be ordered while it's being altered.
This would be handy for ordering repeating custom parts without our engineering having to send the files afterwords in a seperate mail on each purchase order.
8 votes -
I am a small pharmacy retailer.I find it very useful.But For medical business,expiry date and batch numbers are mandatory for billing.
In your invoice templates,ther is no template useful for pharmacy.Because it is not possible to mention batch number and expiry date.
8 votes -
Bulk update Tax Information on expenses
To be able to update via bulk edit in purchases, the Tax or Tax Exemption, in the same way we can bulk update the date, expense account, paid through, notes and even the reference number.
8 votes -
Create online signature for customers on invoices.
Signatures perfomed by customer on computer and smart phone for invoice (like Docusign)
8 votes -
One page invoice
We request you to provide a single page invoice as in Tally ERP 9. And also provide a Tax summary for each item/HSN/SAC.
8 votes -
Export documents
It would be good to have option to export all documents from a folder as zip archive. For example, I send all bills to Zoho Books, but at the end of the month I also need to send them to the accountant and also backup them locally for further reference. Now I need to go one by one to download. It would be great if I could download the whole folder or sync it with local folder.
8 votes -
Multiple GSTN Numbers of One Customer as per Location-Its very important as of now scenario
One customer with Different Locations and different GSTIn Number as per ocation should be added in one contact , so that it gets tracked under one ledger only.
All Other Accounting Softwares provide this option after GST8 votes -
e-wallet integration
We add money to Paytm, Ola Money and Airtel Money which cannot be called as expense as there is no tax on these transactions. The tax comes when we make payments from them. So, these e-wallets should be added to the banking section.
8 votes -
Add an additional cess column , Tax of which is not calcullated on taxable value but is is levied @ flat rate .for cigar it is applicabl
For some goods like cigars, there will be both cess & add cess.
Cess will be charged on taxable value but add cess is charged @ flat rate, unlike other taxes.If you add this option it will be helpfull for dealers how are dealing with goods on which add cess is levied.
8 votes -
Integrate CRM Tasks, Calls & Events with Books for Logged Time
As a professional organization, almost all activities can be billable. But right now, there is no way to pass through Tasks, Calls or Events from CRM to Books as logged time. This isn't supported directly, and Books currently doesn't "expose" time log entries with 3rd party tools such as Zapier. This is feature is really needed!
8 votes
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