Zoho Books
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6411 results found
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job cost
YOUR ZOHO book is basic form.. You need to update more common features for business like Job cost in the invoices,performa invoice, expenses covered in invoices,
8 votes -
Estimate Enhancements - Columns / Groups
One of the golden rules in sales is that if you are providing a discount you must take credit and clearly articulate that discount. To achieve this the following fields are are required or the ability to calculate and display. In addition to item categories on an estimate.
Columns - Should be able to display in any order
Item #, Item SKU, Item Name, Item description, Qty, List Price, Extended List Price, Discount %, Discount $, Extended Amount (Total)I have see reference to "Groups" and "Chapters". This requires and item level field to be able to "bucket" items into…
8 votes -
8 votes
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add a Budgeting and Planning application
It would be useful to be able to take these applications and project results into the future with a Zoho budgeting/planning application. This application would also allow you to create business models based upon drivers/formulae using your own information or data coming from other Zoho apps. Functionality would also include a reporting function to extract data to create dashboards/scorecards as well as other analytical reporting.
8 votes -
Ability to Inactivate System Accounts
Hello, There are many zoho System Accounts in the Chart of Accounts which are not applicable to our business. However, there is no option to make these accounts inactive. This causes much confusion in the system - my CoA is now cluttered with accounts called "DO NOT USE" so that my users don't pick incorrect account. I understand why you would not want to give ability to DELETE system accounts, but I don't understand thought process behind not allowing them to be INACTIVATED. Please add capability to inactivate system accounts. Thank you!
8 votes -
How to add my own HTML invoice template if none of provided template useful after customization?
In current given 50+ invoice template there is no option to adjust the width of any particular custom item if I want to give small width for the number ## and need to give more for start and end date DD-MM-YYYY so justify proper space utilization.
what if I want to show all 3 custom item in the same column as below
Month
2
01/01/2018 - 28/02/2018There is no option for that.
I suggest we are from IT industry Zoho use HTML template for all Invoice and Print that HTML part to PDF.
Give us the formatting guideline to…
8 votes -
If multiple reporting tags are used to customise a report, the report should present separate columns for each reporting tag.
If you want to see separate data extracts or separate report data for multiple reporting tags you have to extract one at a time.
A user called Hester raised this issue in January 2017 but from the response I see, the query was not closed appropriately.
8 votes -
Allow us to configure multiple contacts to be emailed EVERY time I invoice a SPECIFIC client
Some of my clients want their invoices emailed to multiple contacts (email addresses). For example they might want their invoices emailed to the company owner and their bookkeeper. Inside of Zoho Books I already associate multiple contacts with their account and hence the multiple email addresses appear at the bottom of each invoice.
The small difference that I would like is the ability to configure specific client accounts ONCE, so that their invoice goes to multiple email addresses every time thereafter.
8 votes -
Profit report - customer wise and Item Wise is important for a sales company (Not reporting tags)
Can u add two reports for a sales company
Item wise and Customer wise Profit report for each item
8 votes -
Allow sorting of all columns in all views throughout the product. As per CRM you are allowed to click on top of any column to sort.
Allow sorting of all columns in all views throughout the product. As per CRM you are allowed to click on top of any column to sort.
8 votes -
Auto Backup in ZOHO BOOKS!
Need auto backup in zoho books!
currently the backup is only initiated once the user requests. This has to be automated, every 7 days or 15 days.8 votes -
Advance Against Purchase order.
Need book Advance against Purchase order. kindly suggest a option in it.
8 votes -
msg91 is common SMS Gateway Please addon
msg91 is common SMS Gateway Please addon that feature
now here only twilio gateway, we are using last 3 year zoho books please consider as valuable request
8 votes -
set a charge date when creating invoices
I would require to delay the automatic payments of my invoices by 15 days. As of now, when the user tries to force charge the invoice or if the customer tries to pay for the invoices sent to them through the most payment gateways, then the payment will be initiated on the date when the user tries to charge or on date when the customer tries to make payment.
Could we please add an option to set a charge date while creating the invoices in Zoho Books, so that we can set the charge date to the invoices and the…
8 votes -
Record 'Advance Payments' to Employees in Books
Advance Payments to Employees (for Expenses) can be recorded only in Zoho Expense (and then appear to Zoho Books) and not directly in Zoho Books as the normal way would be. Only Employee Reimbursements can be recorded in Zoho Books... Please develop the option to record Advance payments.
8 votes -
Contract Forms
Allows you to create a Service Agreement from an Estimate for your client to approve and create a recurring invoice from it.
Estimate - Service or Supply Agreement - Recurring Invoice
Saves time and will look professional.
No need to create manual agreement to marry the current gap between the estimate and creating recurring invoices. I seriously need this feature for service agreements to bridge the gap.8 votes -
Detailed P&L and Balance sheet reports
There needs to be an option for 'detailed' reports, specifically P&L and Balance sheet. Currently you have to manually click on every single account and generate the report, which could take over an hour depending on how many accounts you have. However, in QuickBooks, this option is built in and automated.
8 votes -
Autocharge Customer on Due Date
When an invoice is created and the customer has payment method in Zoho books, the system should be able to execute the charge on the due date. As it stands now, I have to remember each customer that prefers to be charged automatically and remember to go back and execute the charge on the due date. And there is not much help from within ZOHO Books to identify this customer or help with a reminder.
8 votes -
It would be nice to add more column options to the Reports Function, like P&L, Balance Sheet etc.
It would be nice to add more column options to the Reports Function, like P&L, Balance Sheet etc.
8 votes -
8 votes
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