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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6167 results found
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Add a template for payments made
Kindly request you to let us change template of payments made document. Because the current one looks really bad.
4 votes -
Allow an Accounts Receivable ledger which shows Customer total (currently the total per customer does not show)
Four our auditors it is a requirement to show a ledger which shows the Accounts Receivables sorted by Customer with a total balance for each Customer. Currently the ledger can only be created without the total per Customer.
4 votes -
Selection of Debtors & Creditors in Journal
In the Zoho books, there is not possible to select Debtor or Creditors in Journal Module, so kindly allow us to select the same.
4 votes -
Integration with Bluevine
They work with a variety of bookkeeping software packages to feed the invoice to them for approval.
4 votes -
Must be a setting that e-mails sent from the system is sent from the users e-mail addy and not the primary e-mail address of the system.
Customers are responding to the wrong e-mail address and we cannot set to automatically send emails out of books from the users e-mail. Only the Primary e-mail addy.
4 votes -
milestone invoicing
A billing method should be added to be able to bill by milestone/phase of a project. Basically, when a milestone is complete the fee for that milestone comes over to Books as an amount ready for invoicing and then get placed in the invoice when an invoice is created.
4 votes -
4 votes
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Intégrer le rapport FEC (fichier des écritures comptables)
Ce document est requis par l'administration fiscale française depuis 2014.
https://bofip.impots.gouv.fr/bofip/9028-PGP.html/identifiant%3DBOI-CF-IOR-60-40-20-201706074 votes -
Monthly Reports for any account in chart of accounts
lets say, you take Vendor A, we should be able to see a monthly purchase/payment summary on month vise also, a graphical chart in addition would be helpful.
Let say, there is an expense accounts, 'Transportation Charges', a monthly summary along with a bar or line chart.this helps in identifying patterns and quick decision making.
4 votes -
Committed Stock
Our Items are part of Composite Items too. When we need to assess committed stock of an item, we are having to search at item level and then at each composite item. This causes efforts and delays.
We suggest that based on the committed stock of the related composite item, the committed stock of the item should include the committed stock of the composite item where it is going to be used.
For example, if I have a product named X which is in use in a composite item named Y. If I have 20 number orders for X and…
4 votes -
4 votes
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Copy weekly timesheet project and task categories to the following week
When i set up my timesheet for the week I have multiple tasks from multiple projects. I'd like to be able to duplicate the projects and tasks to the following week's timesheet so I don't need to scroll through all the project / task drop down menus that are hard to read.
also want to be able to add comments in weekly view.4 votes -
Round off/ adjustment in zoho expense
Actually most of the vendors provide Invoices with minor paisa round off or adjustment including Zoho Corp as the vendor sent me an Invoice with .14 paisa rounded off but I cant do that while filing an expense in Zoho books. And it is really crucial because the amount always differs while GST filing.
4 votes -
send later function on retainer invoices
Please can you add the send later function to Retainer invoices. If i win a contract, id like to be able to fill out the retainer invoices there and then, and schedule to send 14 days prior to contract starting.
4 votes -
Assign a user as the Vendor owner to provide access only to the data of vendor.
User should have access to view the data related to his vendor for better vendor management. This helps the user to check expenditure, statements, payment status without depending on accounting professional. Example: IT user will have access all vendors supplying hardware, software and peripherals and likewise administration team marketing team and HR team will have access to their vendors for better management vendors.
4 votes -
Ability to edit Chart of Accounts with out system account types
Need the option of making the systems' pernament account type,names not visible at all when you don't use them. Especially when you want to print all the columns. It's very confusing. Even though you don't check the "make active' box, it's still shows up
Thanks!4 votes -
Show credited invoices as "credited" rather than "paid"
When in a customer record, in the "sales" tab, currently, invoices show as "paid" when they have a credit against them. This is fundamentally wrong - they should be marked as "credited".
4 votes -
Add TDS (Tax Deducted at Source) section in ZOHO Books.
Add TDS (Tax Deducted at Source) section in ZOHO Books.
4 votes -
Create a historical trial balance that can be reported by month
Currently a trial balance can only be extracted by month for the past 11 months. What if it's April 2021 and I want to see the full year 2020 reported by month as a trial balance to then be able to present management accounts?
4 votes -
Follow-Up email for Estimates
Provide a way to send Follow-up E-mail messages for Sales Estimates already sent out to clients.
Currently, only Invoices can be sent a follow-up e-mail.
4 votes
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