Zoho Books
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136 results found
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Custom Reports
Allow to create custom reports. That would be great to create reports that fit different countries and tax regulations needs.
484 votesHi all,
We now have the option to create custom reports in Zoho Books by integrating Zoho Reports. We apologise for the delay in updating this thread.You can refer this link to know more about the Zoho Books and Reports integration
https://www.zoho.com/books/help/integrations/advanced-analytics.htmlThank you.
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Create CREDIT LIMITS against accounts in Zoho Books.
We require the ability to create limit credit limits within accounts.
When any business allows "credit limits" to their clients the word 'limit' is key - accounts have a limit applied to their credit which is often advised by carrying out a credit report.
We need ZOHO BOOKS to create credit limits which warn our finance department that the account has gone over their limit, and various features as seen as standard with many of your competitors.
224 votesHi all,
We have added the option to set a Credit Limit for customers. When the credit limit is exceeded, you can set up the option to restrict from creating/editing an invoice (or) show a warning message and continue creating/editing an invoice.
Refer to this Help Document that will elaborate on this feature – https://www.zoho.com/books/help/contacts/credit-limit.html -
Have chapters in estimates and invoices
When you have long estimate, it is important to divide it in chapters for the customer. An estimate with 30 position without chaptering is very difficult to understand for the end customers. With chapter, and subtotal per chapter, it is easy to understand estimate from construction for instance.
201 votesHi all,
For categorising the items in the transaction, we have the option to add Item Headers in the Estimates, Invoices and Recurring Invoices. Create Invoice > Add Item Header(below the item table)
However, we do not have immediate plans to implement the subtotal under each header section.Regards,
Zoho Books Team -
Stripe ACH
Add support for ACH payments via Stripe.
198 votesHi all,
Great news : We have implemented Stripe ACH payments for the US businesses using Zoho Books. Please refer to this Help Document – https://www.zoho.com/us/books/help/integrations/stripe-ach.html
This is currently in the early access. Please write to us at support.usa@zohobooks.com to enable this integration.Regards,
Zoho Books Team -
Create one invoice from multiple Sales Orders
Many companies as mine have several orders from a customer during the month (I use the Sales Order function for these), but we invoice them one a month, so at the end of the month we take all the orders and make a unique invoice... will be amazing if we can just join several orders from the customer and convert into one single invoice...
116 votesHi all,
The option to create an invoice by associating multiple Sales Orders is available.1) Create new Invoice > Chose the customer > Include Open Sales Order (below the item table) > Choose the sales orders to be converted into the invoice > Add.
2) Sales Order module > Bulk select the Sales Orders that you want to convert into an invoice > Bulk Actions > Convert to Invoice.Regards,
Zoho Books Team -
add a job costing module
Add a job costing module so that sales invoices, bills and expenses can to allocated to a job to show job profitability.
115 votesHi all,
With reference to the Job-costing module, in Zoho Books we have the Projects module where you can create a project and associate Invoices, Bills & Expenses, as well as run the Profit and Loss report for the project.
Please refer to this Help Document for details – https://www.zoho.com/books/help/timesheet/timesheet-create.htmlRegards,
Zoho Books Team -
I would like to send my customers sms notifications and balances outstanding
I would like to notify my clients via SMS for the following:
Balances
Amounts due
New Invoices
General Messages and notifications.We could purchase SMS credits or prepay for credits which we will use.
81 votesHi all,
We now have an SMS integration with Twilio which enables you to send notifications to your customers via SMS.
You can use this for creating the below as of now-
- Invoice Notification
- Automatic Payment Reminder
- Payment Thank You (this option will be enabled by default to all Users)
Please take a look at the link below to know further about this integration.
https://www.zoho.com/books/help/integrations/twilio.html
Regards,
Zoho Books Team -
I would like to allow my vendors to log in the client portal
We can allow access currently to the customers to the customer portal. I would want to allow my vendors too
61 votesHi all,
The Vendor portal feature is live now. Your vendors can now upload documents which you can verify and convert to bills in Zoho Books, view details of purchase orders, invoices and payments, generate statement of accounts.
To know more about this feature, check out our help document: https://www.zoho.com/books/help/vendor-portal/
If you need any further assistance feel free to reach out to us at support@zohobooks.com.
P.S: This feature is available only for the users in the Professional or Premium plan (India) of Zoho Books.
Regards,
Zoho Cares Team -
Submission of UK VAT Returns to HMRC
Most accounts packages can submit VAT Returns online to the government gateway. It would save time and errors if Zoho Books could do it too.
61 votes -
Projects in "ZOHO books" be synchronized with projects in "ZOHO Project"
When creating a project in ZOHO project it would create the same project in ZOHO books and be synchronised ever after, timelogging and all. And vice versa of course, when creating a project in ZOHO books, it would be created in ZOHO projects and so on.
60 votesWe would request you to try the New Zoho Books and Projects integration. It will sync the projects from Zoho Projects.
However, I would request you to please go through the details in this link to know more about the integration.
https://www.zoho.com/us/books/help/integrations/projects-integration.html
Hope this helps.
Good day.
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Automation and WebHooks in the invoice module
Hi, is a pleasure see which was added automation and WebHooks en the quotes module of "Zoho Books"
Thank you for that, but I think this functionality should be included too in the invoice module, with that and some development we will achieve generate electronic invoices in the fiscal framework of our country. - México -
Regards !!
59 votesHi All,
We have added automation and webhooks for the invoice module in Zoho Books. With that we now have workflows for invoices and quotes. Please give it a spin and let us know your feedback.
Regards
Prashant -
Enable addition of project field in invoices.
Add ability to pick a project on sales invoice and bills. Not just raise an invoice by going through timesheet mode.
If you have a batch of expenses/bills to add, you have to keep chasing timesheet, project name, raise expense. This could be improved by the addition of a project field in the main invoice/bill templates.58 votesHi all,
We now have the option to associate the Project to the Invoice/Bill line item.
Invoice : Click on the three dotted icon at the end of the line item > Add additional information > Associate the project.
Bills : Chose the customer detail on the Bill line item > Click on the pencil icon > Add the projectRegards,
Zoho Books Team -
Option for direct entry of opening balances of customers (recievables) and vendors (payable) at a time of creating new contacts / vendors..
Direct entry wll be easy for non commerce people, because it is difficult to make ledger for people who has no accounting knowledge in accountant section. So please give Option for direct entry of opening balances of customers (receivables) and vendors (payable) at a time of creating new contacts / vendors..
55 votesHi there,
You will now be able to set up up the opening balance for a customer or vendor directly.
Please take a look at this link to know more about how to enter opening balances for customers/vendors:
https://www.zoho.com/in/books/help/contacts/opening-balances-for-customers.html
If you have any further queries please feel free to write to support@zohobooks.com
Hope this helps.
Regards,
Zoho Books team -
Report > Account Transaction > To add Description next to Transaction Details
This feature allow user to see the description of transactions. For example, a transaction was committed to account "Repairs and Maintenance" but need to show more information for this transaction like it was a renovation the office or air conditioner maintenance.
This helps user to track & match the details of transactions with local records on PC.
52 votesHi there,
We now have the option to include the description field in the Account Transactions Report
To do so, please go to Reports→ Select the Account Transaction Report→ Click on customise report and include the description field by clicking on the +icon → Run the report.
Hope this helps.
Regards,
Zoho Books Team -
I want a report that totals expenditure on a project
I can see how much money I have invoiced on a project but I can not see how much money has been spent. This is basic project budget tracking and should be a feature on the software.
Not adding this will make me move my accounts elsewhere.46 votesWe now have a report to view the expenses of a particular project.
You can go to Reports → Expenses by project.
Hope this helps.
Good day!
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Trial Balance: Initial and final balance for each account
In the trial balance of the reports section, it would be very good if there was a column before the debit with the balance of the period selected and a column after the balance with the ending balance of the period selected of each account
39 votes -
Bill / Assign inventory to a project
Projects may also include costs of inventory items. these are consumed as the project goes along. Upon final conclusion of the project, they may be invoiced in an itemised manner or as a lump sum. Inventory quantities however must be reduced upon allocation of such to a project. Accounting, sales & taxes, should only be updated upon project Invoicing.
32 votesWe now have the option to associate projects to bills.
You can take a look at this link to know more about this :- https://www.zoho.com/us/books/help/bills/#bill-customer
Hope this helps.
Good day!
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Option to record Bank charges is required while recording the payment of the Bill:
Record the payment from customer: when we select the invoice to record the payment, the option to record bank charges is available but when we record the payment of the bill there is no option to record bank charges.
31 votesHei all,
We have added the Bank Charges field for vendor payments. This bank charge is exclusive of the amount paid to the vendor.
As of now this field is not available for the India, UK, KSA and UAE editions as these regions apply a tax for bank charges.Regards,
Zoho Books Team -
Add Employee Field on Expenses
Will be great to add Employee field in the setting to add all employee name and ID# and in the expenses we can choose between this expenses for customer or employee with dropdown list of employee names to assign the expenses to employee such as salary or any other benefits
28 votesHi all, We now have the option to associate employee to expenses. You will have to enable this option under Preference > Expense > Associate employees to Expense. When you create the expense, you will have the Employee option where you can add and manage the employees.
Have a great day.
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27 votes
Hi all,
We have added the option to chose the AR and AP accounts for the Manual Journals. Refer to this Help Document that will elaborate on this option – https://www.zoho.com/books/help/accountant/manual-journal.html#mj-receivable-payable
Regards,
Zoho Books Team
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