Zoho Books
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149 results found
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Better to add some information regarding discount in bills
Better to add some information regarding discount in bills
1 vote -
1 vote
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Add sorting by STATUS and BILLED STATUS in Purchase Orders and Sales Orders
Add sorting by STATUS and BILLED STATUS in Purchase Orders and Sales Orders
1 vote -
Link purchase order to Poential in CRM (Deal)
Link purchase order to Poential in CRM (Deal) like with Invoices
1 vote -
To have different approve workflows for POs and for Bills
Currently, purchase approval is same for both PO and Bills. I recommend having a separate one in place, so that PO approval is done by one person, and bill when received is approved by another approver. Different workflow.
1 vote -
Approval Process in Purchase
We want the approval process for purchase order only and not for all fields in purchase.
1 vote -
1 vote
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Landed Cost on PO
We cant do Landed Cost on PO. We raise PO on transporter. Transporter gives a bill. WE book the bill and allocate landed cost. Does Zoho thinks things happen differently in any company. Show me one.
1 vote -
Stock item should be recorded when a purchase order is issued
Stock item should be recorded when a purchase order is issued
1 vote -
Provision to feed/upload customer PO
Provision to feed/upload customer PO and OR Work Order which can be linked to the raised invoices on the work processed corresponding to the PO. That way the POs received can be stored in the system at one place, also easy to track the progress of the PO, link invoices generated with the PO quantities, track balance quantities, track P&L of the certain work/PO/Work Order and understand performance graph of individual order/customer/item to a specific period, get reports of orders in hand, balance order etc.
1 vote -
Creating single PO for 2 Sales Oder
Creating single PO for 2 Sales Oder
1 vote -
Purchase return order
- Purchase return ( When we created purchase return order and Credit SMS to the vendor on Final approval ) . I wan to create a workflow rule for Purchase return order but the option is not getting in automation.
1 vote -
1 vote
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when creating purchase order from salse order then in customer detail should automatically add in bill in customer details option
if any purchase created through salse order-purchase order-bill
then if at the time of recording bill if mention customer name and after that make invoice either salse order will be pending or bill show to be invoiced1 vote -
Price Comparison of a product from vendor
a price comparison option will be very helpful for Zoho user when they want to send PO, we know that particular item you can get it from different vendors and you are not aware of the price, hence if we have an option to save vendor price list compare the price at the time of purchase that will be very useful.
1 vote -
catalogue management for procurement
Typically in an organization, there would be a rate contract for some items which would be purchased on a periodical basis. The trigger for the purchase would reorder level or value in some cases due to high volume. The standrard catalog process would generate a PO and send it to the vendor for supply. these are not high-value items. Open to looking at alternatives for a solution example recurring invoices with value or quantity for trigger. or other option
1 vote -
Can the Transaction Posting Date be added to the UK version of Zoho?
Please add this into the UK version so we can account in the correct month of posting the transaction
1 vote -
Export Purchase data to google sheets
Export Data under Purchase Module to Google Sheets
1 vote -
zoho books
Please create a new Zapier trigger:
Everytime a Purchase order is created on Zoho books,
than,
Create an event on google agenda
Thanks1 vote -
Fractions of bills with PO attribution.
No all bills are 1 to 1. Some bills are one to many. This would accommodate dispersal of POs across one bill. Shipping is a good example. Many deliveries on one one bill.
1 vote
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