Zoho Books
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11 results found
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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 -
vendor payment terms
Hi. Please as a matter of urgency make it possible to enter vendor payment terms. That way we will nor have to enter two dates on supplier invoices which will save a lot of time,
14 votes -
Apply discounts while recording Vendor Payments
Being able to apply the discounts while recording the payments received from a vendor.
13 votesHi there,
You can apply discounts at Bill Level while creating a bill using the ‘Discount’ field under the Item description table.
Hope this helps.
Regards,
Zoho Books team -
Ability to attach document to Vendor Credits
When a vendor issues me a credit note/refund statement etc I enter it manually into books however I have no way to attach the actual statement to the credit as I would if I were entering a Bill.
This seems like something that was overlooked and easily remedied, I'd love to see it integrated so we can better keep a full record of our business.
6 votesHi there,
You can now add attachments to vendor credits by clicking on the paper clip icon at the top right corner while navigating to the required vendor credit.
Note: You can upload a maximum of 5 files, 5MB each.
Hope this helps.
Regards,
Zoho Books team -
VAT option for non-VAT registered users
Please allow VAT in purchases even if the user is not registered for VAT, to avoid having to calculate the amount inclusive of tax each time.
5 votesHi there,
We have options to provide VAT in purchases for non-VAT registered contacts as well. It would have to be entered manually by selecting the required tax treatment listed in the drop down while creating the purchase transactions.
Hope this helps.
Regards,
Zoho Books team -
Return to Supplier / Return to Vendor
I would like to be able to create a Returns Note for returning goods to suppliers/vendors. Then when the supplier/vendor provides a credit note to convert this to credit note against the supplier/vendor.
This would be like Purchase Orders and Bills, but in reverse.
So I can track all return to suppliers and when the credit notes are raised.
5 votesHi there,
We have the vendor credits option that helps you track the money you’re owed until it is either paid by said vendor at a later date i.e refunded, or subtracted from any future bill amount due to that vendor.
Kindly refer this link ( https://www.zoho.com/books/help/vendor-credits/vendor-credits.html ) to know more about this features.
Hope this helps.
Regards,
Zoho Books team -
Bank Charges for International Vendor Payments
When paying Vendors, especially International ones, there's always a bank charges involve. There should be a separate box to enter this figure on the payment page.
At the moment, I have to go to 'Bills', then create a separate bill for these bank charges. I feel it will be faster to simply be able to enter the bank charges at the same time when the payment to the Vendor is being made.
Hope I'm making any sense, thanks for your support.
3 votesHello,
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 Indian, UK, KSA and UAE editions as these regions apply a tax for bank charges.Have a great day.
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to add the ability to add custom fields to Vendor credits
As per our business requirements, we need to capture more information regarding a vendor credit, thus we need have custom fields for vendor credits also. Therefore could you please add the ability to add custom fields to vendor credits also.
3 votesHi there,
To create custom fields for Vendor Credits module, navigate to Settings >> Preferences >> Vendor Credits >> Field Customization >> +New Custom Field.
Regards,
Zoho Books team. -
we really need you to fix this silly thing where you have to enter both invoice date and payment date on supplier bills. we need payment ter
we really need you to fix this silly thing where you have to enter both invoice date and payment date on supplier bills. we need payment terms
1 voteHi there,
To provide payment terms for bills, kindly navigate to the Bill and enter the required payment terms in the ‘Payment Terms’ field next to the ‘Due Date’ field while creating a bill for a vendor.
Regards,
Zoho Books team -
Unique Customer , Vendor & Stock Item Code
We are having branches in Emirates and some customers & Vendors are same in all four branches. we would like to have a unique code for Vendor , Customer & Stock Items to be maintained at all our four branches.
We would appreciate your assistance in this regards.
1 voteHi there,
To find details pertaining to a particular branch or location, Zoho Books lets you associate Reporting Tags for contacts and items. You can also filter the reports based on these tags.
(Refer: https://www.zoho.com/books/help/settings/reporting-tags.html#associate)
Regards,
Zoho Books team -
need discount in purchase invoice and purchase order row
sir i want to give discount in purchase invoice and purchase order so please arrange this type of option.its use us
thanks and regards
red chip technology
coimbatore
9942770366/97900993231 voteHi there,
You can apply discounts at Bill and Purchase Order Level while creating a bill/purchase using the ‘Discount’ field under the Item description table.
Hope this helps.
Regards,
Zoho Books team
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