Zoho Books

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  1. Link SO, Invoice & POs with a common value

    Linking Sales orders, invoices and purchase orders would enable easy tracking of the transactions between all three.

    We'd like to see one common value that links all there and can be used as reference # for invoice and PO at the same time. This common value can be used by the "organization" to track related transactions between customers and vendors

    129 votes
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      14 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
    • Printing of Vouchers

      Generally in accounting packages you can print vouchers. Payment Voucher / Receipt Voucher etc. This also has the signature of the person approving the payment and any second signature for checking, and receiving (if payment). This is then filed physically in the files for audit along with supporting documents. Normally auditors look at physical vouchers.

      Right now we will need to print vouchers manually from Excel or use preprinted vouchers. This is an old accounting this but still needed for audit and tax purposes.

      39 votes
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        3 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
      • Make reporting tags visible on all SOs, POs, Invoices, and Bills

        As it is, you have to click on Edit for each transaction, and then on the ellipses next to each item, just to make sure every transaction is being reported correctly. You should be able to see if a reporting tag is assigned to an item just by looking at the item table on the transaction.

        24 votes
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          2 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
        • sales person commission on sale payment received

          sales person commission on sale payment received
          1. commission % depends on item
          2. it will be payable on sales payment received
          3. commission % is different for each sales person depends on performance of sales person

          23 votes
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            3 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
          • Investment in shares and Investment in MF

            Hi,

            Investment segment is missing .

            For Investment in share and MF required Accounting Like Stock.

            Please consider this feature in Zoho Books

            20 votes
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              0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
            • sms alerts

              Send SMS alerts to customers when invoice is created or a payment is recorded... Option to send thank you SMS to all customers.. currently this can only be done through webhooks

              15 votes
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                0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
              • Item History for Customer - Prices for Items Invoiced and Estimated

                Zoho Books - Customer - Transaction gives an overview for a customer as per Invoice.

                I suggest to have an Item History for each customer which will allow us to see existing prices quoted or invoiced to individual customer in the past

                13 votes
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                  1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                • zoho books Integration with shopify

                  Currently, zapier integration is the only option to fetch data's from the shopify account to zoho books but indeed we need a seamless integration to pull data's from shopify.

                  11 votes
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                    2 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                  • Create/Edit Account Type under Chart of Accounts.

                    We need an option create new account type and modify the existing account type as per our requirements under the Chart of Accounts.

                    11 votes
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                      0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                    • Cross exchange rate, please!

                      I'm using Zoho Books in Serbia with EUR as the main currency. But the exchange rate for example 1 RSD = 0.008113 EUR is very unuseful because I need to setup an accurate end value in RSD. In this case usually we use cross-rate, for example 1 EUR = 123.0023 RSD.

                      8 votes
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                        1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                      • Export data with attachements (invoices paiements & attachements)

                        It will be perfect for us to export all informations (not only csv) but attachements two.
                        Best

                        7 votes
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                          0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                        • Map Accounts for WePay Transactions

                          Currently, you can map your accounts for Stripe transactions using the edit setting button which allows you to select the account to use for fees, sales and taxes. When you setup the WePay integration, you are not able to select the account settings. As an example, when a payment is made through WePay, the fee is put into the account Bank Fees and Charges. It would be nice to select a different account such as WePay Fees.

                          7 votes
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                            0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                          • Tax payable account in manual journal

                            Option to post manual journal for tax payable account - global edition

                            7 votes
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                              Gathering Information  ·  2 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                            • Increase the number of decimals for FX conversion rates

                              We work on an organisation dealing with two currencies: USD and LAK (Lao kip), the base currency being USD.
                              The USDLAK exchange rate is in the 10,000 order of magnitude, meaning that the LAKUSD rate needs a lot of decimals for all conversions to remain accurate.

                              Example: Current USDLAK = 8,160
                              A LAK 1,000,000 amount should be booked as USD 122.55
                              Right now it is being booked at USD 123 because Zoho caps the number of decimals in the exchange rate to 6.
                              To be safe with LAKUSD we would need at least 8 decimals.

                              My question is: would it…

                              7 votes
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                                0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                              • 6 votes
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                                  0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                • OFFLINE BILLING

                                  please give an option to be able to issue bills/invoices in offline mode also. Preferably by giving an optional syncing mode like in onedrive. This will allow us to issue bills during bad or no connectivity.

                                  6 votes
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                                    0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Easier entry of discretionary sales-surtax

                                    In the USA in Florida, each county is allowed to collect a small sales-surtax in addition to the standard state-wide sales-tax. Not all counties choose to collect an additional surtax, but many do. The amount varies from 0.5% to 2.0% if it is collected. When the sales tax is reported, the amount of surtax collected must be specifically stated on the tax return, and any amount with a surtax that differs from my business' county must be likewise specified.

                                    Currently Zoho Books allows me to set up tax groups, and this allows me to set a base tax rate and…

                                    6 votes
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                                      1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Add Scanned Documents To Existing Transactions

                                      The newly added ability to scan in documents is great but it only gives the ability to add the scanned documents to a new bill or new expense. if there are recurring bills in the system it will not allow you to attach to that existing bill. you would need to delete the recurring bill that was entered and create an entirelly new one.
                                      the ability to add to a scanned document to an existing transaction would be great

                                      5 votes
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                                        0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Implement Cost Center Management funcionality

                                        Cost Center Management is a vital tool to analyze each units profitability, por the cost impact of an específicamente unit of your bussiness.

                                        5 votes
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                                          0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Statement HTML templates

                                          Please can you enable HTML templating for Customer Statements as you have with Invoices and Bills? Thank you!

                                          4 votes
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                                            0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
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