Zoho Books
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6167 results found
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New option
good morning! wondering if the app of books in the business section was possible to create the voice receipts due to the exercise of a work without being registered as payment of a customer against an invoice issued. Thanks Gianluca Pulcini
3 votes -
Will it be possible to add an option in Estimates to hide the SKU?
Hi,
I know it is possible to hide the SKU on all PDF's, but will it be possible to add an option only to hide it in the Estimates module?
3 votes -
Enter a Purchuse order received from Customer
Create a facility of adding a PO received from Customers. Sometimes one gets a PO with the full details but one invoices from that PO over a said period of time.
3 votes -
3 votes
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Fix the workflow disconnect for Estimates to Sales Order and beyond.
There is no ability to calculate shipping in the Estimate. One has to create a Sales Order, then create a package(s), write down the info, back out of Packages and lose the data, key the total into the Estimate. When customer accepts you need to go back into the SO and recreate the packages, then move the confirmed SO out and on to fulfillment. Too many steps, redundancy built in. Should have Package ability in the estimate, and an accepted Estimate should also be convertible to a Sales Order (not just directly to an Invoice). Thank you.
3 votes -
Change a categorized expense without having to un-categorize the expense and lose attachment.
Be able to change the tax rate on categorized expense without having to un-categorize the expense and lose the attachment.
3 votes -
To be able to select Items as Tasks in the project creation.
We have created a series of items in order to create estimates. But I would like to be able to select these 'items' i the same way when creating a project.
3 votes -
Pouvoir gérer les pourcentages positifs (Ex. +5%)
En suisse les avocats doivent envoyer des notes de frais au Tribunal avec les honoraires du Timesheet +5%.
Actuellement dans Zoho, on peut gérer (+) 100 , (-) 100, (-) 5% mais pas (+) 5%.
Il est indispensable de pouvoir créer des (+) x% dans les sous-totaux avant ou après la TAX.
Merci d'avance.
3 votes -
challan for consignment sale
Ability to create challans for consignment sale and show the inventory in your partner's account. Once sale is done by them then ability to make invoices and book sales
3 votes -
QTY WISE RATE CHANGE
MANY TIMES - RATES OF AN ITEM DEPEND ON QTY SOLD OR PURCHASED.
Like 1 to 1000 leaflets will cost Rs. 5 per pc
1001 to 5000 leaflets will cost Rs. 4 per pc
5000 to 10000 leaflets will cost Rs. 3 per pc.Add this feature to ZOHO. There should be a tab in settings with allows you to switch on QTY WISE RATE FOR ITEMS
3 votes -
Chart of accounts - we NEED capability to number GL accounts. This seems to be so basic requirement for any accounting system
There is nothing more to describe. Capability to number GL accounts is a basic principle to good chart of accounts. If I have 100+ or more accounts, finding one is becoming a chore and might become a nightmare... I am here on a trial basis now, but it looks like I need to look for something different. Good luck - might come back when account numbering is available. Cheers :)
3 votes -
Allow the same choice of custom fields in all Books Templates
Books should allow the same selection for custom fields in all documents. I.e. Allow for a salesperson field in the Credit Note just like the Invoice template
3 votes -
Enable users to save a draft of emails written in Books when sending estimates
Enable users to save a draft of an email in Books. When sending an estimate with the email function in Books you cannot save the text nor the email addresses. When you want to go back to the estimate (to change or check something) you have to go out of email mode which means you lose everything you wrote (unless you copy paste it into a word doc). Very annoying ! Would be great if you could fix this.
3 votes -
Pre-reconcilation box in transaction register
add ability to check mark or a status box (clear or reconciled) in transactions in the register as a way to pre-reconcile transactions like QuickBooks
3 votes -
all transactions
In Banking ALL TRANSACTIONS, you should have a divider line between past transactions and future transactions or color the background of future transactions in a light gray to distinguish between them. Also, since the “Amount In ZohoBooks” only displays the total for past transactions, it would be helpful to also include a total with the future transactions.
3 votes -
Customer notes on Sales Orders
Some customers have different product and ordering preferences, making use of the Customers notes and then seeing the notes on the Sales order screen will allow us process the order correctly.
3 votes -
Customers account Balance on Sales Order
It is good for our orders processor to see the balance of the customer on the Sales Order to prevent processing orders of "Blocked" or customers that are over their credit limits.
3 votes -
Integrate with payment gateway ( http://payonline.ru/en/whoweare/ )
Our business requires accepting payments from our clients using this payment gateway http://payonline.ru/en/whoweare/
Please, make integration with them.
Thank you!
3 votes -
more than one custom field
More than one custom "Check Box" and "Dropdown" field for Items.
Very restrictive when trying to define and manage a large inventory3 votes -
Associate a project with a tag
Currently, we can add a tag to a costumer. But what if all the departements are invoicing the same costumer? We need to add a tag to a project, but we can't. Currently, I need to change the tag each time I create an invoice.
3 votes
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