Zoho Books
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6168 results found
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Add more criteria choices to "Edit Custom View" on Invoices and Estimates.
It would be nice to have some more control when i'm in the "Define the criteria" section of the Custom View Editor, At least ad the "or" function instead of just "and" .
3 votes -
Automated Recurring Invoice creation at the item level
Automated Recurring Invoice creation at the product level
There should be a way to define an item as a recurring revenue item in the item details pane in Zoho Inventory. When the item is sold, a recurring invoice should automatically be created based on the predetermined "repeat every" date.
3 votes -
to add Subfilters to Reports, specifically to profit and Loss.
There are a lot of filters you can add.
For me, this one is very important:
Being able to pull a P&L report and filter by items for each account.Also, when i view Sales by Customer, i'd like to be able to filter by item and account.
3 votes -
Add "or" instead of just "and" for Custom Veiw choices!
Give me some options when defining search criteria for setting up custome veiw for estimates and invoices
3 votes -
Move Expenses
Ability to select multiple expense records and "move" them to another project or another customer.
3 votes -
Report templates
Just like email templates, I would like have custom templates available for my reports to I can my personalized timesheet reports.
3 votes -
allow payment arrangements
We invoice a customer for £300 and allow them to pay this off at £10 a week. I need to be able to set up a payment plan/arrangement
3 votes -
for banking transactions
Banking transactions option to view/search from/within date range
3 votes -
Pass Stripe Transaction ID into Payment record in Zoho Books
In the system I'm migrating from, every transaction has the transaction ID attached to the record, whether it's via Stripe, PayPal, etc. This is absolutely necessary! Just last month I had to go in (to my current system) and sort out some incorrect charges/payment, and the only way to find the correct records was by comparing the transaction ID. I have several monthly recurring invoices at the exact same price. As a workaround, what I'm going to do is make sure they are all recurring on different dates (as some currently are on the same day, same amount, and only…
3 votes -
Integrate Zoho Inventory with mail server like Outlook or Gmail
Hi, thought I'd already suggested this but can't find it in my suggestions. The facility to send estimates, acknowledgement, purchase orders etc through Zoho is great BUT we use MS Outlook (Office 365) as our mail server so currently when we send an estimate or other document we have to create it in Zoho Books, produce a PDF and send it as an attachment in Outlook. This creates a whole load of unnecessary work. Would be better if we could "point Zoho" at our Outlook and then we have once place to search for sent documents. Also, some of our…
3 votes -
Types of purchase order
In the purchase order, is there is any option for the P.O received from the client, i am basically trader cum manufacture. where i use to get the purchase order from client, and i use to give purchase to my vendor, how i will differentiate this two purchase order.
3 votes -
allow different customer address formats for different templates
When we create invoices, we have different needs for our Customer Addresses for different templates. For example, our customer address format needs to be different for tax exempt clients per IRS rules. Unfortunately, I can't make a separate Invoice template for Tax Exempt because changing the Customer Address Format is universal across all templates.
3 votes -
Sale - Purchase summery
We need Sale and Purchase summery, which we can get in tally.
Which contains
1.Bill Number
2. Date
3. Party name
4. State
5. Amount without tax
6. Tax ammount
7. Total ammount with tax
Same for Purchace too ..
Please help as soon as possible , we dont know how to get these report.
3 votes -
multiple purchase orders on a bill
I would like to be able to tie multiple purchase orders to one vendor bill.
3 votes -
Have support for Apple Pay with Stripe
We've been receiving more and more requests from customers to be able to pay invoices with Apple Pay from their phones. Since Stripe has supported this for a while already and it makes it very simple and fast for customers to make payments I think it should be a feature available to utilize on Zoho.
3 votes -
Delivery Challan
- Pls provide option to Remove tax in Delivery Challan
- In invoice option provided in shipping addr field to copy billing addr the same not there in delivery challan. Pls provide this option
3 votes -
custom status in Invoices
We must be able to create custom status just like that of Sales Order.
Eg : 1. Printed
2. Acknowledged etc...........3 votes -
Banking transactions
i already made some bank transactions as customers payment and it's actually owner's contribution , you should provide edit option for this
3 votesHello,
We have the option to unmatch/uncategorize the bank feeds and then match/categorize the feed as per your requirement. Kindly have a look at this Help Document – https://www.zoho.com/books/help/banking/match-categorize.html#revert-matched-categorized
Regards,
Zoho Books Team -
to add Cheque Printing Feature on Zoho
I am Running Business of thread... having huge amount of transactions weekly...so i need to write cheque manually.....& yes i have buy 1 years plan of zoho book.... there is one Option or Feature i want you to add is Cheque printing Feature.....
So that will help me as well lots of people to cheque print professionally.....hope you will respond..asap
3 votes -
we want some changes in billing format
bills should display basic amount with subtraction of gst amount and then it should display the final amount.
ex . if 200000 is the cost for a product with a 12 % gst include.
then billing format will be like
sr product quan unit rate cgst sgst total
1 mc 740 1 178571.43 10714.285 10714.285 2000003 votes
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