Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6133 results found
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Customer based P&L
We can see our Bills and Invoices within the Customer in zohobooks which is great. However we would like to easily see if we have a Profit or Loss associated with the Customer. Easy filter of time ie "All Time" , "This FY" would be helpful too
3 votes -
Discount Feature For Fmcg Wholesaler Higher The Quantity Higher The DISCOUNT.
I want automatic discount function in invoices at Item level
I have 800 items in my warehouse. Every item has different discount function.Item (A)
basic rate 80
if customer buys 1 to 3 then I will apply 2% discount.
if customer buys 3 to12 then i will apply 5% discount
if more then 12 then 7% discountItem (B)
basic rate 200
if customer buys 1 to 8 then I will apply 10% discount.
if customer buys 8 to15 then i will apply 12% discount
if more then 15 then 15% discountItem (C)
basic rate 80
if customer…3 votes -
Please change the stamp from PAID to WRITE OFF on invoices that are written off
Please change the stamp from PAID to WRITE OFF on invoices that are written off. It is very difficult to look back and see which invoices were written off and which were actually paid.
3 votes -
Allow Zero Entries in Journals
I like to clone a journal twice per month to enter my FBA payments. There are many accounts associated in this journal. However some months a field might be zero. If I delete it, then the following month it's a real pain to re-enter it because you can't just insert it in the middle. If i create a generic journal with all the fields, I can't leave it blank with zeros.
Maybe somebody has a work-around for this.
3 votes -
2 party checks or Joint Checks
In our business we regularly have to issue a joint check (or two party check) made out to vendor1 AND vendor2. Vendor 1 will provide an invoice which includes their suppliers (which are to be paid directly by us) When we make a partial payment on an invoice it would be nice to be able to easily enter the 2nd party. The real magic would be if this were available via API and we could use an integration to automatically enter the payments from our system which already captures all of the 2 party info and amounts.
3 votes -
Importing Customer Invoices
When importing customer invoices:
(1) Allow the invoice "Subject" to be mapped and imported.
(2) If payment terms are not provided, default them from the customer.3 votes -
Allow linking to the Invoice in Sales > Invoices for faster review of Draft Invoices in Notifications
Notifications are great to review draft documents before they are sent to clients.
Currently, when building an invoice notification for administrative purpose we don't have access to a link that would open the invoice in Zoho Books. The placeholder we have link to the invoice from a Customer perspective, not from a staff perspective.
Please add a placeholder that would allow linking to the invoice in the accounting application.
3 votes -
Preffered TAX Mode In Vendors
Hi,
From Selling Aspect, One can choose whether the tax is Tax Inclusive/Tax Exclusive/Tax Inclusive or Tax Exclusive
Why is it not in the Vendors Preferences Also?
3 votes -
There should be an option of import/export to tally for accounts and inventory
Most CAs use tally and force business owners to share their data in tally
If there is an option of exporting and imporitng data as per the columns in tally as it is, it will be very helpful3 votes -
3 votes
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Allow input of receipts for multiple customers on one voucher
Allow input of multiple customers receipts on one receipt input voucher. For now, you can only input 1 payment per customer on a payment receipt. What if 100 customers paid on a single day and I wanted to input them. Now I would need to input 100 vouchers. I would like to flexibility to input them on one voucher, with 100 ledgers for example. Please add this feature.
3 votes -
Allow staff to view and create expenses in specific categories instead of all or nothing
Currently if I want to provide my employees with the ability to record expenses I have to grant them permission to view ALL expenses for the entire company. It is against privacy policies to simply allow staff to view each other's salaries and the financial situation of the company simply so that they can track their own expenses. I propose the ability to assign specific Expense Categories to specific staff members so that they can track expenses appropriately.
3 votes -
CUSTOMER GROUP
Please create Group for Customers (example: Local, Overseas, Currencies etc) in order to generate Aging based on the above.
3 votes -
Auto-assign customer owner based on CRM account owner
Right now we have to manually select an owner for a new Customer in Books, however this owner is identical to the Account Owner in CRM (all data is synced between CRM and Books). Please allow customer owners to be automatically assigned upon Customer creation based on account owner field in CRM.
3 votes -
Transparent data encryption in Backend storage of customer data
All backend storage of customer data is need to encrypted, if your using database to store the transaction, then entire Db should be encrypted
so that the product can assure the customer their data's encrypted even zoho team can't view any direct data of each cusomter, since the product is mainly related to CRM this can be must go feature for all.
3 votes -
Print Preferences
Similar to selecting Organisation name, Accural/Cash Basis, Report by, Report Generated Date and Reported Time.
If you could implement Organisation GST Number, Organisation Address in Print Preferences it will be useful.
3 votes -
Client portal
I would like the "Staff name" field to be included in the Client portal under project timesheets
3 votes -
We already definied the Organizations Roles, but, there is a diffence with Zoho CRM where yo can define Hierarchy. We need define hierarchy
We already definied the Organizations Roles, but, there is a diffence with Zoho CRM where yo can define Hierarchy.
We need define hierarchy in Zoho Books e Inventory, for ejemple, several seller reports to a manager, each seller can only see their accounts, contacts and potencials, but can not see accounts, contacts the anothers sellers.
The manager can see their own accounts, contaccts, potencial, and the accounts, contacts and potencial the seller what they depend on.3 votes -
Enable inventory tracking in basic subscription
Enable inventory tracking in the basic subscription. This is crucial feature and accessing it only on professional is too expensive for startups in Africa
3 votes -
Create a button when generating invoice link
After generating an invoice link it would be great to be able to copy and paste this into an email so that it appears as a button rather than a long URL.
3 votes
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