Zoho Books
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6159 results found
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Add quantity column in report sale by customer
Add quantity column in report sale by customer
2 votes -
Print EWay Bill
Its wonderful that we can directly generate eway bill from zoho books. However one needs to login to the eway portal to take print out of the eway bill. Once eway bill generated the option to take printout within zoho books shld be incorporated
2 votes -
Multiple Invoices from Sales Order
To have the ability to create recurring invoices from a Sales Order or to create Monthly Billing from a Sales order where the items are 1 Year Subscriptions.
2 votes -
Allow the "Use In Future" option when editing Items in Invoices
When I make an edit to in item in Invoice or Estimate It would be nice to have the option to "Use in Future" (Like you offer for notes) that would save the edited Item description for future use
2 votes -
2 votes
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Signature on invoices - option to print without signature
While I use the signature image on my invoices to be sent via email, some clients insist on a physical, printed invoice with a personal signature. It is difficult to keep changing the template to take a printout without signature, but then to retain the digital signature for bills sent by email. please give an option to print invoices without the digital signature, so that I can physically sign it and send physically by snail mail when required.
2 votes -
Give the option to "Add New" email contact while editing Estimate
While editing an invoice, towards the bottom of the screen you can click "Add New" in order to add another email address....Please add that same functionality to the estimates as well. Everything else is basically the same in both Invoice/Estimate windows except that!
2 votes -
to enable Estimates to be converted to Delivery Challan / Delivery Notes , if not already there ?
we want to be able to convert our Estimates to Delivery Notes before Invoicing
2 votes -
Hi, if you can integrate Kotak Bank, it will be easier to pay Vendors / Suppliers bills directly from Zoho.. Thanks, Nirag S Shah
Hi, if you can integrate Kotak Bank, it will be easier to pay Vendors / Suppliers bills directly from Zoho..
Thanks,
Nirag S Shah2 votes -
Provide a way to manage multiple organizations under one account in zoho books. t
I have an LLC with 2 dbas that I run out of the same accounts. I need an east way to distinguish them when entering transactions. I can use tags but that isn't quite cutting it.
2 votes -
Invoice reminder emails
Enable ability to send invoices to one email contact, but follow up reminder email sent to another contact. Our Clients request us to submit invoices to one email, but inquire about their payment by sending to another email address.
2 votes -
Provide Transaction approval for cash expenses
It would be easy if we provide transaction approval for expenses. The person handling the petty cash can attach the expenses and the accountant or admin can approve the same..
2 votes -
Sort bank transactions according to Descriptions
Bank overview
Click details
Sort ascending or descending details.It will help to find a transaction according to the description where there are a few similar.
It is a search and select option that will help locate transactions from the bank statement side
EG - I paid PNP about R500 but I cant remember when.
2 votes -
Add an extra column for bank statements to enter folio/ref
Add an extra column into bank statements for manual addition of references such as statement, cross-references, short comments, queries etc.
Make the column searchable.
Allow manual import of the extra column.
2 votes -
Option to convert Retainer Invoices to Sales Order | Package | Shipment | Invoice
Retainer Invoices are for collecting payments in advance. It is logical that once the payment is received we should have the ability to convert the retainer invoice to a Sales Order to Packake | Create shipment and then convert it to an Invoice.
2 votes -
Template for bulk adjustment of Vendor credit against the Bill
Template for bulk adjustment of Vendor credit against the Bill
2 votes -
Allow for discount on estimates which are prior approved with additional approval work flow requirement
Our sales often come back with requirement of discount on their submitted estimate. We want the option to revise an estimate by providing line wise discount / total bill discount and also function to add or remove quoted items in the estimate. Any changes on an existing approved estimate should initiate second round of approval process for the changes.
2 votes -
E waybill printout
This time e way bill directly generated in zoho books its very easy.
I want Generated Eway bill print out in ZOHO Books.2 votes -
allow for the ability to pay multiple vendor bills at once
It would be more efficient to be able to see all your outstanding vendor invoices on one screen and be able to select which ones you would like to pay. This way you will be able to pay more than one vendor at a time. We run checks weekly, so it can be as many as 30 checks a week, having to go into 30 separate vendors each week is tedious.
2 votes -
Display of gross margin in % - On Dashboard
On Zoho Books, dashboard page, Income and expense graph:
Should you display of gross margin in % the owners or managers could able to take necessary corrective actions to revise the pricing to enhance the profit margins required.
2 votes
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