Zoho Books
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6151 results found
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customer wise part numbers
Need to give customer wise part codes / part numbers. ex Item ABC is billed to multiple customers. each customer will have their own part codes. customer 1 calls it as 'aaa' ; customer 2 as 'bbb' and customer 3 as 'xyz'. when the item is billed to a particular customer, the respective part code is picked up and shown in a particular custom field
2 votes -
Custom currency
Please add the ability for adding custom currencies
2 votes -
add vehicle asset tracking.
In most of our organizations, there would be few vehicles which are run for business purposes / leased for business purposes. It is necessary to keep track of these and ensure periodic maintenance and proper monitoring. So the ability to add upto five vehicles with registration number would be great. So the entries under this would be
1) Periodical mileage(km/miles run) update with date
2) Expenses for fuel/service - link to bank/petty cash, driver DA/TA
3) Preset service intervals ( eg: every 10000 kms/ 3 months from last service) etc2 votes -
Estimate "email to" contact name in email template
We can change which customer contact an estimate gets emailed to. Some things nice would be the ability to have the %CustomerName% place holder be the contact name on the email templates. Example: 'm emailing "X Company". The main primary contact for X Company is "Jan Doe". I want to send an estimate for x company to secondary contact "John Doe".
To make "John" so on the estimate email template, the text has to be manually changed. (Unless overlooking the needed place holder to make this happen.)
2 votes -
Prevent Custom data of Customer from changing retro actively
I am not sure why the data changes retroactively on older invoices why other data like addresses don't. It should be an option to change them retroactively or not.
Or just don't . An invoice is already released and major data like this in it should not just change retroactively just because the customer changed something in his details. It's neither accurate or legal as the invoice which you already issued , has now changed.
2 votes -
"Print name on check as..." field for vendors
Sometime the Vendor name and the name we make a check payable to are different. Would be a nice feature to be able to have field where you can enter the check name and not have to change the Vendor display name each time you print a check.
2 votes -
Include Waybills
It would be nice to have the option for a waybill in the case that you deliver some products to a customer, you have the option of issue a delivery note but it takes all the itmes and all the quantities from an ivoice
2 votes -
To make automatic wage payment entry optional in Zoho Payroll
We have been maintaining Zoho payroll from the last 11 months. We are facing difficulty in matching bank transactions with automated wage payment entries. Entries are appearing without any description like to which employee we paid. We tried to stop automatic entry but it doesn't allow to run the next payroll without passing that entry.
2 votes -
pls add in banking liability side BANK OD A/C as a loan
I suggest u to add BANK OVERDRAFT feature as a LIABILITY under BANKING category
2 votes -
Editable & Customizable Terms & Conditions and Customer Notes for each Template Designs
I have one suggestion related to Template Designs in general....Terms & Conditions and Customer Notes should be editable and added to each templates separately, because as per the current situation, we are forced to edit these two information in every different product we bill/quote, as some Terms and Notes will be different in some products, instead we can design and save template for each product/ service category so that, it will be easier to create invoices/estimates in seconds. This feature is missing from the present Template Design. Please contact me incase you need more clarification.
2 votes -
2 votes
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2 votes
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Add reporting timeframe for calendar year as well as fiscal year
In my country payroll related reports must be calculated based on the calendar year (ending December) even though the fiscal year is different. It would be helpful for reports to have options to set the timeframe to the current and previous calendar year, for cases where those do not match the fiscal year.
2 votes -
Bills or any other lists - 'Total count', 'number of pages and 'Navigation to next page should be TOP of the page
'Total count', 'number of pages and 'Navigation to next page is in bottom of the page on any lists like bills, invoices, credit notes, reports, banking etc. I would like to have these buttons in TOP of the page to avoid scrolling to end every time. It is really time consuming.
2 votes -
I Request Zoho Team to Integrate Google pay and Phone pay and UPI id paymets in the payments intergration to receive and send payments.
I Request Zoho Team to Integrate Google pay, Phone pay and UPI id paymets in the payments intergration to receive and send payments.
2 votes -
user ID should be included in each transaction,
user ID should be included in each transaction,
2 votes -
2 votes
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want to convert Estimate or Sales order to Proforma Invoice
Need option to create Proforma invoice
2 votes -
Bank Reconciliation Reports - Cleared and Uncleared Checks
It would be useful if Zoho has:
1. Ability to print Bank recs report both for cleared and uncleared checks for certain period.
2. Ability to print report from Advanced Search under banking cor certain period with a mark of Cleared transaction and Uncleared transactions2 votes -
Primary warehouse by item
Select a primary warehouse for each item.
2 votes
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