Zoho Books
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6164 results found
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Add sales rep and account number fields to the "Sales by Sales Rep" report. Also, a Summary Report of all transactions by rep, all reps
Add a Summary option so all sales rep info can be used by clients to calculate commissions. Also, please add the sales rep field and an Account number field, or option to use Custom Fields from Subscriptions and Invoices.
1 vote -
More than one dropdown custom field in estimate
We have more than one field where we want to give sales person options to choose. At the moment having just one dropdown field and inserting data for other field is consuming us a lot of time and problems of human error. This feature alone will save nearly 1200 hours within our company and help our reporting massively, we have been request this feature for nearly 6 months now. And we have not heard back. So urgency into this matter would be appreciated with a lot of chocolates and referrals.
1 vote -
More details on customer drop down for Purchase Orders
We deal with quite a few customers that reside in different states, cities, or even countries that all have the EXACT same company name.
"ABC Store"
Imagine if you have 50 of those and you are creating a purchase order to be shipped to one of them. Because the drop down only shows the company name, we must go through all 50 one at a time until we find the correct store.
I'd rather not have to name each store uniquely. It would make more sense if the dropdown would include city & state next to the company name for…
1 vote -
Add a field for customer's PO #
You need a Purchase Order # field that follows the order through every stage - once entered in a sales order, it should appear on an invoice, package ( Zoho Inventory) etc.
1 vote -
Have a Default GST field (Australian Goods & Services Tax - same as VAT etc) attached to each General Ledger Account.
Having a Default GST field (Australian Goods & Services Tax - same as VAT etc) attached to each General Ledger Account, would:
** Reduce errors during entry in picking the wrong Tax Category
** Save time as entering the GST Category each time a transaction is entered is laboriousIt would work like the current Default GST Categories applied to Items.
When entering a transaction there will be a need to change the GST where applicable.1 vote -
Canadian taxes (BC) based on SKU not customer
In Canada (BC), our taxes need to be based on the item not the customer. For example, if we sell a laptop then we need to charge both PST and GST, but labour has only GST applied.
1 vote -
Payment gateway via API
Hi it will be interesting to add a way to add any paiement gateway via API.
1 vote -
Multiple Tax in Item. In India We have 3 taxs, 1 Services tax, 2 Swachh Bharat Cess and 3 Krishi Kalyan Cess
Krishi Kalyan Cess, which was announced during the 2016–17 Budget, has become applicable from 1 June. A tax of 0.5% would be levied over and above the Service Tax and Swachh Bharat Cess. Till 31 May 2016, the Service Tax rate was 14.5%. With Krishi Kalyan cess, the service tax would increase to 15%.
1 vote -
Editing Options For Salesperson Name Under Invoices
It would be nice to if I could edit or change a sales person name for invoices without having to delete them and loose all data.
1 vote -
nas tags de relatorios devem associar tambem nos relatorios de despesas e dos pagamentos recebidos, porque eu tenho varias filias eu quero s
nas tags de relatorios devem associar tambem nos relatorios de despesas e dos pagamentos recebidos, porque eu tenho varias filias eu quero saber quanto tenho de despesas em outras filias. Será um bom recurso para nós.
1 vote -
Sub- Accounts
Grouping Accounts Step by Step for Zoho Books !
1-You already have created the first level of accounts (Assets, Liabilities, Equities, Revenue & Expenses) Job is done
2-Next Step you should create the second level of in the chart of accounts. You are almost there ! The Type of Modules you have (Cash, Banks , AC Rec ...etc) Could be the best way for the second level. (With the exception of Expenses which you already developing)
3. If the above is done then all other grouping should be done by a report writer and not in the structure of accounts.1 vote -
Transaction Updates Details
It will be fine to get the details when a transactions are updated in SO,INVOICE by getting :
- Items Added and or Deleted
- Price Item Change
Actually when SO,Invoices are updated by adding or deleting items we only get a comment as updated and it's not possible to know which updates made .
1 vote -
1 vote
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To add Saudi Banks to be able to sync online
Suggest to add Saudi Banks to connect with it.
1 vote -
Zoho CRM and Slack
The notifications that are triggered based on your sales team actions in crm gets simultaneously pushed into your preferred Slack channel (#general, #random, etc.)
1 vote -
Need built-in calculator with Cost, Sell, and Margin
A Cost, Sell, and Margin calculator in ZB would be amazing. We use this all the time, but I am not always at my desk. This calculator needs to be accessible on any page through ZB.
1 vote -
Autofill Reason for updating invoice
Hi guys
After updating an invoice, we are prompted to give a reason for the change - which is a very good idea.
In my case, there are several reasons that come up regularly.
1. remove the credit card fees because paid by direct deposit to bank
2. change due date for a payment plan
and I’m sure there are many others in other companies.It’s a pain to have to type that every time. And you could end up with inconsistent notations.
So it would be really cool to have a selection of preset radio buttons to click as…
1 vote -
Sub Accounts - Sales Purchases and journal entry
I can see how to set up sub accounts and they look great and also how the roll up and reporting works which is great.
But when you raise entries in sales or purchases or journals the sub account functionality is limited as you are unable to clearly select or navigate to a sub account
You have to view the whole list which is not practical
the entry screens need to be modified to split the coding structure into two columns one will be parent account and the second sub accountYou then select the parent account and if it…
1 vote -
1 vote
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1 vote
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