Zoho Books
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6156 results found
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Invoice
In my existing software, I use to add reimbursement of expense (as a pure agent) as separate line item with out charging Tax in my invoice.
This is not permitted in Zoho
In Zoho, I am advised to issue bill of supply with out charging GST.
As per Section 31(3)(c) of CGST act
(c) a registered person supplying exempted goods or services or both or paying
tax under the provisions of section 10 shall issue, instead of a tax invoice, a bill of
supply containing such particulars and in such manner as may be prescribed:Reimbursement of expense is not…
1 vote -
Draft Creation timeline
Have the ability to set the creation timeline of a Draft Invoice to a certain amount of time before the date so that you can schedule the sending and modifications if necessary.
1 vote -
Include a column on the invoice that shows the price of the item + VAT%
A lot of costumers are interested in knowing the landing price for the product they buy, as such they need to know the price of each item including VAT on it.
1 vote -
in the "all transactions tab" Permit add a "field" to view...ie..payee?
In the all transactions tab. Is there a way to add a field to view...ie..payee? The current view only shows transaction date / reference (if exists)/ category / amount. Can't see who the transaction was made with. It would be good to be able to customize view
1 vote -
Delivery Challan
Please have an option of removing the tax section from the total section. Also add an discount option in the total section like in invoice. We give a percentage to the vendor to sell our goods.
1 vote -
1 vote
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drag and drop designer for estimates and invoices besides the pre made templates, just like the one used in CRM
In CRM you have to option to either create your Invoice / Estimate tempalte from scratch, using HTML or use the Drag & Drop tool. Althoug for many use cases the pre-made tamplates are good enough and easy to configure, there are cases in wich you need more freedom in this process. One specific case that I currently have is that after creating the templates for Estimates and Invocies in Zoho CRM that have been approved by my client, after convincing him to use Zoho Books I am finding dificult to justify that the tamplates will not be the same.
1 vote -
1 vote
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1 vote
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9134056206
Adhar link
1 vote -
Balance Amt Column
Add a column for balance so that I can see what my balance is with every listed transaction. This would be much easier for scheduling and re-arranging bill payments and projecting account balances without having to run a report every time I reschedule or change a bill payment date.
1 vote -
Default Account for Customers/Suppliers
When I make a sale to particular customer, the default sales account will be the one I select in contacts instead of coming it from the items. Because I could sale one item to several customers and I have different categories of revenues.
1 vote -
IN SALES PERSONS SALE DETAILS REPORT NO SEPERATE PRODUCT SALES IS NOT SHOWN
in bankingsite of zoho, overdraft bank account cannot be imported which makes my usage of zoho books incomplete.kindly rectify .pls..
1 vote -
There Should be a Separate Field in Contacts Showing the Working Field/Sector of a Client.
As per our policy we supply or serve a single client in a field/sector. eg we
do advertisement and branding project for a shoe company, then we never work simultaneously for another shoe company.1 vote -
Use account number in the COA in Manual Entries!
Use account number in the COA in Manual Entries!
It makes postings easier. Just like in Sage or in QuickBooks.1 vote -
Create integrations for Books, and Inventory products in Sites
Create integrations that allow inventory items from Books or Sites to be automatically included on your Sites Page
1 vote -
1 vote
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No chequear disponibilidad de 220
No chequear disponibilidad de 220
1 vote -
1 vote
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add an option to type in the delivery address on a purchase order for us for shippers!
We have customers with central purchasing departments so our customer is in one location but they want products delivered to any number of locations.
1 vote
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