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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6165 results found
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Manual or Auto number for Payment Received
Add manual number option for payment received
1 vote -
Implement 'AMEX Express Checkout'.
Please consider implementing 'AMEX Express Checkout' to make it easy for customers paying via Amex.
1 vote -
While creating New Item - There should be option not check Any of the Purchase / Sale rate (Black value should be acceptable)
There should be option not check Any of the Purchase / Sale rate (Black value should be acceptable)
Say If We have Designing Service - Rate vary from client to client
So rate are not be mandatory to put at first place1 vote -
general notes from field employees
need a place where all our employees from field to write a required items in a sheet date wise and a admin can take actions on that
Reset1 vote -
Creating a credit if client pays over the amount of an invoice/Allowing for application of payment to multiple invoices
We have clients who pay in cash and often will round up, or they pay more than one invoice at a time with a single payment. Not allowing a credit option automatically and not allowing us to apply a single payment to multiple invoices means we have to take multiple steps and the record does not accurately reflect what happened. If a client has 2 open invoices, one for $500 and one for $475, and they pay $1,000 at one time and know they'll have more invoices, it makes sense for us to enter that as 1 payment, apply it…
1 vote -
Associating a default template for a Item
For a set of line item by default I want to use spreadsheet template and for another set of line item i want to use spreadsheet plus template. Can we associate default template to line item.
Eg.
Spreadsheet Plus - Have around 40 Items (Paper Products).
Spreadsheet Plus - Only One Line Item Wood Pellet.When in the invoice Wood Pellet item is there, on saving by default spreadsheet plus template is the format.
When the invoice has the remaining 40 products, the format should be spreadsheet.1 vote -
Alowing for diffent expenses to be added for importing of products like customs duty / transport etc with different vendors
Allowing for different expenses to be added for purchase /importing of products like customs duty / transport etc with different vendors
1 vote -
Hulp gevraagd
Wie kan mij helpen?
Hoe kan ik bankrtransacties in ZOHO verwerken?
Ik weet dat het mogelijk is, maar niet meer hoe het moet.1 vote -
Contact report which shows all categorised income from bank statement import
I'm the treasurer of a busy, volunteer sporting club.
Our members pay each month by bank transfer. We do not invoice or send out any other paperwork - we just wait for the payments to come in and check who hasn't paid.
This is a long and laborious process.
In Zoho Books, I have added all our members as Contacts, and I have set rules up to categorise every bank transfer from that contact as a Sale Without Invoice.
This means that when I click on that Contact, the bar graph shows me how much they've paid over the last…
1 vote -
kindly remove balance due from tax invoice
"balance due" is not a proffesional way to show in tax invoice
1 vote -
El escaneado automático de facturas optimizado para español
Optimizar el escaneo de facturas también para el idioma Español
1 vote -
Send and Print
Print Setting > Document Copies > 2 Copies Selected
However in the invoice click 'Send and Print' only one copy printout.The way it should work is
When click on 'Send and Print' according to the print setting that many copies should be printed1 vote -
Show the Accounting Posting (Simulation) before the posting is made
Hi
We want to see the accounting posting that Zoho Books is going to post, before saving the transaction.. As of now, we have to manaully go to the Reports Section and see the Account Journal.. This is very cumbersome
All leading accounting softwares have this provision. We are disappointed the same is not available here
Regards
Ajita SAP Consulting Pvt Ltd
1 vote -
Itemize an transaction to split into owner draw and expense
This would be a nice option to split say car insurance into business and owner draw without having to make manual entries.
1 vote -
Venmo as a Payment Gateway for Indian Customers
Venmo as a Payment Gateway for Indian Customers.
1 vote -
Uncheck sales orders automatically after printing.
After selecting the check boxes for printing sales orders the check boxes then need to be unchecked automatically after printing as it is easy to hit the delete button and erase the checked boxes. I did this today and had to re-enter the said sales orders a second time, this was caused by my having to erase a duplicated order and I accidentally unchecked the said order and pressed deleted which actually deleted all the other sales orders and not the one I selected to deleted. My fault but it's easily done.
1 vote -
1 vote
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NO SE ve claro el video
No se ve la presentacion claramente
1 vote -
1 vote
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Price list Markup or Markdown the item rates by a specific amount
My company wanted me to do Zoho Inventory/Books evaluation for making call for company to migrate to Zoho.
While evaluating I realized that there is no option for price list Markup or Markdown the item rates by a specific amount.
Having the option of Price list Markup or Markdown the item rates by a specific amount will be of great value add for business workflow with Zoho.
Many business including ours doesn't mark up/down based on percentage but instead there are fix service charges fixed.
Please try to implement this feature. Thanks.
1 vote
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