Zoho Books
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6163 results found
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Restraining predated transactions entry on users
It is important to restrain user from entering predated transactions based on their roles. (Similar to ability to restrain them on modules like create, edit and delete, ability for restraining predated transaction must also be included). Tally has this and it an important feature while accessed by multiple users.
1 vote -
vehicle number in sales invoice
We required text box for vehicle number in sales invoice form.
1 vote -
estimate default time under date for every estimate
need a default estimate time for every estimate date
1 vote -
Link expenses to invoice without my client seeing the price I have paid. Keep link between expenses/client - to not forget to bill back exp
Be able to Link expenses to invoice without my client seeing the price I have paid. So i Don't want a line about the expenses. Want to change the name of item of invoice to choose from my income account. Keep link between expenses/client - so be able to not forget to bill back expenses to that client. So bill won't show as unbilled after invoice are done.
1 vote -
Allow defaults for projects notes that are imported to invoice - for all customers
allow default template of information for projects when converting to invoice - apply defaults from project notes imported to invoice for all customers
1 vote -
Populate Customer and Project fields in Expense Details report for Bills also
When i generate Bills and expenses report, we get the customer and project fields populated for expenses where as the fields will be blank for bills. Due to this we are able to track only expenses for a customer or project if we enter it as a expense. If we enter it as a bill and the exported report is not capturing both customer and project details even though we enter that info for bills.
1 vote -
Document specific custom attention field
Lets have option to select the customer information on the attention field on document basis...because a contact can have multiple persons info and for every order document the concerned person will vary and at times we have to have attention of multiple person from an organization. So, provide an option to have the person/persons to be selected whose attention is required.
1 vote -
How do I record Pre Incorpopration/startup/prelimininary expense
How do I record expense before company incorporation such as company formation expense, R&D expense and Market Research.
Company act:
1) To records the preliminary expense incurred prior to incorporation of the legal entity following entry should be passed on the first day of the incorporation : Debit the preliminary expenses A/c and Credit the Profit & Loss A/c for the amount determined as preliminary expenses.
- As stated above the preliminary expenses can be written off in five years, to record that following entry should be passed : Debit the Preliminary expenses written off the credit the preliminary expenses A/c…
1 vote -
LInking of Bills with Invoices for easy reconciliation and margin
LInking of Bills with Invoices for easy reconciliation and check on margin
1 vote -
Create a Report for Advance Tax Payment on Invoices
While recording the payment, We also record TDS (or) Advance Tax for each of the payment, that we received from our customer. This is amount, that we have an option of getting refund from govt, based on our P&L Account. I prefer we should have report to show how much is TDS (or) Advance Tax with held. This will give an Indicative refund summary
1 vote -
Kashmir
Poor jjfbjjjkc nufv man onE vote
1 vote -
1 vote
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Ability to send out more than 50 invoices at once
Please have the option where we can email more than 50 invoices at one time.
Also, an option to select "Send Later" on an invoice.
1 vote -
add to the cost of the product some more expenses like some process done after we buy it like painting a product.
to have in the item format to create and edit an option of additional expenses to be considered as the total cost of the item, even though you dont pay to the supplier the total cost of the finished item.
1 vote -
In banking feed
Banking feed payment withdrawal with bank charges (eg. 5000 +29) could not match 5000 to cash and 29 to bank charges
1 vote -
DBS Bank India - Integration
Please even tie up with DBS Bank India. They are the No. 1 bank for SME's in South-East Asia and no doubt the largest bank in this region
1 vote -
1 vote
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Enable payment of an AED invoice through foreign currency accounts
Currently if the supplier invoice is in AED, while making the payment one cannot select a USD or Euro or GBP bank account. It must be paid through AED account or petty cash. This is not the correct treatment and also exchange rate difference cannot be accounted for automatically.
1 vote -
Xero's search is better
Zoho Books' search is cumbersome. Xero's search is better. See my video where I explain it in better detail:
https://www.dropbox.com/s/rwoodf3xi1yfhhf/Feedback%20for%20Zoho%20Books.mp4?dl=0
1 vote -
New Expense Acct should be included in BAS by default
New Expense Acct should be included in BAS by default (in Australia) and I think you should be able to see from the Chart of Accounts list which ones are included and which aren't as this is a critical factor
1 vote
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