Zoho Books

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  1. Create one invoice from multiple Sales Orders

    Many companies as mine have several orders from a customer during the month (I use the Sales Order function for these), but we invoice them one a month, so at the end of the month we take all the orders and make a unique invoice... will be amazing if we can just join several orders from the customer and convert into one single invoice...

    114 votes
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    10 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
  2. add a job costing module

    Add a job costing module so that sales invoices, bills and expenses can to allocated to a job to show job profitability.

    111 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allow child/parent contacts

    Many large organisations have one financial office that pays the bills with many departments/subsidiaries that place the orders and take delivery. So it would be useful to be able to have a parent contact with multiple children. Quickbooks does this.

    111 votes
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    9 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Integración with the moduls of "Products Details" of CRM

    In the integration between CRM and Books, the CRM Potential close win generate an invoice in Books, but the format of forms is not compatible between this modules.

    The integratión should enable to equivalent modules, I mean;

    *CRM quotes with Books estimates
    *CRM sales order with Books sales order
    *CRM invoice with Books invoice

    The idea that I propose is that the user can choose between the modules to integrate, if is an user the CRM estandar versión his only option is integration with potential module, but in CRM profesional o enterprise must be possible integrate with the moduls that…

    104 votes
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    Work In Progress  ·  9 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  5. 99 votes
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    19 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  6. the option to convert an estimate into project where each line item would become a task

    I would like to create an estimate to send a client and once approved convert into a project so the hours can be managed. Each line item in the estimate would be a project task. Once the project is complete convert to an invoice and send.

    97 votes
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    9 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
  7. Integrate with Mercadopago payment gateway

    MercadoPago is the leading online payment solution in Latin America. It was launched in 2004 and has operations in Argentina, Brazil, Chile, Colombia, Mexico and Venezuela.

    90 votes
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    17 comments  ·  online payment gateway  ·  Flag idea as inappropriate…  ·  Admin →
  8. Delivery note

    Can we have the option to generate part delivery notes within a draft invoice?

    Several times deliveries happen in parts on customer request and invoice is generated only with the final delivery.

    Therefore to have a feature that would allow for generation of part delivery notes with distinct dates and DN numbers, tracked into the draft invoice from which they are created will be a great boon.

    After reading through suggested features on delivery notes here, j believe that a lot of those could be resolved with this option being provided.

    Please look into it.

    76 votes
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    4 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  9. Allow usability for German market / Enter German market

    Zoho books is not usable as a book keeping software in Germany.

    - One typically report monthly your VAT to the authorities via the ELSTER link. This is needed to know how much tax you have to pay. - Many German companies work on a monthly basis with their tax advisor, for which one needs a DATEV-link.
    - Full integration of the local bank transaction stanrdards
    - The accounting is done here typically with certain standard accounts (Standardkontenrahmen SKR).
    - The yearly financial disclosure (Jahresabschluss) follows different standards.
    - Moreover, as a full bookkeeping software zoho books would need to…

    74 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Make the text box (where we type the item number) searchable

    When making an estimate, invoice or bill, the textbox where you type the item name or number is not searchable !! That means if you do not know EXACTLY the name of your article (or at least what is strarts with), then you have to leave that page, go back to the items page, find the exact wording or the items you want, copy it then go back to your estimate and paste it.... That's a waste of time, especially when items name are long and complicated..

    72 votes
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    10 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  11. Enable Bitcoin payments through Coinbase gateway

    I would love for my customers to be able to pay me in bitcoin. Coinbase would be ideal as an available gateway. As a tech service company,m\y inability to accept bitcoin hurts me

    Quickbooks does this already. It's the one feature that i miss from them.

    72 votes
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    4 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  12. need to manage raw materials costs and cost of finished products.

    For example:

    I Buy raw material (milk) to make cheese.

    1- I add milk expense
    2- add the cheeses manufactured in inventory
    3- When I sell the cheese doubles the cost

    71 votes
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    2 comments  ·  Inventory  ·  Flag idea as inappropriate…  ·  Admin →
  13. POS System

    Create a POS system that integrates with Zoho Books, Inventory, and a Online store front

    69 votes
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    4 comments  ·  online payment gateway  ·  Flag idea as inappropriate…  ·  Admin →
  14. Enable multi currency in item prices.

    We should create items in foreign currency purchase and sell prices.

    65 votes
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    2 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  15. Custumer makes orders from his Client Portal

    Will be fine to give the ability to customer to make his orders directly from his client portal and get it uptaed in notification and in SALES ORDERS in ZB .

    64 votes
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    Not For Now  ·  2 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
  16. Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format

    Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format.Now a days most of the companies maintain Division/Segment wise accounting (IFRS8) .hence the following are required.
    1.segment wise Budgeting
    2.Segment wise P&L,
    3.Segment wise Balance sheet
    4.Segment wise Cash flow
    5.Segment wise Budget Variance report in P&L Format

    6. Inter segment Sales /Purchases (sales between divisions within an organisation)

    7.More advanced: Budgeting in Multi Currency .Budget Variance due to Exchange rate variance

    62 votes
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    4 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  17. discount on purchase order

    Hello,

    We negociate discount for our order on a daily basis. The base price for the item is always the same, it is just the discount that we get that changes.

    Please add a discount box on purchase order, would make life so much easier..

    thank you

    61 votes
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    4 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
  18. Ability to Send Requests for Quotes

    It would be really nice if I could send Requests for Quote on items that I need built. That way I can always get the best price without having to email and manage bunch of people/inconsistent responses.

    This would be under:
    Purchases
    - Expenses
    - Recurring Expenses
    - Request for Quote
    - Purchase orders

    The template would be similar to a PO. It would just pull in my vendor contacts and my vendor part#. Then all I would need to do is attach a drawing then send it to a group of vendors. They could email me bids. Then when…

    59 votes
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    7 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
  19. GST Tax feature for Malaysia

    The feature i requested is GST Tax feature for Malaysia.
    - Easily manage GST payable/receivable, and produce our GST Form 3 in one-click.

    58 votes
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    6 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  20. Integration with Gusto Payroll

    Gusto Payroll is magnificent. Integration between Gusto and Zoho would be masterful!

    57 votes
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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
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