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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6158 results found
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Link SO, Invoice & POs with a common value
Linking Sales orders, invoices and purchase orders would enable easy tracking of the transactions between all three.
We'd like to see one common value that links all there and can be used as reference # for invoice and PO at the same time. This common value can be used by the "organization" to track related transactions between customers and vendors
180 votes -
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 allow depreciation/amortization (Abschreibungen) according to…
173 votes -
Split Transactions for Check payments and Credit card feed
We have also been adding manual transactions when there is a split on the same payment (checks issued and credit card transactions in the bank feed).
Our example1: (Non-bill) Vendor Payment Check
10% portion to XYZ expense account
10% portion to YZX expense account
80% portion to ZXY expense accountOur example2: credit card charge downloaded to feed, transaction not able to split has to be deleted. Manual entries of the 1 charge split among multiple transactions (can use same example1)
This is causing reconciling nightmares for us since the multiple entries do not match the bank statements, time and…
160 votes -
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.
154 votes -
Create sub-customer accounts
We need sub customer accounts with the ability to view invoices/sales, contacts, reports etc for each branch location
126 votes -
Integration of M-Pesa with Zoho Books
Integrating M-Pesa mobile banking with Zoho Books
122 votes -
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 invoiceThe 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…
119 votes -
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.
118 votes -
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 ordersThe 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…
113 votes -
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.
110 votesHi there,
The integration between Zoho Finance and Mercado Pago is now live.
To know how to set up this integration and get started, kindly refer our help document-https://www.zoho.com/books/help/integrations/mercado-pago.html
Hope this helps.
Regards,
Zoho Cares -
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 cost109 votes -
POS System
Create a POS system that integrates with Zoho Books, Inventory, and a Online store front
108 votes -
Switzerland QR-Invoicing
You might know that Switzerland is moving towards ISO 20022. Recently, some local Swiss Banks provided CAMT.053 which is working perfectly fine in ZBooks. Now, as a next step, old Swiss pay slip (Einzahlungsschein) is moving towards QR-Invoice.
105 votes -
Convert sales order to delivery challan to invoice .... and feature to select multiple delivery challans to create a single invoice
Lets have a feature to Convert sales order to delivery challan to invoice .... and feature to select multiple delivery challans to create a single invoice. And also vice versa...invoice to single or multiple delivery challans.
103 votes -
Cheque printing & PDC Management module
Every business is issuing cheques to vendors, employees and towards other expenses other than bank transfer and credit card / debit card payments.
So its quite very urgent to add a cheque printing feature in zoho books.
ALSO, In addition to the cheque printing feature, I would like to suggest to your team to look in to add a feature to manage PDC/CDC received from customers and other parties and also PDC/CDC given to vendors and others parties.
Because its directly connected to the cash flow management report. Cash flow management report should be based on the received CDC/PDC &…
100 votes -
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.
97 votes -
Enable multi currency in item prices.
We should create items in foreign currency purchase and sell prices.
95 votes -
Salespeople assigned to customers
Allowing salespeople to be assigned to Contacts is a very necessary part of business! Usually, all sales by a specific contact is credited to a specific salesperson. With a salesperson that is linked to a contact, all the invoices for that contact will be credited to the salesperson. Right now, I have to go in manually and assign a salesperson to each Invoice and that is time consuming and unnecessary if the two were linked.
88 votes -
Integration with Gusto Payroll
Gusto Payroll is magnificent. Integration between Gusto and Zoho would be masterful!
87 votes -
apply journal credits to accounts payable/receivable
for example a payment was received into a personal account and would like to reflect this by crediting accounts payable and debiting the directors loan account. this feature currently works but does not allow you to apply the credit to the invoice
86 votes
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