Zoho Books

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  1. 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 account

    Our 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…

    129 votes
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      8 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
    • 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...

      111 votes
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        10 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
      • 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.

        102 votes
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          5 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • 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…

          98 votes
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            Work In Progress  ·  9 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
          • 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.

            95 votes
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              9 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
            • 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.

              92 votes
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                8 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
              • Allow acceptance of estimates without client portal login

                We came to Zoho from Freshbooks. It had the Accept button on estimates so the client gets an email for the quote (which they are expecting), it opens the page, the customer makes sure the price and qty etc is correct and clicks on accept button right there.

                Currently, the customer needs to logon to client portal to accept the quote in Zoho and that's just too long. Most customers are not going to bother with it, infect Zoho team should have the telemtery data on it. How many times do you think a customer logs in to client portal…

                85 votes
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                  Gathering Information  ·  10 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                • 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.

                  81 votes
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                    15 comments  ·  online payment gateway  ·  Flag idea as inappropriate…  ·  Admin →
                  • 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.

                    74 votes
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                      4 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                    • 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..

                      70 votes
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                        10 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                      • 69 votes
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                          14 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                        • 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…

                          65 votes
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                            4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • 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

                            65 votes
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                              2 comments  ·  Inventory  ·  Flag idea as inappropriate…  ·  Admin →
                            • 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.

                              63 votes
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                                4 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                              • POS System

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

                                63 votes
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                                  4 comments  ·  online payment gateway  ·  Flag idea as inappropriate…  ·  Admin →
                                • 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

                                  61 votes
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                                    4 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Projects in "ZOHO books" be synchronized with projects in "ZOHO Project"

                                    When creating a project in ZOHO project it would create the same project in ZOHO books and be synchronised ever after, timelogging and all. And vice versa of course, when creating a project in ZOHO books, it would be created in ZOHO projects and so on.

                                    60 votes
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                                      8 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 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

                                      60 votes
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                                        3 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 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 .

                                        59 votes
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                                          Not For Now  ·  2 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Enable multi currency in item prices.

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

                                          59 votes
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                                            2 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
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