Zoho Books
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6170 results found
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Allow more than 1 custom dropdown field in a form (Sales Order, in my case)
I'm using a custom integration from ZBrains to connect ZBooks directly to QuickBooks Desktop and need more than 1 custom field to flow through for my reporting. Currently I have one dropdown field that has 4 values, but I cannot get a second one up due to reaching the max allowed custom fields. Please increase allowed number to 3.
1 vote -
Purchase Order Delivery Options
When creating a purchase order have the option to deliver ORDER to another an existing VENDOR on file ............ can only select delivery to customer
1 vote -
GPS automatic clock in and clock out, plus optional lunch break deduction when logging work hours
In Zoho books there is a feature I would like to see, which is GPS automatic clock in and clock out (see http://www.hourstrackerapp.com for reference)
I would also like to see the option to select a lunch break. I love most things about ZOHO books and all the others, but I am using http://www.hourstrackerapp.com at the moment for my staff to register worked hours as it is more convenient, however hourstracker is lacking everything else from ZOHO.
I am sure many other zoho users will see this as beneficial
thanks,
Svenni1 vote -
Sales Order to Purchase Order
Hi,
if there was an option in sales order to segregate the items as per the Supplier will be very useful. Ex :Sales Order with 25 line items to 3 Suppliers, 9 Item to Supplier 'A', 11 Item to Supplier 'B' and 5 Item to Supplier 'C', apart from it If Purchase Order releases dates are different date as per the customer schedule. There might be a confusion for the person to see which item has to be released on whom and if he is new joinee, it will be more kiosk about suppliers and there will be duplication/confusion. I…
1 vote -
Ability to assign one/multiple product categories to Item and filter for same while searching for products
Ability to assign one/multiple product categories to Item and then ability to filter items by category while adding line item to order/invoice. This filter should be available both in web and phone apps.
This way those users can locate product items faster who have huge product list. Also user will see a short list of products if they are looking for specific category product only.
1 vote -
Sort Invoice "Status"of Paid or Overdue
The column that I care about most in my invoice module is the column named "Status" that indicates whether my clients have paid for the work my company has performed. Unfortunately that is the only column in the Invoice module that I cannot sort. Please make the "Status" column sortable A to Z and Z to A.
1 vote -
Improve the deliver to selection process in Purchase Orders
Make the delivery to selection like the Sales Order selection function. Reason, the information doesn't carry over from contacts or updates all of the time. Very cumbersome and timely. Sometimes have to delete the PO and start again. Would be nice to be able to change the information easily if needed.
1 vote -
1 vote
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Corporation bank - Corporate Link - with user domain
Suggest you add corporation bank - corporate banking link (corpbank.biz) with userdomain for direct reconciliation.
1 vote -
put a sub total for quantity also
put a sub total for quantity also
1 vote -
Read notifications for invoices
Read notification for emailed invoices would be nice. That way we know that they got it and have looked at it. And that the invoice didn't get lost in the spam folder.
1 vote -
1 vote
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Saudi Arabia Legalities
Information required for VAT invoices
The tax invoice must include the below details related to the transaction, provided in Arabic:
• The invoice issue date and the date of supply (if they differ)
• A sequential invoice number to identify the document
• The supplier’s legal name, address, and tax identification number
• The customer’s legal name, address, and, when the customer is self-billing, tax identification
number (and a statement that the customer and supplier have agreed to self-billing of VAT)
• The quantity and type of goods, or the extent and nature of services provided
• The total amount…1 vote -
Indicate the estimate number on the invoice
I need to automatically enter the corresponding estimate number on the invoice. I do it manually but I think it has to be simple to automate?
1 vote -
Have Items view option for just images in both Book and Inventory
Have the option to view the items by just their images or with large image with small name underneath.
1 vote -
Add an extra option in the sales order details report, to enable you to select "overdue sales orders" only
Add an extra option in the sales order details report, to enable you to select "overdue sales orders" only
1 vote -
Add Purchase Approval And Purchase Approval Return
PLease add Purchase Approval Option And Purchase Approval Return Option. We receive Stock on Approval Basis Also i.e under Challan and we can return them as well but this doesnot effect vendor statement of accounts. After return the net quantity is billed which effect statement of vendor. But stock increase and decrease on purchase approval and return
1 vote -
statement of account
Option to generate Statement of Account for unpaid invoices only should be provided. This is very common function and wonder why it is missing in Zoho books. Full statement with completely paid invoices appearing along with payment details is confusing for clients.
Also, statement of account does not display invoice number in seperate column. It just shows as part of description which makes the statement reconciliation very difficult.
Provide satement of account customize option also to add some important field to statement like custom fields. These fields appear in invoice while entering and also while generating invoice report but does…
1 vote -
Allow deduction in split transactions in banking
Example:
Gross Wages $1000
Social Security - 62.00 (negative transaction, deducts from above total)
Medicare -14.50
Adjusted transaction amount $923.50We have a lot of transactions that require deduction splits (bank fees, etc), this would be a very helpful feature! Zoho Books does allow you to enter the negative transactions and total adjusts, will not allow you to save though. We only use Zoho Books for our invoicing currently, this feature is a must for payroll and other transactions, currently using Quickbooks for accounting and would love to only have one accounting application
1 vote -
Packing List
Packing needs more custom fields like
Net Weight
Gross Weight
Box Dimensions
all in item level and in total1 vote
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