Zoho Books
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6204 results found
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1 vote
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Add the number of items within each group (Recurring Invoices 2) next to drop down so you don't have to open each unit to see
Under Sales in Contact Dashboard, each Item has a drop down (Invoice, Recurring Invoice, Payments, Credit Notes, etc) Add the number of said items next to the name so you do not have to open each item to see if there is anything in that item.
1 vote -
It would be great to have a feature in Contacts/ Customers to include "Sales Without Invoices" because it is income generated by each Custom
It would be great to have a feature in the Contacts/ Customers to include "Sales Without Invoices" because it is still income generated by each Customer. Currently the only screen to see this is in Reports/ Sales.
1 vote -
Credits Notes to Appear on the Invoice they are applied to
Currently, when applying a credit note to an invoice, it simply shows as Payment Made. It would help with transparency to have the credit note appear as a line item in the invoice so that clients know what the credit is for (without having to send an separate email). Or at the very least have the section where it says Payment Made to say Credit Applied.
1 vote -
i suggest
total sales and receivable showing with GST if its showing excluding tax we can know exact receivable or pending payment
1 vote -
Customs codes and calculated fields in PO's
It would be very helpful to be able to have calculated fields in the PO module. It would also be very helpful to be able to associate customs codes ( HTS codes) to a purchase order. For instance, we would like to see item 1, description, # items, customs code. This helps our vendor simply take the PO and add it to the shipment so that customs see the code for the items purchased.
1 vote -
Customs codes and calculated fields in PO's
It would be very helpful to be able to have calculated fields in the PO module. It would also be very helpful to be able to associate customs codes ( HTS codes) to a purchase order. For instance, we would like to see item 1, description, # items, customs code. This helps our vendor simply take the PO and add it to the shipment so that customs see the code for the items purchased.
1 vote -
Show email icon in front of payments received if we have informed through email
Show email icon in front of payments received(after payment #) if we have informed the client through email like in invoice.
1 vote -
Blueprint in Zoho books is urgent!
Blueprint should be implemented in Zoho books!
1 vote -
There are some expenses which are not strictly operational exp like Advt and sales promotion whereas Zoho group them under operation Exp
There should be some flexibility built in to structure the report so that anomoly like Advertisement is not shown as operational Exp in the P&L Account
1 vote -
How do I bring the sales and purchase accounts codes through from the item to the sales invoice?
All the items have a different sales and purchase accounts on their record. However these codes are not reflected in the sales order/invoice or purchase order/invoice. As a consequence they have to be manually coded at time of invoicing which leaves huge room for error.
1 vote -
Near quantity add new column box, ctn, weight etc and it should count quantity automatically...
Please add one more column near item for unit for box, ctn, weight etc and it should count quantity automatically. Eg if I have 24 quantity in 1 ctn, then when i write 1 ctn quantity 24 should come automatically...
1 vote -
ADD "Reference Field" column on Record Payment Page Between Invoice Number and Invoice Amount
We have customers who use various purchase order numbers, and we would like to be able to quickly identify which invoice is associated to their PO. While we record this information on the invoices, they use their reference numbers (Purchase Order / Sales Order / Reference #) when sending in payments, and it SHOULD be easily found next to the invoice number on the "record payment" page versus having to go back and look for their invoice to find the associated PO to record the payment. Anybody else have this issue?
1 vote -
Recurring Invoice Profile
Have the option to assign multiple customers to one Profile Name on a recurring invoice.
1 vote -
make liability accounts visible in the banking view, not just chart of accounts
These are only visible in the chart of accounts and it's unclear how to enter transactions as instructed here....
https://www.zoho.com/us/books/kb/expenses/record-loan-amount.html#toc_2please enable transactions to be entered....
1 vote -
Under footer, I suggest you have 2 lines of labels. So we can for example, enter "sign of consignor" as well as " sign of consignee"
under footer of delivery challans and invoices, I suggest you have 2 lines of labels. So we can for example, enter "sign of consignor" as well as " sign of consignee"
1 vote -
Ability to Choose an Accounts Payable Person who is different thant the main contact in CRM
Currently in Books all invoices go to the main contact in the account. That person may not be the right person for invoices to go to. We need the ability to choose another person in that company as the default Accounts Payable person. Currently this is a manual process and we have to remember to check the correct AP person for any accounts that have people in different roles. Please consider this seriously as it is something that should be automatable to prevent user errors...
1 vote -
Add a customer or a vendor from the Bank Overview when you are entering transactions
Add, delete or rename Customers and Vendors on the fly from the Bank Overview.
In fact from anywhere. You never want to have to leave one screen to go back so you can add or delete or amend another related transaction base.
1 vote -
customise invoice table field to be able to add info for each item
I want to be able to add a filed in the invoice item table, so i can add any other information about each item
1 vote -
Facture à montant total négatif
Il serait intéressant de pouvoir faire des factures dont le montant est négatif en cas de restitution d'accompte pour annulation de commande
1 vote
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