Zoho Books
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6167 results found
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report font size
Please provide a way to change the font for the reports that are sent to print. We want to have the reports print with a larger font, so they're easier to read.
1 vote -
1 vote
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Allow for negative Quantities in the invoice module.
We want to create an invoice with a negative inventory line item so customer can swap out parts/products. For example if the customer wants to buy a product and swap out a part of it, say a standard battery for high capacity battery, we want to simply enter -2 QTY for the standard battery and then +2 for the high capacity. This way the inventory is kept accurate and we don't need to create a credit note or do an inventory adjustment. There's no need to create a credit note because the customer is not "returning" anything and adjusting inventory…
1 vote -
WRITE OFF BULK BILLS
THEIR SHOULD BE AN OPTION TO WRITE OFF BULK BILLS. MANY TIMES CUSTOMERS DEDUCT SOME 1-2% AS CASH DISCOUNT, WE NEED TO WRITE OFF THIS AMOUNT FOR ONE BY ONE BILL. THEIR SHOULD BE AN OPTION TO WRITE OFF BULK BILLS.
1 vote -
Make Order Number Mandatory Field
Make Order Number Mandatory Field (option to set it as mandatory or optional)
1 vote -
Mismatch in titles
Preference > Payments Received
The title of the tab is "Field customization" !1 vote -
Mark bills as planned for payment
When I receive bills, I upload them into the Bills Module. Once a week, I enter these bills in the relevant bank. For the bills I enter, I add a comment saying that they have been entered in the bank and will be paid once the due date hits. Because I enter the bills in the Bills Module during the week and in the bank once a week, and because the payment terms differ between different suppliers, I have to go through all the bills again to see if I entered them in the bank already. Is it possible to…
1 vote -
Withholding Tax summary in reports
Want to Generate a Withholding Tax report per customer and summary for all customers.
1 vote -
Applying Retainer and not marking invoice "sent"
When I create a retainer invoice, then later apply that credit to a regular invoice, it marks the regular invoice as "sent" and that bypasses the "approve invoice" step (it's too easy for invoice to not be actually sent). Make this optional, so the regular invoice with the credit applied is "pending approval" instead.
1 vote -
1 vote
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Make Payment terms default button visible
The "default" button in the payment terms is currently invisible, but becomes visible on mouse-over. I propose you make the button to make one of the payment options a default always visible.
1 vote -
Need Delivery Challan Module for New Zealand.
Need Delivery Challan Module for international clients as well. Please take quick action to launch this module as it's becoming a drawback.
1 vote -
Correct the zohobooks.com SPF record
The current SPF record for zohobooks.com is "v=spf1 include:transmail.net ~all include:zoho.com ~all".
Note that there are 2x ~all mechanisms, and according to RFC7208 (https://tools.ietf.org/html/rfc7208#page-21) "Mechanisms after "all" will never be tested" and must be ignored. Thus, transmail.net is being appraised, but zoho.com is being ignored.
1 vote -
Amount Field Javascript
A simple improvement: when pasting a value into the Amount field in Expenses, often what is copied contains a currency symbol ($). Since that's not valid, an extra step of erasing the currency symbol. In a recent update, it actually seems that the entire field is reset to 0.00 if you click to another field.
It would be very helpful (and likely quite easy) to implement a bit of Javascript to strip out all currency symbols, commas, etc, or strip out everything but numbers and a single decimal.
This could actually be implemented in multiple areas (Invoices, etc), but Expenses…
1 vote -
add a field for "Maximum Stock" in the inventory tracking section
in the track inventory section, add a field for "Maximum Stock". This will help us know how much of a product we need to reorder
1 vote -
custom field pricebook
custom field pricebook
1 vote -
Custom Dashboard
add remove widgets to see what summery user want like the CRM home pages
1 vote -
Additional Address custom name
Here is my issue. I own a service company and as such we never "ship" anything to customers so the shipping address is useless to us. We have many commercial customers that are paid by "Parent Companies".
So the billing goes to the parent company, however, the address where the service was performed is completely different. Currently we have a custom field on the invoice for this called "Service Address".
I would like one of the following:
1) Let me change the "Shipping Address" label to "Service Address" or
2) In "Additional Address" let me change the label to "Service…1 vote -
Complete Quickbooks Desktop migration tool
Many Zoho Books clients are coming from Quickbooks desktop. I, for example, have 20 years of history, which is really valuable. If I move accounting systems I expect to bring all that.
1 vote -
Adjust how the program interfaces
Regarding matching uncatergorized transactions to the bank statement: rather than have the entire page refresh when a transaction has been matched to to the bank statement, it would save a lot of time to have the selection automatically jump to the next uncategorized item on the list and maintain it's place (not have the whole page refresh and return to the top of the list), eliminating the need to scroll all the way down and find your place again. This is a small detail that many other programs feature and I estimate it would increase a person's productivity by 300-500%…
1 vote
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