Zoho Books
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6167 results found
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Change filters back!!!!for reports
We use reporting tags on our Sales. We have a location in the UK all of the costs/expenses are on a different system and not in our Zoho account. All of our US accounting is in Zoho. When we need to run reports we had been able to filter using the reporting tags, all of the cost and expenses were there as well as the US sales. Now that the "Advanced Filter" option has been added to reports when we try to filter we now ONLY get the sales, we don't use reporting tags on everything so now when we…
1 vote -
Down payment
There should be a much simpler way to take down payments on projects than a retainer invoice. This just complicates and confuses clients. A simple field directly on an invoice for a percent or $ amount down is all that is needed. This is already there but is shown as an adjustment or discount. Just change this field to Down Payment and account for it as such.
This way the client can easily see the total and the required "retainer" instead of sending them 2 forms and confusing the matter.
1 vote -
I want to export the invoices, but now only items are coming in the excel , i want to know the number of services offered also.
while exporting invoices as eway bill in excel, only items are coming, the services offered by the company and the number of services are not present. so is that feature present in Zoho ? if not, can u suggest the way in which i can know the same?
1 vote -
In the delivery challan type, there should be provision to edit/add the challan type
In the delivery challan type, there should be provision to edit/add the challan type. Becuase it has type :Supply of Liquid Gas" which is not relevent for my business
1 vote -
1 vote
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monthly summary reports for all accounts in books
Monthly summary of chart accounts for tracking of totals of each month debits and credits.(which is available in tally)
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1 vote
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1 vote
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I would like to have Khmer Unicode Font in Zoho Book and Zoho Inventory.
I can't print anything from Zoho book and zoho inventory into my language of Khmer. Therefore, I need it.
1 vote -
Not be able to view Inactive Items while searching in the Active Items view
Recently, Zoho Inventory changed the way you search in the Items section. It is great because it used to be an exact wording search which was frustrating. Now it is a 'contains' search, so there is a lot more flexibility. Well... The downside is that now when you have the default view to Active Items and search something, it will pull up all of the inactive items as well. It is incredibly inconvenient and pointless. If you have thousands of items, it makes searching pointless now. Please fix ASAP
1 vote -
Create the ability to enter Expense refunds when working with projects. I'm perplexed as to why this simple data input isn't available.
Being a small Business contractor interested in the bottom line on individual jobs and know if there profitable; projects can accumulate a large amount of receipts, Zoho Projects allows for this data entry and the ability to run reports like Profit and Loss along with many others to actually see how the job is coming along. without the ability to input Expense Refunds inhibits any practical use for this feature in Zoho Books altogether making reports inaccurate.
1 vote -
Allow for custom footer with multiple brands (3 logos)
we have 3 companies, we want to print all 3 logos on footer
1 vote -
include a field that captures items sold in sales without invoices so that items sold by cash are tracked
include a field that captures items sold in sales without invoices so that items sold by cash are tracked.
1 vote -
Bank Reconciliations
I am reconciling my bank account.
The recon draft includes alien transaction such as transfers from other bank accounts and bills etc that should not be in the reconciliation print because they are not to be reconciled with the bank. Only entries against the bank account will be reconciled.The reconciliation is between amounts in the bank statement and amounts taken on in ZOHO. Nothing else.
1 vote -
bank statements
Please add a feature to print the bank statement exactly as it is in ZOHO books. Sometimes I want to do a manual reconciliation.
I know you can do something like this from reports but please add it in the bank section
1 vote -
report page numbers
Please add a page number on transaction reports.
1 vote -
DATEA
I HAVE BEEN USING ZOHO. I HAVE A SUGGESTION . WHILE THE USER INTERFACE FOR B2B IS GOOD. THE PROBLEM IS ARISING WHEN INVOICING FOR ONE TIME CONSUMERS. IT IS A VERY TEDIOUS JOB TO SAVE THE DETAILS OF THE CUSTOMERS FOR SINGLE TIME. RATHER THAN THAT IT WUD BE EASY IF THERE IS A DROP DOWN OPTION AND SELECTING THE TAX SLAB RATHER THAN SAVING ALL THE DETAILS .
1 vote -
add current portion of long term liability under current liabilities
Long term liabilities can be easily added, however, the liabilities section in the balance sheet does not split between 'current portion' (upcoming 12 payments) and 'non-current portion' (payments made on month 13+). Some business prefer to view such classification of liability accounts.
1 vote -
display cheque numbers in ledger statements
the ledger statement should also show the cheque numbers, so as to verify the payments made to our vendors. this feature is already their in Tally & other accounting software. please incorporate this feature as well
1 vote
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