Zoho Books
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6175 results found
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1 vote
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Expected payment date to be transfered to payment gateway (especially GocardLess)
Expected payment date (or payment term) is a big part of a BtoB sales and is used in the negociation with the customer. It is supported by the Z Books invoice but the date is then not transmitted to the payment gateway. The gateway then triggers an immediate payment and do not respect the information in the original invoice.
That's a big problem for the BtoB markets!Please add the latest payment date in the gateway interface (I know that Gocardless accepts a date in the future to trigger the payment)!!
1 vote -
price to retailer column ,Free scheme supply column,
price to retailer column ,Free scheme supply column, In the template.
1 vote -
reclassify expense into itemized
The ability to reclassify an expense into an itemized SPLIT expense after it has been invoiced (and paid). You can currently change an expense category, but you cannot edit a single expense into an itemized expense for the same total.
1 vote -
Please give the option to arrange the Invoices by Date, Invoice No, etc in GST Filling under GSTR-1 (When clicked on Number of Transactions)
Its Helpful for checking the No of transactions correctly, if filling Manual Returns....
1 vote -
Allow different company name and address in billing and shipping address without change of preference setting
Different company name and address can be entered in billing and shipping address. But in this case the order of placeholders needs to be changed. Then this change will reflect all other orders.
So I really need to set up billing address and shipping address in customers individually.1 vote -
Add % metrics on management reports
Most accounting packages give reports with an option to show %, eg;
each sales heading as a % of the total, and then each cost head as a percentage of sales.1 vote -
automate settings the EXPENSE currency to the VENDOR's default currency when entering expenses.
Currently a vendor can be assigned a default currency, but when entering expenses the default is always to the organization's default.
I would suggest that the expense currency auto-update to the default vendor setting.
This would remove the risk of accidentally entering in the wrong currency.
1 vote -
Option to add a new rule to an existing rule
make it possible to add an unrecognized transaction to a existing rule
1 vote -
1 vote
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BUG - No date is showing on screen for P&L with custom date selection
BUG - No date is showing on screen for P&L with custom date selection
1 vote -
delivery challan to invoice
same product every day delivery challan when convert for invoice all product take new line in invoice
I need sum of all same delivery challan product and than final invoice
in case of laundry daily pick up linen list is same and month end I need final invoice1 vote -
Payment Gateway for Costco Payment Processing Converge
https://www.elavon.com/solutions/payment-gateways/converge.html
For anyone that wants to use Costco's payment processing partner in the US.
1 vote -
We need a IGST, CGST & SGST amount column in the Tax invoice report
We need an IGST, CGST & SGST amount column in the Tax invoice report. Please add this feature since our CA is not comfortable in making a return. They are saying to shift into a tally. It is a needed feature. If this feature is not included then sorry to say we will shift to Tally.
1 vote -
Bills on basic plan
Hello, I'm a long time customer. Currently using basic plan. Today needed to use bill but the basic plan doesn't have that feature. Price difference between the current plan and one more higher is monthly $10 which is so much.
Please add the bills feature to basic plan with a simple price difference or free. Thanks,1 vote -
Need more options than billing address and shipping address.
Your software is not set up very well for the service industry. One of the most basic issues we have is your system has a billing address and a shipping address. as a service industry we never have shipping addresses, we have billing addresses and service addresses. I see no way in your software to change these headings or data types. When sending invoices from your software it causes confusion with our customers.
If this were my database I would add a service address for the service industry and possibly a project address for the construction industry. Then in the…1 vote -
Clients needs to submit order request based on quoted pricing
Once the estimate on pricing is accepted, the client needs to submit an order based on that item's pricing.
1 vote -
Control for Pricelists in Zoho Books
When Pricelists are enabled/created in Zoho Books, we are not able to restrict users from changing the default ones defined for a single or group of Customers.
The use case is as follows: A business has a standard set of price list defined for a group of customers. This is created and associated to each customer in Customer record. When a user create a Sales Order/Invoice for this customer, the associated price list is selected as default in the price list dropdown but the system also allows the users to override the selection by letting users choose from the other…1 vote -
Add the expense bar alongside the income bar on the graph in customer overview page
In the customer overview page there is a nice graph showing bars for "income". There is a little spot next to each month to insert an expense bar as well. It would be nice to have an income and expense graph and report per customer.
1 vote -
create one single chronological pdf file of all invoices during a month
Dear Zoho Books,
I have a very important request regarding financial authorities: As of now, Zoho Books is NOT able to issue one single pdf file consisting of outgoing invoices ("Kundenrechnungen") AND incoming invoices ("Aufwendungen").
However, my tax accounting firm requires me to do so. Otherwise, they will raise the monthly fee about 30 Euro, because they do not want to handle two separate files. So, this is my urgent feature request: Enable Zoho Books to generate one single pdf including all invoices (outgoing AND incoming) and have this file ordered chronologically from "young to old" (31. Oct on top,…
1 vote
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