Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6133 results found
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Excise Tax
Excise Tax has been implemented in UAE since 2017 and now businesses dealing in certain additional products must comply with Excise tax reporting by 1 Dec. 2019.
We must have the capability to have multiple tax recording for UAE users!
Currently unable to comply, makes your system non-FTA compliant!1 vote -
When adding products to invoice, it would be helpful to have the name AND description show up in the drop-down list.
I use item numbers. So that goes under name (for instance DB-302) and then description. However when adding items to an invoice, the drop-down list doesn't show the description so I have to memorize the item numbers. it would be helpful to have the name AND description show up in the drop-down list when adding items to invoice
1 vote -
1 vote
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Tags in Openning Balance
It would be important to be able to assign Tags during opening balance adjustments. As I cannot use a tag, I have to create a manual entry for opening balance adjustments and assign the tag on it. If I do not assign the tags during opening balance adjustments, I am not able to filter correctly in the balance sheet or profit & loss report.
1 vote -
Tags in Payment Made or Received
It is important to be able to assign tags during a payment made or received, otherwise, once you filter by tags in your balance sheet or profit & loss report, you won't see them.
1 vote -
Deposits on Purchase Orders
There should be a way to make a deposit against a Purchase Order to keep track of how much was paid and once received automatically applied to the invoice so that we don't accidentally overpay the invoice by paying in full (since your system does not auto apply the payment)
1 vote -
Auto share retainer invoice link after estimate is accepted
The great thing about Zoho is that you can quote customers via a "share estimate link" (a kind of unique public portal) where customers can immediately accept your estimate. And if it is accepted, and automated, your customer will immediately receive an email with an invoice for x% of the quotation.
At this time, customers must walk away from the estimate to dive into their emails, search for the retainer invoice, think one last time over it and then make the effort to pay it.
As a golden rule to never let customers walk away from what they want to…
1 vote -
Please don't put attachments to the right side of notes or terms and conditions
Your recent update moves the Attachments options to the right of behind the notes field (bills) or the terms and conditions field (invoices). This makes it hard to see when scrolling down and makes the forms feel awkward. Please put it back to the left side under the notes or terms and conditions, so it is easier to see and when scrolling down and entering information.
1 vote -
Please advise your developer to add this functionality and they can let us know when it is available. We would like to be able to attach fil
Please advise your developer to add this functionality and they can let us know when it is available. We would like to be able to attach fil
1 vote -
Base Currency adjustment at end of Year(Pending invoices or advance payment)
While doing finalization of books of accounts,for exporters it is requirement of currency adjustment which is available in zoho books but its effect is not going on customer balances and it is on 'accounts receivable' only.So please do arrangement of balances of customer while currency adjustment.
1 vote -
Please include an option in the timesheet calendar that would allow you to classify by users.
Please include an option in the timesheet calendar that would allow you to classify by users.
1 vote -
Bank Fee Report
There should be a pre-defined report (listed among the other reports) for Bank Fees. Zoho Invoice has this as a pre-defined report. Now you must request a Custom Report under Accountant > Account Transactions.
1 vote -
Allow option for entering start time and end time in invoice line items
Zoho Books should have functionality that pulls "start time" and "end time" entries from timesheet and appropriately enters it in invoice.
1 vote -
Desktop app
Create a desktop app of zoho books to access zoho books faster and more conveniently.
1 vote -
special rate and special scheme
while create invoice , when we put special rate for an item, to a party eg ABC , there should be an option to ask special rate , and same as we r giving special scheme like buy 10 get 1 free, then it ll be saved automatically that rate and scheme in backhand for that party..
IS IT POSSIBLE in ZOHO1 vote -
1 vote
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Options to define taxes for products
In Canada, we have several product categories that are wholly or partially tax-exempt from federal taxes, as well as separate product exemptions from provincial taxes in some provinces.
There is also the possibility of exemptions or different taxes required to be collected based on the customer's location or other characteristics (eg, some B2B transactions are PST exempt) and a business's operations (if a business advertises in some provinces, they are liable for collecting provincial taxes on sales to that province)
I don't think Canada could possibly be unique in this regard.
The current implementation has no allowance for products to…
1 vote -
purchase order date
purchase order DATE
1 vote -
1 vote
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Secured view by Sales person
when a sales person logs in they only see invoices they write and none for other sales persons an similarly when invoices are paid they do not see those or the alerts that they are paid.
1 vote
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