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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6194 results found
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Funds Received on Behalf of Customers for Paying Taxes
In case of Chartered Accountants Firm Funds are received from Clients to make payment for Income Tax, GST etc. In Zoho Books a feature is requested to park this figure under customer ledger and later on use the same to make payment to Government. As of now we need to park this amount in individual GL accounts in name of client. Since the customers are increasing day by day it is now becoming difficult to create those many ledgers. Kindly develop a feature that will handle this scenario.
1 vote -
1 vote
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STATEMENT OF ACCOUNT UNDER RECEIVABLE OR PAYABLE
STATEMENT OF ACCOUNT UNDER RECEIVABLE OR PAYABLE: THE BALANCE OUTSTANDING TO REFLECT ONLY OUTSTANDING against the INVOICE AND NOT BE CUMULATIVE.
1 vote -
allow exporting invoices with one click but separated PDF file
i would like to have function that can allow me to export all invoices to PDF file with one single click but, i need it to be separated one by one. currently i need to do it one by one.
1 vote -
Auto signature on payment reminders in Accounts Receivable
Hi, whilst email signatures is well handled in Invoice notification or payment thank yous i.e. there is an easy way to edit and it is part of the template, there does not seem to be the same functionality with invoice payment reminders
1 vote -
Ability to select specific user timesheets and turn those into a bill for the user - contractor / vendor
users enter timesheets into Zoho Books, users are either employees or contractors / vendors. The feature would allow us to take a users timesheets and create the billable side for the contractor.
1 vote -
Zoho Books - Multiple selection for terms and conditions
We have a 2 sets of terms and conditions namely 1 for group bookings and 1 for FIT bookings. These terms and conditions need to appear on the invoices. However the invoice template only allows for 1 terms and conditions. It would be ideal if there could be an option to add more than 1 set of terms and conditions as our current option is that we have to manually amend terms on the invoice. This is very risky as it could lead to errors.
1 vote -
payment to customer
I suggest including a "payment to customer" option, although this is very rare, since payments are usually received from customers or made to suppliers. However, there are situations, as in the case of bids for example. When the job is awarded to the winning bid, a payment and performance bond will then be required as a security to the job completion in which the bidder (Supplier) is asked to make a deposit to the customer, also called a guarantee good performance.This guarantee can be made by issuing a certified check, that is, it does not necessarily enter the customer's account,…
1 vote -
bank statement next page
Bank statement. Put an additional set of controls to move to previous and next page at the top of the bank statement page. It is frustrating to have to scroll right to the bottom of the list to move to another page!
1 vote -
Option to select Personal or Company when entering a Credit or Debit Card into Books. Or Equity In and Out instead of Asset and Expense
I realize that someone else has pointed out this issue. Zoho Expense has already dealt with it so I guess we have to use both packages for the time being. However, it looks like Zoho Books has incorporated a bunch of Zoho Expense features already just didn't add the ability to select personal or business when adding debit or credit cards. Many small business owners may not vote on this feature because they don't realize how seriously it affects them. In Canada, if you link your personal credit cards the same way as a business debit or credit card, CRA…
1 vote -
To have different approve workflows for POs and for Bills
Currently, purchase approval is same for both PO and Bills. I recommend having a separate one in place, so that PO approval is done by one person, and bill when received is approved by another approver. Different workflow.
1 vote -
Reoccurring invoices - variable (month name) parameter
Variables that would change based on the reoccurring invoice's creation date. So a new invoice might read "Services for the month of January" and on February's invoice would change to "Services for the month of February". Currently all our invoices just read "monthly services". This can be confusing to our customers as all the invoices look alike.
1 vote -
1 vote
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Create bill on behalf of vendor and email to them
Hi,
I would like to have the feature where you are creating the bill on behalf of the vendor and can send them a copy of it, just like how an invoice is mailed to the customer.
The reason is, we at Homely (https://homelynow.com) are into services of providing curated Home made meals through our website. Now the customer selects and places the order. We deliver by picking up from that home chef and delivering to that customer directly.
Now since this is real-time and since Homely does not store the meal anywhere during this process, technically I'm…
1 vote -
Forecast when and Item will reach the re-order level
Based on historical sales data, It will be good to know how much time remaining for an item to reach the re-order level. This will help a lot in putting plans for ordering new material.
1 vote -
Option to add expense from books to a ticket in Zoho Desk, like Project.
Provide an option to associate an expense created in Zoho Books to a Zoho Desk support ticket.
Right now we can associate spending only with projects.1 vote -
I have a printing company. We print on different papers and it could be single side or doubleside. There rates for single side and dou
We are a printing company. We print on paper, it can be single side or double side. The item is the same paper but price varies from single side or doubleside. Currently we can't track stock, as we have to give 2different items but actually its the same item. We can't also use priceless as in one bill there could be 2 single side and 4 double side items. If we give price list all of it gets changed. We want a solution where we can club multiple items into a single inventory source.
1 vote -
UI
Black-Green
1 vote -
Show proper decimal places with currency amounts
As a user, anywhere in Zoho Books where I am looking at a bill amount, currency amount, or other monetary amount, the amount should display with the correct number of decimal places.
Zoho Books currently trims tailing zeroes from an amount. For instance, $420.30 becomes 420.3. This is extremely awkward to read since .3 is supposed to be 30 cents.
The number of decimal places should be maintained so that $420.30 always reads as 420.30.
1 vote -
Error find in to assign contact owner in zoho book, owner can show customer balance summary with all customers balance data, it's not right
user can not show data of all customers after assign contact owner already function on.
1 vote
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