Zoho Books
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6179 results found
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invoice, estimate, Sales order editing permission should apply by user wise (i.e., The user should edit invoice, estimates which he created)
Dear Sir,
With reference to the subject above,The user should have edit rights to only which he is created (invoices, po;s estimates, sales orders etc.)
But he can edit & view all customers/items which is created by other users.
Only we need User wise EDIT/DELETE access to INVOICES, PO'S, ESTIMATES, SALES ORDERS etc.
1 vote -
Add non resident gst vendors
We have state and territorial list but non resident could not be added at present. Please add an option in the source of supply as non resident.
1 vote -
i can do transaction discount while do payment and payment received
i can do transaction discount while do payment and payment received
1 vote -
ITEM CONVERSION
PLEASE UPDATE ITEM CONVERSION IN ITEMS
EXAMPLE:- 1 BAG = 20 PCS
1 BOX = 50 PCS1 vote -
Customize Dashboard
Ability to create custom charts (esp in the income/expenses chart i want to filter by operating income & cost of goods sold).
Also the ability to customise the "Top Expenses" pie to choose the expense i want to view.
1 vote -
Independent Sales approval process for estimates, sales orders and invoices
the approval process for estimates or sales orders or invoices in the sales process should be independent. currently only one settings which means all the 3 process are activated for approval. customers should be able to set different appovers for each transaction type. Also, multi level approval should be possible based on transaction value.
1 vote -
Please allow us to switch from GST Registered to GST Unregistered in Australia.
Please allow us to switch from GST Registered to GST Unregistered in Australia. The Australian Tax Office allows us to switch, as well as the Australian software Xero and I would prefer not to have to switch.
1 vote -
1 vote
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Provision to feed/upload customer PO
Provision to feed/upload customer PO and OR Work Order which can be linked to the raised invoices on the work processed corresponding to the PO. That way the POs received can be stored in the system at one place, also easy to track the progress of the PO, link invoices generated with the PO quantities, track balance quantities, track P&L of the certain work/PO/Work Order and understand performance graph of individual order/customer/item to a specific period, get reports of orders in hand, balance order etc.
1 vote -
attach a QR code on invoice and estimates to initiate payments via UPI
one should be able to add a static QR code image file(so the customer can scan the same with any UPI compatible app) in the footer section of invoices and estimates so that customers can easily make mobile payments from the invoice itself
1 vote -
Portal communication
Enable communication with customer prior to giving estimates or any thing else. The customer has to send me a seperate email. It would be nice to keep customers comments and /or discussions in the portal and no where else.
1 vote -
Automatic data center switching
Switch an organization from the .eu to the .com data center easily or vice-versa.
1 vote -
1 vote
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e-invoicing, as launched by Govt of India
‘E-invoicing’ or ‘electronic invoicing’ is a system in which B2B invoices are authenticated electronically by GSTN for further use on the common GST portal.
Under the proposed electronic invoicing system, an identification number will be issued against every invoice by the Invoice Registration Portal (IRP) to be managed by the GST Network(GSTN).
All invoice information will be transferred from this portal to both the GST portal and e-way bill portal in real-time.
Therefore, it will eliminate the need for manual data entry while filing ANX-1/GST returns as well as generation of part-A of the e-way bills, as the information is…
1 vote -
Retainter Invoices and Packing Slip Templates need full customization just like Sales Orders, Estimates and Invoices have
The Retainer Invoices and Packing Slip Templates are way too limited with zoho's default options for customization. They should have the same flexibility for customization as the Sales Orders, Estimates, and Invoices do, allowing complete control to add html to customize the look, feel and company specific content. The retainer invoice has the smallest credit card icon when payments are enabled. There is no way to draw attention to or highlight the payment area or link. Our customers are not seeing this icon and thus, do not know how to make a payment to us even with the very small…
1 vote -
Pls add integration of API on Zoho Books, I have whatsapp API
Pls add integration of API on Zoho Books, I have whatsapp API which I have integrated with Zoho CRM but not able to integrate with Zoho Books
1 vote -
Add Outstanding Receivable from Customer automatically to Estimate or Sales Order Value
Many businesses run on credit offered for regular customers. However, if user is unaware of outstanding receivable from a customer, then he would miss adding this amount to his estimate/sales order. An automatic workflow would be most helpful if the amount and details of O/s receivables is added to the Estimate amount automatically.
If automation is not possible, then atleast manual process should be possible !!
When creating an estimate or Sales Order for an existing customer, the outstanding receivable should be seen on screen so the user can add the amount in the "Adjustment" column.
The details of the…
1 vote -
When entering an itemized expense, when clicking on "Add Another Line", the cursor should be in the box where the second category is to go
When I enter an itemized expense, I would like to be able to enter the second expense account without having to click on the box with my mouse. The cursor always jumps down to the next field. It should be right in the box where I need to enter the next expense category.
1 vote -
compress sales invoice format
please compress and make it short sales invoice format and page layout, and while entering the items details please search items as 1st to end character not searching proper
1 vote -
1 vote
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