Zoho Books
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6176 results found
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Zapier - Create Item add more fields, be able to modify record
Right now you can create a new item through Zapier but you can only add the Rate for the sales order, there is no option to add the Cost for the purchase order.
Items do not have a lot of fields to begin with, it will be great if all the fields are available including custom fields, it will be just a simple mapping.
Also a new Zap should be created to Update information, not just creating items. This is very handy as items are often updated with new pricing
1 vote -
1 vote
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Rollback fonts on desktop/web app
Zoho changed the fonts and line spacing in an "update" last week. However, this has resulted in wasted screen real estate (white space), it looks like everything is zoomed in, there is too much scrolling and the font looks blurry.
I used to love the old font and the 'business tool' look of the application, and it is one of the things that drew me away from Xero. However, I think they are now trying to look like Xero. Big mistake!
1 vote -
Proforma Invoice
many customers ask for proforma for making advance payment.Estimate template is no good for this.What I do is make an invoice with a different set of serial numbers abbreviated PRO/INV/2021/xxx make a pdf print and correct the header to read as proforma Invoice.After sending make the invoice void ! By including PRO in search all such invoice can be grouped.Actually there is no difference between an Invoice & Proforma Invoice but for the control number and the header and may be due days for making payment..
1 vote -
1 vote
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is there any way we can do Delivery order before do invoice ?
Singapore construction line we will send the quotation once the quotation approved we will send the goods for installation for that time we need Delivery order the site supervisor will sign the document then only we can create the invoice is there any way we can do the delivery order before invoice
1 vote -
different according to customer for same product
Add different rates for same product according to customers, wholesale, retail and consumer, also show history of rate according to each cus.
1 vote -
Item variation
There should be an option for variations in Items. For example If I select item as "scooter" then another column should have variations to select as "Activa" or "Aviator" or "Scooty" or etc. to make the work process fast and easy.
1 vote -
COMMITED STOCK COLUMN IN ITEM VIEW
there should be a committed stock column in item view bases on
sales order1 vote -
Fetch GST of Customers based on PAN and update all Invoices with their GST respectively
We create recurring Invoice for our cutomers, their PAN is updated, but we have to manually check for GST number at the end of every month and update GST in Invoice. If Zoho could directly link to GST portal and auto fetch GST number for customers, it will be a beneficial feature
1 vote -
Ability to call Custom Functions from Custom Buttons
We have written several Custom Functions that work in the Automated Workflows, but some of these we also use for Custom Buttons so they can be called on demand.
Right now, even though it's the same code, we have to manually copy and past the complete code into the Custom Button. This can lead to problems if the code is updated and we forget to update all the custom buttons.
Solution: Provide a way to call the Custom Function from buttons, for example if we name the custom function "po_userevent" call it from the button by doing something similar to:
…
1 vote -
use the customer/payee name to narrow down possible matches.
it is ridiculous how bad the possible match feature works. It wastes so much time.
1 vote -
like purchase and sale price can I have different name of an item for purchase and sale
I purchase an item as A and want to sell the same item as . so like defining purchase rate and sake rate in item there should be an option to have sale item name
1 vote -
Export invoice content as .xls and .csv file
I need to make some calculations on invoice contents. Multiple items invoice takes lots of time to work on..
1 vote -
1 vote
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create a report to show which items are reordered by customers
I'd like to see which items are reordered by customers. I can see which items are popular for at least one order but it would help to know if repeat customers order them again. This could be a "Sales by Item" report but instead of customer names with a sum total ordered over a period, it would show specific invoice numbers/customers/dates so I could see if a customer ordered that item more than once.
1 vote -
Option to change colour of part payment received from client in an invoice
When your client pays part of an invoice it features as (-) $000.00 in Red text. This can be confusing for a client as they may interpret this as an outstanding figure that is owed when it is the opposite.
We need the ability to change the colour of this text in the invoice template as opposed to the current system wide set up that can not be changed.1 vote -
Month wise Data Reporting like Tally
We want you to Update All Reporting and viewing also by Month wise as happens in Tally as it help to compare and analyze it
1 vote -
TCS u/s 206C(1H) appicability
How to levied TCS in Invoice
1 vote -
Make the Estimate and Invoice templates field changes during entry time rather than pre-defined.
Hi Zoho Team !
I completely rely on Zoho books for my Accounts.
I raise several estimates and invoices on daily basis.
My customers requirements on invoices vary. Some people expect printed estimates & invoices with sign and Seal. Some people are good with digitally signed estimates and invoices.
I have to cater the customers as required.by them to sustain my business.
For this purpose, I currently use 7 different templates for estimates and 12 different templates for invoices.
Example.
Estimate with description & item-wise discount,
Estimate with description & total discount,
Estimate with description & no discount,
Estimate without…1 vote
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