Zoho Books
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6167 results found
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1 vote
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CREDIT NOTES - CLOSE OPTION
Close Button, like the ones we have for invoices that we physically mail versus email. Sometimes we just need to close out credit notes rather applying to invoices because it deducts from more than one and offsets value which is normal in business world but if we can just close it rather applying it since customer pays in full intended invoice and we dont like using the refund button but doing that for now...thanks
1 vote -
tax withheld
Not able to see the Tax Withheld report in Books reports section.
1 vote -
user restrictions based on individual contacts
Option to provide user restrictions based on individual contacts so certain user can only access to certain contacts and certain user will be restricted to access certain contact.
1 vote -
There should be a field for email address with the billing information
When we enter information for a new customer, the billing address is often different that the shipping address. Although Zoho has a separate area to enter billing information, there is no place to put a billing email address. Most organizations prefer that invoices be emailed rather than mailed to them, so it would be great if that feature would be added to the billing information section of the customer set-up.
1 vote -
Reports across months in a fiscal years - monthwise
Need to be able to view sales / invoices / purchase monthwise in a financial year
1 vote -
Remuneration to partners
there should be an option to calculate remuneration to partner. For that we have to enter the details in tally and then check.
1 vote -
Paypal balances should be in Paypal account currency, not base currency!
Please can Paypal account balances be accounted for using the currency of the Paypal account, not being converted to base currency as highlighted here: https://www.zoho.com/books/kb/banking/paypal-multi-currency.html
I cannot understand the rationale behind doing things that way, as Zoho is a multi-currency system and other bank accounts are maintained in different currencies, why not Paypal? Alternatively, put an option to deactivate the currency feed conversion, so that it becomes optional.
1 vote -
Memorize/Autofill Expense account associated with Vendor
There should be a MEMORIZE or AUTOFILL feature that can be associated with vendors in expenses. For example if my vendor is EXXON and I have entered the expense account as GAS 10 times it should memorize it or allow me to associate GAS with that vendor so when I enter that vendor the expense account is already filled. Its just time saving
1 vote -
vendor payment terms
Credit terms are common with suppliers, 30% deposit, balance in 60 days. There is no mechanism for this in Books. It would make sense to use this option both in vendor terms and customer terms, automatically calculate balances in A/P and A/R based on these terms. Currently, users are required to manually modify balances outside of Books to properly reflect these balances.
1 vote -
Retention taxes that basically means negative rates. In Mexico, some kind expenses vendor sell, they must retain -4%. Freight as example one
Retention means Vendor must retain that tax from you and report directly to Tax Goverment agency. Example, if vendor sells a freight service to you by 1,000 pesos. They charge 16% of our main tax (we called IVA) but also must retain -4% (IVA) so :
Subtotal 1,000
+IVA (16%) 160
-Ret IVA (4%) 40
Total $1,1201 vote -
inventory adjustments print
It should be possible to print inventory adjustments or download as a PDF file. Currently there is no option for either, only edit or delete
1 vote -
1 vote
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1 vote
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Add Total Discount Overview for Transaction Level Discounts
It would be really great if we would be able to see the total amount of discount given for transaction level discounts as well. At the moment, we just see for example the percentage but it's not possible to see the overall discount given nor total price before discount. It would be enough if customers would be able to see the display of total discounts given at the "subtotal" or even below "Total" in smaller letters. It's a simple detail that would really bring more value to the whole thing. Thanks a lot!
1 vote -
Update invoicing to align with Projects
Currently, I have Projects set up for billing. I set each Task to the revenue account to which it belongs, a sub-account of Sales. Each month when the invoices generate, your automated workflow overrides my setting and classifies all revenue to Sales rather than the sub-account I've selected. I should be able to set the revenue account once in Task and expect sales to show up there. Please address this shortcoming.
1 vote -
1 vote
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Integration of Zoho Books multi-organisation with only multi-organisation in Zoho People
We wish to create multiple organizations with different countries [Different Entities with different GST Numbers] in Zoho Books under a single account. [Entities can be Indian or International]
This module should work across all applications in Zoho One. We should be able to identify users & their respective data based on their respective entities [should have a drop-down for selecting entities].
At the same time, there should be one master employee database so that in future if we wish to migrate from Zoho to another platform it should be easily migrated.
Can anyone suggest what can be done ?>
1 vote -
Retainer Invoice and Invoice
Hi, we need the PDF of the final invoice to show the amount that was paid on the retainer invoice and the new balance due. Right now we see it in Zoho books but when we prepare the PDF to send to the client the value already paid does not appear. This is a problem for our client's accounting department.
1 vote -
1 vote
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