Zoho Books
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6163 results found
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Recording Interest expense and installment notes tutorial
I just saw the module on how to create a loan account in Zoho.
However the repayment instructions does not address the interest paid in the note repayment. Say for example that you borrow $1,500 with a promisory note to be paid monthly for 6 months at 3%. ow do you account or record the interest expense and installment notes?
I can see doing the following for this example fixed payments of $252.19 - every month the interest will vary - but lets look at month 1:
Debit
Interest Expense $3.75 ans Installment notes $248.44
Credit
Cash $252.19So how…
1 vote -
How can we adjust a non cash transaction.
eg: to setoff the ledger balance between a debtor and a creditor ,if both were the same party or other. "A owes B Rs.1000, B owes A Rs. 5000, then B asked to setoff the rs.1000/- and the balance Rs. 4000, will be paid by them.
1 vote -
Choose bank account in Invoice
I have 2 bank accounts and needs to select the bank details according to the clients. can i do that?
1 vote -
Please integrate first atlantic as a payment gateway
Please integrate first atlantic as a payment gateway
1 vote -
Customise Dashboards
I want the option to move around the dashboard items and arrange it in my preferred order. example the Total Receivable and Total Payable is in the top of the dashboard. I want to keep Income chart and the watchlist on top.
1 vote -
retainer low balance alerts
please see this zoho finance thread and add feature to zoho books as well:
1 vote -
Allow a journal entry to directly adjust sales tax payable; not all adjustments involve payments!!
Allow a journal entry to directly adjust sales tax payable; not all adjustments involve payments, so it makes it impossible to have the payable balance correct at year end if tax payments are in arrears.
1 vote -
1 vote
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Mileage Expense with an allowance
Request that the admin have an expense configuration item for a credit for mileage before calculation. I.e. employee submits expense for 72 miles for 1 day but the employer pays for mileage above 40. Thus the actual payment to employee will be for 32 miles in total. Currently this is done after the fact through analytics and is quite painful.
1 vote -
please create an advance payment amount option in the invoice
have a item which says advance payment % that is automatically calculated and then have this as the main invoice which auto subtracts and goes out as reminder for remainder
1 vote -
ERP GOLD
ERP Gold
How does a multi-channel inventory management system work?
A multi-channel inventory management system makes it very efficient for small businesses usually selling their products via different selling channels such as physical storefronts, warehouses, websites, and marketplaces (eBay, Amazon, Walmart) to manage their inventory from a single source.
For further information about ERP GOLD inventory management software, click on the link below
https://www.erp.gold/multi-channel-inventory-management-software-necessary-small-business/1 vote -
sales order placement from customers
It would be nice to allow customers to directly fill the sale order on their portal area, the order should then remain in a 'hold' status, until we confirm it with a delivery date for example, or with some price correction. I tried to do that using COmmerce, but doesn't allow to order more than 1.000 pcs. and I cannot figure out how to automatize this some way
1 vote -
1 vote
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would like thank you note to be able to be sent when matching customer payments to invoices
Background - Thank you notes can only be sent while receiving online payments, recording payments offline and accepting payments through client portal.
But they CANNOT be sent to a customer while matching transactions. This makes matching transaction pointless if one wants to send a thank you note as we do otherwise customers keep asking us if we have received payment. it is also common business courtesy to thank them and inform them that payment has been recevied.1 vote -
It would be very helpful if there was a way to move different parts of the check printout
It would be very helpful if there was a way to move different parts of the check printout around so that proper alignment of checks can be achieved. In addition, it's essential that the system allow multiple check printouts to be edited and stored so that users with different printers/printer drivers can print checks without having to buy a bunch of new hardware.
1 vote -
RBAC in Zoho Books based on accounts
It would be awesome to have an RBAC system in Zoho books to grant access to only some accounts.
In Zoho CRM we have territories and can restrict users and admins to only see some accounts.
In books we need the customer owner to do that but hat only works for one person.
What if we want users from a whole Team, a whole branch to view only a subset of accounts ?1 vote -
bulk delete delivery challans
i want to delete multiple delivery challans instead of one by one. why is this option not enabled
1 vote -
1 vote
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Clone invoice to sales order
It would be handy if you could clone an existing invoice into a new sales order.
1 vote -
Print invoice with option to print packing & delivery notes also
Print invoice with option to print packing & delivery notes also maybe using a tick box in the print option.
1 vote
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