Zoho Books
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6163 results found
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how does this work on an hourly system of pay. this only has a monthly salary structure possibility
IN ZOHO PAYROLL
1 vote -
Import the Recurring Invoices - Overwrite Function please
Please allow us to import with OVERWRITE for the Recurring Invoices. This will allow us to export existing Recurring Invoices, make necessary changes in Excel, then import it back into ZOHO. This would greatly help when we want to add a one-time note on all "Next Invoices" or if we decide to update a particular field that was previously unused. The bulk update only allows updating of fields 25 at a time.
1 vote -
stop invoice creation for late paying customer
If a customer has overdue payment, this function will not allow the sales team to make an invoice until the invoice is paid. this will save a lot of time on going over every invoice to make sure the customer has paid it before approving.
1 vote -
Email template dynamic if then else tags
Allow us to add %if% tags to email templates. So, for instance, we can do things like:
%if:OverdueDays>0% Overdue by: %OverdueDays%!! %endif%
%if:ProjectName% Project: %ProjectName% %else% No project. %endif%
1 vote -
Separate Field customisation for Vendor and Customer and Mandating them
We would like to have separate fields for customers and vendors as both are supposed to be different categories. Also there should be option to mandate the fields as users may miss out some vital information
1 vote -
Not display invoice copy
Would it be possible to deactivate the link that displays actual invoice.
Indeed we are not using Zoho invoice template.
Setting up clickable link shall be offered to Zoho customers.1 vote -
Be able to transfer money between banks with different currencies
If you have multiple bank accounts and need to transfer money between them how do you deal with this?
1 vote -
Printing check to blank check paper
I'd love to see the ability to print to generic blank check paper and have the system add in the check information (routing, account, etc) which Xero supports instead of having to buy pre-printed checks and store them with the risk if the checks are stolen they are usable (vs storing blank paper). This is the one function preventing me from leaving Xero completely.
1 vote -
Bulk Recurring Next Invoices Changing
Hi would really like to see a option to bulk change recurring invoices dates, due to the fact that our invoicing dates do change each month and we have many recurring clients, to change each one separately is a hassle
1 vote -
add gold and silver currency code XAU AND XAG TO ZOHO BOOKS CURRENCIES OPTIONS CHOICE TABLE
THIS will solve the issue of recording purchase of gold as a reserve asset for management of corporate treasuries
right now we are using the bill function with zoho books but it is not right because it is used for managing inventories, which is different from managing treasuries by investing in gold
the simple and elegant way is to simply ADD a currency code XAU AND XAG to zoho books and then we could simply add manually an cash account denominated in XAU to record the transfer of fiat currency into gold as an current assset to hold in the…1 vote -
Allow memo lines to be printed with checks (i.e. - Job name)
We use the same vendors for multiple projects and it gets confusing when a check goes out without the job name on it. Adding this will simplify things for our vendors!
1 vote -
Get the summary of the Outstanding owed by each client in the DashBoard
With the summary of the outstanding by each client we will be able to know which client owes us the money and how much with out going to the reports and downloading the report.
1 vote -
Change of Estimate Status to Draft even after send
When we create a Estimate---> Approve--> Sent. Then client will come back with comments to revise the estimate. When there is a revision, the status of the estimate has to change to Draft again, then the estimate has to go through the process of approval before submission
1 vote -
clearly guide us to select different sales account while creating a sales entry
i am unable to know how to elect a sales sub ledger such as credit sales, cash sales etc.
1 vote -
WATERMARK on PDF
All documents specifically Estimate, Sales order and invoice should carry a watermark of the document stage, DRAFT / APPROVED. After "mark as sent" only PDF can produce.
1 vote -
sale and purchase entries in one account ledger
i case of some kind of dealer we may purchase different Items from them and sale differet items, so in that case, in zoho books we can not post purchase and sale both entries in one leadger.
Request you to kindly resolve the issue. or tell us how to do such entries in that case.1 vote -
Zoho Books -> Recurring invoices
Enable adding current month name in the item. This will help in generating recurring invoices for a year or two
1 vote -
Batch tracking and expiry
I have a medicine job, I want to track the batch wise expiry in it.,
Auto pick expiry when i choose any item batcb wise1 vote -
Price Comparison of a product from vendor
a price comparison option will be very helpful for Zoho user when they want to send PO, we know that particular item you can get it from different vendors and you are not aware of the price, hence if we have an option to save vendor price list compare the price at the time of purchase that will be very useful.
1 vote -
Base approval workflow on organization structure and set approval limits
Enable to set an approval workflow that mirors the organization's structure with approval limits in amount to each level of the organization
1 vote
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