Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
6157 results found
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provide real-sync between Zoho CRM contacts and ZBooks
Please make sync between CRM contacts and Books real-time, or at least hourly. Or make the forced sync a non-admin level feature for a user. We use Subscriptions, and would like to set up a subscription immediately after converting a lead in CRM to an Account. Today, we need to wait 1 day, or have an Admin force the sync from CRM Setup, which is silly. Why can't this be real-time or a User profile setting that anyone could force to sync??
81 votes -
Custumer makes orders from his Client Portal
Will be fine to give the ability to customer to make his orders directly from his client portal and get it uptaed in notification and in SALES ORDERS in ZB .
79 votes -
Bank Deposits
You need a way to group all of the day's deposits into one number in the account, so you can reconcile the deposits against the Bank monthly statement.
78 votes -
Transaction Description Search
When trying to reconcile many transactions (such as when you have imported a bank statement) you may have many transactions from or to the same place i.e. suppliers or customers.
A very simple, but vital requirement would be to just be able to search the transaction 'Description'. Currently, (using the advanced search) you can only search the 'Reference', but in the UK (for example) they do not provide a reference, only a description, therefore you have to manual go through each of the entries and locate the same ones which takes forever.
Strangely, using the search option at the top…
77 votes -
Add Starling busniess bank UK
Can you add integration with Starling
76 votes -
Price breaks by quantity
Add the ability to set pricing based on quantity sold. Example:
If I sell one item the price is $10 / item, if I sell 10 of these items the price become $8 / item.
74 votesHi there,
It is now possible to create Quantity-based Price Lists for items.
Please navigate to Price List creation page → select “Enter the rate individually for each item” option in Item Rate → click “Volume Pricing” in Pricing Scheme. (Refer the screenshot attached)
The Start Quantity and End Quantity will denote the range of item quantity and you can assign the Custom Rate per item for each range. A maximum of 10 ranges can be added for each item.
Once the price list is created and applied for transactions, the line items will acquire the custom rate based on the quantity entered.
Please do write to support@zohobooks.com for any further queries.
Regards,
Zoho Cares -
Printing of Vouchers
Generally in accounting packages you can print vouchers. Payment Voucher / Receipt Voucher etc. This also has the signature of the person approving the payment and any second signature for checking, and receiving (if payment). This is then filed physically in the files for audit along with supporting documents. Normally auditors look at physical vouchers.
Right now we will need to print vouchers manually from Excel or use preprinted vouchers. This is an old accounting this but still needed for audit and tax purposes.
72 votes -
Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format
Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format.Now a days most of the companies maintain Division/Segment wise accounting (IFRS8) .hence the following are required.
1.segment wise Budgeting
2.Segment wise P&L,
3.Segment wise Balance sheet
4.Segment wise Cash flow
5.Segment wise Budget Variance report in P&L Format- Inter segment Sales /Purchases (sales between divisions within an organisation)
7.More advanced: Budgeting in Multi Currency .Budget Variance due to Exchange rate variance
72 votesHey,
The Budgeting feature is live now. You can plan for the upcoming financial periods by creating budgets and evaluate your business performance.
To know more about this feature, check out our:
Blog:
zoho.com/financeplus/blog/budgets-in-zoho-b..
Help Document: zoho.com/books/help/accountant/budgets.htmlThe requirements mentioned in the points 1 to 6 can be achieved using Reporting Tags. As of now we aren’t working on budgeting in multi currency.
If you need any further assistance feel free to reach out to us at support@zohobooks.com.
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cheque printing
cheque printing
66 votes -
Sales by Customer Report to Identify the profit margins
Under Reports in Zoho Books-Sales by Customer, Currently it shows sales and sales with tax. We would like to have additional columns such as Income and Expense to identify the profit margins. As it shows a individual customer overview levels. This will help us identify profits from a particular customer and invoice.
64 votes -
Customer Parent Account or Sub-Customer Account
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they make it from the HQ and its including more than one branch overdue invoices. On top of that, in order for them to clear the outstanding of some branches balances, they use many Credit Notes was issued for different branches to deduct from the total outstanding balance to issue the final payment.
SO, is it possible…
64 votes -
Print deposit slips
Gather individual checks in undeposited funds account and print deposit slips directly from entered information. Lessens chance of transposition errors.
64 votes -
branches
Please add feature of multiple branches
63 votes -
Portal access to more than one account
We have customers who have more than one site and therefore have multiple accounts set up in order to manage their costs. At present an email address can only have access to the portal for one contact / account it would be useful to be able to have multiple accounts accessed from a single email address.
63 votes -
discount on purchase order
Hello,
We negociate discount for our order on a daily basis. The base price for the item is always the same, it is just the discount that we get that changes.
Please add a discount box on purchase order, would make life so much easier..
thank you
63 votes -
Backorder view/report at product level
Create a backorder view/report with information at product level.
When an Order is not completely invoiced yet, the status is 'Partially Invoiced' and Zoho Books keeps track of the products that are on the Order, but not yet invoiced.
However, we need to be able to see all Products/Items that are not invoiced in a View/Report, that shows the information at the Product/Item level, like this:
- Product Name
- Quantity ordered but not yet invoiced
- Sales Order Number
- Sales Order Status
- Customer NameIn addition also orders that are invoiced yet (whole order is a backorder)…
62 votes -
Allow us to address a different company name within the customers shipping address.
We often have customers who are re-sellers or a systems integrator. In these orders, the items are not shipped to the paying client, they are shipped to their end user at a different location. Many of which have different company names.
Please add an additional field when creating shipping addresses that allow us to have a separate company name for shipping address and one for billing address.
61 votes -
put optional items on estimates or allow zero quantity items on estimates for upgrades
Need a way to add an optional upgrade to an estimate. It could be a specific designation by line item or allow us to input zero for the item quantity.
59 votes -
GST Tax feature for Malaysia
The feature i requested is GST Tax feature for Malaysia.
- Easily manage GST payable/receivable, and produce our GST Form 3 in one-click.58 votes -
Serial Number Tracking
Allow items to have a serial number Entered in the System.
1. Enter Serial of Items/Goods and dated purchased.
2. Warranty Periods for Serial Numbered Items
3. Pick Items by serial number when doing customer invoices (it helps when items get faulty during their warrant period and to know where there goods where bought from and return to original supplier or manufacturer.) We are having look check the items if there are returns and start opening files to see where we bought from and is it still under warranty.
4. Being able to see Faulty Items when returned by customer…57 votesHi All,
Serial Number Tracking and bar code scanning are not planned in Zoho Books. I have some good news though!
We are launching a new product called Zoho Inventory. That will address your requirement. And what’s more Zoho Inventory and Zoho Books are tightly integrated.
Jump to below forum and vote to get an early access:
https://zohofinance.uservoice.com/forums/294735-zoho-inventory
Regards
Prashant
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