Zoho Books

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  1. 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 votes
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    2 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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…

    57 votes
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    12 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  3. Option for direct entry of opening balances of customers (recievables) and vendors (payable) at a time of creating new contacts / vendors..

    Direct entry wll be easy for non commerce people, because it is difficult to make ledger for people who has no accounting knowledge in accountant section. So please give Option for direct entry of opening balances of customers (receivables) and vendors (payable) at a time of creating new contacts / vendors..

    54 votes
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    3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    54 votes
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    4 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  5. Switzerland QR-Invoicing

    You might know that Switzerland is moving towards ISO 20022. Recently, some local Swiss Banks provided CAMT.053 which is working perfectly fine in ZBooks. Now, as a next step, old Swiss pay slip (Einzahlungsschein) is moving towards QR-Invoice.

    52 votes
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    6 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  6. Integrate more payment gateways like CC Avenue, Payfort and more

    It's getting real costly! All your payment providers support only US transactions. This means more costs for us. We would really appreciate if you can integrate payment providers from the Middle East or even India. This could help a lot of us.

    50 votes
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    5 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    50 votes
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    3 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
  8. Integration of M-Pesa with Zoho Books

    Integrating M-Pesa mobile banking with Zoho Books

    49 votes
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    9 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    49 votes
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    Not For Now  ·  6 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  10. Custom "Lookup" Field

    Must add a custom field "Lookup" that looks up a pre-existing value just like in Zoho CRM, this should be add to all modules (Estimates, Invoices, Purchase Orders, etc.) for example if I want to add the PO number to invoice so I can know they are related

    48 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. Report > Account Transaction > To add Description next to Transaction Details

    This feature allow user to see the description of transactions. For example, a transaction was committed to account "Repairs and Maintenance" but need to show more information for this transaction like it was a renovation the office or air conditioner maintenance.

    This helps user to track & match the details of transactions with local records on PC.

    47 votes
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    6 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. cheque printing

    cheque printing

    46 votes
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    1 comment  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Send customers Sales Orders via the client portal

    Currently you can send sales invoices and estimates through the Client Portal. Could you make it possible to send Sales Orders through the Portal and give them an acceptance button as with Estimates?

    Client has developed integration through CRM and the ability to generate Sales Orders in CRM to be transferred to Books and if the client had the ability to see and accept through the portal this could make life very easy.

    Thank you

    45 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Items - Multi Currency Purchase Rates ?

    Hi,

    We do International Trading and buy products in multi currencies. However the Items purchase rate is fixed as per company's base currencies and this does not suit us. This results in a false value to our stock and affects all our reporting.

    Even if we convert the purchase rate into the base currency, this rate will never be accurate unless it's updated on a daily rate basis. This is not even an option.

    Rates in Exchange
    Where can we input the rates or exchanges on a daily basis on Zoho?

    44 votes
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    0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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??

    44 votes
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    4 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
  16. Intergrate with whatsapp. PLEASE to send invoices via Whatspp

    I would like to be able to send invoices via Whatsapp

    43 votes
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    2 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  17. Invoice Print in (POS) Ticket Style or Layout

    Need to print invoices in a ticket printer like EPSON TMU220 or similar (POS PRINTER) but to do it, we need a new style or layout of invoice that fits in a ticket paper and print, I think that will be a very usefull I and also very nature friendly because we spend less paper and tonner.

    42 votes
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    2 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add Instamojo as online payment gateway. It is very popular with startups.

    Add Instamojo as online payment gateway. It is very popular with startups.

    41 votes
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    2 comments  ·  online payment gateway  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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.

    41 votes
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    9 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. Salespeople assigned to customers

    Allowing salespeople to be assigned to Contacts is a very necessary part of business! Usually, all sales by a specific contact is credited to a specific salesperson. With a salesperson that is linked to a contact, all the invoices for that contact will be credited to the salesperson. Right now, I have to go in manually and assign a salesperson to each Invoice and that is time consuming and unnecessary if the two were linked.

    40 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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