Zoho Books
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6186 results found
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Please give the option to arrange the Invoices by Date, Invoice No, etc in GST Filling under GSTR-1 (When clicked on Number of Transactions)
Its Helpful for checking the No of transactions correctly, if filling Manual Returns....
0 votes -
Editable & Customizable Terms & Conditions and Customer Notes for each Template Designs
I have one suggestion related to Template Designs in general....Terms & Conditions and Customer Notes should be editable and added to each templates separately, because as per the current situation, we are forced to edit these two information in every different product we bill/quote, as some Terms and Notes will be different in some products, instead we can design and save template for each product/ service category so that, it will be easier to create invoices/estimates in seconds. This feature is missing from the present Template Design. Please contact me incase you need more clarification.
0 votes -
Financial Reporting Company General Ledger Accounts Payable Accounts Receivable Accounts Reconciliation Cash Management Order Entry Purchasi
Financial Reporting
Company
General Ledger
Accounts Payable
Accounts Receivable
Accounts Reconciliation
Cash Management
Order Entry
Purchasing
Time & Expenses
Platform Services
Budget Planning0 votes -
0 votes
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Sending bills created to vendor by mail
Hi,
I would like to have the feature where you are creating the bill on behalf of the vendor and can send them a copy of it, just like how an invoice is mailed to the customer.
The reason is, we at Homely (https://homelynow.com) are into services of providing curated Homemade meals through our website. Now the customer selects and places the order. We deliver by picking up from that home chef and delivering it to that customer directly.
Now since this is real-time and since Homely does not store the meal anywhere during this process, technically I'm…
0 votes -
unsettled payment details
unsettled payment further details should be avialable.
0 votes -
CUSTOMER GROUP
Please create Group for Customers (example: Local, Overseas, Currencies etc) in order to generate Aging based on the above.
0 votes -
Allow the users the option of making line item level discount as "only in percentage" or "only in rupee" or "both" in the preferences
Settings -> Preferences -> General -> Do you give discounts? you can only select one (Radio Button) of the 3 options:
1. I don't give discounts
2. At individual item level
2a. Do you give discount in percentage
2b. Do you give discount in value(rupees)
2c. Do you give discount in percentage or value(rupees)0 votes -
0 votes
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Reconciled journal entries should not show as available to match to banking feed
I entered a few manual journals in my checking account, which I could not match to the downloaded feed, because the feed would not allow me to partially match (the feed transaction was split in two, and the journal was one journal entry, so I could not match). So I disregarded the items in the feed and just reconciled the journal entry. Now when I go to match new transactions in the feed, the reconciled journal entries show as available to match. Since they are already reconciled, I do not think they should show as available to match to the…
0 votes -
Allow sending (email) individual invoices at a scheduled time.
Allow sending (email) individual invoices at a scheduled time.
0 votes -
Currency symbols for all prices
At the moment, in templates a currency symbol only appears in the total amount/sum. It would be helpful to have currency symbols for ALL prices like item prices, taxes and discounts (if given as amount and not as percentage) and subtotals as well.
0 votes -
SO VOID RESTRICTION TO USER
SO VOID RESTRICTION TO USER
0 votes -
Expand search in Purchase Bills> Items> Customer Details
While we do Purchase Bill entry, you allow us to add Customer for each Item but if I try to search customer by Last Name I get no result. Pls allow us to search customer by any field (First Name / Last Name / Company Name).
0 votes -
Would like to have internal tracking rate vs external rate for billing
Please develop internal tracking cost vs External rate of billing for clients on a project so we can see our profit margin.
1 vote -
Looking For Pro Masonry Contractors Raleigh NC
One of The Best Masonry Contractors in Raleigh North Carolina.
Masonry Services: Stone Veneer, Outdoor Spacing, & Concrete Foundation
Our Masonry is one of the nation's leaders in commercial masonry contracting, & has proudly served the US
1 vote -
Add alphabet search bar for customer and vendor views
On the Zoho Desk App, there is an alphabet on the right side of the screen for the customer tab. You can click on a letter and it quickly pulls up all the customers that begin with that letter. It would be great to have the same function in Zoho Books. Then I wont have to always use the search bar to find customers. I can click on the letter, and then scroll down using my mouse. It would be quick and save time. I get tired of using the search bar to find everything in zoho books.
1 vote -
Margin reports for individual sales person and individual invoice
Please consider adding a report where we have overview of sales person margin, also the margin report on each individual invoice
0 votes -
Json cml
Hi. In Croatia we are obligated to send transactions to IRS servers using xml json and security kry, and get responses from goverment servers with security code. Can books api do this.
0 votes -
Create bulk allocation of bank transactions in CSV import file
Would be a great feature if we could already specify the General Ledger account name in the import sheet CSV file and then not having to manually categorise in Zoho.
0 votes
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