Zoho Books
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6424 results found
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sorting
Allow sorting by created custom field in Sales module.
0 votes -
Convert Quotes to PO!
Just requesting this again for like the 5th time.
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Estimates & Invoices - SORT EMAIL option
For Estimate & Invoices in Books, when finalizing an invoice or estimate and preparing to email to a customer the email addresses are all grouped at the bottom of the page, and not sortable. This is a b ig inconvenience when the customer has multiple contacts, as one has to scan the big jumble. The current display shows contact emails from left to right, top to bottom, in order the contact was entered into the zoho. It would be a very nice feature to be able to sort this as a list, alphabetically by first / last name.
A lack…
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Filter Reports Based On Business/Individual
It's no good having the option assign sales as business & individual if there is way to run reports. We would need to know how much business we are getting through the Individual customers and how much we are getting from business customers.
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Add option to have a total on reports
It would be nice to have the option to add a TOTAL field at the end of a column on reports.
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Improve the GoCardless Integration
We need a more integrated GoCardless experience in Zoho.
A few ideas that I've seen implemented on other bookkeeping/finance systems are,
Multiple mandates per client, Zoho can only have one GC mandate per client, but GC supports multiple.
Sync a single Zoho Customer to it's GC account. At the moment you only have the option to refresh ALL GC mandates.
Have a better connection between GoCardless and Zoho than just the company name.
Have automatic invoice payments from a primary GC mandate.0 votes -
Summary of Vouchers with HSN/SAC
Detailed summary report is required (like in Tally)
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Intervals of month aging
Request for "intervals of" month in "Customize report". The current options are "week" and "days".
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Search engine should search globally through all key fields, in all data types
The search field should be a global search and organize the search results by type of data. It would be nice to enter a value, and know that search is looking through all major data points to find the term. As of now, the default is for the search to look at Customers. If you want to search Invoices, you need to first select invoices, or set the search parameter for the search to Invoices.
As a reference, your own Zoho CRM, and the competitive Quickbooks both function with global search.
0 votes -
input credit
Automatic calculation of Input Credit available based on Rules 36(4) as amended
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List that shows ALL customers with oustanding unused credit
List that shows ALL customers with oustanding unused credit Una lista de todos los clientes que tengan Credito Sin Usar.
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i want a free column while estimate, sale order , invoicing,
need a free column while creating estimate, sale order, and invoicing, i have a medicine trading business, we are giving free pc/strips like for eg, crocin tab 10 quantity+2 free quantity, and it should be less in stock also ...
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I have more than 300 customer, all have different prices for different items , how can i manage them ,
While invoicing when i put manually price for an spcific item for a specific customer it should be automatically update that price in back hand for that customers ,
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Profit per invoice listed ad a choice of a column when reviewing invoices
Need column showing profit on invoices. Only thing i need or want now. I love ZOHO but.... i just started xero to see what its like. Please make this column happen and i will delete the other and never look anywhere else again. Also ill start pushing ZOHO everything on all my contacts. Thank you
0 votes -
set default bank account to make payment from
Set the default account to populate upon starting a new expense. Currently it is Undeposited funds with no way to change it save the drop down list
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vendor/customer option to exporting popup for invoices
- add vendor/customer option to exporting popup for invoices
- increase Date Range for invoice exporting
0 votes -
Supress showing CGST & IGST breakup for consumer invoices
In a consumer invoice, I don't want the 2 GST amounts to be shown to the clients. They should be computed, but not show in the invoice as end consumers feel they are paying more..even though it is just a breakup of the product MRP
1 vote -
Show User on Purchase Order and allow filtering
Good Afternoon,
It would be great to have the Purchase Order show the user who created it.
Also, allowing a filter by USER so an employee could see only their POS.Thanks,
1 vote -
kerala flood cess
its is difficult to change CESS 1%(Kerala Flood Cess) every time for GST and for non GST Invoices.Please try to make it automatic.
0 votes -
print delivery note in multiple copies
I would like to be able to print delivery notes in duplicates and triplicates like the invoice, but with custom headings
original
customer copy
etc0 votes
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