Zoho Books

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  1. Inventory reports by vendor

    I would like to be able to generate individual inventory reports by vendor.

    39 votes
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    3 comments  ·  Inventory  ·  Flag idea as inappropriate…  ·  Admin →
  2. Batch payments

    Use batch payments to bundle multiple bills into one payment transaction (use tick box to select which bills to pay in the batch, and have the amount editable in case you don't want to pay the full balance of all the bills selected).

    Bank details will have to be recorded in the system for each supplier, so that you can then export a batch payment file and upload it into your online banking system.

    Payments to be recorded accordingly under each bill within the batch.

    38 votes
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    3 comments  ·  online payment gateway  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to Add Product Visual/Image to Estimate and Invoice

    I want there to be the ability to add a small thumbnail of about 185x185 next to my items in my Invoice and Estimate to be able to provide a visual reference to my Clients. On clicking the product visual, they can either be taken to the product page on my website(Custom Link) or to a larger version of the image(Image Source).

    38 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Schedule C Estimated taxes

    include to ability to automatically calculate quarterly taxes

    37 votes
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    4 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add VAT to retainer invoices

    Title says it all : it is legally mandatory in France to add VAT to retainer invoices (factures d'acompte).

    37 votes
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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. 36 votes
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    6 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
  7. Please integrate Virtual Card Services

    Please integrate Virtual Card Services - www.vcs.co.za with Zoho Books as our clients using the portal are unable to pay us with credit cards and we cant use this to pay this invoice online now with the online payment options. We cant use Braintree , 2Checkout as when ZAR is converted to USD then back to ZAR; when they pay us then we loose a lot with the Forex conversion. Also Paypal doesnt support ZAR.

    36 votes
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    Not For Now  ·  3 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  8. reconciliation

    Bank Reconciliation Report once the account is reconciled to show uncleared deposits and expenses so that balance can be matched to balance sheet for the corresponding date.

    36 votes
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    2 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  9. there is a facility for budgeting and P&L v busget reporting

    as above. recording and reporting budgets with variance from actual

    35 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Opening Balance of a vendor and customer during current financial year i unable to record

    Category should be Opening balance Under Customer/Vendor

    we need to click opening balance either under vendor
    Vendor name to be entered and opening balance as on 01-04-2017(Current financial year) to be entered.

    35 votes
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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Tax Shipping

    Currently, tax rates only apply to items. It does not apply tax to any shipping charge that may be on the order as well. However, shipping charges are taxable in NYS. Please add the ability to apply tax to the shipping charge on an order.

    35 votes
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    9 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add budgeting to Zoho Books

    a mirror of the COA, with a periodic budget (preferably against a budget model - i.e. you can make different budget models such as best case, worst case, most likely case, and a Monte-Carlo) - budgets can be set manually, or via a formula (i.e. times x% of previous period, based on actuals of that period, or based on previous budget). Budgets can be assigned monthly, quarterly, or yearly. Reports on budget performance - budget versus actual.

    34 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Salesperson should not see the entire company's numbers

    Sales people should not be able to see the entire company's sales figures. They should only see their numbers so they will know how far they are at achieving their quotas.

    Sales people should see their own sales and receivables but certain user levels (sales managers) should see the total figures for their team.

    34 votes
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    1 comment  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
  14. Stripe and Bitcoin

    Integrate the possibility of paying in Bitcoin with Stripe
    https://stripe.com/bitcoin

    34 votes
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  15. Convert sales order to delivery challan to invoice .... and feature to select multiple delivery challans to create a single invoice

    Lets have a feature to Convert sales order to delivery challan to invoice .... and feature to select multiple delivery challans to create a single invoice. And also vice versa...invoice to single or multiple delivery challans.

    34 votes
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    3 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  16. DISCOUNT COLUMN IN PURCHASE BILL

    DISCOUNT COLUMN IN PURCHASE BILL

    33 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Make reporting tags visible on all SOs, POs, Invoices, and Bills

    As it is, you have to click on Edit for each transaction, and then on the ellipses next to each item, just to make sure every transaction is being reported correctly. You should be able to see if a reporting tag is assigned to an item just by looking at the item table on the transaction.

    33 votes
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    2 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 Name

    In addition also orders that are invoiced yet (whole order is a backorder)…

    33 votes
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    5 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  19. 33 votes
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    4 comments  ·  online payment gateway  ·  Flag idea as inappropriate…  ·  Admin →
  20. Integrarte CRM & Books/Invoices at Quote/SO level rather than potential

    Current,y Opportunities are synced to create invoice/estimate through Trigger. However, there is no point as there is no detail on it - so I suggest you do it at Quote and/or Sales Order level. This keeps sales out of books or won't require them to start quoting through books/invoices.

    33 votes
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    2 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
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