Zoho Books
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6198 results found
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Archive Invoices
We need to archive some invoices
8 votes -
Reconciliation In-Progress Total Deposit/Withdrawals Sums
Reconciliation In-Progress Total Deposit/Withdrawals Sums
Totals of deposit column and totals of Withdrawals column so it is easier to find any discrepancies. It provides a 'cleared' field, it would be good if that could be broken down.
As all my bank statements provide total of each In/Out, we can then also match this information and make is easier to recognise where the discrepancy is (if any).8 votes -
Choosing due date for Bills
Zoho Books offers the feature for choosing due date for Recurring Invoices automatically. It would be great if we had the same feature for Recurring Bills rather than having the bill date as the due date.
8 votes -
Get live feeds of exchange rates from xe.com or some other source to automate conversion between currencies
Can you add a feature that allows live feeds of exchange rates from xe.com or some other source to automate conversion between currencies. Exchange rates are too fluid.
8 votes -
8 votes
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Link Sales Order to Invoice
Sometimes it happens that an invoice gets created that should've been created from a Sales Order, but instead gets created "standalone".
It would be nice to be able to link a sales order to an already existing invoice, maybe using the already present "Order Number" field
8 votesHi there,
We now have the option to link stand alone sales orders to invoices.
Kindly note that, the sales order number should be mentioned in the “Order Number” field of the existing invoice.
Once you do this, on selecting this invoice in the list view you will get an option on the top saying " Link to existing Sales order(s)".
When you select this option a link is established between this invoice and the corresponding sales order.
Hope this helps.
Good day!
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Please add feature sale filter report by items for each sale person.
Now i am experiencing difficulties in filtering the total sale for each item for sale person because in my company there are many sale person who sell services or products with different commission rate. So when I want to calculate/filter those sale persons, i cannot.
Please help vote this features.8 votes -
Batch print "checks to be printed"
From the "Payments Made" screen with the "Checks to be printed" filter, give us a checkbox next to each check and allow us to select some or all items and send them to the printer in a batch operation.
8 votes -
8 votes
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Cross exchange rate, please!
I'm using Zoho Books in Serbia with EUR as the main currency. But the exchange rate for example 1 RSD = 0.008113 EUR is very unuseful because I need to setup an accurate end value in RSD. In this case usually we use cross-rate, for example 1 EUR = 123.0023 RSD.
8 votes -
Please can you create a way to separate customers into SUPPLIERS and CLIENTS?
Some we sell to and some we buy from....obviously this should be split in Customers list. Right?
8 votes -
It would be great if reporting tags could be associated with any transaction in the subledger
The reporting tags are very powerful in itself, but the implementation is still quite restricted. It would be great if we could associate reporting tags with entities (i.e. customers, vendors, employees, products, purchase orders, sales orders, estimates, and projects). All transactions will get stamped with the reporting tag. A hierarchy of defaults and overrides is followed: if there is a customer reporting tag for location, but this is not present in the product, the sales order line transaction of the product gets tagged with the customer location. But if the customer has a tag x, and the product tag y,…
8 votes -
add a Budgeting and Planning application
It would be useful to be able to take these applications and project results into the future with a Zoho budgeting/planning application. This application would also allow you to create business models based upon drivers/formulae using your own information or data coming from other Zoho apps. Functionality would also include a reporting function to extract data to create dashboards/scorecards as well as other analytical reporting.
8 votes -
allow an expense to be moved to another organization/business
If I have a small business and home account, I'd like to be able to transfer an expense or transaction from one to the other. This is a feature in Wave that is very helpful when I've added an expense/transaction in the wrong place. I don't have to delete and reenter. I simply click the "move to personal" button.
8 votes -
Add an image to the customer portal
I need a way to upload an image into the client portal. For my business it would be great is there was a section that said artwork and I could upload an image there for my client to view. An added feature would be so I can lock the artwork so It can't be downloaded. Maybe have that as an option for me to set whether they can download the file or not.
8 votes -
Expense Report For Particular Bank Account
Report need to show the expenses and sum of expenses of the particular bank account.
8 votes -
add titles to estimate list
add titles of the estimate to the list. with numerous estimates to the same customer, to find the correct estimate. All estimates 1 by one should be checked to find the correct one
8 votes -
change the account type of an account in the account charts
change the account type of an account in the account charts
8 votes -
bank wire in client portal
Currently we have client portal with credit card and paypal payment options. I want also bank wire payment option for client in client portal so that client can choose bank wire option along with credit card and pay pal.It can make online payment more faster.
8 votes -
Sub-ledger account in Tax payable
The feature of creating a sub-ledger account in Tax payable should be made available to track whether the tax is paid or not.
8 votes
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