Zoho Books
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6174 results found
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Estimates in dashboard
It would be great to have a global view of the estimates status in the main dashboard, so it could be easier to get information of the total amount of those docs. Same way as you already have in invoices. Thanks
8 votes -
Ability to export data to CSV per Invoice
As a user I want to be able export single Invoice into CSV or XLS format to be able import Invoice data in any other system that I am using.
8 votes -
Automatic calculation of GST TAX rates from 4digit HSN code
Automatic calculation of GST TAX rates from 4digit HSN code entered in the invoice or estimate or bills or purchase order.
8 votes -
Item PDF attachment & Order Revision Freeze
Greetings,
I would like to add a .pdf or .dxf/.dwg attachemnt to specific items
This would contain the 2D drawings for this item or the dxf aka 2D flat layout for laser cuttings for example.And a way to freeze the item if it's undergoing a 3D/2D model update/change, so it cannot be ordered while it's being altered.
This would be handy for ordering repeating custom parts without our engineering having to send the files afterwords in a seperate mail on each purchase order.
8 votes -
I am a small pharmacy retailer.I find it very useful.But For medical business,expiry date and batch numbers are mandatory for billing.
In your invoice templates,ther is no template useful for pharmacy.Because it is not possible to mention batch number and expiry date.
8 votes -
Bulk update Tax Information on expenses
To be able to update via bulk edit in purchases, the Tax or Tax Exemption, in the same way we can bulk update the date, expense account, paid through, notes and even the reference number.
8 votes -
Create online signature for customers on invoices.
Signatures perfomed by customer on computer and smart phone for invoice (like Docusign)
8 votes -
One page invoice
We request you to provide a single page invoice as in Tally ERP 9. And also provide a Tax summary for each item/HSN/SAC.
8 votes -
Export documents
It would be good to have option to export all documents from a folder as zip archive. For example, I send all bills to Zoho Books, but at the end of the month I also need to send them to the accountant and also backup them locally for further reference. Now I need to go one by one to download. It would be great if I could download the whole folder or sync it with local folder.
8 votes -
Multiple GSTN Numbers of One Customer as per Location-Its very important as of now scenario
One customer with Different Locations and different GSTIn Number as per ocation should be added in one contact , so that it gets tracked under one ledger only.
All Other Accounting Softwares provide this option after GST8 votes -
e-wallet integration
We add money to Paytm, Ola Money and Airtel Money which cannot be called as expense as there is no tax on these transactions. The tax comes when we make payments from them. So, these e-wallets should be added to the banking section.
8 votes -
Integrate CRM Tasks, Calls & Events with Books for Logged Time
As a professional organization, almost all activities can be billable. But right now, there is no way to pass through Tasks, Calls or Events from CRM to Books as logged time. This isn't supported directly, and Books currently doesn't "expose" time log entries with 3rd party tools such as Zapier. This is feature is really needed!
8 votes -
Add a feature to show an actual bank register balance and the ability to make entries directly into that register.
I need to see an actual check register for each bank account we have to keep track of what has been actually entered so I can compare it with the statement I get from the bank.
8 votes -
bulk approvals for bills
Need option to approve bills in bulk.
8 votes -
add bookkeeper access to Books and Zoho One !!
I must give my contracted Accounting firm a login for Zoho Books. I must subscribe them to the complete Zoho One service in order to do this. This is ridiculous! Quickbooks and competing software allows one or two user-level access - for small business who contract accounting/bookkeeping! This is a standard included with single-user Quickbooks, it really needs to be available with Books and Zoho one. If I add access through Zoho One, my subscription cost triples what Quickbooks costs monthly. I attended the Austin Books training where it was stated that Zoho One license is great for small business.…
8 votes -
need to see profit and profit margin in invoice
when we sell an item it's import to know that the price is giving is sufficient profit compared to cost of purchase. this information should be available in a report on directly on the invoice page.
8 votes -
to allow vendors to create bills.
Hi just like you have a portal for customers, you should have a portal for vendors where he/she can go and create bills which we just have to approve and make the payment. As you have now integrated icici bank payment gateway it will be easier for us who have too many vendors and have to make manual entries for each bill. Instead if this facility is provided to the vendors, it will save us a lot of time. Please consider this idea.
8 votes -
Estimate Enhancements - Columns / Groups
One of the golden rules in sales is that if you are providing a discount you must take credit and clearly articulate that discount. To achieve this the following fields are are required or the ability to calculate and display. In addition to item categories on an estimate.
Columns - Should be able to display in any order
Item #, Item SKU, Item Name, Item description, Qty, List Price, Extended List Price, Discount %, Discount $, Extended Amount (Total)I have see reference to "Groups" and "Chapters". This requires and item level field to be able to "bucket" items into…
8 votes -
job cost
YOUR ZOHO book is basic form.. You need to update more common features for business like Job cost in the invoices,performa invoice, expenses covered in invoices,
8 votes -
8 votes
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